Page Layouts in Salesforce

Page Layouts in Salesforce

On April 12, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Page Layouts in Salesforce

Table of Contents

What are Page Layouts?

In Salesforce, page layouts are an essential tool for administrators to customize the organization of fields, related lists, and other components on object record pages. They enable the arrangement of both standard and custom objects, allowing for a tailored display of information and actions.

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By creating and assigning different page layouts to various profiles, administrators can ensure that users see only the relevant data and options required for their specific roles. This customization enhances usability and efficiency, as users can access the information they need more quickly and easily.

Page layouts are a crucial aspect of Salesforce customization, allowing admins to modify the user interface to align with business processes and user requirements. They provide a flexible way to manage the presentation of data and functionality on record pages, improving the overall user experience.

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Why page layouts are important?

  1. Customization: Page layouts allow administrators to tailor the Salesforce interface to match specific business requirements. By customizing the arrangement of fields, buttons, and related lists, admins can ensure that users have access to the most relevant information for their roles.
  2. Role-based Accessibility: Administrators can assign different page layouts to different profiles or roles. This means that users see only the data and actions that are pertinent to their job functions, enhancing security and minimizing clutter.
  3. Improved Usability: Well-organized page layouts can significantly improve the user experience. By placing important fields and actions in prominent positions, users can work more efficiently and with fewer errors.
  4. Consistency: Page layouts help maintain a consistent look and feel across different records and objects. This consistency makes it easier for users to navigate and understand the system, reducing the learning curve for new users.
  5. Adaptability: As business processes evolve, page layouts can be easily updated to reflect changes. This adaptability ensures that the Salesforce interface remains aligned with the organization’s needs over time, without requiring extensive redevelopment.

Salesforce allows users to customize their page layouts. You can drag and drop different fields and organize them according to your requirements with the help of this feature. You can also convert certain fields into mandatory ones or make them read-only during this process.

Previous article, Formula Fields in Salesforce, explains about Formula Fields.

How to create Page Layouts in Salesforce?

There are two types of pages in Salesforce where you can apply such customizations. 

  • Edit page: The page you use to create new records or modify existing records.
  • Detail page: The page that shows the details of an existing record with its field values. 

Now, let’s see how to customize these page layouts on Salesforce. 

To get started, pick the Employee object from the Object Manager and go to the Page Layouts pane. In Salesforce administration, the Object Manager is a centralized interface that allows administrators to manage and configure standard and custom objects within the Salesforce platform. It provides a comprehensive view of all objects and their associated components, such as fields, relationships, page layouts, and record types. By using the Object Manager, administrators can easily create new custom objects, modify existing object structures, and manage object-level settings and permissions. This tool is essential for organizing and maintaining the data model of a Salesforce organization, ensuring that the structure of objects aligns with business processes and requirements.

Currently, it contains an Employee Layout. This is what we are going to edit in this section. 

Read more: Roles in Salesforce

It contains an “Information” section with object fields that can be dragged and dropped to create the layout we need. You can change the column they’re displayed on or change their vertical order any way you like. 

You can also add new components to this layout to make it more organized.

Read more about custom page layouts in Salesforce.

For example, if you want to add a new section, simply drag it from the set of available widgets on the top and place it where the section begins. This action launches a dialog that prompts you to add the section name and pick its column count and tab-key order. 

Layout Properties:

Layout properties in the context of web development refer to the attributes and settings that define how elements are arranged and displayed on a webpage. These properties control various aspects of an element’s layout, such as its position, size, alignment, and spacing. Some common layout properties include:

  1. Width and Height: These properties specify the width and height of an element, which can be set in pixels, percentages, or other units.
  2. Margin: This property defines the space outside the borders of an element, creating distance between the element and its surrounding elements.
  3. Padding: Padding is the space inside an element’s borders, between the border and the element’s content. It affects the size of the element but does not affect the spacing between elements.
  4. Display: The display property determines how an element is displayed on the page, with values like block , inline , inline-block , flex , and grid affecting the layout and behavior of the element and its children.
  5. Position: This property specifies the positioning method of an element, with values like static , relative , absolute , fixed , and sticky controlling how the element is positioned within its parent container or the viewport.
  6. Flexbox and Grid: These properties are part of the CSS Flexible Box Layout (Flexbox) and CSS Grid Layout (Grid) modules, which provide more advanced and flexible ways to design layouts, allowing for responsive and complex layouts with less effort.

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Once the section is placed, you can drag and drop relevant fields into it to complete the reorganization. 

This view also allows you to make a field mandatory or read-only if you need. Simply click on the edit symbol in front of the field and check the Read-Only or Required checkboxes to achieve this. Below, we have used this technique to convert a new non-mandatory field called Specialization to a mandatory one. 

Read more: Types of relationships in Salesforce

Finally, you can save the layout and check how the new layouts have turned out on Edit or Detail page.

Read more: record types in Salesforce.

Next article, Custom page Layouts in Salesforce, explains about Custom page Layouts.

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Frequently Asked Questions:

Can you explain the significance of page layouts in Salesforce and how they impact user experience and data integrity?

In my experience, page layouts in Salesforce are critical for shaping the user experience and maintaining data integrity. They allow me to customize how information is displayed on object record pages, ensuring that users see the most relevant fields, buttons, and related lists for their specific roles. This customization is key to improving efficiency, as it helps users access the information they need quickly and easily.

Furthermore, page layouts are essential for data integrity. By controlling which fields are visible or required, I can guide users in entering data correctly, reducing the likelihood of errors. This is crucial for maintaining the accuracy of our data, which in turn supports informed decision-making and effective business operations.

Overall, I view page layouts as a fundamental tool in Salesforce administration, allowing me to tailor the user interface to meet the needs of different users while ensuring the reliability of our data.

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How do you customize a page layout to display different fields and related lists for different profiles or record types?

In my role as a Salesforce administrator, I often customize page layouts to display different fields and related lists for various profiles or record types. To achieve this, I first identify the specific requirements of each user group or business process. For example, sales representatives might need quick access to opportunity details, while support agents require case history information.

Once I understand these requirements, I use the Salesforce Object Manager to modify the page layout for the relevant object. I add, remove, or rearrange fields and related lists to create a layout that provides the necessary information in an easily accessible manner. I also set field-level security and visibility settings to ensure that sensitive information is only available to authorized users.

For different record types, I create unique page layouts that reflect the specific data and actions relevant to each record type. This ensures that users see the most appropriate information for the context of their work.

Finally, I assign these customized page layouts to the appropriate profiles or record types, ensuring that each user group sees the layout tailored to their needs. This approach helps streamline workflows and improve overall efficiency within the organization.

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Describe a scenario where you had to use multiple page layouts for a single object. How did you determine which layout to assign to each profile or record type?

In one of my previous roles, I encountered a scenario where we needed to use multiple page layouts for a single object, specifically for our Accounts object. We had different departments, such as Sales and Finance, each requiring different sets of information from the same object. To address this, I created separate page layouts for each department. For the Sales team, I included fields and related lists relevant to their sales processes, while for the Finance team, I focused on financial data and billing information.

Determining which layout to assign to each profile involved understanding the specific needs and workflows of each department. I worked closely with department heads to identify the most important fields and related lists for their teams. Based on this feedback, I customized the page layouts accordingly and assigned them to the respective profiles using Salesforce’s profile settings.

This approach not only streamlined the user experience for each department but also ensured that users had access to the data most relevant to their roles, enhancing productivity and data accuracy.

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What challenges have you faced when managing page layouts in Salesforce, especially in a complex organizational setup with numerous custom objects and profiles? How did you overcome them?

In my experience, one of the main challenges with managing page layouts in Salesforce, especially in a complex organizational setup, is ensuring consistency and usability across a large number of custom objects and profiles. In one project, we had over 50 custom objects and numerous profiles, each requiring specific page layouts. The challenge was to maintain a consistent user experience while catering to the unique needs of each profile.

To overcome this challenge, I adopted a structured approach. I started by creating a matrix that mapped out the requirements of each profile against the custom objects. This helped me identify common patterns and shared layout needs, which allowed me to create template layouts that could be reused across multiple profiles, reducing the overall effort.

Additionally, I established a regular review process with key stakeholders from different departments to gather feedback and make necessary adjustments. This iterative approach ensured that the page layouts remained aligned with the evolving needs of the organization.

Overall, the key to managing page layouts in a complex setup was a combination of careful planning, stakeholder collaboration, and a focus on consistency and usability.

Read more: Understanding roles and profiles in salesforce.

How do you ensure that changes to page layouts do not disrupt existing user workflows or data access? Can you provide an example of a best practice you follow when updating page layouts?

In my role as a Salesforce administrator, ensuring that changes to page layouts do not disrupt existing user workflows or data access is a top priority. To achieve this, I follow a best practice of thoroughly testing layout changes in a sandbox environment before deploying them to production. This allows me to assess the impact of the changes on various user profiles and workflows, and make any necessary adjustments before the changes go live.

For example, in a recent project, we needed to add new fields to the Account page layout to support a new business process. Before making the changes, I collaborated with the relevant teams to understand how these changes would affect their day-to-day operations. I then implemented the changes in a sandbox, where we conducted extensive testing with end-users to ensure the new layout met their needs without disrupting their workflows.

Once we were confident that the changes were successful and had no adverse effects, I deployed them to the production environment during a scheduled maintenance window to minimize any potential disruption to users. This approach of careful planning, testing, and communication has been key to ensuring that page layout updates enhance the user experience without causing any unintended issues.

Next chapter Custom Page layouts in Salesforce.

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