Custom Page Layouts – Salesforce

Custom Page Layouts – Salesforce

On April 19, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Custom Page Layouts – Salesforce

Table of Contents

Custom Page Layouts

In the previous section on page layouts, we looked at how to customize a layout Salesforce has provided to our preferences. But Salesforce also allows us to create our own custom page layouts for more flexibility. 

Page layouts in Salesforce are essential for crafting a user-friendly experience, enabling the arrangement of fields in a coherent sequence, setting field attributes, and incorporating buttons, actions, and related lists. These layouts can be customized for various teams within your organization, allowing each role to swiftly access necessary information.

The way you structure a Salesforce page layout can significantly impact user adoption—effective design leads to increased return on investment (ROI), so prioritizing your users’ experience from the outset is crucial.

Read more: What are Page layouts in Salesforce and how to create Page layouts?

Six Key Concepts for Scaling Salesforce Data with Page Layouts: With page layouts, you have the ability to:

  1. Determine the visibility of fields (add or remove fields),
  2. Manage the placement of empty spaces between fields,
  3. Set field properties, such as making them Read-Only or Required,
  4. Organize page sections,
  5. Define the number of columns in a section and the tab-key sequence,
  6. Choose which buttons and actions are displayed, like ‘Edit’, ‘Clone’, or ‘Delete’, and their arrangement,
  7. Specify which related lists are shown and tailor their properties (e.g., selecting which fields to display).

Page Layout Features Overview

The page layout editor allows users to modify the content within the layout to suit their needs.

Through the Object Manager’s Page Layout Assignment button, specific page layouts can be assigned to different profiles.

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Key Features for Managing Page Layout Elements:

  1. Fields: These are the core components of a page layout. You have the flexibility to add, remove, or rearrange fields as needed.Field properties can be adjusted within page layouts, such as setting them to be read-only or required.
  2. Buttons: In the customization of page layouts, you can control the visibility of standard and custom buttons.The order in which custom buttons appear can also be configured.
  3. Custom Links: Use the “Button, Link & Actions” feature to create a custom link for the object.These custom links can then be added to the record page layout’s details page.
  4. Quick Actions: Quick Actions enhance user experience by streamlining processes. For example, you can add an action to the Contact record to create a Shipping details record directly from a new Contact, bypassing additional navigation steps.
  5. Mobile & Lightning Actions: Actions listed in this section appear in both the Lightning Experience and the mobile app’s action bar and may also be available in third-party applications that use this page layout.
  6. Expanded Lookups: Incorporating expanded lookups and mobile-enabled Visualforce pages into the page layout allows them to be displayed as mobile cards on a record’s home page in the mobile app.
  7. Related Lists: These lists display associated records, such as contacts, opportunities, or custom objects. You can customize which related lists are shown and their order on the page layout.
  8. Report Charts: You can add report charts to a record’s page layout. Ensure that the source report is located in a shared folder accessible to the relevant users. A maximum of two report charts can be included on a single-page layout.Reports from personal report folders cannot be added to a page layout.

Read more: Approval Process in Salesforce.

How to create New Page Layout?

Let’s see how we can do this. 

Right now, we only have the Employee Layout on the Page Layouts pane of the Employee object. To add a new custom layout to it, click on the New button at the top. 

Salesforce allows us to build this new layout on top of an existing one for faster setup. So, let’s pick the Employee layout as the Existing Page Layout from the drop-down to import its current format. Then, you can also give it a name (Teaching Employee) and save the layout. 

It takes us to the layout customization page where you can drag and drop fields and widgets to organize the page according to your needs. 

Read more: Roles in Salesforce

Once you’ve saved the layout after making the necessary adjustments, you’ll be able to see this listed on the object’s Page Layouts pane.

Read more: Understanding roles and profiles in salesforce.

Let’s also create another new custom page layout called Non Teaching Employee while using Teaching Employee as the existing layout. 

Now, we can make a small customization to the layout to separate it from Teaching Employee. We’ll change Specialization, which is a mandatory field on the Teaching Employee layout, to a non-mandatory field on the Non Teaching Employee layout. And then, we’ll entirely remove the Specialization field from the page by clicking the delete icon. 

Read more: Workflow rules in Salesforce.

After creating these two new custom layouts, we can decide how to handle the page layout assignment. 

For this, Salesforce provides a Page Layout Assignment button on the Page Layouts page that takes you to the following page. 

Here, you can assign different page layouts to different profiles based on their responsibilities. You can use this strategy to ensure users don’t make changes to the system that are beyond their access level.

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Sub-Title: Crafting Page Layouts

Utilize the advanced page layout editor to customize record page layouts according to user requirements.

To begin editing, navigate to Page Layouts from the management settings of the desired object.

Create a new page layout in one of the following ways:

  • Select New from the Page Layouts list page.
  • Duplicate an existing layout by choosing New from the Page Layouts list page and then picking a layout from the Existing Page Layout menu as a template for the new layout.
  • Copy an existing layout by using the Save As option within the advanced page layout editor.

Assign a name to the layout and click Save.

Read our Free tutorials on Salesforce Admin, Developer(Apex) and LWC.

Enhancing Page Layouts with the Classic Page Layout Editor

Enhancing Page Layouts with the Classic Page Layout Editor Access the management settings for the object you wish to modify, and navigate to Page Layouts.

If tags are activated, determine whether to include personal and public tags in the page layout’s header section. Tags can only be added to a record if they are present in this section. To include tags, choose Header Items from the View dropdown list, then drag Personal Tags or Public Tags to the header section. The order of personal and public tags cannot be altered when both are present in the header simultaneously. To remove tags, simply drag the Personal Tags and Public Tags items from the header section to the area beneath the View dropdown list.

Read more: Types of relationships in Salesforce

For button customization, double-click Detail Page Buttons in the Button section. To position fields, custom s-controls, Visualforce pages, custom links, and related lists on the layout, select and drag the desired items from the right-hand box to the preferred location. You can place up to 20 s-controls, 20 Visualforce pages, 20 expanded lookups, and 100 related lists on a page layout. There are no restrictions on custom links. To specify required and read-only fields, select the fields and click Edit Properties. Only custom fields that are not universally required can be changed. Fields set as read-only can always be edited by administrators and users with the Edit Read Only Fields permission.

Read more about custom page layouts in Salesforce.

If a picklist field is set to read-only, all new records will default to the picklist’s default value. Auto-number fields are always read-only. Setting the opportunity Probability field to read-only still allows the Probability value to update automatically when the Stage value of an opportunity is changed. In Professional, Enterprise, Unlimited, Performance, and Developer Editions, field-level security settings take precedence over page layout settings if they are more restrictive. To modify the properties of an s-control or Visualforce page, double-click it and adjust the following attributes:

  • Width determines the horizontal size in pixels or percentage.
  • Height determines the vertical size in pixels.
  • Show scrollbars decides whether the iFrame displaying the s-control includes scrollbars when necessary

Show label decides whether the page layout shows the label of the custom s-control. Removing the label allows the custom s-control to be displayed in a wider area. To structure the page with sections, click Edit next to an existing page section or click Create New Section. To customize related lists on the page layout, double-click a related list in the Related List section.

Read more: record types in Salesforce.

Some related lists are not customizable as they link to data instead of storing it. Hover over any related list section to check its customizability. Additionally, lookup fields are not available for display on their corresponding lookup related lists. For instance, the case lookup field on an account page layout is not available when editing the cases related list.

To apply the related lists in the page layout to all users, even those who have customized their display, select Overwrite users’ customized related lists. To preview the page layout, click Preview. In Enterprise, Unlimited, Performance, and Developer Editions, choose a profile to see how the pages appear for users with different profiles. Most related lists’ columns preview without data. Click Save to finalize. Alternatively, select Quick Save to save and continue editing the page layout.

Lightning App Builder Overview

The Lightning App Builder is an intuitive point-and-click interface that simplifies the creation of custom pages for Salesforce’s mobile app and Lightning Experience. This tool consolidates everything your users need into a single location, streamlining the configuration of Lightning apps. To access it, go to Setup, use the Quick Find box to search for “Lightning App Builder,” and select it.

Capabilities of the Lightning App Builder include:

  • Crafting single-page applications that integrate with standard pages for detailed insights
  • Developing dashboard-style applications for monitoring critical sales prospects or essential leads each quarter
  • Creating specific “point” applications aimed at addressing unique tasks, like an app for tracking and submitting expenses
  • Designing custom record pages for objects that are specifically tailored to meet your users’ requirements
  • Assembling custom Home pages that feature the most frequently used components and functionalities by your users
  • Developing custom forecast pages equipped with components and functionalities to provide sales leaders insights into projected earnings.

Furthermore, the Lightning App Builder plays a crucial role in app management. When you adjust a Lightning app’s settings through the App Manager in Setup, you are directed to the Lightning App Builder. Here, you can refine the app’s branding, navigation, and options, as well as oversee the Lightning pages linked to the app.

Read more: Validation rules in salesforce.

The Lightning App Builder is compatible with the same web browsers as the Lightning Experience, although it is not supported on mobile browsers. For optimal use, a minimum screen resolution of 1280×1024 is recommended.

Next article, Record types in Salesforce, explains about Record Types.

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