Slaesforce FAQ

can i use a salesforce object to control different layouts

by Jamey Nader Published 2 years ago Updated 2 years ago
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The answer is both Yes and No. Yes -- if you are using Record Types for your object. Record Types let you assign different page layout for same object to same profile

Full Answer

How to assign different layout to every record type in Salesforce?

If you have a object and you want to show different layout or want to use different layout. So you can do this by creating Record type on object. On Object level you can create record type and after creating record type you can assign a layout to every record type. You need to sign in to do that.

How do I modify page layouts for custom objects?

In the Page Layouts related list, click Edit next to one of the page layouts to modify it, or click New to create a new page layout. For these directions, which pertain to modifying Page Layouts for Custom Objects, I follow along fine until "In the Page Layouts related list " where I get lost. What is that? Where is it? What color is it?

How to change the related list properties of a custom object?

For example, if your new custom object is displayed as a related list to another object, access the other object's page layout to change the related list. If your custom object has related lists on it's page layout, then edit the page layout and double-click on the related list to modify the properties.

Is it possible to use a different layout for each profile?

Is it possible to use a different layout for that object in each app for the same profile ? Yes -- if you are using Record Types for your object. Record Types let you assign different page layout for same object to same profile

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How do I assign a layout to an object in Salesforce?

To specify record types and page layout assignments:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.In the Find Settings... ... Click Edit.In the Record Types and Page Layout Assignments section, make changes to the settings as needed. ... Click Save.

How many layouts can be created for an object in Salesforce?

Enterprise, Unlimited, and Developer Edition organizations can create different page layouts for use by different profiles and record types and set field-level security settings to further restrict users' access to specific fields. I belive there are no limits over the number of Page Layout which you create.

What we can control using page layout in Salesforce?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

Can a profile have multiple page layouts Salesforce?

You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners. You can edit the page layout assignment by clicking 'Page Layout Assignment'.

How many page layouts can be assigned to a profile on a object?

one page layoutIt's important to note that you can only apply one page layout to one group of users per object, per record Type. For example, if you have one record Type on the Accounts object, you can only apply one page layout per profile.

What is the difference between a page layout and a lightning page?

Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.

How do I add a custom object to page layout?

From the object management settings for a custom object, go to Page Layouts.In the Page Layouts related list, open an existing page layout for edit, or create a new page layout.If creating a new page layout, enter a name for it, and select an existing page layout to clone, if desired.More items...

How do I view different page layouts in Salesforce?

Another handy tip to access layouts is : open any record for the object you will notice "Edit Layout" link over top right side. This will allwo you to edit the current layout assigned to logged in user's profile, once you are on edit layout page you can access diffrent layout using drop down at top left side of UI.

Can we assign different page layout of the same record type?

That is, the same record type may have different page layouts for open and closed cases. With this additional setting, when users close a case, the case may have a different page layout that exposes how it was closed. You can't specify custom record types for the home tab.

What does a page layout allow an admin to control?

What does a page layout allow an administrator to control? The field users see on detail and edit pages.

What is custom page layout in Salesforce?

Page Layout in Salesforce allows us to customize the design and organization of detail and edit pages of records in Salesforce. Page layouts can be used to control the appearance of fields, related lists, and custom links on standard and custom object's detail and edit page.

What is compact layout in Salesforce?

A compact layout displays a record's key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.

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