how to change page layout for record type salesforce

Create a Page Layout for Readers.

• From Setup , choose Setup.
• Click Object Manager and select Knowledge.
• Click Page Layouts.
• Click New.
• If you’re basing the page layout on an existing layout, choose it. Maria selects None.
• Enter the name of your page layout. Maria enters Procedure - Reader.
• Click Save.

Full Answer

How do I change the page layout in Salesforce?

Set Up->Customize->Case->Page Layout->Click on New button. Fill Mandatory details. Drag and drop required to the layout and save page layout. Record Types. Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.

How to create record type in Salesforce?

Setup->Customize->Case->Record Type Click on New button and fill all mandatory fields and select profiles. Create a support process before creating record type Click on NEXT button Select page layout and click SAVE. Page Layout Assignment Go to Record Typeor Page Layoutand click on Page layout Assignment

How to create page layout for case object in Salesforce?

Following is an example to create a page layout for case object. Set Up->Customize->Case->Page Layout->Click on New button Fill Mandatory details Drag and drop required to the layout and save page layout. Record Types

Does customizing page layout affect'new record'page layout?

It appears that 'most' of the options available for customizing page layout, only affects the 'edit' page layout and not the 'new' record page layout. I am looking at customizing page layout while creating 'new' record.

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.

How do I change the layout of the Lightning record page?

Create a record page for Lightning Experience in one of these ways. From the Setup menu on a record page, select Edit Page. ... In the Lightning App Builder, add, edit, or remove components to change the page's layout. ... In the page properties, give your customized page a unique, descriptive label. ... Save your page.

How do I change the layout page in Salesforce?

From the management settings for the appropriate object, go to Page Layouts. Alternately, if you're using the Enhanced Page Layout Editor, which is enabled by default, you can customize a standard object's page layout by clicking Edit Layout on the object's detail page.

How do I remove record type from page layout in Salesforce?

How to Delete Record Type in Salesforce?Go to setup-> choose object manager-> select account-> choose record types.Record Types are opened on the screen.

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

Lightning page layouts are specific to Lightning Experience, while standard page layouts are more "classic" oriented, however, will display in LEX. You will find that Lightning page layouts do not support the same elements as the ones in classic page layouts, for example: Expanded lookups.

How do I change the case layout in Salesforce lightning?

Do this by creating a custom compact layout for the highlights panel.Click the gear icon. ... Click the Object Manager tab.Click Case.Click Compact Layouts from the menu on the left.Click System Default, then click Clone.Fill out the details for the compact layout.More items...

What is the difference between record type and page layout in Salesforce?

Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.

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.

How do I get to page layout in Salesforce?

How to access Page Layouts in Salesforce? Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button.

How do I change the default record type?

How to Change a User's Default Record Type or Record TypesNavigate to Setup > Users > Manage Users and select the user.On the user's detail page click on the profile.In the profile, locate the record type settings and edit them to set the default as desired.

How do I turn off record type?

In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience). Click the standard System Administrator profile, scroll down to "Record Type Settings," and click the [Edit] link next to the object that includes the record type to deactivate or delete.

When you modify page layouts you can?

When you modify page layouts, you can: Change whether a field is required. Change the order of the fields on the page. Assign custom page layouts to different user profiles.

Can Maria customize pages?

In addition to page layouts, you can also add and customize components on record pages. Maria doesn’t need that level of customization, but you might. To learn more, check out the Lightning App Builder module.

Is the procedure author page similar to the procedure reader page?

The Procedure - Author and Procedure - Reader page layouts are similar. But the authors page has some different actions and an extra field for internal notes. The Internal Notes field is available only to agents who can author articles. Maria creates the Procedure - Author page layout from the existing Procedure - Reader layout.

How to specify record types and page layout assignments?

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... box, enter the name of the object you want and select it from the list.

Can you select a custom record type?

If --Master-- is selected, you can't select any custom record types; and if any custom record types are selected, you can't select --Master--. The default record type to use when users with this profile create records for the object.

Can you select a page layout assignment for the master record type?

You can only select a page layout assignment for the --Master-- record type. Click Save. After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit.

Can you assign a record type to a profile?

If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. If you’re already working in an original profile user interface, you can access, view, and edit all page layout assignments easily in one location.

What is record type?

Record Types determine the page layouts and picklist values users have access to. An FAQ record type already exists. Create a How To record type that allows users to access the How To page layout you just created.

What is FAQ layout?

The FAQ layout is meant for knowledge articles related to Frequently Asked Questions. The information Ada sees and how it is organized on the page is controlled by this page layout.

How to Create a Page Layout in Salesforce

Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.

Assign a Salesforce Page Layout

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.

What about Dynamic Forms?

Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:

Use Cases for Lightning Features

Eliminate the need for Account Record Types: If the only reason you want to create a new record type is to display different fields, simplify your build, stick with a -Master- record type, but use conditional components + quick actions to display editable field components based on the Account.

Classic

In classic the answer is a pretty blunt no. You'd have to create a fully custom VF page.