Slaesforce FAQ

how to change salesforce section properties

by Dr. Garrett Balistreri I Published 2 years ago Updated 2 years ago
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Click on the wrench icon to edit the section. Field Options Fields can be dragged and dropped, on and off the page layout. Once a field has been added, click on the wrench to set field properties.

Custom Objects in the Classic UI
  1. Go to Setup.
  2. Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.
  3. Select Fields in the palette.
  4. Find Section in the first column, then drag and drop it on the page layout.
  5. Enter your desired name on the Section Name field.
  6. Click OK.
  7. Click Save.

Full Answer

How do I edit sections in Salesforce?

To add new sections to your Salesforce page layout, click “edit layout,” drag the section field onto the page, fill in the section properties, and then drag related fields into the new section.

How do I change the layout in Salesforce?

Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•

How do I change the detail page in Salesforce?

Click Page Layouts, then Page Layout Assignment. You can see the list of profiles and the page layout assigned to each one. Click Edit Assignment. Select the Custom: Sales Profile row.

How do I change the layout of Salesforce lightning?

The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.

How do I create sections in a page layout in Salesforce?

Custom Objects in the Classic UIGo to Setup.Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.Select Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.Enter your desired name on the Section Name field.Click OK.Click Save.

How do I customize a field layout in Salesforce?

Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button. Customize the fields in Record pages: Drag and drop required fields to the layout, as shown in the below picture.

How do I change a section name in Salesforce?

Standard Objects in the Classic UIClick on Setup | Customize | select the desired object. ... Click Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.Enter your desired name on the Section Name field.Click OK.Click Save.

How do I remove a section from a page layout in Salesforce?

Then edit the Home Page Layout Components:Click on: Setup| Customize| Home| Home Page Layouts| Click on the Page Layout necessary | Edit.Uncheck the "Create New..." checkbox in the "Select Narrow Components to Show" section.Click "Save"

What is the difference between the detail page vs edit page?

Detail Page means : To Display list of fields of record in a layout. Edit Page : This is like a form where you get the fields pre-populated with corresponding record values , allowing the user to change in form and save record. Page layout is a concept where we group certain fields by sections .

Where do the fields and section from a page layout?

Sections appear along with fields under the Details tab.

Where are customized applications in Salesforce?

Navigate to Salesforce Setup → Users → Profiles. Click the relevant custom profile link for your users. Click Custom Metadata Types under the Apps section. Click Edit.

How do I change the layout in Lightning app Builder?

Edit Your Lightning PageIn Setup, make the global party ID field visible and read-only before creating the Lightning page.In Setup, navigate to User Interface | Lightning App Builder.Create a record page for the object, or modify an existing one.Drop each component where you want on the Lightning record page.More items...

Usage

Use this class when accessing Metadata.Layout metadata components. For more information, see “LayoutSection” in the Metadata API Developer Guide.

label

The label; either standard or custom, based on the customLabel property.

layoutColumns

Lists the layout columns. You can have one, two, or three columns, ordered left to right, are possible.

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