how to create new page layout in salesforce lightning

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

What is page layout in Salesforce lightning experience?

Page layouts in Salesforce Lightning experience Simply said page layouts are a layout for display of data. Page layouts in Salesforce? Page layouts in Salesforce govern the display of data records for users.

How many page layout can be created per object in Salesforce?

One Page layout per object goes mandatory. >>SAVE Save the completed work and return to the previous page. >>QUICK SAVE Save the in-progress work with what all has been completed till the moment and thereby continue working on the same page. What can we do with Page Layouts in Salesforce?

How to customize Salesforce Mobile and lightning experience actions?

Hover over the Salesforce Mobile and Lightning Experience Actions section. Click to customize the predefined actions. Drag Post to the Salesforce Mobile and Lightning Experience Actions section.

How do I create a new page layout for leads?

That way the page layout that I have to create a new lead is completely different from the one I have to see the leads that were imported. After creating a new record type, go to Setup > Customize > Leads > Page Layouts and click on New, if you haven't already created a new page layout.

How do I create a page layout in Salesforce lightning?

Create Page LayoutsFrom Setup, click Object Manager and select Account.Click the Page Layouts link, then click New.Select Account Layout from the Existing Page Layout picklist.Enter Customer Account Layout for Page Layout Name. ... Click Save.More items...

How do I create and assign page layouts in Salesforce?

2:348:38How to create and edit page layouts in Salesforce | (On viewer's request)YouTubeStart of suggested clipEnd of suggested clipAnd there are two properties that we can control with the help of page layout. Number one is read-MoreAnd there are two properties that we can control with the help of page layout. Number one is read-only the other one is required. So if you want to make any field required just click on to it and it

How do I create a multiple page layout in Salesforce?

Multiple custom Page layouts in Salesforce can be created. To create custom Page layouts in Salesforce go to object | Page Layouts | Create New....How to create custom Page layouts in Salesforce?Select the existing page layout from the drop down menu.Enter page layout name.Click on Save button.

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 you create a page layout?

To create a page layoutIn Design Manager, in the left navigation pane, choose Edit Page Layouts.Choose Create a page layout.In the Create a Page Layout dialog box, enter a name for your page layout.Select a master page. ... Select a content type. ... Choose OK.

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 many page layouts are there in Salesforce?

There are four different types of page layouts in Salesforce: 1) Page Layout: It monitors the layout of an object. 2) Mini Page Layout: It is the subset of the units which are already present in page layouts. 3) Search Layout: It is used to display the fields of an object in various result lists.

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 do I get to page layout editor in Salesforce?

For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts.

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...

How do I change the default page layout in Salesforce?

Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.

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 page layout in Salesforce?

Page layouts in Salesforce govern the display of data records for users. Page layouts enable changing elements from a page, removing and adding fields, sections, links, as well as add custom Visualforce code.

How to make a field read only?

1. Add / Remove fields. 2. Set field properties: Make the fields mandatory for certain or all profiles. Make the field read-only. Note: When a field is made mandatory during creation, it stays a mandatory field for all profiles and users, and can’t be manipulated differently in page layouts as well. 3.

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:

1. Build the Template Component Structure

A custom template is an Aura component bundle that should include at least a .cmp resource and a design resource. The .cmp resource must implement a template interface, and declare an attribute of type Aura.Component [] for each template region. The Aura.Component [] type defines the attribute as a collection of components.

2. Configure Template Regions and Components in the Design Resource

The design resource controls what kind of page can be built on the template. The design resource specifies:

3. (Optional) Add a Template Image

If you added a description to your .cmp resource, both it and the template image display when a user selects your template in the Lightning App Builder new page wizard.

Create a Page Layout for Readers

Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.

Add Actions and Fields

Maria keeps the palette open and consults the list she made with Ada. She’s going to set up the page layout section by section: actions readers can perform, article information, article details, and article properties.

Create Custom Fields

Maria has set up everything she can using the fields in the palette. On to creating custom fields for the Article Details section.

Create a Page Layout for Authors

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.

Create and Assign a Record Type for Procedures

Maria has created two different layouts—one for readers and one for authors. Now she creates a record type to show the correct page layout to the correct users. How does she know which users are which? By their profiles. Customers see the Procedure - Reader page layout. Agents see the Procedure - Author page layout.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.