Slaesforce FAQ

how to modify salesforce user detail page

by Prof. Arjun DuBuque DVM Published 3 years ago Updated 2 years ago
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Hi, No,if you want that a user can see only their detail than you have to modify the user list view through admin, follow the steps below: Click on setup and then under "Administration Setup" click on manage user-->users-->click on edit button next to the view label then under "Restrict Visibility" select "Visible only to me" radio button

Edit Page Layouts via User Profiles
  1. Log into Salesforce and click Setup.
  2. Click the Object Manager tab.
  3. Search for and select one of the objects listed above.
  4. Click Page Layouts in the left menu.
  5. Click Page Layout Assignment.
  6. On the Layout page, click Edit Assignment.
  7. Highlight a Profile from the list on the left.
Feb 4, 2022

Full Answer

How do I change the lead page layout in Salesforce?

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. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.

What do you see when you log in to Salesforce?

What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts. There are two ways to customize a page in Lightning Experience. You can customize a page’s layout, or customize its contents.

How to hide buttons on record detail page in Salesforce?

step 1. Go to any record detail page for which you want to hide buttons ("Edit/delete"). step 2. click on "Edit Layout" link at the upper right corner. step 3. drag & drop standard "Edit/Delete" button to the above section. step 4. click on save button.

How do I assign page layouts to different user profiles?

You can assign page layouts to different user profiles. For example, you can create a customized page layout for managers and another page layout for standard users. To change page layout assignments, click Page Layouts, then click Page Layout Assignment, and then Edit Assignment.

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How do I change user layout in Salesforce?

Assign the LayoutsNavigate back to Object Manager and click Account.Click Page Layouts.Click the Page Layout Assignment button.Click Edit Assignment, then complete the assignment screen.Click the top of the Customer Account column. ... Select Customer Account Layout as Page Layout To Use.Click Save.

How do I customize my salesforce page?

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 edit details in Salesforce lightning?

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...

What is detail page and edit in Salesforce?

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 .

How do I change the detail page layout in Salesforce lightning?

0:011:20Reconfiguring Salesforce Lightning Record Page Layouts to Increase ...YouTubeStart of suggested clipEnd of suggested clipTo show you how to change the arrangement of information on a contact record page layout let's firstMoreTo show you how to change the arrangement of information on a contact record page layout let's first go to a contact so enlightening you would pull up your contact list click on the name of a contact.

How do I update page layout in Salesforce?

To change page layout assignments >> Click Page Layout Assignment and then click Edit Assignment. Select Profile and Page layout to use. Click Save.

How do I edit fields in Lightning record page?

From the object management settings for Test Score, go to Record Types. Click on a Record Type, and then edit the Subject Area field. Choose the Subject Area values that you want available with the record type. Save your changes.

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.

Where is edit page 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 get to user detail page in Salesforce?

Steps to Reproduce in ClassicGo to Service Console in Classic.Search for a Contact that is enabled as Customer User.Click on "View Customer User" under Manage External User button.User Detail Page will open on the Service Console.

Where is the detail page in Salesforce?

Detail pages show you details about a record, for example, details about a particular account. Let's navigate to the Accounts home page and click an account name. The account details you see depend on how your administrator configured the page layout and your user permissions for that account.

Which field settings can you control in the page layout editor?

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.

Page Layouts

What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts.

Customize the Fields in Your Record Details

Customizing the fields on your record pages is easy, and you can do it with just a few clicks. The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here.

Create a Page Layout

Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.

Assign a Page Layout to Profiles

Maria wants Ursa Major Solar’s salespeople to see this new page layout. She’s going to assign it to her sales team’s user profile so when they view Energy Audit records, they’ll see the revised view of the fields and the new related list. Let’s get started.

Can you remove fields in Lightning Experience?

The top-down tab-key order, which allows users viewing a record detail page to move through a column of fields from top to bottom before moving focus to the top of the next column of fields, isn’t supported in Lightning Experience.

Can you edit a page layout in org?

If your org supports multiple page layouts, you can create a page layout from the Page Layouts related list on any object in the Object Manager. You can also edit or delete an object’s page layouts by clicking on a page layout in the Page Layouts related list.

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