Click the Object Manager tab and select Knowledge. From the menu on the left, click Page Layouts. Click the dropdown next to the Lightning Knowledge FAQ Layout and click Edit. Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section.
What are page layouts in the Salesforce mobile app?
In the Salesforce mobile app, page layouts drive these areas of the mobile experience. When you view a record in the mobile app, you see the fields, Visualforce pages, and related lists that are based on the record type and the user’s profile.
How do I add layout properties to Salesforce mobile&Lightning actions?
Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section. Click Layout Properties.
How do I add a FAQ to a Salesforce page?
Click the Object Manager tab and select Knowledge. From the menu on the left, click Page Layouts. Click the dropdown next to the Lightning Knowledge FAQ Layout and click Edit. Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section.
Where do actions appear in Salesforce Mobile and lightning experience pages?
Actions in the Salesforce Mobile and Lightning Experience Actions section of a page layout appear in the action bar and action menu on the object’s record pages. Here are the record detail page, related information page, and action menu for a sample account, Edge Communications:
How do I change the layout of Salesforce Mobile?
0:093:09Customize the New Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set upMoreAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set up and make the new Salesforce mobile app user permission.
How do I customize page layout in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
How do I create a compact page layout in Salesforce?
Create Compact LayoutsFrom the management settings for the object that you want to edit, go to Compact Layouts.Create a new compact layout and give it a label.Add up to 10 fields. ... Sort the fields by selecting them and clicking Up or Down. ... Save the layout.More items...
How do I assign a page layout to an app in Salesforce?
From the management settings for the appropriate object, go to Page Layouts or Record Types.Click Page Layout Assignment.Click Edit Assignment.Use the table to specify the page layout for each profile.More items...
How do I enable page layout in Salesforce?
Create a Page Layout for ReadersFrom 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.
How do I set the default page layout in Salesforce?
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.
What is the difference between compact layout and page layout in Salesforce?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. Mini Pagelayout : A mini page layout contains a subset of the items in an existing page layout.
How do I assign compact layout to page layout?
Each record type can have only one compact layout assigned to it.From the management settings for the object that you want to edit, go to Compact Layouts. ... Click Compact Layout Assignment.Select a compact layout to use as the primary compact layout for this object.More items...
How many fields can fit into a compact layout?
ten fieldsUp to ten fields on your compact layout populate the record highlights section at the top of each record view in the Salesforce mobile app. The record highlights section in Lightning Experience uses the first seven fields on the compact layout.
How do I assign a page layout assignment?
Assign Page Layouts to Specific UsersClick Your Name | Setup | Customize, select the appropriate activity or tab link, and choose Page Layouts or Record Types..In the page layout or record type list page, click Page Layout Assignment.Click Edit Assignment.Use the table to specify the page layout for each profile.
How do you set page layout in lightning?
0:021:00How to Assign Page Layouts in Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipUse the table to specify the page layout for each profile selected page layout assignments areMoreUse the table to specify the page layout for each profile selected page layout assignments are highlighted page layout assignments you change are italicized until you save your changes.
How can I tell what page layout is assigned to a user?
Required Editions and User Permissions Select a profile. Click View Assignment next to any tab name in the Page Layouts section. Click Edit Assignment. Use the table to specify the page layout for each profile.
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:
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.
Modify the FAQ Page 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.
Create a New How To Page Layout
The How To layout is customized for How To articles. The fields and related lists on this page layout differ from the FAQ layout, so when Ada is creating How To articles, she sees the How To–related information she needs.
Customize the Fields for the How To Layout
Next, since you want the How To article layout to display certain fields and contain specific information relevant to How To articles, add the appropriate sections and fields to the page layout.
Create a Record Type for How To
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.
Add an Articles Related List to the Case Layout
Now that you have record types and page layouts set up, add a related list to the case page layout so Ada is able to see articles that are relevant to incoming or existing cases. Being able to associate and attach Knowledge articles to open cases will help Ada close her cases more quickly.
Resources
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
