Layouts in Salesforce – All You Need To Know
- Page Layouts. Page layout controls the layout of an object. It defines which fields the user can view and edit while entering the data in sObjects.
- Mini Page Layouts. Mini Page Layout is a layout defined from the existing “Page layout”. ...
- Search Layouts. Search Layouts are used to show the fields of an object in various result lists. ...
What is MiniMini page layout in Salesforce?
Mini Page Layout is a layout defined from the existing “Page layout”. It is a subset of units existing in page layout. It is defined to show hover details when you mouse over a field on an object’s detail page or in the Recent Item section of the sidebar.
What is the importance of mini page layouts?
Importance of mini page layout is to show you the minimum required information to get the idea of a record without going to the records detail page. Mini Page Layouts for sObjects can be accessed by the following path
What is page layout in Salesforce?
Page layout in Salesforce is an arrangement of different parts or components to have a simple and clear view. Page layouts are the user interfaces where we interact with the object and fields that we created. When looking at page layouts, there are different types of page layouts in Salesforce. They are Page Layouts. Mini Page Layouts.
How to create mini page layouts for sobjects?
Mini Page Layouts for sObjects can be accessed by the following path Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox. Go to Setup-> Build-> Create-> Objects-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox.
What is mini page layout in Salesforce lightning?
A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout.
What is mini view in Salesforce?
Salesforce Mini View provides users small record previews that are visible once the mouse pointer is hovered over a record name. The Mini View presents the records related to the main detail records. These related records show up on a small panel through a mini page layout.
What is the difference between compact layout and mini page layout?
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.
What are the types of page layout in Salesforce?
There are four different types of page layouts in Salesforce: Page Layout: It monitors the layout of an object. Mini Page Layout: It is the subset of the units which are already present in page layouts. Search Layout: It is used to display the fields of an object in various result lists.More items...
What is mini view of console?
This page allows you to choose which objects will appear in the mini view of the console. You can only choose objects where there is a lookup relationship. For example, from the cases object, you can choose account and contact because cases are associated with an account and contact. Mini Page Layout.
What is Summarylayout in Salesforce?
Controls the appearance of the highlights panel, which summarizes key fields in a grid at the top of a page layout, when Case Feed is enabled.
What are record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
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.
What is default layout in Salesforce?
Every object in Salesforce, Standard objects or Custom object should have one minimum Page Layout which is called default page layout. A page layout gets created default when we create an object in Salesforce. Page Layouts in Salesforce is created with Object name by default.
How do I deploy a mini page layout in Salesforce?
Mini Page LayoutsStandard Object. Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox.Custom Objects. Go to Setup-> Build-> Create-> Objects-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox.
How many types of page layouts are available?
Broadly page layout can be classified in 10 categories as: Circus Layout. Multi Panel Layout. Silhouette Layout. Big-Type Layout.
What is the difference between compact layout and page layout in Salesforce?
Hello Saloni gupta, Compact Layouts : Compact layouts display a record's key fields at a glance in both Salesforce1 and Lightning Experience. In the full Salesforce site, a compact layout determines which fields appear in the Chatter feed item that appears after a user creates a record with a quick action.
What are Mini Page Layouts?
First, we will discuss some basic details of Salesforce Mini Page layouts for better understanding. It is used to display the subset of items of an existing page layout across different records. This feature is quite useful when you need to know about features without actually opening the database.
What are Compact Layouts in Salesforce?
Moving ahead, we have Compact Layouts that are used to display the group of fields accordingly. These are the ones present on the highlights panel of Salesforce1. Thus, you can look for all key field values in that record. However, the maximum limit is only 10 fields at a time. No doubt Compact Layouts can show all field types except for these,
Conclusion
In the end, we hope you have a clear idea of Compact and Mini Page Layouts in Salesforce. Also, make sure to use them whenever necessary to avoid extra time in opening the records.
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:
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