How to create and edit page layouts in Salesforce

Layouts in Salesforce - All You Need To Know | APPSeCONNECT

Page layouts are used to manage the layout of the record details, as well as the record edit page.
I’m going to show you what the details page and the artist record editing page are.
So each time I click on the new button to create a new account record, get the records, edit the page, and every time you click on the record like it’s a record link, and every time you see this page, then these are the related lists and the fields represented in the following picture.

What do we have on the account object, to change the layout, like which fields should be visible, in which location, the ship-related list should be there? And which related list should not be there, on which button should be there, including many other things that we need to use or edit or change the layout of the page and how we can do it, we’ll just set it up.

Go to the object manager, click on the object you want to change the page from, read the page layout like this. When you click on the page layout section that you’re getting on the left-hand side, give a click on the page layout that you just edited.

Now here is the page layout, which is divided into two types or two parts. One is the palette. This is the palette that we’re getting on top, which includes everything. The fields that we have on the account object, the buttons that we can include, the custom links, the quick actions, and the broader lightning expanded actions related to the listing, report chart, conference, visual power pages, and so on.

If we want to remove fields, we can simply click the minimize or remove button to remove it as a client priority.
And if we want to set the account type, like we want to set a property of any of the fields on the page layout, we can do that as well. Clicking on the wrench, which is basically, is setting the properties.

And there are two properties that we can control with the wrench.
Page layout. The first one is read-only and the other one is required. So if you want to make any field required, just click on it and it will be required. It will only be required on this page. Auditing will not be required on the layout of the other page. So make sure you understand the difference between the two.


And if you want to set any field, like the phone number as read, only on this one is there, then you can submit it this way. If you want to add any of the fields from the palette, in the page layout, then just drag the field you want and place it where you want it. Like this one. Like if you want the full name not to be hairy, the wonderful name is here.


And if you want to create a new section, which you would include as another type of information, as extra information, any information you want to keep, or as any name you want to give this particular one. Just add the section like this and add the fields. Any kind of information you want to add just hit the default key on site.com.
Or the fields we have if you want a blank space between the clean state strings. And in that case, we have this blank space that’s dragging this way and probably. That’s it. Now let’s talk about the related list, how to edit the related lists, or how to add a new related list or remove the existing rented list on that particular page layout.


We have the list of contacts, opportunities, cases, open activities, activity history. If I want to remove the list related to open activities, I will simply click this minimize or remove button and it will be removed from this and the notes and attachments. If I want to keep this. As in opportunities, as in leave fields, opportunity name, amount of phases, closing date.


I will add one more sentiment to it. So I will click on the, on the range and I can add, like any field I want. I’ll go from the opportunity to this related list. As a next step, if I do an edit like this, I want this next step to be in the tour as a third field. So I’m going to click on it.


And now, if I can see the name of the opportunity, step, the amount of the next step closed it.
If you want to add new buttons, then, in that case, we’ll click on these buttons, a link here in the palette, and we can add it this way. So if you want to, check it with DV and everything, just drop it, drag this button, resubmit it for approval, drag this button, and drop it.

in that, we added extra information in which we added some fields. I get a.com and I like some other fields. So they are also added on top. And if you create it as this kind of technology partner, you just need to save it. So when you see this particular record, you’ll see the related list that you added there.
So you see activities and open activities.

And when you go to the details section, you’ll find these extra notes from the information section. That’s all you need to understand to modify the record details page and edit the page with the help of the page layout.

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