Enhanced Page Layout Editor User Interface Elements | Salesforce
Enhanced Page Layout Editor User Interface Elements
Available in: All Editions
User Permissions Needed
To customize page layouts:
To view page layouts:
The following list describes the enhanced page layout editor user interface elements and how you can use them in your page layout.
Create the appropriate buttons, custom links, fields, custom s-controls, and Visualforce pages before editing your page layout.
To add actions to the Chatter publisher or to the action bar in Salesforce1, select the Actions category on the palette and drag one or more actions from the palette to the Actions in the Publisher section. In the full Salesforce site, if you include five or more actions in a publisher, three are shown and the rest are added to the publisher’s More menu. If you include four or fewer actions, they’re all shown.In Salesforce1, the first four actions show up on the first page of the action bar.
To remove an action, drag it back to the palette.
If you delete an action—either by clicking Del on the Buttons, Links, and Actions page or by clicking Delete from the action’s detail page—the action is automatically removed from all layouts it’s assigned to.
Mobile smart actions appear as a single action element in the page layout editor, but appear in the action menu in Salesforce1 as distinct create actions. These distinct actions allow users to create records directly in the feed. The create actions included in the set of mobile smart actions vary depending upon the page layout’s object.
Mobile smart actions don’t appear in the Chatter publisher on any page in the full Salesforce site, regardless of which page layouts you add them to; they appear only to users on Salesforce1. As such, if you have users who access Salesforce on mobile devices more frequently than they access the full site, you may want to create specific page layouts for them and include mobile smart actions only on those layouts.
You can add and move blank spaces to any section on the page layout, except Mobile Cards. Use blank spaces to visually align and distinguish elements on the page.
To add a blank space, drag the Blank Space user interface element from the palette to the desired location on the page layout. The Blank Space user interface element is the first option in the palette when you select the Fields, Custom Links, Custom S-Controls, or Visualforce Pages category on the palette.
If you use the original page layout editor to view a page layout that was created in the enhanced page layout editor, the original page layout editor will show any blank spaces you added. You cannot move or add blank spaces in the original page layout editor, but you can remove them by dragging them to the box on the right.
The top of the page layout has a place for standard buttons and another for custom buttons. You can control which standard and custom buttons are displayed and the order in which the custom buttons appear; however, you cannot rearrange the order in which the standard buttons appear.
To add a custom or standard button to the page layout, select the Buttons category on the palette and drag one or more buttons from the palette to the buttons section on the page layout. Standard buttons must go in the standard buttons area, and custom buttons must go in the custom buttons area.
To remove a standard or custom button from the page layout, drag the button to the palette.
To add custom links to the page layout, select the Custom Links category on the palette and drag one or more custom links from the palette to the Custom Links section on the page layout.
To remove a custom link from the page layout, drag the custom link to the palette.
To add a canvas app to the page layout, select the Canvas Apps category on the palette, and then drag the app from the palette to the page layout. For the Canvas Apps category to appear in the palette, you must set the canvas app location to Visualforce Page when you create the canvas app in the Salesforce application.
If you add a canvas app to any section other than the Mobile Cards section, the canvas app appears in the page layout in the full Salesforce site or in the record detail page in Salesforce1.
If you add a canvas app to the Mobile Cards section, the canvas app appears only as a card on the record related information page in Salesforce1.
To remove a canvas app from the page layout, drag the canvas app to the palette.
When you add a component to the Mobile Cards section of a page layout, it displays as a card on a record’s related information page in Salesforce1. Components don’t display in the full Salesforce site.
To add components to a page layout, select the Components category on the palette, and drag one or more components to the Mobile Cards section.
In organizations that are created after Spring ’14, the Twitter component is added by default to the Mobile Cards section of page layouts for objects that support it.
Social Accounts and Contacts must be enabled for your organization before you can add the Twitter component to a page layout.
The Expanded Lookups category for the enhanced page layout editor contains fields with lookup relationships. These fields, when added to the Mobile Cards section of the layout, display as related lookup cards on a record’s related information page in Salesforce1. A page layout can have up to 20 expanded lookups.
The Expanded Lookups category only contains fields with lookup relationships to objects that support compact layouts.
To add expanded lookups to the page layout, select the Expanded Lookups category on the palette and drag one or more expanded lookups to the Mobile Cards section.
To add fields to the page layout, select the Fields category on the palette and drag one or more fields from the palette to any valid drop target on the page layout.
A field might display one or more of the following icons:
―The field must have a value to save the record but is not required on the page layout itself.
―The field must be included on the page layout because either an administrator configured the field as universally required or Salesforce automatically requires the field. Although you cannot remove such fields, you can move them to different locations.
―The field is a controlling field.
―The field is a dependent field.
―The field is read only.
To set which fields are required and read only, select one or more fields and click the wrench icon () on any of the selected fields.
The field properties of some standard fields cannot be changed. Custom fields can only be changed if they are not universally required fields.
Fields marked as read only are always editable by administrators and users with the “Edit Read Only Fields” permission.
If you make a picklist field read only, all new records will contain the default value for that picklist.
Auto-number fields are always read only.
If you mark the opportunity Probability field as read only, the Probability value will still be updated automatically when a user changes the Stage value of an opportunity.
When working with fields, note the following:
In Personal, Contact Manager, Group, and Professional Editions, page layouts control which fields users can access in related lists, list views, reports, Connect Offline, email and mail merge templates, custom links, and when synchronizing data. In Enterprise, Unlimited, Performance, and Developer Editions, this access is controlled by field-level security. Field-level security settings override any field properties you set on the page layout if the field-level security is more restrictive than the page layout setting.
In the organization-wide import wizards for accounts, contacts, and leads, administrators have access to import into any field, even if a field is hidden or read only in their page layout or field-level security settings. Individual users can import only into the fields that are accessible to them via their page layout or field-level security settings.
To add related lists to the page layout, select the Related Lists category on the palette and drag one or more related lists from the palette to the desired location on the page layout. A page layout can have up to 100 related lists.
You can place related lists at the bottom of the page layout. To move a related list on the page layout, drag the handle located above the related list.
To customize a related list, double-click the related list handle or click the wrench icon () inside the handle. Use the related list properties to:
Specify which fields display as columns on the related list, the order in which they appear, and the sort order of the records in the related list. In Professional, Enterprise, Unlimited, and Performance Editions, you can also opt to apply the column information to other page layouts for the same type of object.
Specify which standard and custom buttons appear on the related list.
When working with related lists on page layouts, note the following:
The View All button only displays up to 2,000 items in a related list.
Some related lists are not customizable because they link to data rather than store it. Salesforce denotes related lists that are not customizable on the page layout.
You can’t add related lists to the page layouts for the User object.
You can also enable related list hover links for your organization so that record detail pages include links for each related list at the top of the page. Users can hover the mouse over a related list hover link to display the corresponding related list in an interactive overlay that allows users to quickly view and manage the related list items. Users can also click a related list hover link to jump down to the content of the related list without having to scroll down the page.
In Professional, Enterprise, Unlimited, Performance, and Developer Edition, individual users can customize which related lists display for their personal use. Administrators can overwrite these user customizations and apply the related list configuration in the page layout to all users, even if they already customized their display. To overwrite users' related list customizations, click Yes on the Overwrite Users' Customized Related Lists popup window, which appears when saving a page layout if you moved or added a related list.
Related lists show up on the record related information page in Salesforce1.
To add s-controls to the page layout, select the Custom S-Controls category on the palette and drag one or more s-controls from the palette to any section on the page layout, except for sections reserved for custom buttons or links and related lists. A page layout can have up to 20 s-controls.
To change the properties of an s-control, double-click the s-control or click its wrench icon () and set the following attributes:
Width sets the horizontal size in pixels or a percent.
Height sets the vertical size in pixels.
Show scrollbars determines whether the iFrame in which the s-control displays contains scrollbars when necessary.
Show label determines whether the page layout includes the Label of the custom s-control. Remove the label to display the s-control in a wider area.
You can add and move sections anywhere above the related lists on the page layout. The sections you add can contain fields, s-controls, and blank spaces. In addition, each page layout has a default section that can only contain custom links and blank spaces. You can change the location of the custom link section, but you cannot remove it from the page.
To add a section, drag the Section user interface element from the palette to the desired location on the page layout. The Section user interface element is the second option in the palette when you select the Fields or Custom S-Controls category on the palette.
To change the attributes of a section, double-click the section or select its associated wrench icon (). You can:
Enter a name for the section. Note that names of some standard page sections cannot be changed.
Specify whether the section should have one or two columns.
Specify the order in which users will be able to tab through the items in that section.
Specify whether the section heading should be shown on the detail and edit pages.
If tags are enabled in your organization, click Layout Properties and use the checkboxes to indicate whether personal and public tags should be included in the header section of the page layout. Users cannot tag a record if neither personal nor public tags are included in the header section. Also, the positioning of personal and public tags in the header cannot be modified.
To add Visualforce pages to the page layout, select the Visualforce Pages category on the palette and drag one or more Visualforce pages from the palette to any section on the page layout, except for sections reserved for custom links and related lists. A page layout can have up to 20 Visualforce pages.
You can add a Visualforce page to a page layout only if the standard controller on the Visualforce page is set to the object for which you are creating the page layout. If you do not have any Visualforce pages with a standard controller set to that object, the Visualforce Pages category does not appear in the palette.
Only Visualforce pages with the Available for Salesforce mobile apps checkbox selected will display in Salesforce1.
Mobile-enabled Visualforce pages show up as slightly differently colored elements in the palette than their non-mobile-enabled counterparts. Also, hovering your mouse over a Visualforce page element in the palette shows whether the Visualforce page is mobile-enabled.