If tags are enabled, specify whether personal and public tags should be included in the header section of the page layout. Users can tag a record only if personal or public tags are included here.
To add personal or public tags, select Header Items from the View drop-down list and then drag the Personal Tags or Public Tags items to the header section. You can’t change the order in which personal and public tags appear when both are in the header section at the same time.
To remove tags, drag the Personal Tags and Public Tags items from the header section to the area under the View drop-down list.
To customize buttons, double-click Detail Page Buttons in the Button section.
To hide any standard button, deselect the checkbox next to the button name.
To add or remove a custom button, select the button in the Available Buttons list, and click Add or Remove.
To sort custom buttons, select them and click Up or Down.
To undo your customizations and restore default settings, click Revert to Defaults.
To close the popup, click OK.
To arrange fields, custom s-controls, Visualforce pages, custom links, and related lists on the layout, select one or more items from the box on the right and drag them to the desired location. You can drag up to 20 s-controls, 20 Visualforce pages, 20 expanded lookups, and 100 related lists onto a page layout. There are no limits on fields and custom links.
To select multiple items individually, use CTRL+click.
To select multiple items as a group, use SHIFT+click..
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 don’t have any Visualforce pages with a standard controller set to that object, the Visualforce Pages category doesn’t appear in the palette.
Items that are not in the page layout are displayed in the scrolling box on the right-hand side.
Use the legend to determine what fields are required, dependent, controlling, or have other attributes that may affect your page layout decisions.
To set which fields are required and read only, select one or more fields and click Edit Properties.
The field properties of some standard fields cannot be changed. Custom fields can be changed only 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.
In Enterprise, Unlimited, Performance, and Developer Editions, field-level security settings override any field properties you set here if the field-level security is more restrictive than the page layout setting.
To change the properties of an s-control or Visualforce page, double click it 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 custom s-control in a wider area.
To organize the page using sections, click Edit next to an existing page section, or click Create New Section to create a new page section.
Enter a name for the section. Note that names of some standard page sections cannot be changed.
Set whether the section should have one or two columns.
Set the order in which users can tab through the items in that section.
Set whether the section name should be shown on the detail and edit pages.
To customize related lists on the page layout, double-click a related list in the Related List section.
To add or remove fields, select one or more fields and use the arrows to add or remove them to the related list columns on the page layout and to define the order in which the related list columns display. You can include up to 10 fields per related list.
To select multiple fields individually, use CTRL+click.
To select multiple fields as a group, use SHIFT+click.
To sort the items in the related list, select a field from the Sort By drop-down list. Items are displayed in ascending order unless you select Descending. The default sort order varies per record. The Sort By drop-down is not available for activities and opportunity products.
If necessary, select additional page layouts to which your related list customizations will apply.
To customize which standard buttons display in the related list, select or deselect the checkbox next to the button name.
To customize which custom buttons display in the related list, select the button and click Add or Remove. To sort custom buttons, select them and click Up or Down.
To create a custom button for the related list, see Define Custom Buttons and Links. The custom button must be defined for the object contained in the related list, instead of the parent object, and the button Type must be List Button. For example, to display a custom button on the Contacts related list of an account, define the custom button for contacts, not accounts.
Some related lists are not customizable because they link to data rather than store it. You can move your cursor over any related list section to see if it is customizable. Also, lookup fields are not available for display on their corresponding lookup related list. For example, the case lookup field on an account page layout is not available when editing the cases related list.
You can enable related list hover links 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 to the content of the related list without scrolling down the page.
To apply the related lists in the page layout to all users, even if they have already customized their display, select Overwrite users’ customized related lists.
To review the page layout, click Preview. From the preview in Enterprise, Unlimited, Performance, and Developer Editions, select a profile to see how the pages will look for users with different profiles. Note that most related lists’ columns preview without data.
Click Save to finish. Alternatively, click Quick Save to save and continue editing the page layout.
In Professional, Enterprise, Unlimited, Performance, and Developer Editions:.
To choose which related records display in the Console tab's mini view, click Mini Console View.
To define the mini page layouts of the records that appear in the Console tab's mini view, click Mini Page Layout.
You cannot define mini console views or mini page layouts for the Close Case Layout or the Log a Case Page and View Cases Page layouts on the Self-Service Portal.
In Enterprise, Unlimited, Performance, and Developer Editions:
You can assign page layouts for different profile and record type combinations.
You can set field-level security to restrict field access further.