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Create a new section in a page layout

Udgivelsesdato: May 13, 2024
Beskrivelse

To create, edit, and delete page layouts, you must have the 'Customize Application' permission enabled on your profile.

Løsning

Standard Objects in the Classic UI

 
1. Click on Setup | Customize | select the desired object
  • For Enterprise, Unlimited, Performance, and Developer Edition organizations: Click Page Layouts, then Edit next to the page layout you want to customize.
  • For all other editions: Click Page Layout.
2. Click Fields in the palette.
3. Find Section in the first column, then drag and drop it on the page layout.
4. Enter your desired name on the Section Name field.
5. Click OK.
6. Click Save.
 

Custom Objects in the Classic UI 

 
1. Go to Setup.
2. Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.
3. Select Fields in the palette.
4. Find Section in the first column, then drag and drop it on the page layout.
5. Enter your desired name on the Section Name field.
6. Click OK.
7. Click Save.
 

Standard or Custom Objects in Lightning Experience

 
1. Click the gear icon | Setup.
2. Click Object Manager.
3. Select the object.
4. Click Page Layouts and click Edit on the dropdown of the desired page layout.
5. Select Fields in the palette.
6. Find Section in the first column, then drag and drop it on the page layout.
7. Enter your desired name on the Section Name field.
8. Click OK.
9. Click Save.

Related Documentation:
Assigning Page Layout to Profiles or Record Types:
Page Layout Tips
Page Layouts
Yderligere ressourcer

Create and Assign a Page Layout

Vidensartikelnummer

000385416

 
Indlæser
Salesforce Help | Article