Record Creation Displays Unexpected Page Layout in Salesforce

If you're seeing the wrong page layout in Salesforce, it's likely due to an incorrect page layout assignment or a conflict with Dynamic Forms. To fix this, verify the page layout assignment for the relevant profile, record type, and app. If using Lightning Experience, ensure Dynamic Forms aren't overriding the assigned page layout.

Potential Causes

Incorrect Page Layout Assignment

• Profiles: Ensure the correct page layout is assigned to the user's profile.
• Record Types: If using record types, make sure the page layout is assigned to the specific record type being used.
• Apps: Check if the page layout is assigned to the relevant app.

Dynamic Forms Interference

• Dynamic Forms Override: If Dynamic Forms are enabled for the object, they might be overriding the assigned page layout, especially for the New button in Lightning.
• Section Filtering: If you're trying to filter sections by record type, Dynamic Forms might not support that functionality directly.

Other Potential Issues

• App Default: A different Lightning page might be set as the org default and overriding your settings.
• Activation: Lightning Record pages can be activated using App, Record Type, and Profile. Deactivating the wrong one can cause issues.
• Field Level Security: Check if the fields displayed in the layout have appropriate field-level security permissions for the user.
• Browser Caching: In some cases, browser caching can cause outdated page layouts to be displayed. Try clearing your browser cache or using a different browser.

Troubleshooting Steps

1. Verify Layout Assignments: Go to Setup > Object Manager > [Object Name] > Page Layouts. Check the assignments for profiles, record types, and apps.
2. Check for Dynamic Forms: If using Dynamic Forms, review the page layout and field visibility settings within the Lightning Record Page.
3. Examine Lightning Pages: If the issue is specific to Lightning, check the activation settings for the relevant Lightning Record Page.

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