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            Assign Page Layouts to Profiles or Record Types

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            Assign Page Layouts to Profiles or Record Types

            After defining page layouts, assign which page layouts users see. A user’s profile determines which page layout he or she sees. In addition, if your organization is using record types for a particular object, the combination of the user’s profile and the record type determine which page layout is displayed when a user views records for that object.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Page layouts are available in: All Editions
            Record types are available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To assign page layouts: Manage Profiles and Permission Sets

            You can assign page layouts from:

            • The object's customize page layout or record type page
            • The original or enhanced profile user interface.
            1. From the management settings for the appropriate object, go to Page Layouts or Record Types.
            2. Click Page Layout Assignment.
            3. Click Edit Assignment.
            4. Use the table to specify the page layout for each profile.
              The table displays the page layout assignments for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type.

              When selecting page layout assignments:

              • Click a cell, column, or row heading to select all the table cells in that column or row.
              • Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
              • Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
              • Click any cell and drag to select a range of cells.
              • Click Next or Prev to view another set of record types.
              Selected page layout assignments are highlighted. Page layout assignments you change are italicized until you save your changes.
            5. If necessary, select another page layout to assign from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
            6. Click Save.
            Note
            Note To verify that users have the correct access to fields based on the page layout and field-level security, you can check the field accessibility grid. From Setup, enter Field Accessibility in the Quick Find box, then select Field Accessibility. From this page, choose a particular object to view and then select whether you want to check access by profiles, record types, or fields.

            See Also

             
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