Page Layouts

Page layouts can include s-controls and Visualforce pages that are rendered within a field section when the page displays. You can control the size of the s-controls and Visualforce pages, and determine whether a label and scroll bars display.

Salesforce has two drag-and-drop tools for editing page layouts: the original page layout editor and an enhanced page layout editor. The enhanced page layout editor is enabled by default, and provides all the functionality of the original editor, as well as additional functionality and an easier-to-use interface.

You can enable the original page layout editor in the User Interface settings. Your Salesforce org can use only one page layout editor at a time.

From within a page layout, you can access a mini page layout. The mini page layout defines the hover details that display when you mouse over a field on an object’s detail page in the Agent console or in the Recent Items section of the sidebar in Salesforce Classic.

Salesforce automatically creates a default page layout when you create a custom object. If you don’t use any page layout with your custom object, you can still interact with it by using the Lightning Platform API to manage custom data or build a custom user interface.

• Create Page Layouts
  With the enhanced page layout editor, you can tailor record page layouts to the needs of your users.
• The Enhanced Page Layout Editor
  The enhanced page layout editor is a tool for customizing your page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. The enhanced page layout editor has all the functionality of the original page layout editor, but has more features and an easier-to-use interface.
• 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.
• Edit Multi-Line Layouts for Opportunity Products
  Customize the columns that display when users add or edit items in the Products related list of an opportunity detail page.
• Configure Fields on Multi-Line Layouts for Opportunity Products
  Before you can add a field to the Opportunity Product multi-line layout, the field must be visible on the Opportunity Product page layout. You make the field visible via the Product related list on an Opportunity object page layout.
• Customize Related Lists
  You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal.
• Customize Standard and Custom Buttons on Page Layouts
  When customizing page layouts, you can control which standard and custom buttons are displayed and the order in which the custom buttons appear.
• How Page Layout Elements Display in Lightning Experience
  When you change your page layouts in Salesforce Classic, it can impact the content shown on object record pages in Lightning Experience. However, in Lightning Experience, the page elements look different, and some features are not supported.
• Page Layout Tips
  Here are a few tips to keep your page layouts organized and easy to use.
• Page Layout Considerations
  Keep these considerations in mind when working with page layouts in the enhanced page layout editor.
• Page Layout Limitations
  Keep these limitations in mind when working with page layouts in the enhanced page layout editor.
• How Page Layouts Work in the Salesforce Mobile App
  Use the enhanced page layout editor to customize the layout of an object’s record detail pages, configure actions, and adjust which fields and related lists appear in the Salesforce mobile app.
• Manage Mobile Cards in the Enhanced Page Layout Editor
  Add expanded lookups, components, and Visualforce pages to the Mobile Cards section of your page layout to have them show up as mobile cards in the Salesforce mobile app.
• Feed-Based Layouts in Salesforce Classic
  Feed-based page layouts make it easier to work with records by providing two separate views: one for the record’s feed, and one for its details, including related lists.
• Salesforce Classic Home Tab Page Layouts
  You can customize the Home tab in Salesforce Classic to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. A dashboard snapshot is a clipping of the top row of a dashboard’s components. Just like other tabs, you can also assign different home page layouts to different users based on profile.
• Customize Page Layouts with the Original Page Layout Editor
  Use the original page layout editor to customize page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal.
• Considerations for Using the Original Page Layout Editor
  When working with the Original Page Layout Editor in Salesforce Classic, keep these considerations in mind.