User Interface Elements for the Enhanced Page Layout Editor

Analytics Assets

You can add and move an Analytics dashboard to any section on the page layout, except Mobile Cards.

For an Analytics dashboard element, use field mapping to map data fields in the dashboard to the object’s fields so that the dashboard shows only the data that’s relevant for the record being viewed. For more about field mapping or filtering Analytics dashboards, see Embed Analytics Dashboards in Lightning Pages or Embed Analytics Dashboards in Salesforce Classic Pages.

Blank Spaces

You can find blank spaces in the Fields and the Custom Links categories of the page layout editor palette.

You can add and move blank spaces to any section on the page layout, except Mobile Cards. Use blank spaces to visually align and distinguish elements on the page.

Note If you use the original page layout editor to view a page layout that was created in the enhanced page layout editor, the original page layout editor shows the blank spaces that you added. You can’t move or add blank spaces in the original page layout editor, but you can remove them by dragging them to the box on the right.

Buttons

You can control which standard and custom buttons are displayed and the order in which the custom buttons appear. You can’t rearrange standard buttons.

Standard and custom buttons are available as actions in the Salesforce mobile app and Lightning Experience.

Canvas Apps

For the Canvas Apps category to appear in the palette, set the canvas app location to Visualforce Page when you create the canvas app in Salesforce.

If you add a canvas app to any section other than the Mobile Cards section, the canvas app appears in the page layout in the full Salesforce site.

Canvas apps added as mobile cards don’t appear in the Salesforce mobile app. To have a canvas app appear on a mobile record page, add it to the page as a component using the Lightning App Builder.

Components and Expanded Lookups

Components and expanded lookups added as mobile cards don’t appear in the Salesforce mobile app. Expanded lookups are no longer supported in mobile as of Spring ’20.

To have a News or Twitter component appear on a mobile record page, add it to a Lightning page using the Lightning App Builder.

Fields

A field can display one or more of these icons:

• ―The field must have a value to save the record, but isn’t required on the page layout itself.
• ―The field must be included on the page layout because an administrator configured the field as universally required or Salesforce automatically requires the field. Although you can’t remove such fields, you can move them to different locations.
• ―The field is a controlling field.
• ―The field is a dependent field.
• ―The field is read-only.

To set which fields are required and read-only, select one or more fields and click on any selected field.

• You can’t change the field properties of some standard fields. You can change custom fields only if they aren’t universally required fields.
• Administrators and users with the Edit Read Only Fields permission can always edit fields marked as read-only.
• If you make a picklist field read-only, all new records 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 is still updated when a user changes the Stage value of an opportunity.

When working with fields:

• In Personal, Contact Manager, and Group Editions, page layouts control which fields users can access in related lists, list views, reports, Connect Offline, email and mail merge templates, custom links, and when synchronizing data. In Professional, Enterprise, Unlimited, Performance, and Developer Editions, field-level security controls this access. Field-level security settings override field properties that you set on the page layout if the field-level security is more restrictive than the page layout setting.
• Users can import values into a field only if they have read and edit access. User permissions, page layout assignments, and field-level security settings determine field access.

Mobile & Lightning Actions

The items in this category of the page layout editor palette are a mixture of different types of actions, such as global quick actions, object-specific actions, custom actions, and Chatter actions like Post and Poll.

All of the items in this category are supported for Lightning Experience. Add items from this category to the Salesforce Mobile and Lightning Experience Actions section.

Actions in Lightning Experience display in different places on a record page, such as the highlights panel, Activity tab, and the Chatter tab. Where they appear depends on their type.

In the Salesforce mobile app, actions of all types appear in the action bar, the action bar’s action menu, and as list-item actions.

Quick Actions

This category of the page layout editor palette contains standard and custom quick actions that are supported for Salesforce Classic. In Salesforce Classic, quick actions appear in the Chatter publisher when Chatter Settings are enabled. Some actions work in Salesforce Classic and Lightning Experience, so they appear in both categories.

When customizing a page layout for Salesforce Classic record pages, drag actions from here into the Quick Actions in the Salesforce Classic Publisher section.

Mobile smart actions appear as a single action element in the page layout editor. In the Salesforce mobile app, the Mobile Smart Actions element expands to distinct create actions that enable users to create records directly from the action bar. The create actions included in the set of mobile smart actions vary depending on the page layout’s object.

Note If you delete an action, the action is removed from all layouts that it’s assigned to.

Related Lists

A page layout can have up to 100 related lists. You can place related lists at the bottom of the page layout. To move a related list on the page layout, drag the handle located above the related list.

To customize a related list, double-click the related list handle or click inside the handle. Use the related list properties to:

• Specify which fields display as columns on the related list, the order in which they appear, and the sort order of the records in the related list. In Professional, Enterprise, Unlimited, and Performance Editions, you can also opt to apply the column information to other page layouts for the same type of object.
• Specify which standard and custom buttons appear on the related list.

When working with related lists on page layouts, note that:

• Some related lists aren’t customizable because they link to data rather than store it. Related lists that aren’t customizable are indicated on the page layout.
• You can’t add related lists to the page layouts for the User object.
• In Professional, Enterprise, Unlimited, Performance, and Developer Editions, individual users can customize which related lists display for their personal use. Administrators can overwrite these user customizations and apply the related list configuration in the page layout to all users, even if they already customized their display. To overwrite users’ related list customizations, click Yes on the Overwrite Users’ Customized Related Lists window, which appears when saving a page layout if you moved or added a related list.

Report Charts

Report charts are supported in Salesforce Classic and Lightning Experience.

S-Controls

A page layout can have up to 20 s-controls.

To change the properties of an s-control, double-click the s-control or click its wrench icon (), and then set these 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 scroll bars when necessary.
• Show label determines whether the page layout includes the Label of the custom s-control. Remove the label to display the s-control in a wider area.

S-controls aren’t supported in Lightning Experience.

Sections

You can add and move sections anywhere above the related lists on the page layout. The sections you add can contain fields, s-controls, and blank spaces. In addition, each page layout has a default section that can only contain custom links and blank spaces. You can change the location of the custom link section, but you can’t remove it from the page.

The Section user interface element is the second option in the palette when you select the Fields or Custom S-Controls category on the palette.

To change the attributes of a section, double-click the section or select its associated wrench icon (). You can:

• Enter a name for the section. Names of some standard page sections can’t be changed.
• Specify whether the section has one or two columns.
• Specify the order in which users can tab through the items in that section.
• Specify whether the section heading is shown on the detail and edit pages.

Tags

If tags are enabled, click Layout Properties, and configure personal and public tags in the header section of the page layout. Users can’t tag a record if personal or public tags aren’t included in the header section. Also, the positioning of personal and public tags in the header can’t be modified.

Tags aren’t supported in Lightning Experience.

Visualforce Pages

Important Due to third-party cookie restrictions in modern web browsers, Visualforce pages embedded in page layouts sometimes don't render properly in Salesforce Classic. See Embedded Visualforce page not displayed in record page layout in Classic UI.

You can add Visualforce pages to any section on the page layout, except for sections reserved for custom links and related lists. A page layout can have up to 20 Visualforce pages.

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’re 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.

Visualforce pages added as mobile cards in the page layout editor don’t appear in the Salesforce mobile app. To have a Visualforce page appear on a mobile record page, add it to the page as a Visualforce component using the Lightning App Builder.