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            Customize Page Layouts with the Original Page Layout Editor

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            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.

            Required Editions

            Available in: Salesforce Classic
            Available in: All Editions
            User Permissions Needed
            To customize page layouts: Customize Application
            Note
            Note We recommend using the enhanced page layout editor instead of the original page layout editor because it offers more features and an easier-to-use interface.
            1. From the management settings for the object that you want to edit, go to Page Layouts.
            2. If tags are enabled, specify whether personal and public tags should be included in the header section of the page layout. Users can tag a record only if personal or public tags are included here.
              • To add personal or public tags, select Header Items from the View dropdown list and then drag the Personal Tags or Public Tags items to the header section. You can’t change the order in which personal and public tags appear when both are in the header section at the same time.
              • To remove tags, drag the Personal Tags and Public Tags items from the header section to the area under the View dropdown list.
            3. To customize buttons, double-click Detail Page Buttons in the Button section.
            4. To arrange fields, custom s-controls, Visualforce pages, custom links, and related lists on the layout, select one or more items from the box on the right and drag them to the desired location. You can drag up to 20 s-controls, 20 Visualforce pages, 20 expanded lookups, and 100 related lists onto a page layout. There are no limits on custom links.
              Note
              Note 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.
            5. To set which fields are required and read only, select one or more fields and click Edit Properties.
              • You can change custom fields only if they aren’t universally required fields.
              • Fields marked as read only are always editable by administrators and users with the Edit Read Only Fields permission.
              • 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 make the opportunity Probability field read only, the Probability value still updates automatically when a user changes the Stage value of an opportunity.
              • In Professional, Enterprise, Unlimited, Performance, and Developer Editions, field-level security settings override the field properties you set here if the field-level security is more restrictive than the page layout setting.
            6. To change the properties of an s-control or Visualforce page, double-click it and set the following 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 scrollbars when necessary.
              • Show label determines whether the page layout includes the label of the custom s-control. Remove the label to display the custom s-control in a wider area.
            7. To organize the page using sections, click Edit next to an existing page section, or click Create New Section.
            8. To customize related lists on the page layout, double-click a related list in the Related List section.
              Some related lists aren’t customizable because they link to data rather than store it. You can move your cursor over any related list section to see if it’s customizable. Also, lookup fields aren’t available for display on their corresponding lookup related list. For example, the case lookup field on an account page layout isn’t available when editing the cases related list.
            9. To apply the related lists in the page layout to all users, even if they’ve already customized their display, select Overwrite users’ customized related lists.
            10. To review the page layout, click Preview. From the preview in Enterprise, Unlimited, Performance, and Developer Editions, select a profile to see how the pages look for users with different profiles. Most related lists’ columns preview without data.
            11. Click Save to finish. Alternatively, click Quick Save to save and continue editing the page layout.

            In Professional, Enterprise, Unlimited, Performance, and Developer Editions:

            • To choose which related records display in the Console tab’s mini view, click Mini Console View.
            • To define the mini page layouts of the records that appear in the Console tab’s mini view, click Mini Page Layout.
            Note
            Note You can’t define mini console views or mini page layouts for the Close Case Layout or the Log a Case Page and View Cases Page layouts on the Self-Service Portal.

            In Enterprise, Unlimited, Performance, and Developer Editions:

            • You can assign page layouts for different profile and record type combinations.
            • You can set field-level security to restrict field access further.

            See Also

             
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