Page Layout Considerations

Usage Considerations

Layout changes made by administrators for record pages don't appear immediately in Lightning Experience. The record page displays the updated layout about 15 minutes later when you reload the page.

To see your changes immediately, log out and log back in. Other users don't see the change until up to one hour later when they reload the page. This behavior applies to record pages for these objects.

• Account
• Case
• Contact
• Lead
• Opportunity
• Custom objects

This behavior also applies to record layouts updated through the page layout editor, compact layouts, and Lightning pages. For example, the layout is changed when you add a custom field to an object and add that field to the page layout.

For changes to a Lightning page, such as via the Lightning App Builder, administrators continue to see their changes immediately after a page reload. However, other users and other browsers don’t see the change up to one hour later when they reload the page. To see the changes immediately, users can log out and log back in.

Page Layouts

• For Personal, Contact Manager, Essentials, and Group Edition orgs, every user views the same layout. Professional, Enterprise, Unlimited, Performance, and Developer Edition orgs can create different page layouts for use by different profiles and record types and set field-level security settings to further restrict users’ access to specific fields.
• In Professional, Enterprise, Performance, Unlimited, and Developer Editions, you can set the mini page layouts and related objects that appear in the Console tab.
• Elements that are already on the page layout still appear on the palette but are inactive. When you click an inactive element on the palette, Salesforce highlights the element on the page layout.
• Removing a field from a page layout doesn’t remove it from the object’s compact layout. The two layout types are independent.
• If the original page layout editor is enabled, users can click the page layout name to access the detail page of the page layout. The enhanced page layout editor doesn’t have detail pages, as all the detail page functionality is always available on the enhanced editor. Salesforce displays a read-only version of the enhanced page layout editor to users with the “View Setup and Configuration” permission.
  

  Note The read-only view of the page layout doesn’t display field types and lengths in hover details.
• The Custom Links, Custom S-Controls, and Visualforce Pages categories appear in the palette only if you’ve defined those types of elements for the object for which you’re defining a page layout. When you create a custom link for an object, you add it to the Custom Links section on that object’s page layout. In non-English Salesforce orgs, the “Custom Links” section title isn’t translated from English automatically for the Territory and Territory Model objects, but you can edit the section title.
• The Canvas Apps category appears in the palette only if you defined at least one canvas app with a location of Visualforce Page.
• The Components category appears in the palette only if the available components are supported by the object for which you’re defining a page layout. For example, the Twitter component is supported only on account, contact, and lead page layouts.
• When you edit an account page layout for use in Salesforce Classic, the following applies:
  • On business accounts, you can display a Copy Billing Address to Shipping Address link. On the page layout, in the Address Information section, select the option to display the section header on the Edit page. Next to the Billing Address field, add the Shipping Address field.
  • You can also display a link on person accounts. On the page layout, in the Address Information section, select the option to display the section header on the Edit page. Next to the Billing Address field, add the Shipping Address or the Mailing Address field. The link says Copy Billing Address to Shipping (or Mailing) Address.
  • Contact fields and related lists are available on person account page layouts, but contact custom links and custom buttons aren’t.
• Currently, you can't change the location of Chatter feeds. However, in Salesforce Classic, users can click the Hide Chatter link in a Chatter feed to hide the feed, and the Show Chatter link to show the feed.
• Changes to user layouts override the global publisher layout on user profile pages and the Chatter home page.
• Occasionally, a new object is created without a default page layout. To trigger creation of a default page layout for an object that doesn't have one, visit the object's list view page.
• When you use the Translation Workbench to set a translation for a layout section label, the master layout section label can sometimes be overwritten by a user-language translation label. Here's how it happens: When you open the page layout editor, it displays the translated section labels based on the user's language. Then when you save the layout, the editor sometimes updates the section's master label to match the translated label.
• If one or more profiles have page layout assignments missing for an object, then saving of new records and editing existing ones are prevented for that object.

Mini Page Layouts

• In Professional, Enterprise, Performance, Unlimited, and Developer Editions, you can set the mini page layouts and related objects that appear in the Console tab.
• Field properties on the page layout determine field properties on the mini page layout. For example, if a field is read-only on the page layout, that same field is read-only on the mini page layout. To change the field properties of fields on the mini page layout, you must change the field properties of fields on the page layout.
• Overrides for the Edit and View buttons for an object don’t affect the Edit and View buttons in mini page layouts.
• Fields marked Always Displayed or Always on Layout on page layouts are automatically included on the mini page layout and can’t be removed unless they’re removed from the page layout.

Knowledge Layouts

• Authoring actions that you add to the Salesforce Mobile and Lightning Experience Actions section of the page layout appear in the highlights panel on record pages in Lightning Experience and the Salesforce mobile app.
• To use inline edit with Knowledge, add the Publication Status field to your standard page layout. The Publication Status field must be in the standard page layout, not in a compact layout. However, the field can appear in both the standard and compact layouts.
  

  Tip If the Publication Status field is in a collapsed layout section, you must expand the section to load the edit icons before you can use inline editing. To increase the accessibility of inline editing, add the Publication Status field to a layout section that is likely to always be open.
• The Title and URL Name standard fields are required. You can’t remove them from the layout.
• To control which audiences can view an article, add these fields to the page layout: Visible in Internal App; Visible to Customer; Visible to Partner; and Visible in Public Knowledge base. The fields appear as checkboxes in the record.