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            Set Page Layouts and Field-Level Security

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            Set Page Layouts and Field-Level Security

            Use field-level security as the means to restrict users’ access to fields; then use page layouts primarily to organize detail and edit pages within tabs. This reduces the number of page layouts for you to maintain. For example, if a field is required in the page layout and read-only in the field-level security settings, the field-level security overrides the page layout and the field is read-only for the user.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            Page layouts and search layouts available in: All Editions

            Field-level security available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view field accessibility: View Setup and Configuration
            1. Create custom fields.
            2. Create any custom buttons or links.
            3. If you’re in a Personal, Contact Manager, or Group Edition org, skip to step 8.
            4. Create any custom profiles.
            5. Create record types for different business scenarios.
            6. Assign which record types are available to users with different profiles.
            7. Set the field-level security for each profile to restrict users’ access to specific fields.
            8. Define page layouts to organize your pages.
            9. Set the related objects and the mini page layouts that display in the console.
            10. Assign page layouts to users based on profiles and record types.
              This step isn’t applicable for Personal, Contact Manager, and Group Editions. In Personal, Contact Manager, and Group Edition orgs, all users automatically use the same page layout for each object.
            11. To verify that all field access settings are correct, check the field accessibility grid.
              This step isn’t applicable for Personal, Contact Manager, and Group Editions.
            12. Define search layouts. All users use the same search layouts.
            Tip
            Tip Click Preview while editing a page layout to see how the page looks for users with different profiles. This preview includes any extra security that is set in field-level security.

            See Also

             
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