Learn about Salesforce page layouts and how Ops leaders are safely managing their changes with Sonar.
- What Are Page Layouts?
- Benefits Of Page Layouts
- Page Layouts Best Practices
Learn About Salesforce Page Layouts
What Are Salesforce Page Layouts?
Salesforce Page Layouts determine the arrangement and organization of fields, buttons, sections, and other elements on a record detail or edit page. Page Layouts allow Salesforce administrators and developers to customize the look and feel of record pages to fit the specific needs and processes of their organizations.
Here are some key points about Salesforce Page Layouts:
- Customization: Admins can customize which fields are visible, the order in which they appear, and whether they are read-only or editable. This helps in ensuring that users see only the most relevant information.
- Different Layouts for Different Profiles: Page Layout assignments can be profile-specific. This means that different user profiles (like Sales User, Service User, etc.) can see different page layouts for the same object. This is useful in situations where various teams within an organization need to interact with the data differently.
- Related Lists: Page Layouts also control the arrangement and visibility of related lists on the record page. For instance, on an Account page, you might have related lists showing associated Contacts, Opportunities, and Cases.
- Buttons and Actions: Admins can control which standard and custom buttons appear on the page, as well as customize the list of actions in the Salesforce mobile app action bar and the Chatter publisher.
- Sections: Fields can be grouped into sections to give the page a more organized look. Sections can be set as tabbed, two-columns, or one-column layouts.
- Custom Visualforce Pages: If there’s a need for more advanced customization, Visualforce pages can be embedded within standard page layouts.
To modify Page Layouts, one typically needs the “Customize Application” permission. It’s always a good practice to test layout changes in a sandbox or developer environment before deploying them to production, to ensure they meet user needs and don’t disrupt existing processes.
Benefits Of Using Page Layouts
Using Page Layouts in Salesforce provides several benefits, including:
- Customization: Page Layouts allow organizations to customize the user interface of different objects according to their unique business processes, requirements, and workflows. This enables users to work more efficiently and effectively by presenting the most relevant information in a logical and intuitive way.
- Consistency: Page Layouts help to maintain consistency across different records and objects. By defining a standard layout for each object, organizations can ensure that users always see the same fields and related lists in the same order, reducing confusion and errors.
- Flexibility: Page Layouts can be customized for different profiles and record types, allowing for granular control over the user experience. This enables organizations to tailor the inter
- Time savings: Customized Page Layouts can help users save time by presenting only the most relevant information and fields on a record. This reduces the amount of time spent searching for information or scrolling through irrelevant fields, improving productivity and efficiency.
- Improved user adoption: Customized Page Layouts can help to improve user adoption by presenting information in a clear, organized, and intuitive way. This can reduce frustration and confusion, and encourage users to engage with the platform more frequently and effectively.
Overall, Salesforce Audit Trail is an important tool for maintaining the integrity and security of your Salesforce system and ensuring compliance with regulatory requirements.
Salesforce Page Layouts Best Practices
Here are some best practices for using Page Layouts in Salesforce:
- Understand your business requirements: Before creating or customizing a Page Layout, it is important to understand the business requirements and workflows of the organization. This will ensure that the Page Layout is designed to meet the specific needs of users and support their workflows.
- Keep it simple: Page Layouts should be designed to be as simple and intuitive as possible. This means only including the fields and components that are essential to the user’s workflow, and avoiding clutter or unnecessary information.
- Organize fields logically: Fields should be organized logically on the Page Layout, with related fields grouped together ad in a logical order. This makes it easier for users to find and input the information they need.
- Test and iterate: Before deploying a new or customized Page Layout, it is important to test it thoroughly with users and gather feedback. This will help to identify any issues or improvements that need to be made.
- Consider mobile users: If users will be accessing Salesforce on mobile devices, it is important to design Page Layouts with mobile in mind. This means keeping the layout simple and avoiding too many fields or components that may not display well on smaller screens.
- Stay up-to-date: As Salesforce evolves and new features are added, it is important to stay up-to-date with best practices for using Page Layouts. This will ensure that Page Layouts continue to support users’ needs and workflows effectively.
Following these best practices can help ensure that you’re getting the most out of Salesforce Page Layouts and using it effectively to maintain the security and integrity of your Salesforce system.
See how Sonar enables Ops leaders to manage tech debt cleanup
Access the ultimate control center for your integrated tech stack. Using Sonar, your Ops team can optimize your Salesforce change management and ensure the productivity of your GTM teams across all sales channels.
Salesforce Blueprint
Sales Ops and RevOps professionals now have the Salesforce blueprint they need to to pair alongside Salesforce Page Layouts. With Sonar’s change management software, it’s easy to scope changes to page layouts across the Org.
Change Timelines
Sonar’s change tracking for Salesforce alerts customers of every change to the Salesforce Org, noting potential issues before they occur. With daily email alerts and slack notifications, you’ll be alerted when anyone adds, modifies, or deletes data within your Salesforce org. This includes changes to page layouts and more.
Salesforce Page Layout FAQs
Here are some frequently asked questions about Page Layouts:
What is a page layout in Salesforce?
A page layout is a visual representation of the fields, sections, and related lists that appear on a record in Salesforce. It is used to organize and display information about a record in a way that makes sense for your business.
How do I create a new page layout in Salesforce?
To create a new page layout in Salesforce, you can go to Setup > Object Manager > [object] > Page Layouts, and click the “New” button. From there, you can select the layout type and configure the fields, sections, and related lists that you want to include on the layout.
Can I assign different page layouts to different users or profiles?
Yes, you can assign different page layouts to different users or profiles in Salesforce. This allows you to customize the user experience based on their role or job function.
How do I customize the fields that appear on a page layout?
To customize the fields that appear on a page layout, you can go to Setup > Object Manager > [object] > Page Layouts, and select the layout you want to edit. From there, you can drag and drop fields onto the layout, rearrange the order of the fields, and specify which fields are required or read-only.
Can I add related lists to a page layout?
A standard page layout is provided by Salesforce and cannot be edited, while a custom page layout is created by you and can be customized to meet your specific needs. Custom page layouts can include custom fields, sections, and related lists that are not available in the standard layout.
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