Assign a default page layout and put only the fields that you want to show on creation time. Create another page layout and assign it for the second record type. Create a workflow that only run upon creation of a lead record to change the record type to the second record type.
Table of Contents
How do I create a multiple page layout in Salesforce?
Multiple custom Page layouts in Salesforce can be created. To create custom Page layouts in Salesforce go to object | Page Layouts | Create New….How to create custom Page layouts in Salesforce?Select the existing page layout from the drop down menu.Enter page layout name.Click on Save button.
Can a profile have multiple page layouts Salesforce?
You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners. You can edit the page layout assignment by clicking ‘Page Layout Assignment’.
How do I create a detail page in Salesforce?
Required Editions and User PermissionsIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. … Select a standard page to open it. … Add and configure page components.Preview and publish your site.
How do I create a new page layout in Salesforce?
Create Page LayoutsFrom the management settings for the object that you want to edit, go to Page Layouts.Click New.Optionally, choose an existing page layout to clone.Type a name for the new layout.More items…
What is the difference between a page layout and a lightning page?
Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.
How many page layouts can be assigned to a profile on a object?
1 page layoutThis depends on the number of active recordtypes of the object assigned to the profile. If you are not using any recordtypes then you can assign only 1 page layout to the profile.
How do I change the detail page in Salesforce?
Click Page Layouts, then Page Layout Assignment. You can see the list of profiles and the page layout assigned to each one. Click Edit Assignment. Select the Custom: Sales Profile row.
What is the difference between the detail page vs edit page?
Detail Page means : To Display list of fields of record in a layout. Edit Page : This is like a form where you get the fields pre-populated with corresponding record values , allowing the user to change in form and save record. Page layout is a concept where we group certain fields by sections .
Where is the detail page in Salesforce?
Detail pages show you details about a record, for example, details about a particular account. Let’s navigate to the Accounts home page and click an account name. The account details you see depend on how your administrator configured the page layout and your user permissions for that account.
How do I view different page layouts in Salesforce?
Another handy tip to access layouts is : open any record for the object you will notice “Edit Layout” link over top right side. This will allwo you to edit the current layout assigned to logged in user’s profile, once you are on edit layout page you can access diffrent layout using drop down at top left side of UI.
How do you create a page layout?
To create a page layoutIn Design Manager, in the left navigation pane, choose Edit Page Layouts.Choose Create a page layout.In the Create a Page Layout dialog box, enter a name for your page layout.Select a master page. … Select a content type. … Choose OK.
What are custom page layouts in Salesforce?
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.