Table of Contents
What is page layout in Salesforce?
Page Layouts can enable different viewing formats to different groups of users (Sales, Support, Finance, Management) and helps display data relevant to that group. Page Layout facility helps make changes related to User Interface.
How to customize the home page in Salesforce?
Our Salesforce Home page is assigned with default home page. To customize the layout click on Name as shown above. Now Home page Detail will be opened. We observe two columns in our Home page
How do I compare article versions in Salesforce?
Salesforce also provides a convenient way to compare article versions with the Article Version Comparison component (in Beta as of the Spring ‘20 release). Once you have your articles published, you have several channels to share them with.
What are the different types of reports in Salesforce?
Page Layouts and Record Types in Salesforce Reports and Dashboards Reports in Salesforce Create salesforce Reports Custom reports Joined Reports Salesforce Optimizer Reports Scheduling Reports Creating new Salesforce Dashboards Creating Dynamic Dashboards Data Management Salesforce Data Loader How to use Data loader
What is Salesforce page layout?
Page Layout in Salesforce allows us to customize the design and organization of detail and edit pages of records in Salesforce. Page layouts can be used to control the appearance of fields, related lists, and custom links on standard and custom object’s detail and edit page.
How do I create a standard page layout in Salesforce?
Custom Objects in the Classic UIGo to Setup.Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.Select Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.Enter your desired name on the Section Name field.Click OK.Click Save.
What is page layout in Salesforce with example?
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.
What is standard page in Salesforce?
Salesforce Sites uses Visualforce pages for all site and error pages. Lightning Platform also provides some standard pages that you can use. All pages that you want to expose on a site must be enabled for that site. If a page is not listed under Site Standard Pages, Salesforce displays an authorization required error.
What is default layout in Salesforce?
Every object in Salesforce, Standard objects or Custom object should have one minimum Page Layout which is called default page layout. A page layout gets created default when we create an object in Salesforce. Page Layouts in Salesforce is created with Object name by default.
How do I customize a standard page in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. … Click Edit beside a page layout.More items…•
What are the different types of page layout in Salesforce?
There are four different types of page layouts in Salesforce: Page Layout: It monitors the layout of an object. Mini Page Layout: It is the subset of the units which are already present in page layouts. Search Layout: It is used to display the fields of an object in various result lists.More items…
What is page formatting?
A page format contains formatting controls for your data set that indicate where and how text, and optionally, page overlays and page segments are to be placed on the page. The page format is defined relative to the origin of the sheet specified in the form definition.
What is difference between lightning record page and page layout?
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. The structure of a Lightning page adapts for the device it’s viewed on.
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.
How do I open page layout in Salesforce?
Page LayoutsStandard Object. Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts.Custom Objects. Go to Setup-> Build-> Create-> Objects-> ObjectName-> Page Layouts. New Page Layouts can be created with or without cloning the existing page layout.
What is lightning page in Salesforce?
A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. 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.
Using Free Heat Maps
Companies spend big money on heat maps for their site to ensure they are maximizing usability. Last time I checked Admins don’t have big money to spend on heat maps. But what I did find with a simple Google search is a post with some free heat map tools.
Speed of entry
When I first started as an Admin Brandy Colmer gave me a useful trick that utilized at her company to speed up data entry. Let me explain, for people who have done data entry and can do it at lightening speed they are used to fields being left delineated, so the next field down is the next data entry point.
Use Blank Spaces
A final key to the readability of records is to ensure balance. It sounds funny I bring this up right after talking about left-justifying fields, but having a nice, balanced section really helps the user. My goal with each section is to try to keep it as balanced as possible- 2 fields on the left, 2 fields on the right.
How to change the home page layout in Salesforce?
To customize Home page Layout in Salesforce click on Edit button. Now select the radio buttons to show on your Narrow left column and Right wide column. Click on Next button and Save the Settings. To check the changes that are made in Home page Layout go to Home Tab.
Can you customize the home page in Salesforce?
Customizing Home Page Layout in Salesforce is nothing but changing the components they appear on sidebar, adding company logo, adding dashboard snapshots on the side bar. We can also add custom home components to the page layout.
What is page layout in Salesforce?
Page layouts in Salesforce govern the display of data records for users. Page layouts enable changing elements from a page, removing and adding fields, sections, links, as well as add custom Visualforce code.
How to make a field read only?
1. Add / Remove fields. 2. Set field properties: Make the fields mandatory for certain or all profiles. Make the field read-only. Note: When a field is made mandatory during creation, it stays a mandatory field for all profiles and users, and can’t be manipulated differently in page layouts as well. 3.
Understanding The ‘F’ Design
See more on admin.salesforce.com
Using Free Heat Maps
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Companies spend big money on heat maps for their site to ensure they are maximizing usability. Last time I checked Admins don’t have big money to spend on heat maps. But what I did find with a simple Google search is a post with some free heat map tools. I think these are definitely worth trying out if you think it will give you some insight into how your users view a Salesforce page. A…
Speed of Entry
-
When I first started as an Admin Brandy Colmer gave me a useful trick that utilized at her company to speed up data entry. Let me explain, for people who have done data entry and can do it at lightening speed they are used to fields being left delineated, so the next field down is the next data entry point. No bouncing around from left to right, etc. Now for data entry this is great, …
Use Blank Spaces
-
A final key to the readability of records is to ensure balance. It sounds funny I bring this up right after talking about left-justifying fields, but having a nice, balanced section really helps the user. My goal with each section is to try to keep it as balanced as possible- 2 fields on the left, 2 fields on the right. Sometimes, it’s just not possible – when that’s the case I utilize Blank Spaces on th…