Create a Page Layout for Readers.
- From Setup , choose Setup.
- Click Object Manager and select Knowledge.
- Click Page Layouts.
- Click New.
- If you’re basing the page layout on an existing layout, choose it. Maria selects None.
- Enter the name of your page layout. Maria enters Procedure – Reader.
- Click Save.
- Log into Salesforce and click the Setup button.
- On the left menu, click Objects and Fields and select Object Manager.
- Click one of the following: Account, Opportunity, Product, Work Order or Asset.
- Click Page Layouts in the left menu.
- Click the respective Page Layout.
Table of Contents
How do I change the lead page layout in Salesforce?
First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.
How do I customize a page in Lightning?
You can customize the structure of the page and the position of its components with the Lightning App Builder (learn more in the Lightning App Builder module right here on Trailhead). You can customize a page’s contents, such as the fields and buttons that appear on the page, by using a different tool called the page layout editor.
How to customize Salesforce Mobile and lightning experience actions?
Hover over the Salesforce Mobile and Lightning Experience Actions section. Click to customize the predefined actions. Drag Post to the Salesforce Mobile and Lightning Experience Actions section.
What is the enhanced page layout editor in lightning experience?
The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here.
How do I change a page layout in Salesforce?
From the management settings for the appropriate object, go to Page Layouts. Alternately, if you’re using the Enhanced Page Layout Editor, which is enabled by default, you can customize a standard object’s page layout by clicking Edit Layout on the object’s detail page.
How do you customize layout in lightning?
To change the related list type, customize the Related List–Single component or the Related Lists component in the Lightning App Builder. Report charts that you add to a page layout appear under the Details tab in Lightning Experience.
What is lightning page layout 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.
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.
How to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.
Assign a Salesforce Page Layout
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.
What about Dynamic Forms?
Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:
Problem Definition
We are struggling to get users to convert to Lightning. They don’t like the way the information is organized in Lightning by default – too much white space and the most important data, i.e., Activities, are not front and center.
Solution
A three-column page layout which has Details on the left, Activities in the middle and Related Lists on the right. This page layout minimizes white space and allocates more space for Activities which are the most important information in the record.
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Create a Page Layout for Readers
Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.
Add Actions and Fields
Maria keeps the palette open and consults the list she made with Ada. She’s going to set up the page layout section by section: actions readers can perform, article information, article details, and article properties.
Create Custom Fields
Maria has set up everything she can using the fields in the palette. On to creating custom fields for the Article Details section.
Create a Page Layout for Authors
The Procedure – Author and Procedure – Reader page layouts are similar. But the authors page has some different actions and an extra field for internal notes. The Internal Notes field is available only to agents who can author articles. Maria creates the Procedure – Author page layout from the existing Procedure – Reader layout.
Create and Assign a Record Type for Procedures
Maria has created two different layouts—one for readers and one for authors. Now she creates a record type to show the correct page layout to the correct users. How does she know which users are which? By their profiles. Customers see the Procedure – Reader page layout. Agents see the Procedure – Author page layout.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is a palette in a page?
The palette contains the basic elements—such as fields, actions, buttons, links, and related lists—that you can add and arrange on your page. You can think of the upper part as the buffet table and the lower part as the plate of food you’re assembling. Here’s the page layout editor for a lead.
Why does Maria want to create an Energy Audit page layout?
Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.