Book Image

Salesforce Essentials for Administrators

By : Mohit Shrivatsava
Book Image

Salesforce Essentials for Administrators

By: Mohit Shrivatsava

Overview of this book

Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Page layouts


Page layouts are generally quick configurable layouts, where the admin arranges the fields in various sections. The page layout can be adjusted by dragging and dropping the available fields in the various sections of the page. To arrange the fields on a page layout, as an admin, you will find an Edit Layout link at the top of the standard page in Salesforce. Alternatively, you can go the Object page. It has a related list called Page Layout. Click on the Edit link.

The following screenshot shows the page where you can define page layouts:

The preceding screenshot shows how you can drag different fields to their respective sections.

A very important point to remember is that we can have more than one page layout for an object, and we can associate different page layouts to profiles as per record type. We will discuss each record type in detail in the next section.

Page layouts will have page layout assignments at the profile level to be assigned to the respective profiles and record...