How To Add Section In Salesforce Page Layout

Page Layouts in Salesforce | Create, Edit Assign new page layouts

In this Salesforce tutorial we are going to acquire most What is a page layout in Salesforce, How to access folio layouts in Salesforce, How to edit folio layout in salesforce, How to create new page layout in salesforce and how to assign a page layout to a profile in Salesforce.com.

What is a page layout in Salesforce?

Page Layouts in Salesforce control the layout. It is a set of custom links, buttons, fields, S-controls, visualforce and related lists on the object record page. Using Page Layouts in Salesforce nosotros can determine which fields are gear up to visible, read-simply and mark that field as required

In Salesforce.com, when we open a detail tape all the fields that are associated with that object are listed down. If we want to customise the visual appearance of the field, modifying the page layout. Every object in Salesforce, Standard objects or Custom object should have one minimum Page Layout which is called default folio layout. A page layout gets created default when we create an object in Salesforce.

Page Layouts in Salesforce is created with Object proper noun by default.
There will be one minimum page layout for every object by default.
Multiple page layout can be created to an object.

How to access Page Layouts in Salesforce?

Become to Object | Page Layouts | Edit.

In this Salesforce Tutorial, we are going to access Pharma production Page Layouts in Salesforce.

Click on Edit push button equally shown above.

When a folio layout in salesforce is edited nosotros can observe Fields, Buttons, Quick Actions Salesforce1 & lightning actions, Expanded Lookups, Related Lists, Report Charts on the side bar equally shown above. When we click on Fields we can access which fields are nowadays in Pharma Product object as shown higher up.

How to Create or Edit page layout in Salesforce?

A Page layout in SFDC can be modified by rearranging fields, adding custom buttons and related list to the page layout. Equally shown beneath we are going to arrange field in two columns.

To alter the position of the field in folio layout simply drag and drop the field. And finally click on Save button.

To check the page layout go to pharma product record every bit shown below.

How to create custom Folio layouts in Salesforce?

Multiple custom Page layouts in Salesforce can be created. To create custom Page layouts in Salesforce become to object | Page Layouts | Create New.

Click on New button to create New Folio Layout for the object Pharma Product.

Select the existing page layout from the drop downwards bill of fare.
Enter page layout name.
Click on Salve button.

When we click on Save push a new page layout editor volition be displayed as shown above. Here we can customise Fields, Buttons, Custom links and other related list. As shown above we have removed delete push button, change possessor, edit record type in this New Pharma Product page layout.

Finally click on Save button.

We have successfully created New page layout in Salesforce.

Page Layout Assignment to a Profile.

Custom page layout in Salesforce can be assigned to multiple profiles. Check below how to assign a page layout to a profile.

Click on Page Layout Consignment push as shown below.

At present Layout mapping page will be opened.

Click on Profile and select the page layout to apply. Here we have inverse page layouts to organization admin and System administrator profile.
Finally click on Salvage button.

Now to a record and compare the page layout with previous page layout as shown below.

To cheque the Folio layout assignment in Salesforce go to Setup | Administrate | Manage User | Profile.

Click on Profiles and go to Arrangement ambassador.

Now go to custom object layouts as prove below.

Here we tin discover that for Contour Arrangement administrator the default page layout is Newpharma page layout.

Conclusion

In this Salesforce Tutorial nosotros have learned nigh Folio layouts in Salesforce. In our adjacent upcoming Salesforce Tutorial, we are going to acquire about Homepage layouts and page layout components in salesforce.com.