How to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.
From here you can view and edit existing page layouts or create new ones:
Page Layout Sections
You can create sections for fields. This can make navigation easier for users and, if collapsible sections are enabled, the sections can then be expanded/collapsed.
When you create or edit a section, you can determine if the header is visible:
- Detail page (non-edit)
- Edit page
You can also define the number of columns, choosing from 1-column or 2-column and the tab-key order.
Click on the wrench icon to edit the section.
Field Options
Fields can be dragged and dropped, on and off the page layout.
Once a field has been added, click on the wrench to set field properties. From here, you can choose to make a field ‘Read-Only’ or ‘Required’ at the page layout level.
Related Lists on Page Layouts
Related lists can be added and removed from the page layout. Additionally, you can control the related list properties, including which columns and buttons are displayed. This is really important to ensure you display enough information on a related list to make it useful to your users!
Actions
You can control which actions are available, and in what order, via ‘Mobile & Lightning Actions’.
These are the actions that appear at the top, right of a record e.g. Edit, Delete, Clone, and also on the Activity Timeline.
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.
You can edit the page layout assignment by clicking ‘Page Layout Assignment’.
From here, click ‘Edit Assignment’. On the following screen, you can select which layout each profile will see.
