Use it to explain to users what data you’re looking for in the field. Add help and description text to custom fields.Check your layouts in Read and Edit modes.
We recommend top-down, rather than left-right for Tab-key order to be consistent with other page layouts.Keep the number of required fields to a minimum.Field-level security settings override the visible and read-only settings on the page layout if the field-level security has a more restrictive setting than the page layout. This reduces the number of page layouts for you to maintain. Use field-level security to restrict users’ access to fields then use page layouts to organize detail and edit pages within tabs. Here are a few tips to keep your page layouts organized and easy to use. Salesforce displays a read-only version of the enhanced page layout editor to users with the “View Setup and Configuration” permission. The enhanced page layout editor doesn’t have detail pages, as all the detail page functionality is always available on the enhanced editor. If the original page layout editor is enabled, users can click the page layout name to access the detail page of the page layout.Removing a field from a page layout doesn’t remove it from the object’s compact layout.When you click an inactive element on the palette, Salesforce highlights the element on the page layout. Elements that are already on the page layout still appear on the palette but are inactive.
LAYOUTEDITOR USERS HOW TO
Here's how to view and edit the current Page Layout Assignments: To understand which page layout each Profile currently views, when you are on the Page Layout list, you can click Page Layout Assignment to view the current assignments. If you navigate away from your page layout before saving, you lose your changes. When you’re done customizing the page layout, save it.To change the name of the page layout, add personal and public tags if available, and display standard object checkboxes on the page layout, click Layout Properties.To access the other layouts for an object with multiple page layouts, click the page layout name at the top of the page and select another layout to view.To make a field read-only or required, double-click the field in the page layout and select the appropriate checkbox.You can’t change the properties of elements in the palette. To change the properties of an element on the page layout, double-click the element or click the wrench icon ( ) next to it.To select multiple elements as a group, use Shift+click. To select multiple elements individually, use Ctrl+click.When working with the enhanced page layout editor: The palette contains the user interface elements that you can add to your page layout, such as fields, actions, buttons, links, and related lists. The enhanced page layout editor has two parts: a palette on the upper portion of the screen and the page layout on the lower portion of the screen. Choose the Page Layout Name you would like to edit (e.g.Choose the Object you would like to edit the Page Layout for (e.g.Below are the instructions on how to change existing Page Layouts and some best practices around making these updates. Salesforce allows for customization of these page layouts so that they work best for your firm.
Page Layouts are the views that your users see on your Elements Objects, like Relationships, Contact, Portfolios, and Financial Accounts.
0 kommentar(er)
