How do I change page layout in SalesForce?

Posted on by Dominique Stacey

How do I change page layout in SalesForce?

Create Page Layouts

  1. From Setup, click Object Manager and select Account.
  2. Click the Page Layouts link, then click New.
  3. Select Account Layout from the Existing Page Layout picklist.
  4. Enter Customer Account Layout for Page Layout Name.
  5. Click Save.

How do I use page layout in Salesforce?

Assign a Page Layout to Profiles

  1. If you’re not already in the Energy Audit object, from Setup, click Object Manager | Energy Audit.
  2. Click Page Layouts, then Page Layout Assignment.
  3. Click Edit Assignment.
  4. Select the Custom: Sales Profile row.
  5. From the Page Layout To Use field, select Energy Audit Sales Layout.

How do I change the default page layout in Salesforce?

Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.

What is the difference between app page and home page?

App Page – you can create a page that appears when you select an App, e.g. Sales App or any custom app you have created. Think of it as a Home Page for each App. 2. Home Page – when a user first logs in, they land on their Home Page.

How do I assign a page layout to a lightning page?

To assign a lightning page, edit the lightning page, click the Activation……Assigning Lightning Page

  1. Assign as Org Default.
  2. Assign as App Default.
  3. Assign based on App, Record Type, Profile and Form Factor.

How do I find page layout in Salesforce?

Page Layouts

  1. Standard Object. Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts.
  2. 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 do I change the default page layout?

How to Make Page Layout the Default View in Excel 2010

  1. Open Excel.
  2. Click File.
  3. Choose Options.
  4. Select the General tab.
  5. Click Default view for new sheets, then choose Page Layout.
  6. Click OK.

What is the difference between app page and home page in Salesforce?

How do I assign page layout?

  1. From the management settings for the appropriate object, go to Page Layouts or Record Types.
  2. Click Page Layout Assignment.
  3. Click Edit Assignment.
  4. Use the table to specify the page layout for each profile.