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Managing Pages

In order to cover certain business use cases, administrators must modify existing page layouts or create new page layouts.

Info

The page customization differs between Salesforce Classic and Salesforce Lightning.

Managing Record Pages in Salesforce Lightning

Modifying Record Pages

  1. Open a record detail page of the corresponding object.
    Navigate to an opportunity, order, invoice, subscription etc. as required.
  2. Click cog in the upper right corner to open the Setup menu, then select Edit Page.
  3. Modify the page layout as necessary.
    Add, edit or remove components.
    Reorder components by dragging them to the intended region of the record page.
  4. Click Save.
  5. Click Activate.
    ▶ This makes the customized record page available to users.

Info

When you save the customized record page for the first time, you can activate it from the Save dialog. Later, you can use the Activation... dialog.

For more details about editing Lightning pages, see Create and Configure Lightning Experience Record Pages in the Salesforce Help.

Creating Record Pages

  1. Navigate to the Lightning App Builder.
    Click cog to open the Setup menu and select Setup, then open User Interface > Lightning App Builder.
  2. Click New.
  3. In the page creation dialog, select Record Page, then click Next.
  4. Specify a page label and select the object for which you want to create the new record page.
  5. Select a page template or choose to clone the default record page.
  6. Click Save.
    ▶ This creates the new record page.
  7. Modify the page layout as necessary.
    Add, edit or remove components.
    Reorder components by dragging them to the intended region of the record page.
  8. Click Save.
  9. Click Activate.
    ▶ This makes the customized record page available to users.

Managing Page Layouts in Salesforce Lightning

Modifying Page Layouts or Search Layouts

  1. Navigate to the object management settings of the corresponding object.
    Click cog to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object.
  2. Click Page Layouts or Search Layouts, respectively.
  3. Click Edit in the row of the layout you intend to modify.
  4. Modify the layout as necessary.
    Add or remove buttons, fields, actions, related lists, Visualforce pages etc.
  5. Click Save.

Note

To display related lists, make sure that there is a lookup relation between the corresponding objects. For details about creating a lookup relation, see Managing Object Fields.

Creating Page Layouts

  1. Navigate to the object management settings of the corresponding object.
    Click cog to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object.
  2. Click Page Layouts.
  3. Click New.
  4. Optionally, choose an existing page layout to clone.
  5. Specify a name for the new page layout.
  6. Click Save.
    ▶ This creates the new page layout.
  7. Modify the page layout as necessary.
  8. Click Save.

Managing Page Layouts in Salesforce Classic

Modifying Page Layouts or Search Layouts

  1. Navigate to the page layout or search layout definitions of the corresponding object.
    For standard Salesforce objects, open, for example, Setup > Build > Customize > Opportunities > Page Layouts.
    For JustOn objects, open, for example, Setup > Create > Objects > Invoice > Page Layouts.
  2. Click Edit in the row of the page layout you intend to modify.
  3. Modify the page layout as necessary.
    Add or remove buttons, fields, actions, related lists, Visualforce pages etc.
  4. Click Save.

Note

To display related lists, make sure that there is a lookup relation between the corresponding objects. For details about creating a lookup relation, see Managing Object Fields.

Creating Page Layouts

  1. Navigate to the page layout definitions of the corresponding object.
    For standard Salesforce objects, open, for example, Setup > Build > Customize > Opportunities > Page Layouts.
    For JustOn objects, open, for example, Setup > Create > Objects > Invoice > Page Layouts.
  2. Click New.
  3. Optionally, choose an existing page layout to clone.
  4. Specify a name for the new page layout.
  5. Click Save.
    ▶ This creates the new page layout.
  6. Modify the page layout as necessary.
  7. Click Save.
  8. Assign the new layout to user profiles.
    See Assigning Page Layouts in the Salesforce Help.

Info

For general information and more details, see Page Layouts in the Salesforce Help.

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