In Salesforce, a layout refers to the arrangement and organization of fields, related lists, and other components on a user interface (UI) screen, such as a record detail page, edit page, or home page layout. Layouts play a crucial role in defining the user experience and interface design within the Salesforce platform, allowing administrators and developers to customize the appearance and functionality of Salesforce objects and pages to meet the specific needs and preferences of users and organizations.
Salesforce layouts are essential components of the Salesforce user interface that enable administrators to customize the appearance and functionality of UI screens to meet the specific needs and preferences of users and organizations. Apart from it by obtaining Salesforce Training, you can advance your career in Salesforce. With this course, you can demonstrate your expertise how to customize your application including page layouts, fields, tabs, and business processes, create a secure Salesforce environment, maintain and import clean data, create high-value reports and dashboards, and many more.
Key aspects and components of Salesforce layouts include:
Fields: Fields are the building blocks of a layout and represent individual data elements or attributes of a Salesforce object. Fields can include standard fields provided by Salesforce (e.g., Name, Account Number, Email) or custom fields created by administrators to capture additional information specific to an organization's business requirements. Layouts enable administrators to arrange fields on a page, specify their display properties (e.g., visibility, read-only, required), and control their placement and alignment to optimize user productivity and data entry efficiency.
Related Lists: Related lists display records from related objects that have a hierarchical or lookup relationship with the primary object being viewed. For example, on an Account detail page, related lists may include Contacts, Opportunities, Cases, and other related records associated with the Account. Layouts allow administrators to configure related lists, customize their columns, sort order, and filtering criteria, and control their placement and visibility on the page to provide users with comprehensive and contextually relevant information.
Buttons and Actions: Layouts can include buttons, links, and actions that enable users to perform common tasks or actions directly from the UI screen. Salesforce provides standard buttons and actions (e.g., Save, Edit, Delete) as well as custom buttons and actions created by administrators to automate business processes, trigger workflows, or invoke external integrations. Layouts allow administrators to add, remove, or reorder buttons and actions, specify their visibility conditions, and customize their behavior to streamline user interactions and enhance productivity.
Page Layouts: Page layouts define the overall structure and composition of a UI screen, including the arrangement and formatting of fields, related lists, buttons, and other components. Salesforce supports multiple page layouts for each object, allowing administrators to create different layouts for different user profiles, record types, or applications. Layouts can be assigned to specific user profiles or roles, ensuring that users see relevant information and functionality based on their permissions and responsibilities.
Record Types: Record types enable organizations to define different sets of fields, picklist values, and page layouts for different categories or types of records within the same object. For example, a Case object may have record types for different types of customer inquiries (e.g., Technical Support, Billing, Sales), each with its own page layout and field requirements. Layouts allow administrators to configure page layouts for each record type, tailoring the UI screen to match the specific needs and workflows associated with each record category.
In summary,Arranging fields, related lists, buttons, and other components on a page, layouts provide users with intuitive, contextually relevant, and efficient access to Salesforce data and processes, driving user adoption, productivity, and satisfaction across the organization.
