Page Layout in

Salesforce
Ram Karma Kuldeep Laharpure
Salesforce Student Group Leader Salesfore Student Group Leader
@rkarma214 @iKuldeep_02

Dr. Dinesh Jain

Professor & Mentor
@dineshwebsys
Some Housekeeping Rules……

• Mute your mic.

• Keep adding questions in Chat Window
• Questins will be answered in the last 15 mins of this session.
Page Layout
• What you see when you log in to Salesforce for the first time is just the start. You can
customize and personalize many things on a given object record page using page layouts.
• There are two ways to customize a page in Lightning Experience. You can customize a page’s
layout, or customize its contents. These are done with separate tools.
• Lightning pages are a collection of Lightning components arranged in regions on the page.
You can customize the structure of the page and the position of its components with the
Lightning App Builder.
• You can customize a page’s contents, such as the fields and buttons that appear on the page,
by using a different tool called the page layout editor. The page layout editor, also known
as page layouts, helps you manage the content of pages in both our Classic UI and in
Lightning Experience.
The page layout editor lets you:
• Control which fields, lists of related records, and custom links users see
• Customize the order that the fields appear in the page details
• Determine whether fields are visible, read only, or required
• Control which standard and custom buttons appear on records and related lists
• Control which quick actions appear on the page
These are the parts of a page that you can customize using page layouts, to create a
personalized view for different teams and processes in your org.

• The Related tab (1) contains related lists, which are lists of other records that are associated
with the record you’re viewing. For example, an account can have related products, contacts,
opportunities, and other custom records.
• The Details tab (2) shows information about a record. For example, a contact record detail
page shows the name, address, owner, account, and other fields that are used to store
information about the contact and other related records.
What Do Compact Layouts Do?
Compact layouts control which fields your users see in the highlights panel at the top of a record.

Compact layouts help make your team more productive by presenting them with the key record
information so they can easily manage their work.

As with page layouts, there are separate compact layouts for each object.
Demo
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