Page Layouts and Record Types

Page Layout

The organization of fields, custom links, and related lists on an object detail or edit page.

Used to organize UI pages for your users:

  • Which fields, related lists, and Custom links a user’s sees.
  • Field properties – visible, read-only and required.
  • Page section customizations.

NOTE: Establish unique layouts for different business scenarios.

Creating page Layouts

Following is an example to create a page layout for case object.

Set Up->Customize->Case->Page Layout->Click on New button

Fill Mandatory details

Drag and drop required to the layout and save page layout.

Case9

 

Record Types

Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.

They are used to drive which page layouts users see when viewing records, based on their user profile.

Benefits of record types:

 Tailors user interaction experience to specific business needs.

Allows for easier administration as there are fewer fields to maintain.

Creating Record Types:

Example to create record types: In this example, I am creatinga a record type for Case object.

Setup->Customize->Case->Record Type

Creating Record Type1

Click on New button and fill all mandatory fields and select profiles.

Create a support process before creating record type

Creating Pagelayout 2

Click on NEXT button

Creating Record type3

Select page layout and click SAVE.

 

Page Layout Assignment

Go to Record Type or Page Layout and click on Page layout Assignment

assign page layout to record types based on profiles.

Page Layout Assignment

Interview Questions on Page Layouts and Record Types in Salesforce

What is a page Layout and record type?

Page Layout:
– How detail and edit pages are organized
– Page section customizations
– Which fields, related lists, and Custom Links a users sees
– Field properties – visible, read-only and required
Record Types:
– Allows you to define different sets of picklist values for both standard and custom picklists
– Record Types help you implement your custom business processes
What are the different ways of making a field mandatory?
3 ways of making the field mandatory are
  1. Page Layout:- Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users.
  2. Field Level Security:- Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s.
  3. Validation Rule:- Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other usersSalesforce.com recommends using the Page Layout option for making the field mandatory.

How can we make a field mandatory from page layout?

Go to page layout edit that layout and then click on properties of the field that you going to make it mandatory

  • Check the required checkbox.

Making Field Required

 When are the Record types used?

Record Types are used to assign the different Page layouts to different users based on their profiles. And to enable different sets of Standard/Custom Picklist values for two different users using the same page layout.