Scribd
Upload
55 views4 pages

Customising UI Using Page Layouts

The document discusses different types of layouts in Salesforce for customizing the user interface, including page layouts, mini layouts, compact layouts, and search layouts. Page layouts control the visibility and organization of fields, buttons, and related lists on record pages. Mini and compact layouts provide subsets of page layout fields for different contexts. Search layouts determine which fields are visible in lookup dialogs, search results, and other search-related places. The assignment section asks the reader to create specific layouts for different objects and enable feed tracking.

Uploaded by

Rupan Verma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as ODT, PDF, TXT or read online on Scribd
55 views4 pages

Customising UI Using Page Layouts

The document discusses different types of layouts in Salesforce for customizing the user interface, including page layouts, mini layouts, compact layouts, and search layouts. Page layouts control the visibility and organization of fields, buttons, and related lists on record pages. Mini and compact layouts provide subsets of page layout fields for different contexts. Search layouts determine which fields are visible in lookup dialogs, search results, and other search-related places. The assignment section asks the reader to create specific layouts for different objects and enable feed tracking.

Uploaded by

Rupan Verma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as ODT, PDF, TXT or read online on Scribd
You are on page 1/ 4

UI Customisation

Agenda

• Customising UI using Page Layouts

Customising means:-

• Sort the fields


• Make the fields Mandatory on Layout
• Remove the fields
• Sort the related List
• Remove the related list(Hiding the fields from the user but not deleting them)

Page Layouts

• Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom
links, and related lists on object record pages.

• Page layouts helps to determine which fields are visible, read only, and required.

• Page layout should not be used as only means to hide a sensitive data from users as users can still
access the records/fields from other parts of platform.

• Page layouts are used to customize the content of record pages for your users.

Page Lay out Assignment

• Multiple Page Layouts can exist for the object.

• We can assign different Page layouts to different users based on Profiles.


With Page layouts you can show/hide actions, fields, s-controls, Vf Pages, custom links, and
related record pages. They also help determine which columns are visible, read only, and required
for which profiles.

Mini and Compact Layouts


Mini layouts

Salesforce Smaller than expected Page layouts contain a subset of the things in an existing page
layout.

When we drift on the record on later things, we see the areas which are display in scaled-down
page layouts.

Each page layout has its claim scaled down page layout. Here the field gets to settings and profile
affiliations to page layouts matter.

Compact Layouts

Compact layouts are the layouts which can be used to see the details of the record at high level
i.e., fast lookup.

When we hove over any lookup field then a popup appears which comes from the compact
layouts.
It can have a greatest of 10 areas.

We can add all types of fields except text area, long text area, rich text area, and multi-select
picklist.

Search Layouts
We’re all recognizable with the global search at the beat of the page, but in case you haven’t
customized the look that comes about for each object, at that point you may be letting
your clients down.

By default, all lookup dialogs and related records that result from new relationships as it were
show record names or numbers. You need to add fields in the search layouts to show it on lookup
dialog and related records.

Search Layout contains different set of fields which are shown when that object’s records is
searched in the global search.

Search Layout contains following elements:

1. Search Results
2. Lookup dialogs
3. Lookup Phone Dialogs
4. Object Tab
5. Object List View
6. Search Filter Field

Assignment-

• Create Page Layout for Student Object

• Create Mini Layout for Accounts Object

• Create Compact Layout for Opportunity Object

• Enable Feed Tracking for : Any 3 objects & reflect the results

You might also like