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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Page layouts

Page layouts are generally quick configurable layouts, where the admin arranges the fields in various sections. The page layout can be adjusted by dragging and dropping the available fields in the various sections of the page. To arrange the fields on a page layout, as an admin, you will find an Edit Layout link at the top of the standard page in Salesforce. Alternatively, you can go the Object page. It has a related list called Page Layout. Click on the Edit link.

The following screenshot shows the page where you can define page layouts:

Page layouts

The preceding screenshot shows how you can drag different fields to their respective sections.

A very important point to remember is that we can have more than one page layout for an object, and we can associate different page layouts to profiles as per record type. We will discuss each record type in detail in the next section.

Page layouts will have page layout assignments at the profile level to be assigned to the respective profiles and record...

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