When working with the Original Page Layout Editor in Salesforce Classic, keep these considerations in mind.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions |
- When customizing page layouts for tasks, you can select these save options to appear when
users create or edit a task. These options aren’t available when user control over task
assignment notifications is enabled.
- Show Task Email Notification checkbox—Displays the Send Notification Email checkbox when users create or edit a task.
- Select Task Email Notification checkbox by default—Selects the Send Notification Email checkbox by default when users create or edit a task. A user's personal preference for defaulting the state of the checkbox takes precedence over the org-wide setting.
- When customizing page layouts for cases, you can select these save options to appear when
users create or edit a case. These options aren’t available when user control over case
assignment notifications is enabled.
- Show on edit page Case Assignment checkbox—Displays the Assign using active assignment rules checkbox when users create or edit a case.
- Default Case Assignment checkbox—Automatically runs case
assignment rules.
If both Show on edit page and Select by default are selected, the assignment checkbox is selected by default, but users can deselect it to override the assignment rule.
- Show Case Email Notification checkbox—Displays the Send Notification Email checkbox when users create or edit a case.
- Select Case Email Notification checkbox by default—Selects the Send Notification Email checkbox by default when users create or edit a case.
- Page layouts for the user object only include custom fields, custom links, s-controls, and Visualforce pages. Tagging, related lists, custom buttons, and standard field customizations are not included on page layouts for the user object. Also, field-level security is available only for custom fields on the user object.
- You can define mini page layouts for the user object; however, you can’t add standard fields or related lists. Also, a customized mini page layout won’t display in the Agent console.
- Users can import values into a field only if they have read and edit access. User permissions, page layout assignments, and field-level security settings determine field access.
- In Personal, Contact Manager, and Group Editions, page layouts control which fields users can access in related lists, list views, reports, Connect Offline, email and mail merge templates, custom links, and when synchronizing data. In Professional, Enterprise, Unlimited, Performance, and Developer Editions, this access is controlled by field-level security.
- In Professional, Enterprise, Unlimited, Performance, and Developer Edition, individual users can customize which tabs and related lists display for their personal use.
- When editing a person account page layout, if you add Shipping Address next to Billing Address in the Address Information section, a link displays on the person account edit page that allows you to copy the billing address to the shipping address. Also, an equivalent link appears if you add Other Address to the Address Information section.
- Some items can only be moved to certain sections on the page layout. For example, you can drag a custom s-control to any field section on the page layout but not a related list section or button section.
- Create the appropriate buttons before editing your page layout. For example, create an account custom button for the detail page and a contact custom list button before putting them both on an account page layout.
- If you use the original page layout editor to view a page layout that was created in the new page layout editor, the original page layout editor will show any blank spaces you added. You can’t move or add blank spaces in the original page layout editor, but you can remove them by dragging them to the box on the right.