Customize Page Layouts with the Enhanced Page Layout Editor

Tailor your page layouts to the needs of your users with the enhanced page layout editor. Add, remove, or reorder actions, buttons, fields, and sections on a record’s detail page.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create page layouts: Customize Application
  1. From the management settings for the object that you want to edit, go to Page Layouts.
  2. Click Action dropdown on a layout’s row, and select Edit, or simply click the name of the layout.
  3. Add items to the layout by clicking the element type in the palette and dragging an item in that category onto the layout.
    Account Source field being added to a layout
  4. Remove an item by dragging it from the layout back to the palette, or hover over it and click the remove icon (Remove icon).
  5. Make a field ready-only or required by double-clicking it in the page layout and selecting the appropriate checkbox.
  6. Save the layout.