Keep these tips in mind when customizing page layouts in the enhanced page layout editor.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: All Editions |
- To select multiple elements individually, use Ctrl+click. To select multiple elements as a group, use Shift+click.
- To change the properties of an element on the page layout, double-click the
element or click the wrench icon (
) next to it. You can’t change the
properties of elements in the palette. - To make a field read-only or required, double-click the field in the page layout and select the appropriate checkbox.
- To access the other layouts for an object with multiple page layouts, click the page layout name at the top of the page and select another layout to view.
- To change the name of the page layout, add personal and public tags if
available, and display standard object checkboxes, click Layout
Properties.
Note You can’t rename a page layout if you’re using Salesforce Professional Edition. - In Enterprise, Unlimited, Performance, and Developer Editions, you can select a profile to preview how the pages look for users with that profile. Most related lists’ columns preview without data.
- If you’re working with a feed-based page layout, click Feed View to customize the tools and components that appear when users are working in the feed on a record.
- To choose which fields display on the record detail page and the order in which they appear, click Edit Multi-Line Layout.
- Multi-line layout is available only for page layouts on certain objects, including Opportunity Product, Opportunity Split, Order Product, Contract Line Item, and Sales Agreement Product. If you don’t see the Edit Multi-Line Layout link in the page layout editor on an object layout, then multi-line layout isn’t supported for that object.
- The mini page layout defines the hover details that display when you mouse over a field on an object’s detail page, in the Agent console, or in the Recent Items section of the sidebar in Salesforce Classic.
- When you’re done customizing the page layout, save it. If you navigate away from your page layout before saving, you lose your changes.