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Standard Object Record Page Save Options on Page Layouts

With save options, you can make object-specific checkboxes appear on the edit pages for certain standard objects. Save options trigger additional processes when a record is saved. You can also set the checkboxes to be selected by default.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: All Editions

To configure how Salesforce displays the checkboxes, when customizing the page layout in the enhanced page layout editor, click Layout Properties.

Use the Select by default option associated with a checkbox if you want Salesforce to automatically select the option when a user accesses the edit window.

If both Show on edit page and Select by default are selected, the save option checkbox is selected by default, but users can deselect it to disable the option.

Object Available Save Options
Account

“Evaluate this account against territory rules on save” checkbox —Displays the Evaluate this account against territory rules on save checkbox on account edit pages. Available only if Enterprise Territory Management is enabled for your org.

Territory assignment rules run automatically when the Default checkbox is selected.
Case
  • Case Assignment Checkbox— Displays the Assign using active assignment rules checkbox on case edit pages.

    Case assignment rules run automatically when the Default checkbox is selected.

  • Email Notification Checkbox — Displays the Send notification email to contact checkbox on case edit pages.
Case Close
  • Solution information section — Displays the solution information section on the case close edit pages.
  • Notify contact checkbox — Displays the Notify Contact checkbox on case close edit pages.
Lead

Lead Assignment Checkbox— Displays the Assign using active assignment rule checkbox on the lead edit page.

Lead assignment rules run automatically when the Default checkbox is selected.

Person Account

Evaluate this account against territory rules on save — Displays the Evaluate this account against territory rules on save checkbox on person account edit pages.

Territory assignment rules run automatically when the Default checkbox is selected.

Task Email notification — Displays the Send Notification Email checkbox on the task edit page. A user’s personal preference for defaulting the state of the checkbox takes precedence over the org-wide setting.
Example
Example The save options from page layouts appear in the footer of the edit window in Lightning Experience. In this case, the “Evaluate this account against territory rules on save” checkbox option was enabled on the account page layout. When users edit an account record, they now see the checkbox in the edit window.

Account record edit window with save options in the footer

See Also