---
schema_version: "1"
id: 3282b13f241a7504ee373cdb920993e541b31c0675bb8ef6a11db3f35fbfd8a4
title: Standard Object Record Page Save Options on Page Layouts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/layouts_standard_object_checkboxes.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.layouts_standard_object_checkboxes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bcd852841133017ae75bfbc4927ae760b324e843e1717c7f73e3bc5d1ec03d91
description: 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.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:31%">
          <col style="width:69%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <strong>Object</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <strong>Available Save Options</strong>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Account</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>“Evaluate this account against territory rules on save” checkbox
                —Displays the <strong class="uicontrol">Evaluate this account against
                  territory rules on save</strong> checkbox on account edit
                pages. Available only if Enterprise Territory Management is enabled
                for your org.</p>
              <p style="margin-bottom:0;">Territory assignment rules run automatically when
                the <strong class="uicontrol">Default</strong> checkbox is
                selected.</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Case</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <ul>
                <li>Case Assignment Checkbox— Displays the
                  <strong class="uicontrol">Assign using active assignment
                    rules</strong> checkbox on case edit pages.<p>Case
                    assignment rules run automatically when the
                    <strong class="uicontrol">Default</strong> checkbox is
                    selected.
                  </p>
                </li>

                <li>Email Notification Checkbox — Displays the
                  <strong class="uicontrol">Send notification email to
                    contact</strong> checkbox on case edit pages.
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Case Close</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <ul>
                <li>Solution information section — Displays the solution
                  information section on the case close edit pages.</li>

                <li>Notify contact checkbox — Displays the
                  <strong class="uicontrol">Notify Contact</strong> checkbox on case
                  close edit pages.
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Lead</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Lead Assignment Checkbox— Displays the <strong class="uicontrol">Assign
                  using active assignment rule</strong> checkbox on the lead
                edit page.</p>
              <p style="margin-bottom:0;">Lead assignment rules run automatically when the
                <strong class="uicontrol">Default</strong> checkbox is
                selected.
              </p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Person Account</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Evaluate this account against territory rules on save —
                Displays the <strong class="uicontrol">Evaluate this account against territory
                  rules on save</strong> checkbox on person account edit
                pages.</p>
              <p style="margin-bottom:0;">Territory assignment rules run automatically when the
                <strong class="uicontrol">Default</strong> checkbox is
                selected.
              </p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Task</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Email notification — Displays the <strong class="uicontrol">Send
                Notification Email</strong> 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. </td>

          </tr>
        </tbody>
      </table>

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_example.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/ple_saveoptions_account_example.png)

#### See Also

- [Customize Page Layouts with the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.layouts_customize_ple.htm&release=264.0.0&type=5 "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.")
- [The Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.customize_layoutcustomize_pd.htm&release=264.0.0&type=5 "The enhanced page layout editor is a tool for customizing your page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. The enhanced page layout editor has all the functionality of the original page layout editor, but has more features and an easier-to-use interface.")
- [Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customize_layout.htm&release=264.0.0&type=5 "Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.")