Use field-level security as the means to restrict users’ access to fields; then use page
layouts primarily to organize detail and edit pages within tabs. This reduces the number of page
layouts for you to maintain. For example, if a field is required in the page layout and read-only
in the field-level security settings, the field-level security overrides the page layout and the
field is read-only for the user.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
|
Page layouts and search layouts available in: All Editions
Field-level
security available in: Professional, Enterprise, Performance,
Unlimited, and Developer Editions
|
| User Permissions Needed |
| To view field accessibility: |
View Setup and Configuration |
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Create custom fields.
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Create any custom buttons or links.
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If you’re in a Personal, Contact Manager, or Group Edition org, skip to step 8.
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Create any custom profiles.
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Create record types for different business scenarios.
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Assign which record types are available to users with different profiles.
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Set the field-level security for each profile to restrict users’ access to specific
fields.
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Define page layouts to organize your pages.
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Set the related objects and the mini page layouts that display in the console.
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Assign page layouts to users based on profiles and record types.
This step isn’t applicable for Personal, Contact Manager, and Group Editions. In Personal,
Contact Manager, and Group Edition orgs, all users automatically use the same page layout for
each object.
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To verify that all field access settings are correct, check the field accessibility
grid.
This step isn’t applicable for Personal, Contact Manager, and Group Editions.
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Define search layouts. All users use the same search layouts.
