Page layout, record type and field dependencies
Page layout :
– Page Layout provides a set of graphical user interfaces, which allows us to interact with the object. And we can perform all the DML manipulations ( Insert, Update, Delete, Undelete) And Retrieval on the object records.
– Salesforce provides a Page Layout for each object by default. But, we can Create one or more Page Layouts per object based on the need.
Note: Each PageLayout is associated with the Tab.
We can perform the below customizations inside the PageLayout
- We can add the required sections inside the page layout.by simply drag and drop
2. We can specify, how many columns we can arrange the fields inside the section, click on the spanner icon (i.e. either in 1 or 2 columns).
1. We can move the fields from one section to another.
2. We can place the field in the required place.
3. We can configure the “Tab Key Order” for each section (i.e. from Top to Bottom / Left To Right).
4. We can hide the unnecessary fields from the Layout.
7. We can make the “Field Required / Read-Only “.
8. We can customize the Related List to be visible on the Layout.
9. We can customize the columns to be inside the Related List.
10. We can customize the buttons to be visible inside the Related List.
Navigations:
OR
Click on the Arrow on the right side of the page then click Edit to modify the existing page layout.
Record Types:
– Using Record Types, we can provide different page layouts to different users with a different set of fields with different picklist values for different business purposes.
– An object can have one / more record types.
To create record types on a standard object:
1. Click Your Name | Setup | Customize, then select an object.
To create person account record types, click Your Name | Setup | Customize | Accounts | Person Accounts.
To create campaign member record types, click Your Name | Setup | Customize | Campaigns | Campaign Members.
2. Click Record Types.
3. Click New.
4. Choose Master from the Existing Record Type drop-down list to copy all available picklist values or choose an existing record type to clone its picklist values.
5. Enter a Record Type Label that’s unique within the object.
6. Enter a Record Type Name. This name can contain only underscores and alphanumeric characters and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. The Record Type Name refers to the component when using the Web services API and prevents naming conflicts on package installation in managed packages.
7. For opportunity, case, lead, and solution record types, select a business process to associate with the record type.
8. Enter a description.
9. Select Active to activate the record type.
10. Select Enable for Profile next to a profile to make the record type available to users with that profile. Select the checkbox in the header row to enable it for all profiles.
11. For enabled profiles, select Make Default to make it the default record type for users of that profile. Select the checkbox in the header row to make it the default for all profiles.
12. Click Next.
13. Choose a page layout option to determine what page layout displays for records with this record type:
a- To apply a single page layout for all profiles, select Apply one layout to all profiles and choose the page layout from the drop-down list.
b- To apply different page layouts based on user profiles, select Apply a different layout for each profile and choose a page layout for each profile.
14. Click Save to edit the values of the standard and custom picklists available for the record type or click Save and New to create another record type.
Field Dependencies:
By using this feature, we can make a field to get Dependent on another field. The parent field is called the “Controlling Field”, and the Child field is called as the “Dependent field”.
- 1. We can’t make a Standard Field as a “Dependent” field in the Field Dependency. (i.e. Standard field should be always a Controlling Field).
- The checkbox field should be always a “Controlling” field in the Field Dependency.
- The “Pick List- Multi Select” field should be always a “Dependent field” in the field Dependency.
Note: Field Dependency can be applicable on the field Types “Checkbox, Picklist and Pick List-Multi Select”.
Course Video
Practices Tasks
1. Create a new page layout for the student object.
2. Add/remove some fields from the layout and add 2 related lists.
3. Add fields to the related list section.
4. Create a record type called “new, Old”.
5. Assign different record type and page layout to different profiles.
A Page Layout in Salesforce is a graphical user interface that allows users to interact with object records. It enables the customization of the arrangement of fields, sections, related lists, and buttons on record pages. Administrators can control which fields are visible, read-only, or required, and organize them to enhance user experience.
Go to Object Manager > Select object > Page Layouts > Choose layout. Use drag-and-drop to rearrange fields, sections, or related lists. Set field properties (Visible, Read-Only, Required) using the wrench icon. Save the layout after editing.
Record Types in Salesforce allow administrators to offer different business processes, picklist values, and Page Layouts to different users based on their profiles. They enable the creation of variations of an object to support various business needs, such as different sales processes or case management requirements.
Record Types are beneficial when: You need to display different Page Layouts for different users. You want to offer different picklist values based on user profiles. Implementing multiple business processes within the same object.
To create a Record Type, navigate to the Object Manager, select the object, and go to Record Types > New. Enter a label and name, clone picklist values from an existing Record Type or start fresh with “Master.” Assign it to profiles, optionally set it as default, select the Page Layout, and save.
Field Dependencies in Salesforce are filters that control the available values in a dependent picklist based on the value selected in a controlling field. This feature ensures that users are presented with relevant options, enhancing data accuracy and user experience.
To set up Field Dependencies, ensure the controlling and dependent fields are on the same object and included in the Page Layout. In the Object Manager, go to Fields & Relationships > Field Dependencies > New, and select the controlling and dependent fields. Use the Field Dependency Matrix to define which dependent values are available for each controlling value, then save the configuration to guide users in entering valid data.
Yes, by using Record Types, you can assign different Page Layouts to different profiles. This allows users with varying roles to have customized interfaces tailored to their specific needs, improving efficiency and data entry accuracy.
To use Record Types effectively, limit them to under 200 per object for performance, clearly define each Record Type to align with specific business processes, and use descriptive names for better administration and understanding. Regularly review and update Record Types to ensure they remain relevant to current business needs, maintaining an organized and efficient Salesforce environment.
Limitations of field dependencies include a maximum of 300 values for controlling fields, beyond which they cannot be used as controlling fields, and only standard picklist fields can control both standard and custom dependent picklists.
