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Lesson: 16 | Page Layouts

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Video

Notes

In Salesforce, a page layout is the arrangement of fields, buttons, and related lists that are displayed on a record detail page. Page layouts define the look and feel of the user interface for a record and determine what information is displayed to users.

Page layouts can be customized for each object in Salesforce, allowing you to tailor the user interface to the specific needs of your organization. You can customize the page layout by adding, removing, or rearranging fields and related lists, as well as by modifying the order and appearance of buttons and links.

Page layouts can also be customized for different user profiles, allowing you to control the information that each user sees on a record detail page. For example, you might create a page layout that includes sensitive information, such as salary data, that is only visible to managers or HR staff.

In addition to standard page layouts, Salesforce also allows you to create custom page layouts that can be used for specific business processes or user groups. This can be useful when you need to capture information that is unique to a particular process or when you need to present information in a different way for different user groups.

Overall, page layouts are a key part of the Salesforce user interface and play an important role in how users interact with and manage data in the system. By customizing page layouts, you can create a user interface that is tailored to the specific needs of your organization, improving productivity and user adoption.

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

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Lesson: 16 | Page Layouts

Notes

Administrator Course