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Questions tagged [page-layout]

Page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal

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What will be the manifest.xml for List View Button Layout [duplicate]

What will be the manifest.xml file to retrieve the List View Button Page Layout. This is under Case Object
Aditya Agrawal's user avatar
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22 views

Split "Related Lists" component into multiple "Dynamic Related List - Single" components

I am now working on refactoring of Lightning Record Pages in an org where we used to use Page layouts. Of course moving fields was a piece of cake - thanks Salesforce for the upgrade button! But now I ...
Novarg's user avatar
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Collect pagelayout names per object in apex does not work for custom objects

Using this method to collect PageLayout names per object public static List<String> getLayoutNames(String objectName) { String sql = EncodingUtil.urlEncode('SELECT Name FROM Layout ...
wim van Beek's user avatar
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23 views

BillingCity field in not available for selection in Quote Object

I'm configuring the default Search layout in Quote layout to have BillingCity field but am not able to find this field in Available fields section to move it to selected fields. I've attached the ...
hash's user avatar
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22 views

Layout Issues in Lightning Experience (Working Fine in Salesforce Classic)

I'm encountering a layout issue in Salesforce Lightning Experience that does not exist in Salesforce Classic. In Salesforce Classic, the page layout displays correctly, with all fields and columns ...
Ishhana's user avatar
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40 views

Use a LWC Button on the Hightlight Panel without using Dynamic Actions because other forms needs to have the old standard

I've created an apex class to identify in which Status a Case is and if It's on "B" It changes the Status to "A" and the users need to choose when this is going to happen, It means ...
André Rödel's user avatar
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25 views

Can we get the current page Layout name in the LWC/Apex?

Is there a way we can get page Layout name in lwc/Apex in which the component is added?
Gurmeet singh's user avatar
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1 answer
35 views

Changing the layout of the standard button for the custom object

there is a change owner button standardized by salesforce. They want to add another checkbox on the layout of this button. How can I add this field to the layout of this button? Note that It shouldn't ...
Saber's user avatar
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1 answer
84 views

How to customize task pop layout on the activities menu?

Does anyone know if its possible to edit the layout of the task pop up in the image below? I have tried editing the task layout page, the search layout page on activities and the compact layout with ...
Calrin Curtis's user avatar
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105 views

How to give edit access to a field to some user roles and some user role have read access?

How to give only two users with different roles the ability to modify some fields but others should have read only access? I dont want to create different page layout but created two permission set ...
Rika Das's user avatar
-1 votes
1 answer
54 views

Salesforce Report on Profiles, Record Types and Page Layouts

I am an admin and have a request for a report that shows, Profiles, record types and Page Layout assignments. This does not appear to be a report I can pull directly from Salesforce. Any ideas? Thanks ...
Themission's user avatar
1 vote
1 answer
970 views

Dynamic Related List - Single is missing related lists

I'm adding a Dynamic related list - single to the case page. When using Industries, a field on the Application object is added called ApplicationCase which links to case. In the standard page layouts ...
Duncan's user avatar
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40 views

Lightning Record Page

My mentor asked me this question,2 users with same profile, same page layout, same record type can see different fields based on their location. The answer is lightning record page, but how? I have ...
Rashmi Shankhpal's user avatar
1 vote
2 answers
108 views

Adding a Managed Package to home page in Salesforce Mobile

When I add an installed package to account page and activate it, it asks me whether it should be applied to both desktop and mobile: But when I do the same in home page, it doesn't ask. Is there a ...
LoMaPh's user avatar
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54 views

Using standard FSC Insurance Policy lookup on Account Page Layout

As part of Financial Service Cloud for Insurance, an Insurance Policy object is available with at least 2 lookup relationships to Account i.e BillingCarrierAccountId & WritingCarrierAccountId. ...
TSmith's user avatar
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1 answer
484 views

Chatter doesn't allow to Post on a Custom Object

There is a custom object called Technical Assistance(Technical_Assistance__c) and Chatter has been placed on the Lightning Record Page which is the default record page by virtue of being the Org ...
Matthew Harris's user avatar
-1 votes
1 answer
89 views

Error: The proposed data changes would violate a uniqueness constraint when changing a format page of an approval process

I already had created an approval process for the "quotes" object and it was working fine. The client asked us to add a custom field to the page layout of this approval process. This is a ...
Santiago Villamil Paz's user avatar
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1 answer
48 views

What is RecordType.DeveloperName named in the filter of a page layout?

I want to add a filter to a page layout that is based on the recordtype. I want to use the DeveloperName, of course. But when I try to do this, this is the choice of fields that I get: Name or Record ...
Sander de Jong's user avatar
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186 views

Getting RecordTypes and Layouts in LWC for Event/Task?

I am a developer working on a custom LWC component that is made to be used in Outlook via the email application pane and as a mobile page. In the application, one of the features is the ability for ...
David A's user avatar
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634 views

Case Chatter Feed - New Email button not appearing

I am trying to enable the new Email button on our Case Chatter feed. I have checked the following System Email-ToCase -> Enabled Email Deliverability -> Enabled Feed Tracking -> Case --&...
Jeff Callahan's user avatar
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42 views

Custom App Deployed to Record Page causing layout issues

I have a custom app that I have developed and provisioned to an Account Record page (as well as other Record pages) in a custom tab (named "S" in the picture below). The small component ...
bswartz's user avatar
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1 answer
226 views

Cannot find layout

I am trying to retrieve a layout in FSL through package.xml from the Work Order object but the layout cannot be found. I tried retrieving using this: <types> <members>WorkOrder-FSL ...
Jaemy Malik's user avatar
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1 answer
455 views

How do you configure a lookup field's dropdown list preview content?

When you have an input control for a lookup field, suggested options are presented in a drop-down menu as you type. Can you change which fields are used in the suggestions and, if so, where is that ...
kennyc's user avatar
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0 votes
1 answer
84 views

Page Layout arrangement

weird minor "issue", more of an observation. I have two users who seemingly have the same setup (only the language differs). However, when they view the same record the way the fields and ...
jdrees's user avatar
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-1 votes
2 answers
138 views

Can we make the standard "Close Date" field non mandatory on opportunity or remove it from opportunity page layout?

I don't want "Closed Date" field on Opportunity layout but I am not able to remove it from page layout as it is standard field and required field on opportunity is there any way to achieve ...
Shital Chavan's user avatar
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0 answers
131 views

Customized Contact Layout doesn’t appear when editing or creating a new contact

I made changes to the standard Contact Layout to add new custom fields (and a bit of re-arranging). However, when I try to create a new contact (or edit an existing one), the layout is not the one I ...
Doctor X's user avatar
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1 answer
170 views

Unable to find action on Lightning Component

This is my code but I have the Error // DynamicRelatedContactListController.apxc public with sharing class DynamicRelatedContactListController { @AuraEnabled public static List<Contact> ...
Emin's user avatar
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2 votes
1 answer
2k views

Salesforce Mobile App is not showing fields

Objective: I need Salesforce App to have exact same layout which I see in the edit mode of flexipage with form factor of mobile. Settings Done: Created a new flexipage, by not importing fields from ...
user43598's user avatar
  • 517
0 votes
1 answer
168 views

Set Default Page Layout for Record Type in XML File

Can I add a default page layout to a record type xml file? I'm deploying an sfdx package to various client organizations and I want to set a default page layout in each record type XML file. I can't ...
Rochelle C's user avatar
1 vote
0 answers
29 views

Render multiple relationships via a single list

I use salesforce to schedule appointments for psychology research studies. The appointments for the studies I'm scheduling each have 2 participants (renamed account object). Currently, I have two ...
Jess Stephenson's user avatar
0 votes
1 answer
451 views

Parent Name not showing in the related list

I want to show the child records with Related list single, but I can't find the parent name in the option in the page layout. Does anyone know why? Any help is appreciated thanks!
Mark Enriquez's user avatar
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1 answer
473 views

How to identify which region the LWC component is locating in App Page or Record Page?

I have an lwc component that is enable in App Page and Record Page. Whenever using this component, I want this component can identify which page is using it and which region on that page is it being ...
Tuấn Trần quốc's user avatar
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0 answers
106 views

Rich text field 'Link' button displaying crammed text

Is there any way to fix this? I added a Rich Text field to the page layout and the text is crammed and not aligned. I am not seeing any issues related to it online. Thanks
sp2's user avatar
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1 vote
0 answers
55 views

Field Section Taking Precedence Over Standard Page Layout?

I recently added a 'Field Section' to a Lightning App Page for the 'Account' object. Now, when I create a new record using the 'New' button on the Account List View, the fields on the standard Page ...
sp2's user avatar
  • 77
0 votes
1 answer
181 views

Rearrange the position of Follow button on Lightning Page layout

Quick question, can we move/rearrange position of standard Follow Button? I do know about Hide/Unhide, here i just want to move its position from start to middle or bottom. if its not possible, can i ...
SF Dev's user avatar
  • 89
0 votes
1 answer
375 views

Add New Task Button On Email Message record

I need to add new task button on Email Message Record. but after I put the New Task on the page layout it still not appear. what I already done is: Put Standard New Task button in Email Message ...
naticap's user avatar
  • 121
-1 votes
1 answer
24 views

Salesforce page layout

On Account object i have different page layouts for different profiles how do i edit the lightning page for these different profiles since they have different page layouts. Thanks in advance.
Teja shree's user avatar
1 vote
1 answer
10k views

Salesforce page layout not updating

The account object has several record types in my organization. There currently are two page layouts. The "account page layout" and the "plano de saude layout". However they are ...
ThaNoob's user avatar
  • 159
0 votes
1 answer
148 views

How I can remove access view from a page layout?

I have this page layout where the user "A" it's able to see the fields Name, LastName and Email but User "B" should not be able to see the field Email I try to do it by the perm ...
Moon's user avatar
  • 13
0 votes
0 answers
120 views

Campaign page related lists not deployed

I need to add ListEmail, LandingPages, MarketingLinks, and MarketingForms as related lists to the campaign page layout. However, I don't see any changes after the Copado deployment. I committed ...
user2023's user avatar
0 votes
1 answer
324 views

Don't See Contact Name field on Junction Object Related List

I have three objects: committee, committee member, and contact. Committee member is a junction object between committee and contact, with two master-detail relationships: one to committee and one to ...
Jeff's user avatar
  • 145
0 votes
1 answer
48 views

Is there any way to edit the page layouts for standard objects in a Salesforce sandbox?

I am trying to create different page layouts for specific record types and when I assign these layouts to the record types, under the objects assignment, no changes happen. It seems that there is a &...
Jarod's user avatar
  • 1
0 votes
1 answer
66 views

Simple question about page layouts and record detail components

I am having some trouble trying to do some basic lightning app builder work in my developer org, where I am making an app. I am working on a record detail page for a custom object. I want to have a ...
smith's user avatar
  • 1
0 votes
1 answer
938 views

I added Notes and Attachments in Related Lists of Opportunity still I am not able to see them in lightning but I can see them in classic?

I added Notes and Attachments in Related Lists of Opportunity from page-layout still I am not able to see them in lightning but I can see them in classic? Why?
Dashrath Singh's user avatar
0 votes
0 answers
181 views

/ui-api/layout/ doesn't return all fields

For some reason REST API method /services/data/v53.0/ui-api/layout/Account doesn't return all sections and fields. For other objects it seems to work ok. Please help upd: user see one layout at SF ...
Alexey's user avatar
  • 1
2 votes
1 answer
2k views

What determines the layout of the New and Edit actions on a record?

When I added a Field Section component (Dynamic Forms) to a lightning record page, it overrode the page layout for New and Edit actions, removing those fields (which are also on the record page as ...
Greg C's user avatar
  • 139
0 votes
0 answers
95 views

Case Page Layouts - Insufficient priviliges

When trying to open any of the 8 Case Page Layouts in sandbox I suddenly get the error 'Insufficient Privileges'. I've checked: I still have access to page layouts on other objects (e.g. ...
Corné van Klink's user avatar
-1 votes
1 answer
653 views

Mulitipicklist filtering in dynamic page

Can I apply a filter on a field in a dynamic page with the options chosen in another multi-picklist field? It will work for a normal picklist but for multi picklist is it possible? When I checked I ...
Ash's user avatar
  • 5
1 vote
2 answers
149 views

Does CumulusCI help with the deployment of per version layout and flexi-page changes?

I'm wondering what the best way to use CumulusCI is to deploy changes that managed package upgrades usually skip. The common problem areas are: Layouts Flexipages Picklist values We package daily ...
Keith C's user avatar
  • 136k
0 votes
2 answers
4k views

Custom Field Not Visible on Page Layout in Production Org

I am having what seems to be a weird issue. I added a custom field titled "Status" to the Account object. I then went into the page layout and added this field while also marking it required....
RSIPES's user avatar
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