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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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Add lightning component as publisher action beside Send Email

I created a lightning component to be used as a quick action in a custom object. The business wants the action in the Activity tab beside the new event action and Send Email action. However, I am ...
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Email button not showing in Activity History related list on Case Lightning Page layout

I have added the Email button to the Classic Case Page layout in the Salesforce Mobile and Lightning Experience Actions section. I have also added the Activity History related List to the ...
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2 votes
2 answers
67 views

Adding LWC in Record Page Layout Section

Aside from nesting inside a visualforce, is there any way to add a LWC between sections in a page layout? Please take in consideration these Components will call events like getRecord, ...
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Marketing Cloud - Delete content zone/area from stock Layout

I am building content block using the stock layout from SFMC (the one called "one-three-one column) and I wanted to know if it was possible to delete the last content zone from this layout ...
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-3 votes
1 answer
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How to show more than 4 fields in Salesforce Lightning Related List

Is possible show more than 4 fields? Thanks.
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1 answer
22 views

Cannot select a value from a (related) picklist

I have created a dependent picklist on the Case object. However, on the layout, I am not able to select any of the picklist values (see attached image). Both fields have read/write permissions for the ...
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11 views

Saving data in cache from Lightning Component in Mobile

i have a custom Lightning component displaying some data from a record, unfortunately on mobile, the data from the component isn't stored in cache like the data from the standard layout, so if the app ...
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-1 votes
1 answer
95 views

How to hide always on fields on page layout

I need to hide some fields on a page layout . But these fields are marked with a blue dot and cant be removed . I have multiple record types for the object and cant hide those fields at profile level ....
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Can I make the out of box 'Send notification to Contact' visible on the add in (Case object)?

I have the following situation. We are setting up a custom layout for the add in, and we already solved that we can add custom fields, including creating a flag to mimic the out of box checkbox 'Send ...
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1 answer
69 views

How to create a Layout based on Dynamic Columns in LWC

I have a requirement that if I have to show 5 fields (fields can be any number, this is also dynamic) and the column value is 1, then it should be displaying the layout with a single column. Similarly:...
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2 answers
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Task Compact Layout is not displaying on hover from its related list

Normally when we have a related list, when we hover our mouse to the clickable link, it'll display a pop up that will show a quick summary (or set of fields) of a record, as shown below: But this ...
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1 answer
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Modify the Fields on Related List

I would just like to ask on how we can add more fields to display on Related List on the right-side? I know that I can re-arrange them through Page Layout Editor, but my goal is to display 5-6 fields, ...
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Contact Custom Actions Not Appearing in Chatter Publisher in Lightning Page Layouts

I have a custom action that I created on the Contact object. It creates a new record, which is an Event. The Event has multiple record types, which as system admin, I have assigned to my profile. I ...
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102 views

User Cannot See Lookup Field Even if the Field is Visible on the Page Layout

User cannot see a lookup field, even though its shows on page layout. i checked the permissions of object they have all permissions, check assigned page layouts and field visibility as well. what can ...
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Remove "New Lead" button from custom object page layout

I want to remove "New Lead" button from a page layout of custom object. This object is not related to Lead but the button gets displayed by default. I have checked the page layout and the ...
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How do you control the object detail page layout for a community guest user?

How do you control the page layouts when using the record detail component on a Community for guest users? I am used to going to the object -> Page Layout and creating the page layout I want and ...
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Make more visible icons on request

Is it possibile to make the icon and the pen in the layout more visible?
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24 views

FSC - Adding a column to "Investment accounts" related list under person account

I need to add a new column/field to the "Investment account" related list but do not see it in either the Account or Person Account page layout - is this controlled elsewhere in FSC?
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24 views

control visibility of certain fields on popup case status picklist item selected

I have the below picklist items on the Status field of the case object and the Path bar New Pending Completed Based on the status selected on the path bar I need to display a popup with certain ...
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2 answers
28 views

Change object view but keep record type [closed]

I have been requested to do two different page views for an object for the same user. Both must be able to be configured using layouts. I am not allowed to change the record type because it has ...
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1 vote
1 answer
32 views

Cases Page Layout Design Question

I've added a field to Cases that relate to an Opportunity. 'Insurance Carrier' I'd like that field of the Opportunity to surface under a Tab in the page layout instead of in the details of the Case. ...
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2 answers
81 views

Assign 2 page layouts to System admin profile

Suppose if I have an Object A and it has two page layouts layout1 and layout2. Layout1 is used for App1 and Layout2 is used for App2. So is there a way to default the layout for system admin, like if ...
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0 votes
1 answer
25 views

Count of RelatedLIsts on a Page Layout

Using Tooling API, or Reports, is there a way to find how many related lists are on each Page Layout ? I am dealing with a large Org with more than 600 Objects, and some objects have more than 100 ...
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30 views

Mimicking Lightning Record Page in Visualforce

So I'm working on something and I'm just sort of stuck scratching my head. I'm utilizing tabs to try to create a segmented version of a page layout. We have just way too many fields and they are all ...
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1 answer
215 views

LWR Theme Header and Footer with slots

I have recently made a new LWR site and want the header and the footer to be fully custom. I am quite new to Salesforce and the documentation on Custom Theme Layouts is very vague. ^^^ In the image ...
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28 views

Individual Email Message Related List On Lightning App Page

I have added the "Individual Email Message" related list to a Lightning Record Page, and also added it to the Classic Page-Layout, but when I open a record with this Lightning Page/Page-...
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1 answer
84 views

Modify the layout of Financial Service Cloud components in an installed package

I would like to modify the layout of a Financial Account and persist the change in a managed package, but, as I have seen one cannot just pull the layout locally and then use it when creating a ...
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0 votes
1 answer
133 views

How to put LWC inside a Salesforce tab?

I'm new as a Salesforce developer. I'm trying to create an LWC to place inside a tab, but the component is being placed outside the allowable area. As shown in the image below. This is my HTML code ...
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317 views

Field is not visible in lightning page but is visible in classic

I have created 2 new fields in Object lead and added 2 new fileds in the page layout also. But after entering any value from web to lead the data and the field itself is not visible in salesforce ...
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11 views

Unable to see lookup icon on "Related Record" component on lightning page in console app?

I have a console app and I have added a "Related Record" component on the Record page. It is showing lookup icon when a system admin is viewing the record. However, when other profile user ...
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2 answers
49 views

page locator changed after winter 22 upgrade

I am seeing that page locator changed on create new record pages, possibly after winter'22 Salesforce release. Can this be possible. For example, old locator was available as, //div[contains(@class,'...
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1 answer
106 views

Throw error if user enters a decimal value in an integer field

I have defined a Number field in a custom object with length 18 and 0 decimal places (Number(18, 0)). User can still enter a decimal value in page layout, but on saving the record, it removes anything ...
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1 answer
31 views

Page layout displaying fields that are not available in object

I using FSL for our project. On the Shift object page layout, I can see two extra fields: Territory Start Time (GMT) and Territory End Time (GMT). See the image below: However, when I go to the Setup-...
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1 answer
105 views

How do I have different pages layouts based on a CustomField value?

In my ORG I have an user shared to many people. There is an object that contains some custom fields. I would like to configure a page layout that would display a subset of these custom fields based on ...
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23 views

Disable email option from chatter feed for profile

We are using 2 profile with same page layout with case chatter feed enabled . Trying to hide email option from chatter feed for one of the profile . Is there any way to do so , Tried to check chatter ...
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68 views

How to load the same window instead of opening a new window on click on custom button?

I have created a custom button as New Case on case list view page. when I click on that button it open in a new tab. I have used this :- window.open('{!URLFOR($Action.Case.NewCase,Case.Id )}'); This ...
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1 answer
326 views

Dynamic Component isnot working in Lightning Page

We have created a custom object with a lightning page where we have included dynamic components - ie. filtered according to the value in a picklist field. We are receiving the error in sandboxes while ...
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37 views

Make Long Text Area custom field to be available ONLY in Edit Layout

I have a long text area field which hold around 130k chars on Opportunity Standard page. The field gets stretched when a lengthy text is entered which is then making the user to scroll a lot to reach ...
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105 views

New Event button visible on top of the page even when not added to layout

In one of my sandboxes [Let's call it Sandbox 1], the 'New Event' button was added on account layout in the section 'Salesforce Mobile and Lightning Experience Actions'. At that time, the button ...
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1 vote
1 answer
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I need to change a required field to not required

I want to change one of my field from required field to not required field (for specific Page Layout) and I tried the next process (Go to Your Name | Setup | App Setup | Select the object you need to ...
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174 views

Add a Custom Field at the start of a section in a Page Layout using Metadata API

I am trying to add a Custom Field in a section on a Page Layout via Apex Metadata API. Not sure how do I update the layout once I create and populate a new instance of LayoutItem. Ideally I want the ...
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161 views

Dynamic rich text component not letting the field(checkbox) used in it's filter to but ineditable

Requirement: Display a message/pop up/banner on Lead and Account record pages to make it evident that Lead or Account are of particular department. There is a checkbox which could be used to identify ...
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250 views

Page layout section header not shown on Edit record even if section header for show on edit page is true in lightning Salesforce

I have added a section on page layout and set the Show section header on Detail Page as false and Edit Page as true. So, I don't see section header on Detail which is fine. But I don't see section ...
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3 votes
0 answers
52 views

Unable to place a headless LWC on Case page [duplicate]

I created a headless LWC for a Record Action according to the documentation here: https://help.salesforce.com/s/articleView?id=release-notes.rn_lwc_quick_actions.htm&type=5&release=232 I'm ...
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Adding a button on a page Layout Section

I created a custom button that calls aVlocity omniscript and i want to add it inside a pageLayout section. is there any suggestion to see the button on the page Layout section instead of finding it ...
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2 answers
246 views

Tooling api sObject type 'Layout' is not supported (Permissions)

We need to work with layouts, though Apex code failed with an error for non-admin users. Error message: [{"message":"sObject type 'Layout' is not supported.","errorCode":&...
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Existing page layouts in the organization don't disappear if they’re not included in the .zip file

According to this page in the metadata api developer guide - A deployment containing page layout assignments replaces all existing page layout assignments in the destination organization with those ...
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Hide a record in Edit Page Layout

Hi, I have been trying to hide a section in a layout with no success, the requirement is to hide it in new/edit page layout and not in the details page. I tested the option to use the section ...
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0 votes
0 answers
41 views

Have different Page Layouts for one Record Type

We have multiple Record Types on the Case Object and we want to add a new Record Type where we want to have three different Page Layouts for the new Record Type. Based on a Field Value we want to show ...
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0 votes
1 answer
49 views

How do I bookmark various accounts/records ? similar to adding bookmarks to a chatter post

I visit multiple accounts/records on our salesforce platform daily and wanted a way to be able to bookmark aka create a running list of records I would like to return to at some point. Similar to what ...
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