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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12 views

Missing Order in related list on Quote Salesforce Lightning

I have an issue with with visibility Orders on Quote Related List in Salesforce Lightning. Classic shows this object in related list. I check page layouts, sharing settings, edit lightning page etc. ...
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14 views

PageLayout is delayed when record type is changed by workflow

I have two record type in Account object. RecordType1 => default RecordType2 When is the status changed from Open to Active. I'm using workflow to change record type to "RecordType2". When is the ...
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Can't see Feed and Details tabs on Case read page even the Page layout is Feed-based and feed tracking is enabled for Case Object?

I switched to Salesforce classic and opened a Case but I'm unable to see the Feed and Details tabs ! The case page layout id feed-based and feed tracking is enabled on Case object ! I tried to clone ...
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19 views

Salesforce App - Lightning Component Border

Is it possible to remove the grey borders and expand the layout of the component? The component is displayed through a custom tab. This problem occurs only on the iOS app (Ipad). This is how it ...
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14 views

Problem with object layouts and custom global actions in package (2GP)

So I'm trying to install a new 2GP package that has an object with a custom global action as part of it's page layout. I'm running into problems and I'm wondering whether I've missed something or if ...
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1answer
14 views

Access Aggregated Field Level Security for Offline-first App

We are currently building a page layout renderer for an offline application that would allow end-user to create records and then sync the data once they get access to internet again. We need to ...
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1answer
24 views

Adding multiple Case object in related list of Person Account

I have 2 pageLayouts for Case object. Case recordtype and pageLayout 1: Assessment Case recordType and pageLayout 2: Recess I want to add both the Cases in related List of PersonAccount according to ...
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30 views

How to convert getRecordUi to Page Layout on LWC

tl;dr - How do I turn the page layout info returned from getRecordUi into an end-user-friendly page-layout in an LWC? Background: I am trying to create a complete copy of a record's page layout in ...
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1answer
15 views

init method of Visualforce page on standard object layout doesn't render in lightning experience

Basically, I've got a pretty simple setup here, I need to register an event listener, so I did that on init. This works really well in Salesforce classic. In lightning experience, the init method ...
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9 views

Why are my Lightning Page Layout changes not commited?

I have made some changed to my Lightning Page using the Lightning editor (Setting > Edit Page), Saved and Activated the page (set the page as my org wide default). But whenever I return to the page, ...
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15 views

how to override default .body css class on custom community page layout

I am using custom community layout and want to override default .body css class of the theme to increase content width only on this page layout and keep content width on other page layouts as is. is ...
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1answer
31 views

Account Object Geocode Fields Not Showing On Page Layout

I am unable to get standard geocode fields like Account:Shipping Latitude and Account:Shipping Longitude on Page Layout.I want to display these fields on my Account details page but unable to it. I ...
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16 views

Page Layout and PickList for Custom Object

Let's say I have a custom object with 2 picklist fields. I've added this fields into page layout but i cannot see that ones. Wham am I doing wrong?
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1answer
13 views

Disable Ability to Edit RecordType

I have a custom object with a Record Type that is read-only on the page layout but I can still make updates to the Record Type on the page. Why is this? I want to make the field un-editable, is there ...
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20 views

Lightning Record Page looks like it's not related to page layout

How I created the Lightning Record Page: I navigated to an Opportunity and clicked on Setup > Edit Page. This lands you in the Lightning App Builder, with Label 'Opportunity Record Page' and ...
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4 views

Salesforce Consumer Goods Cloud

I'm implementing Salesforce Consumer Goods Cloud and on the Retail Store standard object OwnerId NOT showing under "Fields & Relationships", so I'm unable to add it to the Retail Store page layout/...
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15 views

standard button not on related list after changing standard object name

We changed the standard object label to 'Order Profiles', yet on the Opportunity page layout, I am unable to add the NewQuote button (which was also re-labeled to New Order Profile) to the related ...
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2answers
33 views

Add a lightning component in record Page Community

I want to add a lightning component in the layout of a record page of a community. Inside salesforce i have clicked edit page, and added the component. But i also want to expose it somehow in my ...
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11 views

Salutation field on the Lead object has missing label when viewed on the salesforce app

I have created a new layout for the Lead object which contains the default Name field that comes with the lead. When viewed on the desktop, the field appears properly with labels for Salutation, ...
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8 views

Community builder: customizing a responsive flexible layout

I successfully created a page variation and a flexible content layout. While I can freely adjust columns for desktop views, I can't control columns in mobile/tablet views. Let's say I want a layout ...
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1answer
24 views

New Task Button on Account

Need a way to put 'New Task' button on the compact layout of account . I added it to page layout but the action is now appearing in activity composer. We cannot use this because we have many record ...
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1answer
21 views

Email Button on Account record in the Action Bar in Lightning Mobile App

I can see the Email button in desktop, however in the mobile App, i can't see the Email button in the Action bar. Please refer to screen shots. Am i missing something, or the ability to send Email ...
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32 views

Objects without layouts on some orgs

Several not long ago created org DO have these objects with layouts: Example: Authorization Form -> Authorization Form Layout, Data Use Legal Basis -> Data Use Legal Basis Layout. However, some orgs ...
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1answer
42 views

Community users can't see fields inside any section on page layout

I am attempting to implement self service for service cloud using salesforce communities. We now have the case list and the record page all set up. I have given the community profile their own page ...
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1answer
14 views

Custom Object Page Layout (changes) not recognised in Scratch Org when name matches standard

We ran into an interesting problem that I can't find mentioned anywhere (or maybe I'm just not able to find it). We have created 2 custom objects that have the "same" name as a standard object: ...
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1answer
28 views

How to control fields displayed in Show All Records page of Related List?

Environment: Salesforce Classic & Service Cloud Console. For Some reasons, I'm developing a related list of Cases for an object with Visualforce, to replace the original one. I added a link into ...
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27 views

Account Related List Not Showing Up

I am trying to add an account's related list to the Contact page layout. It will show up for me in Classic and Lightning, but ONLY me, as I am a sys admin. The other profiles have to go to classic ...
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20 views

Specify a custom Compact Layout for Highlights Panel on Community Record Detail page

I want to use a Compact layout for community login users who view the standard Account detail lightning record page that is different from the Compact Layout that displays for internal users (...
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139 views

On record edit “This page has an error. You might just need to refresh it.”

I have a record page layout with nothing but standard details component. When I try to edit, not even save it, just click edit on any of the fields it gives me this: Interestingly it shows me this ...
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1answer
18 views

How to show related list on Classic Page Layout and not on Lightning Page?

We are using both Classic and Lightning and I am trying to account for both. I had a requirement to Design a Lightning Record Page for lightning where I created a LWC that is used in place of a ...
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23 views

Multi Currency Lightning Display in Flow Layout

On my Quote Lightning Record Page I have the Detail View and a Tab for certain fields. If I put the Currency Fields on the Page Layout to display them in the detail section they appear correctly "...
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1answer
25 views

Editing Global Action - New Case layout

Where do I go to edit the fields on the Global Action - New Case? I've checked Global Actions in the settings menu and it doesn't appear there, nor is it on the Cases Object. I want to add a custom ...
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26 views

Not able to view records in Child Account related list

I have a child related list on Account. The child records have different record type than parent. I am able to view the related list name and layout but records are not appearing in the related list. ...
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1answer
24 views

Can I display a standard button based on the app selected?

I have a requirement that when the user selects the Sales app, the New button on the opportunity detail page should be visible, but when any other app is selected, the New Button should not be ...
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33 views

Why can only admins see additional fields in Approval Request detail screen?

In Lightning when an approver clicks on one of the "Items To Approve", he is taken to the Approval Request detail screen. Here it shows approval status and just two fields: Name and Lead Owner. ...
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1answer
64 views

put lightning component horizontally in one line

How can we put lightning component beside the each component? I would like to put two components like the attachment in the record page, by changing the size of component width. Anyone knows how to ...
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1answer
18 views

Activity buttons unavailable in Cases, but available in other objects

I'm having a hard time dealing with activity buttons (new task, record a call, new event, send email) in the Case Lightning page, although they do appear in other objects (pages in Spanish). ...
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26 views

Lightning Service Console - need a mini detail component?

In classic service console, we have our page layouts that drive the record details. On the left side of the page, there is a small "component" that uses the OOTB mini page layout stuff and custom ...
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38 views

Quote Line Item Multi-Line Layout

I entered the product code field (standard field - product2 object) in the layout but this is not displayed in the layout. Why?
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2answers
317 views

Page Layouts: Two users with same profile have different layouts?

I have two users that have different roles but the same profile. I cleaned up some page layouts for our lead and contact objects and am testing them with a particular set of users. No issues with ...
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1answer
93 views

Create List View Action to call apex method

I have a set of list views for my Custom_Object__c and these list views are visible in the community. I need to create a custom action for the Custom_Object__c list view. Then user should be able to ...
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24 views

on clicking any pencil icons to update the record, the currency data fields that are in SEK change to SGD

on clicking any pencil icons to update the record, the currency data fields that are in SEK change to SGD (User's local currency). On saving the records the currency changes back to SEK. This should ...
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0answers
29 views

What causes leftover XML to exist in files when a component is deleted via the UI?

I've had interesting situation come up today when doing a metadata validation on a very large package. An error was occurring on a Page Layout where it was expecting that a QuickAction should also be ...
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1answer
27 views

Users with specific roles are not able to see work order list in case

We have a case layout which have related list of work orders: Some users are able to see the list in the case object. I tried with user having System Administrator profile: When I logged in with a ...
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1answer
32 views

How to remove Notes & Attachments from all layouts now that I have Files and Enhanced Notes?

Is there an easier way than to go to each Page Layout in Salesforce and remove manually from each? like maybe to un check something on the profile or the User? I already have Files and also Enhanced ...
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2answers
114 views

Disable “Change Record Type” from page layout

What is the way to disable "Change record Type" functionality from page layout? I want users to see record type of this account, but not change it. I have removed all quick actions from page layout ...
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97 views

Custom lightning record page is not showing in mobile app

I created a custom lightning record page and replaced my custom objects's record page with it. It is working fine in Desktop but in mobile app the record page is still old although i have assigned new ...
2
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1answer
53 views

Adding Lightning list view buttons?

Everything I have found says to go to setup>objects>Custom Object>Search Layouts> list view layout to add buttons to the list view page of a custom object in lightning experience. I have confirmed ...
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1answer
28 views

Vf Page in Pagelayout

Is there any way to find the presence of vf page in page layout without using any migration tool ? I need to prepare a document which must have the list of vf pages that are in page layout of ...
2
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0answers
26 views

How to refresh record page when related objects are created

When a user adds a related object on a contact you can see the newly added record instantly. However in a trigger we add another related object to the contact (an Opportunity) and to see this newly ...

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