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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1answer
16 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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2answers
25 views

How to display different record types as related list under an object?

We have a 'Policy' object, with several record types Air Car Type etc... They all have a lookup to 'Account', but each has it's own set of custom fields, that's unique to the policy. I want to ...
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2answers
30 views

How To Hide/Display Page Layout Information based on the picklist filed selected

I have a Picklist field(current Status) where I need to display the Page Layout information to the user based on the selected value in the picklist filed . I have seen a couple of similar posts where ...
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1answer
19 views

How to make the fields as editable and not editable based on the picklist field selected

I have a requirement where i want display the fields in a section as editable and non editable based on the picklist field(status) . I have custom Filed status when user select as N/A the fields in ...
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0answers
24 views

RecordTypes and Dynamic Page Layouts

Is it possible to change the visibility of the fields on a page layout based off of a RecordType? I understand that I can change the page layout for different object for different profiles but I don't ...
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1answer
34 views

How to change Section name on page Layout for custom object

How can we change section name on page Layout for custom object . I want to change the section name from Car Information to car details
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27 views

In related Contacts list it shows account field instead of contact fields

I am seeing some discrepancies with related list page layout deployment. The columns are shown in Contact related list on custom object page layout changes when deployed to the instance. Columns in ...
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16 views

Error when escalating case via chatter feed

I get this weird error whenever I try to escalate a case from the chatter feed on my case record pages. You can see the case escalates properly, it just takes me to this page. This only occurs from a ...
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1answer
35 views

Why Are “Opportunities” showing up twice under related lists?

On my Account and Contact page layouts I am seeing two "Opportunities" under related lists... Opportunity object only has a lookup to AccountId and my Account object has no lookup to ...
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0answers
16 views

Macro Instruction - cannot select Record Details for Instruction Region

In the Macro Builder why can't I select the Record Detail component as a Region to add Instructions and update fields? I have configured the Page Layout as a Feed Layout. I can select fields from the ...
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20 views

“Create Follow-Up Event” button not visible despite it is on the page layout for Task object

As an andministrator, when I create a Task of certain record type, I can see the "Create Follow-Up Event" button. But when I login as another non-admin user I can't see the button The non-...
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1answer
38 views

User not able to see section in page layout in Production but able to see section in qa [closed]

User has same profile and settings in production and QA environment. But he is not able to see a section in the page layout for a particular record. I checked in QA with the same setup and it is ...
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1answer
38 views

Unable to drag Mobile and Lightning Action button into Cusom Buttons in Page Layou

I am attempting this trailhead. I am unable to verify the step because I cannot follow the instruction: 8c Under Opportunity Detail, click and drag Calculate Discount onto Custom Buttons. How can I ...
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0answers
20 views

Blank spaces do not appear in Salesforce lightning experience page which is using Dynamic forms

I am trying to add a blank space on a page layout to separate out fields for an object. Dynamic form was enabled for a lightning page using this layout. However, the separation of the fields with the ...
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1answer
39 views

Quick Action on Opportunity not showing

I created a Quick Action on Opportunity that creates a task of a certain record type however it does not show up. I am not sure why? Quick Action Page Layout Page
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1answer
41 views

How to properly add changes to releted lists to the repository?

I have a task to make changes to the display of fields in a standard related list. For this purpose, I create a scratch org and make changes. Then I use the commands: sfdx force:source:status sfdx ...
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1answer
62 views

Deployment Error: We couldn't retrieve or load the information on the field: Record.OwnerId

The changeset deployment is for a lightning record page, but it's a detail of a master-detail which is also in the deployment. I know that a detail does not have a Record.OwnerId, because it uses the ...
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2answers
56 views

Experience Builder: create different pages with same page layout?

building a community with different pages that all use the same page layout (aura component). however, with multiple pages using the same layout, when I edit one page, all of them are changed. is ...
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1answer
10 views

Activities Component showing for all users in the same profile & role except for one user

For some weird reason, all users with the SAME Role & SAME Profile can see the Activities component EXCEPT for one user in that role & profile as below: I have checked the Page Layouts are ...
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1answer
26 views

Field Permission on Page Layouts

I want to make a field editable for only 3 people. I have given edit access from profiel, The field is read-only on Page layout . is there a way I can make this editable on page layout for these 3 ...
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0answers
88 views

ActionId dependency in deploying Page Layouts

I am trying to deploy changes from a a github branch into a Salesforce Sandbox but keep getting the following error(s): Case-ACH Bounce Layout Page Layout 0 0 The ActionId specified was invalid ...
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1answer
30 views

Certain Profiles Unable to View Related List on Custom Object

Related List is shown for admin and not for other profile, even this profile has access in child object read, and in the fls too. can someone help me to figure it out please.
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1answer
46 views

How to Customize the Compound field view on UI in lead object?

How can I customize the layout compound field name on lead object. I want to display my salutation, firstname, lastname, middlename, suffix below Name field label like in below picture How can I ...
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1answer
67 views

Hide a section in pagelayout of record page

I am having a section in Person account page layout which contains three fields. In account record page I can able to see that section and also while creating new account also I cam able to see. But I ...
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1answer
99 views

Field Visible in Classic but not getting displayed in Lightning layout

I have created a new field called as Abc__c Have given all the required FLS for the field as well. The field is visible in the classic view but not in the lightning view. I have cleared Cache and have ...
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0answers
13 views

Global actions on lightning page layout, chatter and activity behaviour

I've been trying to uniformize the WorkOrder and WorkOrderLineItem objects. Specifically the display of global actions on the Chatter/Activity. In the WorkOrder object the global actions are displayed ...
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1answer
47 views

Record type field is not present in UI

Scenario is I want Communication Attribute field present in record type but field is already present in record type detail page but when i insert record via UI in record type field is not present.I ...
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0answers
18 views

How we can get metadata regarding Salesforce Dynamic form layouts using Ui-api or other rest api

I am trying to test and implement dynamic form layout for a mobile App(Custom App). For page layouts metadata I was using Ui-api. But metadata for dynamic form layouts is not in Ui-api. Where we can ...
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0answers
62 views

Two users with the same profile but able to see different field

I have two users with the same profile but they should be able to see only their own field. In my case, I have two accounts fields. Account 1 and 2. User 1 will be able to see account field 1, same ...
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0answers
42 views

Enhanced Related list in Lightning page not showing as a list view

I'm configuring a Lightning Record Page on the Account object. I am using the Header and Right Side template. When I drag a related list to display in the page, the list does not appear as a list view ...
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0answers
52 views

Margin Padding issue on LWC

I set up a parent component that integrate multiple other component. In the meantime I have with space cause by margin and paddding issue in the slds-card__header slds-grid. Have a look: Those margin ...
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0answers
12 views

Gloabl Action not showing up as a button on Task record paege

Here is the gist. My company is migrating from Classic to Lightning. Sales ppl are using this Global Action "New Task" which creates a Task record of particular Record Type. And it is used ...
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22 views

Add button next to field

Is it possible to place a button/action next to salesforce field in a page layout in lightning.
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1answer
62 views

How do we handle additions to page layouts with SalesforceDX / 2GP?

I've found some time to return to an older project of mine, moving my org away from the org development model to the package development model to make better use of SFDX and CI/CD. The issue I'm ...
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1answer
19 views

Restricting create button on a related list for few profile users on a page layout

I have a page layout with multiple related lists, my requirement is on this particular layout I want to disable create button on one of the related object for a some profile users (we have a profile ...
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2answers
31 views

How can I change opportunity owner field to be anyone from the users?

When we create a new opportunity there is the opportunity owner field. Is there any chance that I can select a different user while creating an opportunity? Right now it is just a fixed field on my ...
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1answer
177 views

Experience Guest User Profile Layout Assignment

For the Experience Site that I am currently building, I want to show a preview of a several layouts which will encourage the guest to sign up. This preview is supposed to be a limited set of fields of ...
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0answers
22 views

Dynamic Forms with Lookup Relationship Values

I'm trying to figure out a good way to walk my end users through record creation with conditionally required fields only showing if previous values justify it. For example, if I am creating a custom ...
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1answer
30 views

Not able to uninstall managed package

I am trying to uninstall a CPQ related managed package and I am facing issues during the uninstall. There were about 100 errors, and I have addressed most of them by deleting the impacted components. ...
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1answer
41 views

Add radio button or check box in approval layout page

is it possible if I want to put a radio button or check box in this page? I want to ask user(manager) either it is a final approval or not. If it is possible, may I know how?
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0answers
55 views

How to display the tabs “All Updates” “Call logs”, … on the case Chatter component on Case

I cannot manage to make the tabs "All Updates", "Call logs",... appear on the chatter component on the case page layout. How it looks on my org on Salescloud(sandbox): On a ...
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0answers
49 views

How to hide New button in related list on lightning page layout?

I would like to hide the "NEW" button from my lightning page layout-related list. I can do it for non-lighting page records from page layout by simply remove the new button from the related ...
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2answers
369 views

How to remove fields from the 'New Lead Pagelayout'

When creating a new lead, I want only a handful fields on the 'New Lead' page layout. Setup > Customize > Leads > Page Layout > Edit removes the fields from the Detail page layout. I ...
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0answers
74 views

How to replace create and edit page of custom object with a new custom component? [closed]

I am new to salesforce and I have requirement where I need to create a component to create and edit a record for a custom object (Appointment__c), the look & feel and functionality should be same ...
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0answers
40 views

Use native record save to fire LWC logic

I'm developing a custom UI using an LWC that will be displayed on a lightning record page. It allows the user to answer a few questions, determines whether a handful of fields are required based on ...
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1answer
54 views

How to Fetch Mini Layout Fields inside Salesforce Apex Class?

On Mini Layout we have Fields & RelatedList, I want to ask on how we can get/Query the Selected Fields for an Object on Mini Layout Page in the Apex Class? I am using the following code snippet, ...
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1answer
57 views

Text field dependency from picklist

I am aware that field dependencies can only be created on Picklist and checkbox fields. What I am trying to achieve is the following: when a certain value from a picklist field is selected, some TEXT ...
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1answer
187 views

Receive Alerts button in Custom Object Record Detail Page

I have been noticing this Receive Alerts button when I am editing a custom object's standard page layout. But when I view a sample record page, it is not displaying. I am just wondering its real ...
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1answer
70 views

Some Fields to be visible in page layout depending on the opportunity stages

I want your help for one of my use case I want to make visible some fields in page layout when the opportunity stage changes for different stages have different fields to be visible and those fields ...
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1answer
60 views

Account Billing Address Picklist without State and Country Picklists

I'm trying to replace the Standard BillingCountry field on the Account with a picklist, but it seems I can't remove the standard field and replace it with a custom picklist - does anyone have any idea ...

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