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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Different Page Layouts / Record Detail components for a Salesforce Experience Site?

I am creating a Digital Experience site and need some help. I currently have a page layout and record type that I need to display within case mgt in Salesforce and I am building an experience site ...
1 vote
1 answer
20 views

Why might "Interactions" tab be missing in component settings in custom aura layout setup?

We need to create our own layout for an app, and we've run into an issue with aura layout. There isn't much I can find on the subject, since most of the inquiries either lead me to the process of ...
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0 answers
29 views

Correct page layout for a record type is only working in salesforce classic but not in lightning?

Hi can anyone help me out? I have a custom object and I created a new page layout and assigned this layout to the record type. However, different page layout is showing for the record type when I ...
0 votes
3 answers
68 views

Retrieve Page Layout by SFDX

I have a few page layouts assigned to record types in a custom object. How to retrieve page layouts as meta-data by command sfdx force:source:pull? Right now my source tracking doesn't see any changes ...
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0 answers
31 views

Adding a button on creating a new record modal dialog

There is a requirement where for a Contact record, on click of New button on Opportunity related list, a modal should open for creating a new Opportunity record. This works as per the default ...
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1 answer
135 views

how do I change what fields are available when hovering over the Account Name/ lookup field on another record (Case) in SFDC?

Users would like different fields visible when hovering over the Account Name, which is a lookup field to the Account record, on a Case. I tried editing the Account Compact layout but that didn't ...
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0 votes
1 answer
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lots of extra lines in layout xml files when deployed to git [closed]

I currently use Gearset to deploy to our Bitbucket repo. We don't quite have a perfect dev > branch > deploy process yet and some changes get made directly in production. This causes 2 sources ...
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0 answers
106 views

Problem changing page layout assigned to lightning page

I can't seem to change the page layout associated with a lightning page. I am using two record types and have created two page layouts and assigned them properly in the page assignment interface. I ...
0 votes
1 answer
102 views

overridden standard buttons not showing up at mobile and lightning experience action section

We have overridden some standard buttons on several custom sObjects: For some reason, they are not available as lightning actions to show them on record detail page: Only the "delete" ...
1 vote
0 answers
40 views

Business Hours Age field on page layout? [closed]

Salesforce provides the Business Hours Age Case's field which is available in reports, is that possible to add this same field to the Case page layout? Is there anyway to get this field by SOQL or ...
0 votes
0 answers
86 views

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
1k 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, ...
0 votes
0 answers
63 views

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 ...
-3 votes
1 answer
235 views

How to show more than 4 fields in Salesforce Lightning Related List

Is possible show more than 4 fields? Thanks.
0 votes
1 answer
63 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 ...
0 votes
0 answers
32 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 ...
-1 votes
1 answer
736 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 ...
0 votes
1 answer
386 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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0 votes
2 answers
163 views

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 ...
0 votes
1 answer
227 views

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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0 votes
0 answers
137 views

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 ...
0 votes
0 answers
341 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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0 answers
244 views

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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0 votes
0 answers
139 views

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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0 votes
0 answers
16 views

Make more visible icons on request

Is it possibile to make the icon and the pen in the layout more visible?
0 votes
1 answer
59 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?
0 votes
0 answers
85 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 ...
0 votes
2 answers
29 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 ...
1 vote
1 answer
39 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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0 votes
2 answers
125 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 ...
0 votes
1 answer
73 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 ...
0 votes
0 answers
83 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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0 votes
1 answer
532 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 ...
0 votes
0 answers
137 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-...
0 votes
1 answer
126 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 ...
0 votes
1 answer
267 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 ...
0 votes
0 answers
612 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 ...
0 votes
0 answers
43 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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0 votes
2 answers
52 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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0 votes
1 answer
306 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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0 votes
1 answer
111 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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0 votes
1 answer
514 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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0 answers
334 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
545 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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1 vote
1 answer
242 views

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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0 votes
0 answers
229 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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3 votes
0 answers
53 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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0 votes
2 answers
392 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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