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

Filter by
Sorted by
Tagged with
0
votes
0answers
180 views

Add actions to list view on standard object

I have created a mass update action on products object. I need to insert it on the List view for Search Layout for Classic but it only gives me the option to add buttons and not actions. I inserted ...
0
votes
2answers
36 views

Can I create a different page layout just for the creation of an object?

We have way too many fields on the oppty object. I am trying to create a new page layout, that will be used only upon the creation of a new oppty. That will holda roughly 15-20 fields only that are ...
0
votes
1answer
189 views

Different Set of Related List Based on Salesforce App

Is it possible to assign different set of related lists based on a selected app in Salesforce? I am aware that one can assign based on profile and record type, but I am trying to have different set of ...
0
votes
1answer
83 views

INVALID_SESSION_ID when calling Apex class with custom button

I have an Apex class that I have exposed as a REST endpoint located at /services/apexrest/ReopenAccount/*. When I call it through Workbench, it works fine, so I created a Detail Page Button so that I ...
0
votes
1answer
379 views

Finding a Standard Button (RequestUseSfdc) that is being excluded from page layouts?

In the metadata file for layouts, you'll see that standard buttons are only specified for those that shouldn't display: through a <excludeButtons> field. The description states: List of ...
0
votes
1answer
451 views

How to create recurring tasks via the Task component in the Account record page?

I have the Create Recurring Series of Tasks checkbox enabled in the Task component of the create new Task in the panel on the Account record page. I need to know how to create recurring tasks as the ...
1
vote
2answers
104 views

Different labels per page layout

Is there a chance we can have different field label per page layout? For example... I have 2 account record types and i want a field in one record type to be BirthDate and in another date founded.
0
votes
1answer
328 views

Related Record Action Items Hide/Remove

Is it possible to hide a particular action from the Related Record Standard Component. I am trying to use it on LEX pages. The OWD settings are private for the Object. Observation: In related record ...
0
votes
0answers
48 views

Auto complete Account Name

I have a requirement where i need to have the Account name at the bottom of the page layout and the Account name value needs to be set by 2 custom fields (First Name and Last Name). So i created a ...
0
votes
0answers
65 views

Unable to see few records in Lead related list in Account

We have few accounts in which all the Leads are not visible in the related list. I have checked the access and I am able to access the account and lead independently. The Account lookup field on lead ...
0
votes
1answer
45 views

Need two different page layouts. one for when you create a record with list page New button, another for the detail page

I have the following requirement: I need 2 layouts, one when a user clicks on the standard New button on the Lead list page. Here the users sees all the fields and fills the neceeasary fields and ...
0
votes
0answers
37 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 ...
0
votes
0answers
146 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 ...
3
votes
1answer
54 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 ...
0
votes
1answer
26 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 ...
0
votes
1answer
174 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 ...
1
vote
1answer
769 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 ...
0
votes
1answer
102 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 ...
0
votes
0answers
338 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, ...
0
votes
1answer
340 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 ...
0
votes
1answer
20 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?
0
votes
1answer
16 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 ...
0
votes
2answers
281 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 ...
0
votes
1answer
96 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 ...
0
votes
1answer
335 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 ...
1
vote
1answer
42 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 ...
0
votes
1answer
195 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 ...
1
vote
1answer
41 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: ...
0
votes
1answer
34 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 ...
0
votes
0answers
453 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 ...
1
vote
0answers
481 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 ...
1
vote
1answer
107 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 ...
0
votes
1answer
190 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 ...
1
vote
0answers
131 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. ...
1
vote
1answer
26 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 ...
1
vote
0answers
38 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. ...
0
votes
1answer
665 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 ...
0
votes
1answer
22 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). ...
0
votes
2answers
3k 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 ...
2
votes
1answer
741 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 ...
0
votes
0answers
28 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 ...
3
votes
0answers
39 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 ...
0
votes
1answer
136 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 ...
1
vote
1answer
119 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 ...
2
votes
1answer
145 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 ...
0
votes
1answer
33 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
votes
0answers
63 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 ...
-1
votes
1answer
314 views

How to show File quick action in the lightning page?

File Quick action is not showing on the lighting page but the in page layout File is added to Salesforce Mobile and Lightning Experience Actions. Please advise how to make "File" Quick action visible ...
0
votes
1answer
1k views

Access custom object inside Visual force page set with standard controller to Contact

I am trying to add custom visualforce page in standard contact page layout. For that I have created one VF page that has standardController set to Contact in order view it in contact's page layout. &...
1
vote
0answers
39 views

What feature do I need to enable to see Question-Question Layout or Reply-Reply Layout?

I'm having a bit of trouble recreating this and I'm not sure where to look. One of the orgs I performed the metadata API retrieve on has a couple layouts called Reply-Reply Layout.layout and Question-...

1 2
3
4 5
17