I’m a big advocate on all things customized in Sf. The smallest change in any platform can have the biggest effect on usability. As a person who is highly dependent on visual input in learning and adapting data, one of my favorite subjects of tweaking in Salesforce are page layouts. I get frustrated very quickly if I can’t find the information I need in seconds. So when there is a chance to ease the use of a complex system, all available measures should be taken to avoid unnecessary frustration. There’s definitely a positive correlation between ease of use and adoption rates.
Since everything about page layouts is customizable, and the possibilities of the outcome endless, it would be impossible to go through everything here. Instead, I’ve listed three of the most useful features that are easy to implement and don’t require any coding.
Segmenting the record into sections and cleaning it of irrelevant fields
Different user groups have different needs for the same records. By segmenting fields into their own sections, your users will be able to find relevant information in one place, which means finding it faster. For example, sales is interested in different information than customer success or administration.
Here’s an example of an account record page. The relevant fields are separated into their own segments, and as many fields as possible are filled automatically from other records to minimize the need to jump between records.
And here’s how to set it up in Setup. Hint! Open any record of the object you want to edit, click on the gear icon, and Edit object. It’ll take you straight to the object you want in Object Manager, and you’ll save a couple of clicks in setup.
Once in Setup, click on Page Layouts and choose the Account page layout you want to edit.
For default segments you can edit the visibility by clicking on the tiny wrench icon on the header that says Section Properties.
Check the box on Detail Page and click OK.
If you want to rename a section, you’ll have to create a new one. To do that, drag and drop the + Section button from the top to the desired spot on the page layout. It’ll open the same kind of box for editing it’s properties as the default one, and this time you’ll be able to rename it.
While adding sections, reorder the fields by dragging and dropping them to the correct sections. Also, consider if all the fields are actually necessary, and if the necessary ones could be updated automatically. When you’re done, click on Save, and refresh the record page to see the changes live.
Choose a page template and the tabs and components you need
In addition to the fields and sections, you’ll want to have relevant tabs in logical places. To edit the structure of how the layout is designed, click on the gear icon again while on the record page you want to edit, and choose Edit page from the options menu.
The Page template is what determines how the blocks are set on the page. It’s a good place to start from when planning the page layout. To change it, click on the Change button on the Template section on the right side.
There’s no right or wrong when it comes to Page templates! Consider your organization’s needs and your users to choose the one that works best for you. In this case, I’m sticking with the Header and Right Sidebar. To edit the contents of the regions, click on them, and you’ll see available options for tabs. Since it takes a few clicks, it’s easier to show in a video.
Set the Related list on the page layout
This is my favorite feature of the Salesforce records, to be able to see the related records by hovering over them. No clicking is required, and the visible fields are editable. Take a look at the video to learn more.
These three steps actually cover a lot of ground on customizing your Salesforce records. Trust me, it’s not just you who’ll love the results!