how to check page layout assignment in salesforce

Product Area

Feature impact.

• Configure System Overview Messages
• Select Which Fields Appear in the Recently Viewed List
• Recent Items List (Beta)
• Quick Access Menu
• Find Object Management Settings in Lightning Experience
• Find Object Management Settings in Salesforce Classic
• Standard Object Limits
• Renaming Person Account Labels
• Considerations for Renaming Tab and Field Labels
• Ways to Control User Access to Fields
• Set Page Layouts and Field-Level Security
• Create Page Layouts
• Customize Page Layouts with the Enhanced Page Layout Editor
• User Interface Elements for the Enhanced Page Layout Editor
• Standard Object Record Page Save Options on Page Layouts
• Tips for Using the Enhanced Page Layout Editor

Assign Page Layouts to Profiles or Record Types

• Edit Multi-Line Layouts for Opportunity Products
• Configure Fields on Multi-Line Layouts for Opportunity Products
• Customize Related Lists
• Customize Standard and Custom Buttons on Page Layouts
• How Page Layout Elements Display in Lightning Experience
• Page Layout Tips
• Page Layout Considerations
• Page Layout Limitations
• Tips for Optimizing Page Layouts for the Salesforce Mobile App
• Manage Mobile Cards in the Enhanced Page Layout Editor
• Create Feed-Based Page Layouts in Salesforce Classic
• Create Custom Home Page Components
• Design Home Page Layouts in Salesforce Classic
• Visualforce Area Home Page Components
• Home Page Components Tips and Considerations
• Assign Home Tab Page Layouts to Profiles
• Considerations for Using the Original Page Layout Editor
• Create Compact Layouts
• Assign Compact Layouts to Record Types
• Compact Layout Limitations and Considerations
• Create Web Tabs
• Create a Custom Object Tab
• Create Lightning Page Tabs
• Custom Tab Considerations
• Define Field-Level Help
• In-App Guidance in Lightning Experience
• Learning Paths Best Practices
• Considerations for Using Learning Paths
• Assign a Learning Item for Learning Paths
• Monitor Learning Paths (Beta)
• Turn Off Learning Paths
• Explore the Guidance Center
• Explore Guidance Sets
• Customize Content in the Guidance Center
• Configuring the Size and Position of the Guidance Center
• Turn Off Suggested Content in the Guidance Center
• Turn Off Salesblazer Content in the Guidance Center
• Customize the Help Menu
• Create A Custom Object Help Page With Static Content
• Create Custom Object Help With A Pdf File
• Object-level Help Considerations
• Define Org-Level Help
• Considerations for Creating and Updating Record Types and Picklists
• Create Record Types
• Edit Picklists for Record Types and Business Processes
• Limitations for Creating and Updating Record Types and Picklists
• Managing Multiple Business Processes
• Create Multiple Business Processes
• Metadata Available for Translation
• Flow Components for Metadata Translation
• Enable Data Translation
• Enable Data Translation for Custom Fields
• Enable or Disable Translation Workbench
• Add Translated Languages and Translators
• Translate Metadata Labels
• Override Translations in Second-Generation Managed Packages and...
• Export Metadata Translation Files
• Export Data Translation Files
• Considerations for Working with Translation Files
• Source Translation Files
• Outdated and Untranslated Translation Files
• Bilingual Translation Files
• Translation File IDs and Keys
• Flow Identifiers in Translation Files
• Import Translated Files
• Common Errors with Exporting and Importing Translation Files
• Considerations for Managing Translations
• Considerations for Translating Flows
• Deployment Status for Custom Objects and External Objects
• Create a Custom Object in Lightning Experience
• Create a Custom Object from a Spreadsheet in Lightning Experience
• Create a Custom Object in Salesforce Classic
• Fields Required for Creating Custom Objects
• Considerations for Creating Custom Objects
• Modify Custom Objects
• Custom Object Standard Fields
• Delete Custom Objects
• Manage Deleted Custom Objects
• Considerations for Truncating Custom Objects
• Truncate Custom Objects
• Big Object Definition Details
• Custom Big Object Fields
• Considerations When Creating an Index
• Add an Index to a Big Object
• Changing Big Object Fields
• Delete a Big Object
• Create a Many-to-Many Object Relationship
• Considerations for Object Relationships
• Customize Search Layouts
• Custom Object Security
• Notes on Enabling Activities for Custom Objects
• Set Up Tracking and Storage of Certain Data Privacy Preferences
• Authorization Form Objects
• Communication Subscription Objects
• Fields in Data Privacy Records
• Fields in Contact Point Consent Records
• Fields in Contact Point Email Records
• Fields in Contact Point Phone Records
• Fields in Contact Point Type Consent Records
• Fields in Data Use Purpose Records
• Fields in Data Use Legal Basis Records
• Fields in Party Consent Records
• Tracking Customer Requests for Data Privacy Updates
• Best Practices for Tracking Data Privacy
• Track Certain Data Privacy Preferences for Leads and Contacts...
• Merge Duplicate Data Privacy Records in Lightning Experience
• Set Up Data Classification Metadata
• Data Classification Metadata Fields
• Create Reports from Data Classification Metadata
• Create Objects with Schema Builder
• Create Fields with Schema Builder
• Delete Custom Objects with Schema Builder
• Delete Custom Fields with Schema Builder
• Schema Builder Custom Object Definition
• Schema Builder Considerations
• Protection and Privacy Options for Custom Settings
• Add Custom Settings Fields
• Create Custom Settings Records
• Manage Custom Settings Data
• View and Edit Custom Settings
• View the System Usage Data
• View the Percentage of Custom Settings Data
• Grant Permissions on Custom Settings
• Grant Read Access to All Custom Settings
• Access Custom Settings with Code
• Custom Settings Limits and Considerations
• Customize Standard Fields
• Considerations and Guidelines for Capturing Gender-Related Data
• Capture Gender-Related Data
• Modify Standard Auto-Number Fields in Salesforce Classic
• Custom Fields
• Create a Custom Picklist Field
• Create a Global Picklist Value Set
• Make Your Custom Picklist Field Values Global
• Set an AI Prediction Field
• What’s the Difference between Standard Fields and Custom Fields?
• Custom Fields Allowed Per Object
• Custom Field Attributes
• Custom Address Fields Requirements and Limitations
• Enable Custom Address Fields
• Create a Custom Address Field
• Add Geocode to a Custom Address Field
• Geolocation Custom Field
• Time Fields in Salesforce Classic
• Time Fields in Lightning Experience
• Find Where a Field Is Used
• Edit Custom Fields
• Delete Fields
• Manage Deleted Fields in Lightning Experience
• Manage Deleted Fields in Salesforce Classic
• Manually Restore Attributes of Deleted Fields
• Purge Deleted Custom Fields
• Additional Custom Field Options
• Editing Rich Text Area Fields in Records
• Rich Text Area Field Considerations
• Valid Range for Date Fields
• Classic Encryption for Custom Fields
• Add Picklist Values
• Delete, Deactivate, Replace, or Activate Multiple Picklist Values
• Picklists with Additional Information
• Picklist Limitations
• Replace Picklist Values
• Remove a Picklist Value
• Protect Picklist API Names for Formulas and Integrations
• Sort Picklists
• Get a List of Custom Picklist Fields with Inactive Values
• Bulk Delete Inactive Picklist Values
• Establish an Upper Bound Limit
• View Active and Inactive Picklist Values
• Converting a Text Field Type to a Picklist
• Deactivate and Reactivate Values
• Dependent Picklists
• Use the Field Dependency Matrix
• Edit Dependent Picklists
• Delete Picklist Dependencies
• Dependent Picklist Considerations
• Add Videos with the HTML Editor
• Adding Code Samples to Posts
• Notes on Changing Custom Field Types
• Default Field Values
• Useful Default Field Value Formulas
• Default Field Value Considerations
• Managing Validation Rules
• Define Validation Rules
• Clone Validation Rules
• Activate Validation Rules
• Validation Rules Fields
• Tips for Writing Validation Rules
• Validation Rule Considerations
• Sample Account Address Validation Rules
• Sample Account Validation Rules
• Sample Call Center Validation Rules
• Sample Experience Cloud Site Validation Rules
• Sample Contact Validation Rules
• Sample Cross Object Validation Rules
• Sample Date Validation Rules
• Sample Number Validation Rules
• Sample Opportunity Management Validation Rules
• Sample Quote Validation Rules
• Sample User, Role, and Profile Validation Rules
• Miscellaneous Sample Validation Rules
• Considerations for Universally Required Fields
• Create and Edit Field Sets
• Field Sets Required Bit
• Create a Roll-Up Summary Field
• Define Lookup Filters
• Delete or Deactivate Lookup Filters
• View a List of Lookup Filters for a Target Object
• Dependent Lookups
• Considerations for Lookup Filters
• Notes on Using Lookup Filters with Person Accounts
• Lookup Filters Best Practices
• Lookup Filter Examples
• Limitations on Lookup Filters
• Fields: What’s Different or Not Available in the Salesforce Mobile App
• Where are Formulas Used in Salesforce?
• Formula Data Types
• Elements of a Formula
• - (Subtract)
• * (Multiply)
• ^ (Exponentiation)
• () (Open Parenthesis and Close Parenthesis)
• = and == (Equal)
• and != (Not Equal)" data-is-link="true" aria-level="6" id="customize_functions_not_equal_leaf" role="treeitem" lwc-g4l6pknunt=""> <> and != (Not Equal)
• < (Less Than)
• (Greater Than)" data-is-link="true" aria-level="6" id="customize_functions_greater_than_leaf" role="treeitem" lwc-g4l6pknunt=""> > (Greater Than)
• <= (Less Than or Equal)
• = (Greater Than or Equal)" data-is-link="true" aria-level="6" id="customize_functions_greater_than_or_equal_leaf" role="treeitem" lwc-g4l6pknunt=""> >= (Greater Than or Equal)
• && (AND)
• & and + (Concatenate)
• CURRENCYRATE
• DATETIMEVALUE
• GEOLOCATION
• GETRECORDIDS
• GETSESSIONID
• IMAGEPROXYURL
• JSINHTMLENCODE
• JUNCTIONIDLIST
• MILLISECOND
• PARENTGROUPVAL
• PREVGROUPVAL
• REQUIRESCRIPT
• Using Date, Date/Time, and Time Values in Formulas
• Tips for Working with Date and Date/Time Formula Fields
• Tips for Working with Hyperlink Formula Fields
• Tips for Using Merge Fields in Formulas
• Tips for Working with Number Formula Fields
• Tips for Working with Picklist and Multi-Select Picklist Formula...
• Tips for Referencing Record Types in Formulas
• Tips for Working with Text Formula Fields
• Building Cross-Object Formulas in the Simple Formula Tab
• Build Cross-Object Formulas in the Advanced Formula Tab
• Tips for Building Cross-Object Formulas
• Formula Field Limits and Restrictions
• Formula Best Practices
• Sample Account Management Formulas
• Sample Account Media Service Formulas
• Sample Case Management Formulas
• Sample Commission Calculations Formulas
• Sample Contact Management Formulas
• Sample Data Categorization Formulas
• Sample Date Formulas
• Sample Discounting Formulas
• Sample Employee Services Formulas
• Sample Expense Tracking Formulas
• Sample Financial Calculations Formulas
• Sample Image Link Formulas
• Sample Integration Link Formulas
• Sample Lead Management Formulas
• Sample Metric Formulas
• Sample Opportunity Management Formulas
• Sample Pricing Formulas
• Sample Scoring Calculations Formulas
• Formulas: How Do I ... ?
• Common Formula Errors
• Get an Explanation of Your Formulas with Einstein for Formulas
• Merge Field Syntax
• Merge Fields for Validation Rules
• Merge Fields for Formulas
• Merge Fields for Cross-Object Formulas
• Merge Field Tips
• Lightning Apps
• Tips for Creating Apps in Lightning Experience
• Create Lightning Apps
• Customize Lightning Apps with the Lightning App Builder
• Add a Utility Bar to Lightning Apps
• Lightning App Navigation Bar Items
• Upgrade Classic Apps to Lightning Apps
• Salesforce App Considerations
• Create Apps in Salesforce Classic with App Quick Start
• App Quick Start: Next Steps for Configuring Apps in Salesforce Classic
• Manage Subtab Apps in Salesforce Classic
• Control Subtab App Visibility in Salesforce Classic
• Lightning Page Types
• Lightning Page Templates
• Standard Lightning Page Components
• Custom Lightning Page Components
• Visibility Rules on Lightning Pages
• Lightning Page Visibility Rule Considerations
• Build Localized Component Labels and Attribute Values on Lightning...
• Create and Configure Lightning Experience Record Pages
• Activate Lightning Experience Record Pages
• Create an App Home Page with the Lightning App Builder
• Create a Mobile App Page with the Lightning App Builder
• Preview Mobile App Pages in Lightning App Builder
• Activate Your Lightning App Page
• Activate Lightning Experience Home Pages
• Add and Customize Tabs on Lightning Pages Using the Lightning App...
• Migrate a Record Page to Dynamic Forms
• Required and Read-Only Fields in Dynamic Forms
• Cross-Object Fields in Dynamic Forms
• Align Fields Horizontally in Dynamic Form Field Sections
• Record Page Save Options in Lightning App Builder
• Dynamic Forms and Mobile Using the Record Detail - Mobile Component
• Enable Dynamic Forms on Mobile
• Dynamic Forms on Mobile Considerations
• Dynamic Forms Tips and Considerations
• Dynamic Forms Limitations
• Dynamic Forms Known Issues
• Create Dynamic Actions in Lightning App Builder
• Create Dynamic Related Lists in Lightning App Builder
• Configure Interactions in the Lightning App Builder
• Expressions in Dynamic Interactions Target Properties
• Dynamic Interactions Considerations
• Dynamic Interactions Limits and Limitations
• Guidance for App Builder
• Gain Insight About Page Performance with the Lightning Usage App
• Slowest Desktop Record Pages
• Lightning App Builder Considerations
• Considerations and Limitations for Flows in Lightning Pages
• Lightning App Builder Limits and Limitations
• Create a Desktop or Mobile Notification
• Send a Desktop or Mobile Notification From a Process
• Other Ways to Send a Custom Notification
• Create a Slack Notification
• Clone a Standard Notification Into a Custom Slack Notification
• Ways to Send a Slack Notification
• Merge Fields in Slack Notifications
• Slack Apps Supported by Notification Builder
• Manage Notification Delivery Settings
• Considerations for Notification Builder
• Custom Domains in Salesforce
• Options to Serve a Custom Domain
• Point Your Custom Domain to Your Salesforce Org
• Considerations for Custom Domains in Sandboxes
• Set Up a Custom Domain for Testing in a Sandbox
• Activate a Sandbox Custom Domain in Production
• Prerequisites for a Custom Domain That Uses Your HTTPS Certificate
• Set Up a Custom Domain That Uses Your HTTPS Certificate
• Content Delivery Networks (CDNs) and Salesforce
• Considerations for the Salesforce CDN
• Prerequisites for the Salesforce CDN
• Set Up a Custom Domain That Uses the Salesforce CDN
• Traffic Allowances for the Salesforce CDN
• Apex Caching on the Salesforce CDN
• Considerations for Custom Domains That Use a Third-Party Service or...
• Prerequisites for a Custom Domain That Uses a Third-Party Service or...
• Set Up a Custom Domain That Uses a Third-Party Service or CDN
• Use a Temporary Non-HTTPS Domain to Serve Your Custom Domain
• Add a Custom URL
• Custom Domain Build Example
• Maintain Your Custom Domain
• View Your Custom Domain Details
• Enable HSTS Preloading on a Custom Domain
• Update an Expiring Certificate for Your Custom Domain
• Change the Domain Configuration Option for Your Custom Domain
• Change the Domain Name for a Custom Domain
• Move a Domain to Another Production Org
• Delete a Domain
• Troubleshoot Common Custom Domain Issues
• Custom Domain Terminology
• Standard Chatter Actions
• Default Action Fields
• Mobile Smart Actions
• Productivity Actions
• Create Global Quick Actions
• Create Object-Specific Quick Actions
• Create a Lightning Component Action
• Create a Lightning Web Component Action
• Flow Action Considerations
• Visualforce Pages as Global Custom Actions
• Hide the Action Header for Visualforce Custom Actions
• Prerequisites for Using Canvas Apps as Custom Actions
• Set Up Actions with Chatter Enabled
• Set Up Actions Without Chatter Enabled
• Actions With and Without Chatter
• Action Layout Editor Considerations
• Custom Success Messages for Quick Actions
• Customize Actions with the Enhanced Page Layout Editor
• Notes on Predefined Field Values for Quick Actions
• Create Global Publisher Layouts
• Add Actions to Global Publisher Layouts
• Assign Global Publisher Layouts to User Profiles
• Quick Actions and Record Types
• Actions Best Practices
• Quick Action Considerations
• Troubleshooting Actions
• Action Limits and Limitations
• Set Up a Mass Quick Action for List Views
• Set Up a Mass Quick Action for Related Lists
• Mass Quick Action Considerations
• How Actions Are Ordered in Lightning Experience
• How Actions Are Ordered in the Salesforce Mobile App Action Bar
• List Item Actions in the Salesforce Mobile App
• How Predefined Actions Are Ordered in the Salesforce Mobile App...
• Considerations for Actions in the Salesforce Mobile App
• Custom Button and Link Fields
• Construct Effective Custom URL Buttons and Links
• Edit Window Open Properties
• Merge Fields for Custom Buttons and Links
• Add Default Custom Links
• Custom Link Best Practices
• Assign Action Overrides
• Assign a Lightning Record Page Override for the View Action
• Action Overrides in Managed Packages
• Action Overrides in Aura Experience Builder Sites
• Considerations for Overriding Standard Buttons
• Remove Overrides for Standard Buttons and Tab Home Pages
• Custom Link Example: Link to Documents
• Custom Link Example: Link to Files in Chatter
• Custom Link Example: Link to Reports
• Custom Button Example: Mass Delete
• Custom Button Example: Display Alerts
• Custom Button Example: Get Record IDs
• Custom Button Example: Pass Record IDs to an External System
• Custom Button Example: Record Create Page with Default Field Values
• Custom Button Example: Reopen Cases
• Custom Link Example: International Maps
• Custom Button and Link Considerations
• Custom Button and Link Limitations
• Viewing References to Salesforce Components
• Example Use Cases
• OpenAPI 2.0 and 3.0 Support
• Authentication
• System Limits
• Callouts and Callbacks: Limits and Usage
• Schema Definitions
• Character Set Encodings
• Media Type Directives and Mapping
• Naming and Description Conventions
• Operation Output Parameters
• properties and additionalProperties
• Apex Class Names and Developer Names
• Apex Reserved Keywords
• Null Values
• Schema Update Support
• Define an External Credential and a Named Credential
• Submit an API Spec With a Relative URL
• Submit an API Spec With an Absolute URL
• Paste the JSON-formatted Schema Into Your Browser
• Upload a Local File
• Manage Your MuleSoft Anypoint Platform Connection (Beta)
• Connect Salesforce to MuleSoft Anypoint Exchange from Setup
• Import REST APIs for MuleSoft Services from Setup
• Create a Connected App in MuleSoft Anypoint Platform
• Create an Authentication Provider
• Update Your MuleSoft Anypoint Platform Connected App
• Create a Named Credential and External Credential
• Register an HTTP Callout Action in a Flow
• Locate an External Service
• Edit an External Service
• Edit the Schema or Named Credential
• Edit an Operation Declaratively
• Recreate an External Service (Save As)
• Delete an External Service
• View Actions
• View an Action’s Unique Apex Name
• Track Usage and Limits
• Media Type Mapping in External Service Registrations
• Define a Charset in the Schema
• End-to-end Example with Flow
• View an Action’s Unique Apex Name in Flow
• External Service Registrations in Apex
• Use Apex to Create a Callout to an External Service
• How External Services Asynchronous Callbacks Work
• Validate Support for Callback URL Expressions
• Use Apex to Create an Asynchronous Callout to an External Service
• Edit an Asynchronous Callout Class Definition
• Create Unit Testing for Asynchronous Callouts
• Monitor and Debug Asynchronous Callouts
• View Apex Names in Apex Class Viewer
• Add External Service Actions to an Einstein Bot
• Invoke External Services from OmniStudio Assets
• Install or Create Packages
• Testing External Services
• External Services OpenAPI 2.0 Schema
• External Services OpenAPI 3.0 Schema
• Using the Schema Examples
• Choose Which Salesforce Connect Adapter to Use
• Salesforce Connect Adapters Included per Add-On License
• General Limits for Salesforce Connect
• Salesforce Connect Learning Map
• Identity Type for External Data Sources
• Sync an External Data Source for Salesforce Connect
• External Objects in Salesforce Connect
• Writable External Objects in Salesforce Connect
• Salesforce Connect Support for Reports
• Salesforce Connect Support for Record Feeds
• Salesforce Connect Support for Quick Actions
• Salesforce Connect Support for Flows and Processes
• Salesforce Connect Support for the Salesforce App
• Salesforce Connect Support for the Salesforce Console
• More Features Supported by Salesforce Connect
• Subscriber and Provider Orgs in Salesforce Connect—Cross-Org Adapter
• API Names for External Objects and Custom Fields in Salesforce...
• Record IDs and External IDs for External Objects in Salesforce...
• User Access to External Data in Salesforce Connect—Cross-Org Adapter
• Define an External Data Source for Salesforce Connect—Cross-Org...
• Salesforce Compatibility Considerations for Salesforce...
• Sync Considerations for Salesforce Connect—Cross-Org Adapter
• Writable External Objects Considerations for Salesforce...
• API Usage Considerations for Salesforce Connect—Cross-Org Adapter
• Picklist Considerations for Salesforce Connect—Cross-Org Adapter
• Currency Considerations for Salesforce Connect—Cross-Org Adapter
• External IDs and OData Entity Keys
• Client-Driven and Server-Driven Paging for Salesforce Connect OData...
• General Limits for Salesforce Connect OData Adapters
• Define Custom HTTP Headers for OData Connectors
• Named Credential as Callouts for Salesforce Connect OData 2.0 or 4.0...
• Define an External Data Source for Salesforce Connect OData 4.01...
• Lightning Experience Considerations for Salesforce Connect OData...
• Writable External Objects Considerations for Salesforce Connect...
• Sync Considerations for Salesforce Connect OData Adapters
• OData Producer Considerations for Salesforce Connect OData Adapters
• High Data Volume Considerations for Salesforce Connect—OData 2.0 and...
• Socrata™ Considerations for Salesforce Connect—OData 2.0 and 4.0...
• CSRF Considerations for Salesforce Connect—OData 2.0 and 4.0 Adapters
• Picklist Considerations for Salesforce Connect OData Adapters
• OData 2.0 Type Mapping
• OData 4.0 and 4.01 Type Mapping
• OData 2.0 Query Options
• OData 4.0 and 4.01 Query Options
• External Change Data Capture Considerations
• Enable External Change Data Capture and Tracking
• Subscribe to Change Events
• Check the External Change Data Capture Status for an External Object
• Change the Polling Interval for External Change Data Capture
• Monitor and Troubleshoot External Change Data Capture
• Set Up the External Data Source and the External Object
• Monitor External Change Data Capture
• Subscribe to Changes with Streaming API
• React to Changes with Apex Triggers
• External IDs for External Objects in Salesforce Connect—Custom Adapter
• Define an External Data Source for Salesforce Connect—Custom Adapter
• Apex Connector Framework Considerations for Salesforce...
• High Data Volume Considerations for Salesforce Connect—Custom Adapters
• Sync Considerations for Salesforce Connect—Custom Adapter
• Map Salesforce External Object Field to DynamoDB Attributes
• Configure an Amazon DynamoDB External Data Source with Setup Wizard
• Define a Named Credential for Salesforce Connect Adapter for Amazon...
• Define a Legacy Named Credential for Salesforce Connect Adapter for...
• Create an External Data Source for Salesforce Connect Adapter for...
• Create External Objects for Salesforce Connect Adapter for Amazon...
• Sync an External Data Source for Salesforce Connect Adapter for...
• Qualifier Options for Salesforce Connect Adapter for Amazon DynamoDB
• Qualifier Example for One-to-Many and Many-to-Many Relationships in...
• Sort Example for Orders and Order Items in Amazon DynamoDB
• DynamoDB Qualifier Examples for Parsing Formulas
• Considerations for Salesforce Connect Adapters for Amazon DynamoDB
• Map Salesforce External Object Field to Amazon Athena Data Types
• Define a Named Credential for Salesforce Connect SQL Adapter for...
• Define a Legacy Named Credential for Salesforce Connect SQL Adapter...
• Create an External Data Source for Salesforce Connect SQL Adapter...
• Validate and Sync External Data Source Configured for Amazon Athena
• Manage Qualifiers for Salesforce Connect SQL Adapter for Amazon Athena
• Map Salesforce External Object Fields to Snowflake Data Types
• Validate and Sync External Data Source Configured for Snowflake
• Manage Qualifiers for Salesforce Connect Adapter SQL for Snowflake
• Client-Driven and Server-Driven Paging in the Salesforce Connect SQL...
• Map Salesforce External Object Fields to GraphQL Types
• Define a Named Credential for Salesforce Connect Adapter for GraphQL
• Qualifier Options for Salesforce Connect Adapter for GraphQL
• Understand GraphQL Schema Requirements
• Define External Data Sources
• Validate and Sync an External Data Source
• Define External Objects
• Validate External Object Connections
• Grant Access to Authentication Settings for External Data Sources
• Store Authentication Settings for External Systems
• Lookup Relationship Fields on External Objects
• External Lookup Relationship Fields on External Objects
• Indirect Lookup Relationship Fields on External Objects
• Define and Manage Platform Events
• Event Integration with Amazon Eventbridge
• Sending Events to Salesforce using API Destinations
• Event Relays in Setup
• Event Channels
• Event Relay Security
• Event Type, Size, and Features
• Event Relay Considerations
• Event Relay Allocations
• (Optional) Define a Platform Event
• Create a Named Credential
• Create a Channel for a Custom Platform Event
• Add a Custom Platform Event in a New Channel Member
• Create a Channel for a Change Event
• Add a Change Event in a New Channel Member
• Create an Event Relay
• Activate the Partner Event Source in Amazon EventBridge
• Start the Event Relay
• Create an EventBridge Rule for Logging Events in a CloudWatch Log
• Verify Receiving Events in CloudWatch
• Processing Events with AWS Services
• Event Relay Execution Statuses
• Edit an Event Relay and Change Its Status
• Error Recovery Options
• Monitoring Event Relays Using SOQL Queries
• Create a Connected App in Salesforce for OAuth
• Create an API Destination and Connection in EventBridge
• Create an EventBridge Rule and Connect it to the API Destination
• Verify the API Destination
• Sync Data Between Salesforce and Heroku
• Managing Organization Sync
• Actions in the Organization Sync Record Queue
• Set Up Site.com Users
• About Site.com User Roles
• Manage Site.com Users and Roles
• About Site.com Features
• Site.com Tab Overview
• Using Site.com Studio as a Site Administrator or Designer
• Using Site.com Studio as a Contributor
• Understand the Site Administrator and Designer's Overview Tab
• Understanding the Contributors's Overview Tab
• Use Site.com to Customize Your Community
• Create Branded Pages from the Community Template
• Apply Community Styles from the CommunityBranding Style Sheet
• Create Styles in a CSS Style Sheet
• Expressions Available for Community Branding
• View the CommunityBranding Style Sheet
• Setting Custom Authorization
• Remove Site.com Authorization
• Display Current Community User Information
• Expressions Available for Displaying Current User Information
• Determine the URL of a Site.com Page
• Add Authenticated Site.com Pages to Community Tabs
• Add Chatter News or Group Feeds to Community Site.com Pages
• Improve Performance with HTML Page Caching for Communities in Site.com
• Delete a Site.com Site
• Duplicate a Site.com Site
• Export a Site.com Site
• Import a Site.com Site
• Configure Site Properties
• Enable Clickjack Protection in Site.com
• Restore to a Previous Site Version
• Create URL Redirects in Site.com
• Import External Websites into Site.com
• Copy and Overwrite a Site
• Sample Package.xml Files
• Export Assets
• Creating and Managing Folders
• Site.com Page Templates Overview
• Create Site.com Page Templates
• Create Editable Template Areas
• About Editable Page Elements
• Create Site.com Pages
• Identify Which Template a Site.com Page Uses
• Rename, Duplicate, and Convert Pages
• Changing a Page's Doctype Property
• Add Site.com Page Elements
• Edit and Work with Site.com Page Elements
• Lay Out Site.com Pages Using Panels
• Position Panels Using CSS
• Add Images Directly to the Page
• Understand the Content Editing Toolbar
• Edit Content Blocks in Design Mode
• Add Images to Content Blocks in Design Mode
• Add Video to Content Blocks in Design Mode
• Attach Hyperlinks to Text and Images in Design Mode
• Add Anchors to Pages in Design Mode
• Add Custom Code to Pages
• Add Links to a Site Map
• Adding Breadcrumb Navigation to Pages
• Add a Navigation Menu
• Style Navigation Menus
• Adding Custom HTML Attributes
• Changing a Page Element's HTML Tag
• HTML5 Semantic Page-Layout Tags
• Set Up the Contributor’s Studio View
• Use the Style Pane
• Style Pane Properties
• Understand the Style Sheet View in Site.com
• Create and Use CSS Style Sheets
• Create Style Sheet Items and Groups
• Use CSS Reset
• Creating Branding Properties
• Set Up Branding Properties
• Use the Branding Editor
• Create Custom Site Properties
• Setting Up Custom Properties
• Custom Properties for Page Templates or Widgets Overview
• Add Custom Properties to Page Templates or Widgets
• Custom Property Types
• Setting Data Access Permissions for Salesforce Objects
• Storing Assets to Use with Salesforce Objects
• Display Data or Content Using Data Elements
• Displaying Data or Content Using Custom Code
• Displaying Data Using Content Blocks
• Dynamically Retrieve Data with Data Tables
• Edit Columns in a Data Table
• Add Pagination to Data Repeaters and Data Tables
• Using Data Functions
• Page Data Connections Overview
• Retrieving Data with Page Data Connections
• Access Data in Related Objects Overview
• Displaying Data from Related Objects Using Nested Data Repeaters
• Improve Performance Using Caching
• Data Filters
• About Displaying Dynamic Data Using Expressions
• Data Filter Examples
• Add Input Fields to Forms or Pages
• Editing Input Fields in a Form
• Input Field Types
• Input Field Properties
• Setting the Default Value of Input Fields
• Setting a Form's Submit Behavior
• Styling Forms
• The Default, Error, and No Data Views
• Repairing Data Connections
• Create Widgets
• Add a Widget to a Page
• Edit and Delete Widgets
• Create a Multilingual Site
• Setting the Default Language
• Adding Languages
• Setting Language Options
• About Editing Language Content
• Edit Language Content on the Page
• Language-Aware Properties
• Exporting Language Content
• Importing Translated Content
• Adding a Language Selector Page Element
• Deleting Languages
• Create an Event
• Available Events and Actions
• Create Site Pages as a Site.com Contributor
• Edit Content Blocks as a Contributor
• Understand the Inline Editing Toolbar
• Add Images to Text as a Contributor
• Attach Hyperlinks to Text and Images as a Contributor
• Add Page Elements to Pages as a Contributor
• Preview How Pages Appear on Mobile Devices
• Preview Site.com Sites
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After defining page layouts, assign which page layouts users see. A user’s profile determines which page layout he or she sees. In addition, if your organization is using record types for a particular object, the combination of the user’s profile and the record type determine which page layout is displayed when a user views records for that object.

Required Editions and User Permissions

You can assign page layouts from:

• The object's customize page layout or record type page
• The original or enhanced profile user interface.
• From the management settings for the appropriate object, go to Page Layouts or Record Types.
• Click Page Layout Assignment .
• Click Edit Assignment .

When selecting page layout assignments:

• Click a cell, column, or row heading to select all the table cells in that column or row.
• Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
• Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
• Click any cell and drag to select a range of cells.
• Click Next or Prev to view another set of record types.
• If necessary, select another page layout to assign from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
• Click Save .

• Page Layouts
• Assign Record Types and Page Layouts in Profiles
• Assign Record Types and Page Layouts in the Enhanced Profile User Interface
• Tailor Business Processes to Different Record Types Users

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Page Layouts in Salesforce | Create, Edit Assign new page layouts

In this Salesforce tutorial we are going to learn about What is a page layout in Salesforce , How to access page layouts in Salesforce , How to edit page layout in salesforce, How to create new page layout in salesforce and how to assign a page layout to a profile in Salesforce.com.

What is a page layout in Salesforce?

Page Layouts in Salesforce control the layout. It is a set of custom links, buttons, fields, S-controls, visualforce and related lists on the object record page. Using  Page Layouts in Salesforce we can determine which fields are set to visible, read-only and mark that field as required

In Salesforce.com, when we open a particular record all the fields that are associated with that object are listed down. If we want to customise the visual appearance of the field, modifying the page layout. Every object in Salesforce, Standard objects or Custom object should have one minimum Page Layout which is called default page layout. A page layout gets created default when we create an object in Salesforce.

• Page Layouts in Salesforce is created with Object name by default.
• There will be one minimum page layout for every object by default.
• Multiple page layout can be created to an object.

How to access Page Layouts in Salesforce?

Go to Object | Page Layouts | Edit.

In this Salesforce Tutorial, we are going to access Pharma product Page Layouts in Salesforce.

• Click on Edit button as shown above.

When a page layout in salesforce is edited we can observe Fields, Buttons, Quick Actions Salesforce1 & lightning actions, Expanded Lookups, Related Lists, Report Charts on the side bar as shown above. When we click on Fields we can access which fields are present in Pharma Product object as shown above.

How to Create or Edit page layout in Salesforce?

A Page layout in SFDC can be modified by rearranging fields, adding custom buttons and related list to the page layout. As shown below we are going to arrange field in two columns.

To change the position of the field in page layout simply drag and drop the field. And finally click on Save button.

• To check the page layout go to pharma product record as shown below.

How to create custom Page layouts in Salesforce?

Multiple custom Page layouts in Salesforce can be created. To create custom Page layouts in Salesforce go to object | Page Layouts | Create New.

• Click on New button to create New Page Layout for the object Pharma Product.

• Select the existing page layout from the drop down menu.
• Enter page layout name.
• Click on Save button.

When we click on Save button a new page layout editor will be displayed as shown above. Here we can customise Fields, Buttons, Custom links and other related list. As shown above we have removed delete button, change owner, edit record type in this New Pharma Product page layout.

• Finally click on Save button.

• We have successfully created New page layout in Salesforce.

Page Layout Assignment to a Profile.

Custom page layout in Salesforce can be assigned to multiple profiles. Check below how to assign a page layout to a profile.

• Click on Page Layout Assignment button as shown below.

• Now Layout mapping page will be opened.

• Click on Profile and select the page layout to use. Here we have changed page layouts to system admin and System administrator profile.

Now to a record and compare the page layout with previous page layout as shown below.

To check the Page layout assignment in Salesforce go to Setup | Administer | Manage User | Profile.

• Click on Profiles and go to System administrator.

• Now go to custom object layouts as show below.

Here we can observe that for Profile System administrator the default page layout is Newpharma page layout.

In this Salesforce Tutorial we have learned about Page layouts in Salesforce. In our next upcoming Salesforce Tutorial, we are going to learn about Homepage layouts and page layout components in salesforce.com.

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Monday, july 16, 2018, how to check page layout assignment using soql query.

Hey mate, whats the name of query builder you are using?

Hi Rajesh I am Using "ORGanizer for Salesforce" chrome Extension Link:https://chrome.google.com/webstore/detail/organizer-for-salesforce/lojdmgdchjcfnmkmodggbaafecagllnh?hl=en

hello, is there a way to call the default page or determine which layout is the default using query?

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Page layouts and record types in salesforce, page layouts and record types.

Page Layout

The organization of fields, custom links, and related lists on an object detail or edit page.

Used to organize UI pages for your users:

• Which fields, related lists, and Custom links a user’s sees.
• Field properties – visible, read-only and required.
• Page section customizations.

NOTE: Establish unique layouts for different business scenarios.

Creating page Layouts

Following is an example to create a page layout for case object.

Set Up->Customize->Case->Page Layout->Click on New button

Fill Mandatory details

Drag and drop required to the layout and save page layout.

Record Types

Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.

They are used to drive which page layouts users see when viewing records, based on their user profile.

Benefits of record types:

  Tailors user interaction experience to specific business needs.

Allows for easier administration as there are fewer fields to maintain.

Creating Record Types:

Example to create record types: In this example, I am creatinga a record type for Case object.

Setup->Customize->Case->Record Type

Click on New button and fill all mandatory fields and select profiles.

Create a support process before creating record type

Click on NEXT button

Select page layout and click SAVE.

Page Layout Assignment

Go to Record Type or Page Layout and click on Page layout Assignment

assign page layout to record types based on profiles.

Interview Questions on Page Layouts and Record Types in Salesforce

What is a page Layout and record type?

• Page Layout :- Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users.
• Field Level Security :- Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s.
• Validation Rule :- Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other usersSalesforce.com recommends using the Page Layout option for making the field mandatory.

How can we make a field mandatory from page layout?

Go to page layout edit that layout and then click on properties of the field that you going to make it mandatory

• Check the required checkbox.

  When are the Record types used?

Record Types are used t o assign the different Page layouts to different users based on their profiles. And to  enable different sets of Standard/Custom Picklist values for two different users using the same page layout.

what is the use of creating support process,before creating a record ?

Support Process is only for the “Status” picklist, as you might know. The picklist values available in the status of a case record type determine a support process. It is only a business relevant feature as the status field is the most process-specific field on a case. The status field cannot be customized on a record type, it can only be customized in a support process.

You can understand support process. https://help.salesforce.com/articleView?id=customize_processes.htm&type=5

https://developer.salesforce.com/forums/?id=906F0000000AfiyIAC

Welcome to my blog

I have been working with Salesforce for quite a while, so don’t hesitate to contact me if you have any questions or want some advice.

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Page Layout Assignment in Salesforce

Data types in slaesforce .

Welcome back, guys! Today in this Salesforce Admin Tutorial Video, I will show you How to create Page layouts in Salesforce and what is assignments in salesforce page layouts. Page layouts are used for arranging the fields and tabs of a particular object. Learn more about how to assign different page layouts for different profiles and record types.

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