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System synthesis.
Synthesis - n. - The combination of components or elements to form a connected whole.
Using SFDX & the Metadata API to Compare Page Layouts Between Salesforce Orgs
Prerequisites.
- Install Git
- Install Visual Studio Code
- Install SFDX
- Install the Salesforce Extensions for Visual Studio Code
- Install GitKraken
- Open the command palette and select SFDX: Create Project with Manifest
- Follow the prompts to select a project name and designate what root folder the project should be created in
- Select the empty template
- Expand the manifest folder and open the package.xml file
- Replace the contents with the package.xml file from this GitHub gist
- Open the command palette and run SFDX: Authorize an Org to connect to your source org
- Right-click on the package.xml file and select SFDX: Retrieve Source in Manifest from Org
- Open the integrated terminal
- Enter the following commands
- git commit -m "initial commit of source org"
- In GitKraken, open the git repository you've created (the sfdx project folder)
- Click the Stage all Changes button in the top right of GitKraken
- In the bottom right of GitKraken, enter a commit message and click the Commit changes to button
- In VSCode, open the command palette and run SFDX: Authorize an Org to connect to your target org
- under the force-app/main/default folder, delete the flexipages and layouts folders
- Right-click on the package.xml file and select SFDX: Retrieve Source in Manifest from Org
- Observe the Unstaged Files section in GitKraken
- Files with a green plus icon exist in the target org but not the source org - it is likely that no action is needed here
- Files with a yellow pencil icon exist in both orgs, but are different between the two - review the differences and decide whether or not to deploy this artifact to the target org
- Files with a red x icon exist in the source org but not the target org - you will likely want to deploy these artifacts to the target org, along with the associated apps, profiles, and permission sets
- If you click on a file with a yellow pencil icon, you can see the differences between the file in the source org (on the left) and the target org (on the right)
- Make sure you have selected the split view icon directly beneath the Stage File button
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Project to determine which page layouts are in active use.
galbrecht18/Salesforce-Page-Layout-Assignment-Analyzer
Folders and files, repository files navigation, page layout assignment analyzer.
Quick project to determine which page layouts aren't actively assigned to any profiles or record types in Salesforce and thus can be deleted.
Note this was done just as a pet project so no guarantees!
Getting Started
- You need python.
- You need Salesforce DX.
- Pull down your metadata: sfdx force:source:retrieve -u [email protected] -m Layout,RecordType,Profile
- Run the following script: main.py [absolute_path_to_profile_metadata] [absolute_path_to_layout_metadata]
- This will output an .xlsx file in the same in the "results" directory with two tabs: one for unused page layouts and another for used page layouts.
- The "Unused Page Layouts" will contain two columns: a. layout_name: The page layout name b. package_xml_version: a package.xml version of the name so you can use in a package.xml
- The "Used Page Layouts" will contain three columns: a. layout_name: The page layout name b. profiles: profile names using this page layout c. record_types: record types using this page layout
- George Albrecht - Initial stuff - ( https://github.com/galbrecht18 )
- Python 100.0%
Page Layout assignments set to 'Not Assigned' during deployment
After Deployment using ANT or Force.com IDE or Workbench, you might see the Page Layout Assignments missing and showing as 'Not Assigned' for certain profiles and Record Types for any SObject.
Ideally, the Profiles which are being deployed, should be retrieved along with the Record Types as well as Page Layouts in a single transaction. So, in other words, while retrieving the Deployment Payload from the Source organization, you must extract these components at the same time.
1. Profiles 2. RecordTypes (which is a part of Objects) 3. Page layouts.
This will result in the following XML being retrieved as a part of Profile file:
The presence of these <layoutAssignments> tags result in the assignments of the Page Layouts.
If it doesn't contain these tags, the system will not able to find any references for the Layout Assignment. It will replace all the changes according to the info which was provided in the deployment payload, and the Page Layout Assignments will be removed.
So, it is Working As Designed (WAD) if the Page Layouts Assignments get removed during deployment, if <layoutAssignments> tags are not part of the Profile file.
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Assign Record Types and Page Layouts in Profiles
The steps for configuring record types and page layouts depend on whether you’re using the enhanced profile user interface or the original profile user interface.
- Assign Record Types to Profiles in the Original Profile User Interface After you create record types and include picklist values in them, add record types to user profiles.
- Assign Page Layouts in the Original Profile User Interface In the original profile user interface, you can access, view, and edit all page layout assignments easily in one location.
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COMMENTS
I noticed that to get layout assignment you have to specify that you want to retrieve Profile, Layout, RecordType and CustomObject at the same time. You may also want to provide your_custom_object, like this: sfdx force:source:retrieve -m Profile,Layout,RecordType,CustomObject:your_custom_object. Share. Improve this answer.
This type extends the Metadata metadata type and inherits its fullName field. To edit the Ideas layout, specify it by name in the package.xml file. In package.xml, use this code to retrieve the Ideas layout. <types> <members>Idea-Idea Layout</members> <name>Layout</name> </types>. Note.
I retrieved all profiles, record types and Page layouts. It retrieved layout assignments as well. Give it a try. Here is my package.xml. * Layout * Profile * RecordType 52.0. answered Apr 4, 2022 at 3:54. Naval. 31 2.
Salesforce: Page layout assignments with XML metadata APIHelpful? Please support me on Patreon: https://www.patreon.com/roelvandepaarWith thanks & praise to...
From a page layout, click Mini Page Layout. Assign page layouts to users based on profiles and record types. This determines which layouts users will see when viewing different record types. From a page layout, click Page Layout Assignment. Go to the fields area to verify that all field access settings are correct.
This type extends the Metadata metadata type and inherits its fullName field. These pages are known as FlexiPages in the API, but are referred to as Lightning pages in the rest of the Salesforce documentation and UI. Note. In API version 49.0 and later, arrays in a FlexiPage are represented as valueList.
Steps. Open the command palette and select SFDX: Create Project with Manifest. Follow the prompts to select a project name and designate what root folder the project should be created in. Select the empty template. Expand the manifest folder and open the package.xml file. Replace the contents with the package.xml file from this GitHub gist.
It looks like there is not page layout with the name "Quote Layout". Make sure that this is not the case. It is good to explicitly named your page layout. You can use the ObjectName.PagelayoutName <types> <members>ObjectName.PagelayoutName</members> <name>Layout</name> </types> First.- Make sure that there is a page layout with that name.
Salesforce: Is Page Layout Assignment in SFDX source?Helpful? Please support me on Patreon: https://www.patreon.com/roelvandepaarWith thanks & praise to God...
Assign a Salesforce Page Layout. You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners. You can edit the page layout assignment by clicking 'Page Layout Assignment'. From here, click 'Edit Assignment'.
This will output an .xlsx file in the same in the "results" directory with two tabs: one for unused page layouts and another for used page layouts. The "Unused Page Layouts" will contain two columns: a. layout_name: The page layout name b. package_xml_version: a package.xml version of the name so you can use in a package.xml
In the list of objects, click Opportunity. Click Page Layouts. Click Donation Layout. In the palette, click Fields. Drag Section onto the page layout area. In the Section Properties window, enter Tribute Information in the Section Name field and click OK. From the palette, drag the appropriate field (s) to the Tribute Information section.
This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File. Represents a user profile. A profile defines a user's permission to perform different functions within Salesforce.
The deployment succeeds, but there is no change in the page layout assignments when viewed in Setup in the org. I thought perhaps I need to also deploy the Account.object and the Account-Custom Account Layout.layout files along with the Profile. Again that deploy succeeds but does not modify the page layout assignments for the System ...
Step 1: Extract Layout, Profile and Record Type Metadata. sfdx force:source:retrieve -u [email protected] -m Layout,RecordType,Profile. We did this using Salesforce DX. It is extremely ...
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.
Below are some useful sfdx commands for retrieval. Custom field; sfdx force:source:retrieve -m CustomField:ObjectApiName.FieldNameApi. eg:sfdx force:source:retrieve -m CustomField:Account.B2C_Fiscal_Year__c. Page Layout; sfdx force:source:retrieve -m Layout-"ObjectApiName.Page Layout Name" eg:sfdx force:source:retrieve -m Layout-"Account.B2C ...
Represents the information about a resource assignment rule. ... Represents the metadata associated with a page layout. For more information, see Page Layouts in Salesforce Help. Letterhead Represents formatting options for the letterhead in an email template. A letterhead defines the logo, page color, and text settings for your HTML email ...
The presence of these <layoutAssignments> tags result in the assignments of the Page Layouts. If it doesn't contain these tags, the system will not able to find any references for the Layout Assignment. It will replace all the changes according to the info which was provided in the deployment payload, and the Page Layout Assignments will be ...
Details. You're asking two things. Compact Layout Assignments. This is stored in the custom object metadata under compactLayoutAssignment within the RecordType property so you need to include whatever object you're changing the record type/compact layout assignment. It'll look like something like this within the metadata you pull
Configure the record type and page layout assignment mappings that are used when users view records. The steps for configuring record types and page layouts depend on whether you're using the enhanced profile user interface or the original profile user interface. After you create record types and include picklist values in them, add record ...