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Page Layout and Record Types

Page layouts are basically front end view for an end user. It enables us to manage the organization of different buttons, fields, Visualforce, custom links, and related lists on object record pages. They also help a user to control which fields to make read only and required. We mainly Use page layouts to customize the content of record pages for our users.

Record Types: Record types allow you to associate different business processes i.e different set of fields and buttons for different set of users and also subset of pick list value to different users based on their user profile.

Creating Record Types

In this example, we are creating a record type for Account object.

Step 1: Setup->Customize->Account->Record Type

setup-record-type

Step 2 : Click on New button and fill all mandatory fields and select profiles and Click Next

new-record-type

Step 3: Select Page Layout and Click Save.

page-layout-record

Step 4: New Record Type created successfully.

record-type-drillers

Record Type to Page Layout Assignment

Here for demo purpose we will open page layout assignment for record type on Account.

Step 1: Setup->Customize->Account->Record Type

record-type-page-payout-setup

Step 2 : Click ‘Page Layout Assignment’

page-layout-assignment

Step 3 : Click ‘Edit Assignment’

edit-assignment

Step 4 : Here we will change page layout assigned to Record Type Drillers for profile ‘Cloud Security user’. Select Page Layout and Click Save.

edit-page-layout-assignment

Step 5 : Page layout Changed successfully.

page-layout-updated

In Lightning Experience:  Page Layout And Record Types

Step 1. . Click from right top side in your screen and then click Setup

lightning-exp-create-app-salesforce

Step 2. From the Home tab in Setup, enter Object in the Quick Find box, then select Object Manager.

lightning-exp-object-manager

Step 3. Click Account on Object Manager Screen

lightning-exp-page-layoyt-account

Step 4. Click Record Types in left panel as below.

lightning-exp-page-layout-record-types

Step 5. Click New button on below screen.

lightning-exp-page-layout-record-account

Fill all mandatory fields and select profiles and Click Next

lightning-exp-page-layout-account-edit

Step 6. Select Page Layout and Click Save.

lightning-exp-page-layout-account-new

Step 7. New Record Type created successfully.

lightning-exp-page-layout-record-type-drillers

In Lightning Experience:  Record Type to Page Layout Assignment

Step 1. . Click from right top side in your screen and then click Setup

lightning-exp-create-app-salesforce

Step 2. From the Home tab in Setup, enter Object in the Quick Find box, then select Object Manager.

lightning-exp-object-manager

Step 3. Click Account on Object Manager Screen

lightning-exp-page-layoyt-account

Step 4. Click Record Types in left panel as below.

lightning-exp-page-layout-record-types

Step 5. Click ‘Page Layout Assignment’ button

lightning-exp-page-layout-record-account

Step 6. Click ‘Edit Assignment’

lightning-exp-page-layout-account-edit-assignment

Step 7. Here we will change page layout assigned to Record Type Drillers for profile ‘Cloud Security user’. Select Page Layout and Click Save.

lightning-exp-page-layout-edit-page-layout-assignment

Step 8. Page layout Changed successfully.

lightning-exp-page-layout-assignment-created

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