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

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

Step 3: Select Page Layout and Click Save.

Step 4: New Record Type created successfully.

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

Step 2 : Click ‘Page Layout Assignment’

Step 3 : Click ‘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.

Step 5 : Page layout Changed successfully.

In Lightning Experience:  Page Layout And Record Types

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

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

Step 3. Click Account on Object Manager Screen

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

Step 5. Click New button on below screen.

Fill all mandatory fields and select profiles and Click Next

Step 6. Select Page Layout and Click Save.

Step 7. New Record Type created successfully.

In Lightning Experience:  Record Type to Page Layout Assignment

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

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

Step 3. Click Account on Object Manager Screen

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

Step 5. Click ‘Page Layout Assignment’ button

Step 6. Click ‘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.

Step 8. Page layout Changed successfully.