Edit Page Layouts

Edit a custom layout to do the following:

  • Add fields, actions, links, buttons, and subtabs.

    If you add the Attachments field, then at runtime, users can add attachments to the record.

  • Hide and show, reorder, and relabel regions, including subtabs.

To edit a custom layout:

  1. In Application Composer, select the object that you want to create custom layouts for.

  2. Expand the object in the object tree, and select the Pages node.

  3. Select the Application Pages tab.

  4. Find the type of page that you want to modify, such as a creation page layout or a details page layout. Click the Duplicate Layout icon to duplicate and edit an existing layout.

  5. Design the page layout. Depending on how the page is designed, you can add fields, actions, links, and buttons.

    You can also hide and show, reorder, and relabel regions.

    If the page layout is for a details page, then you can also add and reorder subtabs, and add the Attachments field.

    Tip: Adding the Attachments field lets users add attachments to the record at runtime.

At runtime, while editing an object, you can mark the record as your favorite using the Add to favorites icon. See "User Favorites" in the Using Sales guide for more information.