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What is Page Layout and Record Types in Salesforce?
updated 3 years, 6 months ago
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What is Page Layout and Record Types in salesforce?
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Page Layout :- In page layout customization can be done like fields, related lists, custom links can be arranged.
Record Types :- Record types in salesforce helps to implement business processes like defining picklist values for standard and custom pick lists. -
hi,
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.
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.
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Page Layout – It will define how can the detail or edit page be organized? It includes customizations for the page section, fields, lists, or links that can be seen by the user. The field properties can be defined ahead like Visible, and Read-only as needed. You should define a unique page layout for different business scenarios.
Records Type – Here, you can define multiple sets of picklist values either it is standard or custom in nature. It also helps you in implementing or customizing business processes. It will define which layout should be made visible by users when moving through a set of records.
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Page layouts determine which data is displayed to your users on a record. We can change any element from a page, removing fields, sections, links and custom Visualforce code. You can apply page layouts to groups of users (Sales, Support, Finance, Management), to only show data that is relevant for that group of users.
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.
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