This article shows administrators how to update page layouts in the system. It discusses the different processes for updating page layouts for standard objects custom objects.



Updating Standard Object Page Layouts

To access and update page layouts for standard objects:

  1. Access the Setup Menu via the dropdown list at the top of the interface.
  2. Search for the object that you'd like to update using the Quick Find field or access the data object via the Customize section in the menu.
  3. Click into the Page Layouts section for the specified data object.
  4. Click on the Edit Link next to the field that you'd like to add help text to.


When viewing the list of fields available for a standard data object you'll notice that they're separated into 2 different sections - at the top you'll see all the out-of-the-box fields that Salesforce provides and underneath you'll see all the custom fields that have been created that are specific to your environment.



Standard objects are defined as the out-of-the-box system objects that are available in Salesforce - Contacts, Accounts, Leads, Opportunities, Cases, etc.







When you've accessed the page layout you can drag-and-drop fields around the page to get the desired format.

  • Drag-and-drop inactive fields from the top panel out your page layout.
  • Drag-and-drop existing fields off the page to remove them from the layout.
  • Drag-and-drop the position of current fields to change the format.





Updating Related Lists


Scroll down the page of the layout and you'll see the related lists which support all data related to the selected data object.

  • Drag-and-drop the related lists to change the order that they appear on the page.
  • Click on the Wrench Icon to update the columns that appear in the related list.
  • Click on the Dash Icon to remove the related list from the page.




After clicking on the Wrench Icon you'll be presented with the window below, which allows you to select the fields that you'd like to appear as columns in th page layout. Use the arrows to select and remove fields.




Updating Custom Object Page Layouts

To access and update page layouts for custom objects:

  1. Access the Setup Menu via the dropdown list at the top of the interface.
  2. Go to the Create section in the menu and click on Objects.
  3. Click on the Name/Label of the data object that you'd like to update.



Custom objects are defined as the data objects that are generated by a developer to extend the platform to meet your organisation's business requirements - Events Registrations, Alerts, Agreements, Projects, Time, Invoices, etc.






When you've accessed your selected object scroll down the page to the Page Layouts section.

At this point you can follow the same update process specified for standard object page layouts.