Creating and Managing Custom Page Layouts in Salesforce

Updated at: 12/06/2025

Unlock the power of customization in Salesforce with this guide to creating and managing custom page layouts. Learn how to tailor your Salesforce interface for optimal user experience and increased productivity. We'll cover everything from designing intuitive layouts to managing different page layouts for various user profiles. Mastering page layouts is key to a streamlined Salesforce workflow – let's get started!

Step-by-Step Instructions

  1. Create a New Custom Page Layout

    • Navigate to Page Layouts.
    • Select 'New Layout'.
    • Choose an existing layout to copy from.
    • Name your new custom layout (e.g., 'Teaching Employee').
    Name your new custom layout (e.g., 'Teaching Employee'). Name your new custom layout (e.g., 'Teaching Employee'). Name your new custom layout (e.g., 'Teaching Employee'). Name your new custom layout (e.g., 'Teaching Employee').
    Create a New Custom Page Layout
    • Save the new layout.
    Save the new layout.
    Create a New Custom Page Layout

  2. Customize the Custom Page Layout

    • Customize the layout by adding, removing, or rearranging fields. Modify field properties (e.g., make a field mandatory or not).
    • Save your changes.
    Save your changes. Save your changes.
    Customize the Custom Page Layout

  3. Create Additional Custom Layouts

    • Repeat steps 2-7 to create additional custom layouts (e.g., 'Non-Teaching Employee').
    Repeat steps 2-7 to create additional custom layouts (e.g., 'Non-Teaching Employee').
    Create Additional Custom Layouts

  4. Assign Custom Page Layouts to Profiles

    • Go to 'Page Layout Assignment' to assign the custom layouts to specific profiles.
    • Click 'Edit Assignment'.
    • Select the profile (e.g., System Administrator) and assign the appropriate custom layout.
    • Save the assignment.
    Save the assignment. Save the assignment. Save the assignment. Save the assignment.
    Assign Custom Page Layouts to Profiles
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Tips

  • Start by copying an existing standard layout to save time and effort.
  • Carefully consider which fields are necessary for each profile and layout. Removing unnecessary fields improves user experience.
  • Test your custom layouts thoroughly after creating and assigning them to ensure they function as expected and reflect the changes you've made.

Common Mistakes to Avoid

1. Ignoring Browser Compatibility

Reason: Using CSS or HTML features not supported by older browsers can lead to inconsistent layouts across different devices and browsers.
Solution: Thoroughly test your custom page layouts in various browsers and use CSS frameworks that prioritize cross-browser compatibility.

2. Overlooking Mobile Responsiveness

Reason: Failing to optimize the layout for mobile devices results in a poor user experience on smaller screens.
Solution: Implement responsive design techniques using media queries to ensure the layout adapts appropriately to different screen sizes.

3. Neglecting Salesforce Best Practices

Reason: Disregarding Salesforce's guidelines for customization, such as using standard components and avoiding excessive custom code, can make layouts difficult to maintain and update.
Solution: Adhere to Salesforce's recommended practices and leverage the platform's built-in features whenever possible for improved maintainability.

FAQs

Why should I use custom page layouts instead of the standard ones?
Standard page layouts are generic. Custom layouts let you tailor the Salesforce interface to specific user roles and tasks. This improves efficiency by showing only relevant fields and information, reducing clutter and improving data entry accuracy.
How do I assign a custom page layout to a specific user or profile?
Navigate to Setup. Under 'Object Manager,' select the object (e.g., Account, Contact). Go to 'Page Layouts,' then choose the layout you created. On the 'Page Layout Assignment' section, you can assign it to specific profiles or user roles. Save your changes.