You can configure the layout of a record page, using the Page Designer. Use it to set up various page elements, such as field groups, tabs, details, and analytics. All settings are updated using simple no-code tools.
The Page Designer consists of a number of blocks (Fig. 1).
(1) – The page elements area contains the elements that you can add to the page: new fields, existing fields, and widgets. Read more >>>
(2) – Record profile setup area.
(3) – Connected record profile setup area (non-customizable).
(4) – Field setup area. Read more >>>
(5) – Tab setup area. Read more >>>
(6) – Setup area for page details and field groups. Learn more about details and fields groups in the “Add an existing detail on a record page” and “Set up page field groups” articles.
(7) – Workflow bar and action panel placeholders.
(8) – Tools for adding dashboards on record pages.
Note
The workflow bar is displayed on the section page if the corresponding case is set up for the section. Setting up cases is described in the business process setup guide. Read more >>>
By default, each new page contains [Attachments and notes] and [Feed] tabs. You will need to add and configure other tabs.
You can customize the following page elements:
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Fields. Read more >>>
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Field groups. Read more >>>
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Tabs . Read more >>>
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Details . Read more >>>
After you create the first section page, you will be able to add other pages that will be displayed in the [Add page] menu. Read more >>>
See also
Video tutorials
