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Page Layouts and Record Types in Salesforce

Developers of apps and programs in Salesforce need to create a clean-slate layout with appropriate data displayed for the end-user’s convenience. Hence, the page layouts and record types must be clearly defined during the app’s development process. This post will talk about page layouts and record types, and how to use them for the final app’s improvement.

What is a Page Layout?

Pages can be customized to fit a layout that the end users can easily manipulate. Hence, page layouts refer to how Salesforce elements are arranged and configured in a certain page. It determines the organization and layout of the fields, lists and links. What is defined in the page layout becomes visible to the users in the actual user interface of the page.

Why Use Page Layouts?

A well-laid out page can help users interact and manipulate the proper data freely and seamlessly. Tactful use of page layouts benefits the end users in that they’ll gain access to organization data in a safe, secured, organized and easy-to-manipulate way. It’ll also give them faster access to essential organization information that they need to get hold of.

What is a Record Type?

This is a Salesforce function, which helps outline different picklist set values for both standard and customized picklists. Record types allow the developer to define which page layouts a certain user can see while viewing records.

Why Use Record Types?

Record types are used to assign a different layout to a specific user based on the defined user profile. This keeps data organized and secured, since only users who are allowed access can view and use data particular for his or her profile. Now, if two different users use a single page layout, record types enable a different set of either standard or custom picklist value for each of them. Record types also simplify business processes, making the implementation easier.

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