Working with Page Layouts & Record Types in Salesforce:--
It is just show different page layout to different Profile user. It's might be have different kind of page layout for different users.
For Example:- My sales team wants to see some fields on the top and customer support team want to some different field on the top.some fields are very important for the sales team and some profiles are not important for the customer support team. that is the reason by create multiple page layout.
We can set the layout from different type:-
1) Set the order/position of fields:- which field will appear where. which one should be on top and which one should be on bottom, which one should on left and which one should be on right. So everything can be done here.
2) Make fields required:- If some field need to field are require mandatory we can make them required through page layout.
3) Hide fields:- If you do not want to show field on the page layout then we can hide them.
4) Set the order of related lists:-
What is related list?- Related list is a list of child record. There are many related can have in object. such as Note & Attachments, Approval History, Assignments, we can re-arrange the section as well. Page layout allow to remove some of the related list if do not want to see. It's allow to sat of order of related list simply drag and drop one side from to other side. If you want to see the opportunity on the top in Account.
5) Hide the related lists:- Page layout allow to remove some of the related list if do not want to see.
6) Fidel Required:- If you want to a field is required, you just to the property, take the mouse on top on the field and just go to the field of property, here we have option of making a field required or read only. If you want to remove some field from layout then click on remove button, the field will get remove.
Page Layout Assignment:- If you are using multiple page layout. If you have more the one page layout then it's come on the picture. It's mean which page layout will assign to the which one users. You don't assign page layout directly to the users.
We need to assign to the profiles. if we have two or we have five page layouts, then we can assign different page layout to different profiles. For Sales team assign different page layout and customer support team assign different page layouts.
I can make a field required from two type:-
1) I can make a field required on Page Layout.
2) I can also make a field required while creating a field.
Do you think there is a different between these two things. which to approaches the field required. What can be logic. Why there are two options.
A simple concept for these two things:-
If we make a field required by page layout that mean field required only for this page layout. does not field required on anything else.
If we make a field required by creating a field, the field become universally required. Not matter is which page layout, no matter who entering the data. what is the profile of the user. the field will be required universally.
For Example:- We have two sales team. one is Sales team and other one is customer support team. If same layout assigned for both team then it's is OK. but customer support team the entering the data, email should not be required.So I have an option controlling this kind of attribute the field will required for every one or it will be required for some profiles. So It can be done by page layouts.
Record Type:-
Record type is basically having different types of record in the same object. Record data is store in the same object can be different types and different values as well. So that is where we need record types. By default there are not record types. which means all of the record are same. Now I want the record types should be created.
So I created two type of record types:-
For Example:-
There are two record types in Account:-
1) Digital Marketing:- In this record field like Daily Budget.
2) Construction:- In this record fields like Location, City.
During creating record type always checked marked the active checkbox and other thing is enable to profiles, which of profiles should have record type available. Because record types control the profiles. So Let say for some set of user allow one record types and other sets of user allow other one record types of profile.
Page Layout:- Page Layout is again Customization in the interface using declarative method. So there are not programs involve in the page Layout. By default when you create a object page layout is created by default. we have the option creating more page layout or you can edit the existing one. we can create multiple page layout in the same object.
Why we need multiple page layout in the same object?:-It is just show different page layout to different Profile user. It's might be have different kind of page layout for different users.
For Example:- My sales team wants to see some fields on the top and customer support team want to some different field on the top.some fields are very important for the sales team and some profiles are not important for the customer support team. that is the reason by create multiple page layout.
We can set the layout from different type:-
1) Set the order/position of fields:- which field will appear where. which one should be on top and which one should be on bottom, which one should on left and which one should be on right. So everything can be done here.
2) Make fields required:- If some field need to field are require mandatory we can make them required through page layout.
3) Hide fields:- If you do not want to show field on the page layout then we can hide them.
4) Set the order of related lists:-
What is related list?- Related list is a list of child record. There are many related can have in object. such as Note & Attachments, Approval History, Assignments, we can re-arrange the section as well. Page layout allow to remove some of the related list if do not want to see. It's allow to sat of order of related list simply drag and drop one side from to other side. If you want to see the opportunity on the top in Account.
5) Hide the related lists:- Page layout allow to remove some of the related list if do not want to see.
6) Fidel Required:- If you want to a field is required, you just to the property, take the mouse on top on the field and just go to the field of property, here we have option of making a field required or read only. If you want to remove some field from layout then click on remove button, the field will get remove.
Page Layout Assignment:- If you are using multiple page layout. If you have more the one page layout then it's come on the picture. It's mean which page layout will assign to the which one users. You don't assign page layout directly to the users.
We need to assign to the profiles. if we have two or we have five page layouts, then we can assign different page layout to different profiles. For Sales team assign different page layout and customer support team assign different page layouts.
I can make a field required from two type:-
1) I can make a field required on Page Layout.
2) I can also make a field required while creating a field.
Do you think there is a different between these two things. which to approaches the field required. What can be logic. Why there are two options.
A simple concept for these two things:-
If we make a field required by page layout that mean field required only for this page layout. does not field required on anything else.
If we make a field required by creating a field, the field become universally required. Not matter is which page layout, no matter who entering the data. what is the profile of the user. the field will be required universally.
For Example:- We have two sales team. one is Sales team and other one is customer support team. If same layout assigned for both team then it's is OK. but customer support team the entering the data, email should not be required.So I have an option controlling this kind of attribute the field will required for every one or it will be required for some profiles. So It can be done by page layouts.
Record Type:-
Record type is basically having different types of record in the same object. Record data is store in the same object can be different types and different values as well. So that is where we need record types. By default there are not record types. which means all of the record are same. Now I want the record types should be created.
So I created two type of record types:-
For Example:-
There are two record types in Account:-
1) Digital Marketing:- In this record field like Daily Budget.
2) Construction:- In this record fields like Location, City.
During creating record type always checked marked the active checkbox and other thing is enable to profiles, which of profiles should have record type available. Because record types control the profiles. So Let say for some set of user allow one record types and other sets of user allow other one record types of profile.
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Page Layouts & Record Types in Salesforce
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