• Skip to main content
StarrDataStarrDataStarrData
  • Technologies
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Testimonials

    See what our clients say.

    Partners

    Companies we partner with to provide ancillary services and integrations.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Client Portal
  • Contact

Best Practices for Salesforce Page Layouts

By Darren Starr
Facebook
Twitter
Twitter

Using best practices when organizing Salesforce page layouts will make it easier for your users to find the information they need and will increase user adoption.

These are some simple things that you can do that might solve a nagging Salesforce page layout problem and can make a big difference to your users:

Organize Your Salesforce Page Layouts

  • Keep the most used fields closer to the top to eliminate scrolling by your users.
  • Use sections (and make them visible on the detail page) and group similar fields in them so users can find the fields quickly.
  • Instruct your users on how to collapse and expand page sections to keep their pages clean.
  • Place similar fields in the same general location across all objects for continuity.

Salesforce Page Layout Tips

  • Use the “Page Layout Assignment” button (for EE and above) to easily see which layouts are used by each profile and (optionally) record type.
  • When you need to edit multiple page layouts for the same object, use the “Quick Save” and “Layout Switcher” to change between layouts.
  • Use the “Preview As” button to see how the page will look for your different profiles.

The Salesforce Mini-Page Layout

  • Use the Salesforce Mini-Page layout for the Console, Hover Details, and Event Overlays.
  • Keep the field selection to a minimum to available to avoid scrolling.

Salesforce Page layouts that are well designed with your users concerns in mind can help with user satisfaction and user adoption. If you have a lot of page layouts just focus on one every couple of days, or one a week. Just be sure to optimize all of them!

Do these tips help you with a Salesforce page layout problem? Let us know what you think! Leave your questions or comments below.

Download Our Free Guide With Salesforce Best Practices

StarrForce is a Salesforce Partner that helps companies deploy, optimize and support Salesforce.com. If you would like information on the services we offer call us at (888) 391-4493 Ext. 101.

Posted in Cloud Computing, Salesforce Best Practices, Salesforce Support, Salesforce.com

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Salesforce Partner Since 2009
Pledge1_ProudMember_Smallest

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2020 StarrData. All Rights Reserved.

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.