How Page Layouts Work in Salesforce1
Use the enhanced page layout editor to customize
the layout of an object’s record detail pages, configure actions, and adjust which fields and
related lists appear in Salesforce1.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All editions except Database.com |
In Salesforce1,
page layouts drive these areas of the mobile experience.
- Record Related Information and Detail Pages
- When you view a record in Salesforce1, you see the fields, Visualforce pages, and related lists that are based on the record type and the user’s profile. Related lists show up as single-line cards containing the name of the page or related list. Tapping the related list card displays its details.
- Mobile Cards
- You can add expanded lookups, components, canvas apps, and Visualforce pages to the Mobile Cards section of your page layout to have them show up as mobile cards in Salesforce1. The elements you place in this section don’t show up on a record’s detail page in the full Salesforce site. They appear only on the record’s related information page in Salesforce1.
- Actions
- In Salesforce1, actions in the Salesforce1 and Lightning Experience Actions section of a page layout appear in the action bar and action menu on the object’s record pages.
Here are the record detail page, related information page, and action menu for a sample account, Edge Communications:
