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Layout

Represents the metadata associated with a page layout. For more information, see “Page Layouts” in Salesforce Help.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

This type extends the Metadata metadata type and inherits its fullName field.

To edit the Ideas layout, specify it by name in the package.xml file. In package.xml, use the following code to retrieve the Ideas layout:

1<types>
2    <members>Idea-Idea Layout</members>
3    <name>Layout</name>
4</types>

Note

File Suffix and Directory Location

Layouts are stored in the layouts directory of the corresponding package directory. The extension is .layout.

Retrieving a component of this metadata type in a project makes the component appear in any Profile and PermissionSet components that are retrieved in the same package.

Note

Version

Layouts are available in API version 13.0 and later.

Fields

This metadata type represents the valid values that define a page layout.

Field Name Field Type Description
customButtons string[] The custom buttons for this layout. Each button is a reference to a WebLink on the same object. For example, a ButtonLink refers to a Weblink on the same standard or custom object named 'ButtonLink'.
customConsoleComponents CustomConsoleComponents Represents custom console components (Visualforce pages, lookup fields, or related lists; Canvas apps not available) on a page layout. Custom console components only display in the Salesforce console.
emailDefault boolean Only relevant if showEmailCheckbox is set; indicates the default value of that checkbox.
excludeButtons string[] List of standard buttons to exclude from this layout. For example, <excludeButtons>Delete</excludeButtons> excludes the Delete button from this layout.
feedLayout FeedLayout Represents the values that define the feed view of a feed-based page layout. Feed-based layouts are available on Account, Case, Contact, Lead, Opportunity, custom, and external objects. They include a feed view and a detail view.
headers LayoutHeader[] (enumeration of type string) Layout headers are currently only used for tagging, and only appear in the UI if tagging is enabled. Valid string values are:
  • PersonalTagging—tag is private to user.
  • PublicTagging—tag is viewable any other user who can access the record.
layoutSections LayoutSection[] The main sections of the layout containing fields, s-controls, and custom links. The order here determines the layout order.
miniLayout MiniLayout A mini layout is used in the mini view of a record in the Console tab, hover details, and event overlays.
multilineLayoutFields string[] Fields for the special multiline layout fields which appear in OpportunityProduct layouts. These fields are otherwise similar to miniLayoutFields.
platformActionList PlatformActionList The list of actions, and their order, that display in the Salesforce mobile app action bar for the layout.

This field is available in API version 34.0 and later.

quickActionList QuickActionList The list of quick actions that display in the full Salesforce site for the page layout. This field is available in API version 28.0 and later.
relatedContent RelatedContent The Related Content section of the page layout. This field is available in API version 29.0 and later.
relatedLists RelatedListItem[] The related lists for the layout, listed in the order they appear in the user interface.
relatedObjects string[] The list of related objects that appears in the mini view of the console. In database terms, these objects are foreign key fields on the object for the layout. For more information, see “Choose Related Objects for the Agent Console's Mini View” in Salesforce Help.
runAssignmentRulesDefault boolean Only relevant if showRunAssignmentRulesCheckbox is set; indicates the default value of that checkbox.
showEmailCheckbox boolean Only allowed on Case, CaseClose, and Task layouts. If set, a checkbox appears to show email.
showHighlightsPanel boolean If set, the highlights panel displays on pages in the Salesforce console. This field is available in API version 22.0 and later.
showInteractionLogPanel boolean If set, the interaction log displays on pages in the Salesforce console. This field is available in API version 22.0 and later.
showKnowledgeComponent boolean Only allowed on Case layouts. If set, the Knowledge sidebar displays on cases in the Salesforce console. This field is available in API version 20.0 and later.
showRunAssignmentRulesCheckbox boolean Only allowed on Lead and Case objects. If set, a checkbox appears on the page to show assignment rules.
showSolutionSection boolean Only allowed on CaseClose layout. If set, the built-in solution information section shows up on the page.
showSubmitAndAttachButton boolean Only allowed on Case layout. If set, the Submit & Add Attachment button displays on case edit pages to portal users in the Customer Portal.
summaryLayout SummaryLayout Controls the appearance of the highlights panel in Salesforce Classic, which summarizes key fields in a grid at the top of a page layout, when Case Feed is enabled. This field is available in API version 18.0 and later.

CustomConsoleComponents

Represents custom console components (Visualforce pages, lookup fields, or related lists; Canvas apps not available) on a page layout. Custom console components only display in the Salesforce console. Available in API version 25.0 and later.

Field Name Field Type Description
primaryTabComponents PrimaryTabComponents Represents custom console components on primary tabs in the Salesforce console. Available in API version 25.0 and later.
subtabComponents SubtabComponents Represents custom console components on subtabs in the Salesforce console. Available in API version 25.0 and later.

PrimaryTabComponents

Represents custom console components on primary tabs in the Salesforce console. Available in API version 25.0 and later.

Field Name Field Type Description
component ConsoleComponent[] Represents a custom console component (Visualforce page, lookup field, or related lists; Canvas apps not available) on a section of a page layout. Custom console components only display in the Salesforce console. This field is available in API version 29.0 and earlier.
containers Container[] Represents a location and style in which to display more than one custom console component on the sidebars of the Salesforce console. You can specify up to five components for each of the four locations (left, right, top, and bottom). This field is available in API version 30.0 and later.

ConsoleComponent

Represents a custom console component (Visualforce page, lookup field, or related lists; Canvas apps not available) on a section of a page layout. Custom console components only display in the Salesforce console. Available in API version 25.0 and later.

Field Name Field Type Description
height int Required for components with a location of top or bottom. The height of the custom console component. The value must be specified in pixels and be greater than 0 but less than 999.
location string Required. The location of the custom console component on the page layout. Valid values are right, left, top, and bottom. A component can have one location for each page layout.
visualforcePage string Required. The unique name of the custom console component. For example, ConsoleComponentPage.
width int Required for components with a location of left or right. The width of the custom console component. The value must be specified in pixels and be greater than 0 but less than 999.

Container

Represents a location and style in which to display more than one custom console component in the sidebars of the Salesforce console. For example, you can display multiple components in the right sidebar of the console with a style of either stack, tabs, or accordion. Available in API version 30.0 and later.

Field Name Field Type Description
height int Required for components with a location of top or bottom. The height of the components’ container. The unit field determines the unit of measurement, in pixels or percent.
isContainerAutoSizeEnabled boolean Required. If set to true, stacked console components in the sidebars autosize vertically. Set to true by default for newly created console components. Available in API version 32.0 and later.
region string Required. The location of the components’ container. Valid values include:
  • right
  • left
  • top
  • bottom
sidebarComponents SidebarComponent[] Represents a specific custom console component to display in the components’ container.
style string Required. The style of the container in which to display multiple components. Valid values include:
  • stack—a content area with multiple frames.
  • tabs—a single content area with a list of multiple panels.
  • accordian—a collapsible content area.
unit string Required. The unit of measurement, in pixels or percent, for the height or width of the components’ container.

Pixel values are simply the number of pixels, for example, 500, and must be greater than 0 but less than 999. Percentage values must include the percent sign, for example, 20%, and must be greater than 0 but less than 100.

width int Required for components with a location of right or left. The width of the components’ container. The unit field determines the unit of measurement, in pixels or percent.

SidebarComponent

Represents a specific custom console component to display in a container that hosts multiple components in one of the sidebars of the Salesforce console. You can specify up to five components for each of the four container locations (left, right, top, and bottom). Available in API version 30.0 and later.

Field Name Field Type Description
componentType string Specifies the component type. Valid values are KnowledgeOne, Lookup, Milestones, RelatedList, Topics, Files, and CaseExperts. This field is available in API version 31.0 and later. The Files and CaseExperts values are available in API version 32.0 and later.

Case Experts is available through a pilot program.

Note

createAction string If the component is a lookup field, the name of the quick action used to create a record. This field is available in API version 42.0 and later.
enableLinking boolean

If the component is a lookup field, lets users associate a record with this field. This field is available in API version 42.0 and later.

If false, the createAction and updateAction cannot be retrieved.

height int Required for components with a location of top or bottom. The height of the component in the container. The unit field determines the unit of measurement, in pixels or percent.
label string The name of the component as it displays to console users. Available for components in a container with the style of tabs or accordion.
lookup string If the component is a lookup field, the name of the field.
page string If the component is a Visualforce page, the name of the Visualforce page.
relatedlists RelatedList[] If the component is a related list, the name of the list. This field is available in API version 31.0 and later.
unit string The unit of measurement, in pixels or percent, for the height or width of the component in the container.

Pixel values are simply the number of pixels, for example, 500, and must be greater than 0 but less than 999. Percentage values must include the percent sign, for example, 20%, and must be greater than 0 but less than 100.

updateAction string If the component is a lookup field, the name of the quick action used to update a record. This field is available in API version 42.0 and later.
width int Required for components with a location of right or left. The width of the component in the container. The unit field determines the unit of measurement, in pixels or percent.

RelatedList

Represents related list custom components on the sidebars of the Salesforce console. Available in API version 31.0 and later.

Field Name Field Type Description
hideOnDetail boolean If set to true, the related list is hidden from detail pages where it appears as a component to prevent duplicate information from showing.
name string The name of the component as it appears to console users.

SubtabComponents

Represents custom console components on subtabs in the Salesforce console. Available in API version 25.0 and later.

Field Name Field Type Description
component ConsoleComponent[] Represents a custom console component (Visualforce page, lookup field, or related lists; Canvas apps not available) on a section of a page layout. Custom console components only display in the Salesforce console. This field is available in API version 29.0 and earlier.
containers Container[] Represents a location and style in which to display more than one custom console component on the sidebars of the Salesforce console. You can specify up to five components for each of the four locations (left, right, top, and bottom). This field is available in API version 30.0 and later.

FeedLayout

Represents the values that define the feed view of a feed-based page layout. Feed-based layouts are available on Account, Case, Contact, Lead, Opportunity, custom, and external objects. They include a feed view and a detail view. Available in API version 30.0 and later.

Field Name Field Type Description
autocollapsePublisher boolean Specifies whether the publisher is automatically collapsed when the page loads (true) or not (false).
compactFeed boolean Specifies whether the feed-based page layout uses a compact feed (true) or not (false). If set to true, feed items on the page are collapsed by default, and the feed view has an updated design.
feedFilterPosition FeedLayoutFilterPosition (enumeration of type string) Where the feed filters list is included in the layout. Valid values are:
  • centerDropDown—as a dropdown list in the center column.
  • leftFixed—as a fixed list in the left column.
  • leftFloat—as a floating list in the left column.
feedFilters FeedLayoutFilter[] The individual filters displayed in the feed filters list.
fullWidthFeed boolean Specifies whether the feed expands horizontally to take up all available space on the page (true) or not (false).
hideSidebar boolean Specifies whether the sidebar is hidden (true) or not (false).
leftComponents FeedLayoutComponent[] The individual components displayed in the left column of the feed view.
rightComponents FeedLayoutComponent[] The individual components displayed in the right column of the feed view.

FeedLayoutComponent

Represents a component in the feed view of a feed-based page layout. Available in API version 30.0 and later.

Field Name Field Type Description
componentType FeedLayoutComponentType (enumeration of type string) Required. The type of component. Valid values are:
  • HelpAndToolLinks—icons that link to the help topic for the page, the page layout, and, the printable view of the page. Available only on Case layouts.
  • CustomButtons—a custom button.
  • Following—an icon that toggles between a Follow button (if the user viewing a record doesn’t already follow it) and a Following indicator (if the user viewing a record does follow it).
  • Followers—a list of users who follow the record.
  • CustomLinks—a custom link.
  • Milestones—the milestone tracker, which lets users see the status of a milestone on a case. Available only on Case layouts.
  • Topics—a list of topics related to the record.
  • CaseUnifiedFiles—a list of all files that are attached to the case.
  • Visualforce—a custom Visualforce component.
height int The height, in pixels, of the component. Doesn’t apply to standardComponents
page string The name of a Visualforce page being used as a custom component.

FeedLayoutFilter

Represents a feed filter option in the feed view of a feed-based page layout. A filter must have only standardFilter or feedItemType set. Available in API version 30.0 and later.

Field Name Field Type Description
feedFilterName string The name of a CustomFeedFilter component. Names are prefixed with the name of the parent object. For example, Case.MyCustomFeedFilter.
feedFilterType FeedLayoutFilterType (enumeration of type string) The type of filter. Valid values are:
  • AllUpdates—shows all feed items on a record.
  • FeedItemType—shows feed items only for a particular type of activity on the record.
feedItemType FeedItemType (enumeration of type string) The type of feed item to display. Valid values are:
  • ActivityEvent—feed items related to activity on tasks and events associated with a case. Available only on Case layouts.
  • AdvancedTextPost–feed items related to group announcements posted on a feed. This value is available in API version 31.0 and later.
  • AnnouncementPost–Not used.
  • ApprovalPost—feed items related to approvals that are submitted on a feed.
  • AttachArticleEvent—feed items for activity related to attaching articles to cases. Available only on Case layouts.
  • BasicTemplateFeedItem—Not used.
  • CallLogPost—feed items for activity from the Log a Call action. Available only on layouts for objects that support Activities (tasks and events).
  • CanvasPost—feed items related to posts that a canvas app makes on a feed.
  • CaseCommentPost—feed items for activity from the Case Note action. Available only on Case layouts.
  • ChangeStatusPost—feed items for activity from the Change Status action. Available only on Case layouts.
  • ChatTranscriptPost—feed items for activity related to attaching Chat transcripts to cases. Available only on Case layouts.
  • CollaborationGroupCreated—feed items related to creating a public group.
  • CollaborationGroupUnarchived—Not used.
  • ContentPost—feed items related to attaching a file to a post.
  • CreatedRecordEvent—feed items related to creating a record from the publisher.
  • DashboardComponentSnapshot—feed items related to posting a dashboard snapshot on a feed.
  • EmailMessageEvent—feed items for activity from the Email action. Available only on Case layouts.
  • FacebookPost—Not used.
  • LinkPost—feed items related to attaching a URL to a post.
  • MilestoneEvent—feed items for changes to the milestone status on a case. Available only on Case layouts.
  • PollPost—feed items related to posting a poll on a feed.
  • ProfileSkillPost—feed items related to skills added to a user’s Chatter profile. This value is available in API version 31.0 and later.
  • QuestionPost—feed items related to posting a question on a feed. This value is available in API version 31.0 and later.
  • ReplyPost—feed items for activity from the Portal action. Available only on Case layouts.
  • RypplePost—feed items related to creating a Thanks badge in WDC.
  • SocialPost—feed items for activity on Twitter from the Social Post action.
  • TextPost—feed items for creating a text post from the publisher.
  • TrackedChange—feed items related to a change or group of changes to a tracked field.
  • UserStatus—Not used.

MiniLayout

Represents a mini view of a record in the Console tab, hover details, and event overlays.

Field Name Field Type Description
fields string[] The fields for the mini-layout, listed in the order they appear in the UI. Fields that appear here must appear in the main layout.
relatedLists RelatedListItem[] The mini related list, listed in the order they appear in the UI. You cannot set sorting on mini related lists. Fields that appear here must appear in the main layout.

LayoutSection

LayoutSection represents a section of a page layout, such as the Custom Links section.

Field Name Field Type Description
customLabel boolean Indicates if this section's label is custom or standard (built-in). Custom labels can be any text, but must be translated. Standard labels have a predefined set of valid values, for example 'System Information', which are automatically translated.
detailHeading boolean Controls if this section appears in the detail page. In the UI, this setting corresponds to the checkbox in the section details dialog.
editHeading boolean Controls if this section appears in the edit page.
label string The label; either standard or custom, based on the customLabel flag.
layoutColumns LayoutColumn[] The columns of the layout, depending on the style. 1, 2, or 3 columns, ordered left to right, are possible.
style LayoutSectionStyle (enumeration of type string) The style of the layout:
  • TwoColumnsTopToBottom - Two columns, tab goes top to bottom
  • TwoColumnsLeftToRight - Two columns, tab goes left to right
  • OneColumn - One column
  • CustomLinks - Contains custom links only

LayoutColumn

LayoutColumn represents the items in a column within a layout section.

Field Name Field Type Description
layoutItems LayoutItem[] The individual items within a column (ordered from top to bottom).
reserved string This field is reserved for Salesforce. The field resolves an issue with some SOAP libraries. Any value entered in the field is ignored.

LayoutItem

LayoutItem represents the valid values that define a layout item. An item must have only one of the following values set: component, customLink, field, s-control, page, analyticsCloudComponent, or reportChartComponent.

Field Name Field Type Description
behavior UiBehavior (enumeration of type string) Determines the field behavior. Note: KAVs, attempting to explicitly specify UiBehavior will result in an exception. UiBehavior must not be specified. Valid string values:
  • Edit—The layout field can be edited but isn’t required
  • Required—The layout field can be edited and is required
  • Readonly—The layout field is read-only
canvas string Reference to a canvas app.

This field is available in API version 31.0 and later.

component string Reference to a component. Value must be sfa:socialCard.

This field is available in API version 30.0 and later. This is only allowed inside a RelatedContentItem. sfa:socialCard is only supported on page layouts for contacts, accounts, and leads.

customLink string The customLink reference. This is only allowed inside a CustomLink layoutSection.
emptySpace boolean Controls if this layout item is a blank space.
field string The field name reference, relative to the layout object, for example Description or MyField__c.
height int For s-control and pages only, the height in pixels.
page string Reference to a Visualforce page.
analyticsCloudComponent AnalyticsCloudComponentLayoutItem Refers to a Tableau CRM dashboard that you can add to a standard or custom object page.

This field is available in API version 34.0 and later.

reportChartComponent ReportChartComponentLayoutItem Refers to a report chart that you can add to a standard or custom object page.
scontrol string Reference to an s-control.
showLabel boolean For s-control and pages only, whether to show the label.
showScrollbars boolean For s-control and pages only, whether to show scrollbars.
width string For s-control and pages only, the width in pixels or percent. Pixel values are simply the number of pixels, for example, 500. Percentage values must include the percent sign, for example, 20%.

AnalyticsCloudComponentLayoutItem

Represents the settings for a Tableau CRM dashboard on a standard or custom page. Available in API version 34.0 and later.

Field Name Field Type Description
assetType string Required. Specifies the type of Tableau CRM asset to add. The available asset type is dashboard.
devName string Required. Unique development name of the dashboard to add.
error string Error string; only populated if an error occurred in the underlying dashboard.
filter string Communicates initial dashboard filters for mapping data fields in the dashboard to the object’s fields, so that the dashboard shows only the data that’s relevant for the record being viewed.
height int Specifies the height of the dashboard, in pixels. The default is 400.
hideOnError boolean Controls whether users see a dashboard that has an error. When this attribute is set to true, if the dashboard has an error, the dashboard doesn’t appear on the page. When set to false, the dashboard appears but doesn’t show any data except the error. An error can happen when a user doesn’t have access to Tableau CRM or to the dashboard. The default is true.
showSharing boolean If set to true, and the dashboard is shareable, then the dashboard shows the Share icon. Users can click the icon to open the Share dialog and post or download from the dashboard. If set to false, the dashboard doesn't show the Share icon. This field is available in API version 37.0 and later.
showTitle boolean If true, includes the dashboard’s title above the dashboard. If false, the dashboard appears without a title. The default is true.
width string Specifies the width of the dashboard, in pixels or percent. Pixel values are simply the number of pixels, for example, 500. Percentage values must include the percent sign, for example, 20%. The default is 100%.

ReportChartComponentLayoutItem

Represents the settings for a report chart on a standard or custom page.

Field Name Field Type Description
cacheData boolean Indicates whether to use cached data when displaying the chart. When the attribute is set to true, data is cached for 24 hours. If the attribute is set to false, the report isn’t run every time the page is refreshed.

This field is available in API version 29.0 and later.

contextFilterableField string Unique development name of the field by which a report chart is filtered to return data relevant to the page. If set, the ID field for the parent object of the page or report type is the chart data filter. The parent object for the report type and the page must match for a chart to return relevant data.
error string Error string; only populated if an error occurred in the underlying report.

This field is available in API version 31.0 and later.

hideOnError boolean Controls whether users see a chart that has an error. When there’s an error and this attribute is set, the chart doesn’t show any data except the error. An error can happen for many reasons, such as when a user doesn’t have access to fields used by the chart or a chart has been removed from the report. Set the attribute to true to hide the chart from a page on error.

This field is available in API version 29.0 and later.

includeContext boolean If true, filters the report chart to return data that’s relevant to the page.
reportName string Unique development name of a report that includes a chart.
showTitle boolean If true, applies the title from the report to the chart.
size

ReportChartComponentSize

(enumeration of type string)
The chart size is medium when no value is specified. Valid values:
  • SMALL
  • MEDIUM
  • LARGE

PlatformActionList

PlatformActionList represents the list of actions, and their order, that display in the Salesforce mobile app action bar for the layout. Available in API version 34.0 and later.

Field Name Field Type Description
actionListContext PlatformActionListContext (enumeration of type string) Required. The context of the action list. Valid values are:
  • ActionDefinition
  • Assistant
  • BannerPhoto
  • Chatter
  • Dockable
  • FeedElement
  • Flexipage
  • Global
  • ListView
  • ListViewDefinition
  • ListViewRecord
  • Lookup
  • MruList
  • MruRow
  • ObjectHomeChart
  • Photo
  • Record
  • RecordEdit
  • RelatedList
  • RelatedListRecord
platformActionListItems PlatformActionListItem[] The actions in the PlatformActionList.
relatedSourceEntity string When the ActionListContext is RelatedList or RelatedListRecord, this field represents the API name of the related list to which the action belongs.

PlatformActionListItem

PlatformActionListItem represents an action in the PlatformActionList. Available in API version 34.0 and later.

Field Name Field Type Description
actionName string The API name for the action in the list.
actionType PlatformActionType (enumeration of type string) The type of action. Valid values are:
  • ActionLink—An indicator on a feed element that targets an API, a web page, or a file, represented by a button in the Salesforce Chatter feed UI.
  • CustomButton—When clicked, opens a URL or a Visualforce page in a window or executes JavaScript.
  • InvocableAction
  • ProductivityAction—Productivity actions are predefined and attached to a limited set of objects. Productivity actions include Send Email, Call, Map, View Website, and Read News. Except for the Call action, you can’t edit productivity actions.
  • QuickAction—A global or object-specific action.
  • StandardButton—A predefined Salesforce button such as New, Edit, and Delete.
sortOrder int The placement of the action in the list.
subtype string The subtype of the action. For quick actions, the subtype is QuickActionType. For custom buttons, the subtype is WebLinkTypeEnum. For action links, subtypes are Api, ApiAsync, Download, and Ui. Standard buttons and productivity actions have no subtype.

QuickActionList

QuickActionList represents the list of actions associated with the page layout. Available in API version 28.0 and later.

Field Name Field Type Description
quickActionListItems QuickActionLisn’ttItem[] Array of zero or more QuickActionList objects.

QuickActionLisn’ttItem

QuickActionListItem represents an action in the QuickActionList. Available in API version 28.0 and later.

Field Name Field Type Description
quickActionName string The API name of the action.

RelatedContent

RelatedContent represents the Mobile Cards section of the page layout. Available in API version 29.0 and later.

Field Name Field Type Description
relatedContentItems RelatedContentItem[] A list of layout items in the Mobile Cards section of the page layout.

RelatedContentItem

RelatedContentItem represents an individual item in the RelatedContentItem list. Available in API version 29.0 and later.

Field Name Field Type Description
layoutItem LayoutItem An individual LayoutItem in the Mobile Cards section.

RelatedListItem

RelatedListItem represents a related list in a page layout.

Field Name Field Type Description
customButtons string[] A list of custom buttons used in the related lisn’tt. For more information, see “Define Custom Buttons and Links” in Salesforce Help .
excludeButtons string[] A list of excluded related-list buttons.
fields string[] A list of fields displayed in the related list.

Retrieval of standard fields on related lists uses aliases instead of field or API names. For example, the Fax, Mobile, and Home Phone fields are retrieved as Phone2, Phone3, and Phone4, respectively.

relatedList string Required. The name of the related list.
sortField string The name of the field that is used for sorting.
sortOrder SortOrder (enumeration of type string) If the sortField is set, the sortOrder field determines the sort order.
  • Asc - sort in ascending order
  • Desc - sort in descending order

SummaryLayout

Controls the appearance of the highlights panel in Salesforce Classic, which summarizes key fields in a grid at the top of a page layout, when Case Feed is enabled. Available in API version 25.0 and later.
Field Name Field Type Description
masterLabel string Required. The name of the layout label.
sizeX int Required. Number of columns in the highlights pane, from 1 through 4 (inclusive).
sizeY int Required. Number of rows in each column, either 1 or 2.
sizeZ int Reserved for future use. If provided, the setting is visible to users.
summaryLayoutItems SummaryLayoutItem[] Controls the appearance of an individual field and its column and row position within the highlights panel grid, when Case Feed is enabled. At least one is required.
summaryLayoutStyle SummaryLayoutStyle (enumeration of type string) Highlights panel style. Valid string values are:
  • Default
  • QuoteTemplate
  • DefaultQuoteTemplate
  • CaseInteraction
  • QuickActionLayoutLeftRight (Available in API version 28.0 and later.)
  • QuickActionLayoutTopDown (Available in API version 28.0 and later.)

SummaryLayoutItem

Controls the appearance of an individual field and its column and row position within the highlights panel grid, when Case Feed is enabled. You can have two fields per each grid in a highlights panel. Available in API version 25.0 and later.
Field Name Field Type Description
customLink string If the item is a custom link, this is the customLink reference.
field string The field name reference, relative to the page layout. Must be a standard or custom field that also exists on the detail page.
posX int Required. The item's column position in the highlights panel grid. Must be within the range of sizeX.
posY int Required. The item's row position in the highlights panel grid. Must be within the range of sizeY.
posZ int Reserved for future use. If provided, the setting is visible to users.

Declarative Metadata Sample Definition

The following is the definition of a page layout:
1<?xml version="1.0" encoding="UTF-8"?>
2<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
3   <customConsoleComponents>
4    <primaryTabComponents>
5       <container>
6           <region>left</region>
7          <style>Stack</style>
8          <unit>Pixel</unit>
9          <width>101</width>
10          <sidebarComponent>
11                <width>60</width>
12                <page>simplepage1</page>
13                <unit>Percentage</unit>
14          </sidebarComponent>
15          <sidebarComponent>
16                <width>40</width>
17                <page>Hello_World</page>
18                <unit>Percentage</unit>
19          </sidebarComponent>
20       </container>
21    </primaryTabComponents>
22    <subtabComponents>
23       <component>
24          <location>top</location>
25          <visualforcePage>ConsoleComponentPage2</visualforcePage>
26          <height>200</height>
27       </component>
28    </subtabComponents>
29   </customConsoleComponents>
30    <customButtons>ButtonLink</customButtons>
31    <layoutSections>
32        <editHeading>true</editHeading>
33        <label>Information</label>
34        <layoutColumns>
35            <layoutItems>
36                <behavior>Required</behavior>
37                <field>Name</field>
38            </layoutItems>
39            <layoutItems>
40                <height>180</height>
41                <scontrol>LayoutSControl</scontrol>
42                <showLabel>true</showLabel>
43                <showScrollbars>true</showScrollbars>
44                <width>50%</width>
45            </layoutItems>
46            <layoutItems>
47                <reportChartComponent>
48                   <contextFilterableField>CUST_ID</contextFilterableField>
49                   <includeContext>true</includeContext>
50                   <reportName>Open_Accounts_by_Cases</reportName>
51                   <showTitle>false</showTitle>
52                   <size>LARGE</size>
53                <reportChartComponent>
54            </layoutItems>
55        </layoutColumns>
56        <layoutColumns>
57            <layoutItems>
58                <behavior>Edit</behavior>
59                <field>OwnerId</field>
60            </layoutItems>
61            <layoutItems>
62                <behavior>Edit</behavior>
63                <field>CurrencyIsoCode</field>
64            </layoutItems>
65        </layoutColumns>
66        <style>TwoColumnsTopToBottom</style>
67    </layoutSections>
68    <layoutSections>
69        <editHeading>true</editHeading>
70        <label>System Information</label>
71        <layoutColumns>
72            <layoutItems>
73                <behavior>Readonly</behavior>
74                <field>CreatedById</field>
75            </layoutItems>
76            <layoutItems>
77                <behavior>Readonly</behavior>
78                <field>Alpha1__c</field>
79            </layoutItems>
80            <layoutItems>
81                <height>200</height>
82                <page>mcanvasPage</page>
83                <showLabel>true</showLabel>
84                <showScrollbars>false</showScrollbars>
85                <width>100%</width>
86            </layoutItems>
87        </layoutColumns>
88        <layoutColumns>
89            <layoutItems>
90                <behavior>Readonly</behavior>
91                <field>LastModifiedById</field>
92            </layoutItems>
93            <layoutItems>
94                <behavior>Edit</behavior>
95                <field>TextArea__c</field>
96            </layoutItems>
97        </layoutColumns>
98        <style>TwoColumnsTopToBottom</style>
99    </layoutSections>
100    <layoutSections>
101        <customLabel>true</customLabel>
102        <detailHeading>true</detailHeading>
103        <label>Custom Links</label>
104        <layoutColumns>
105            <layoutItems>
106                <customLink>CustomWebLink</customLink>
107            </layoutItems>
108        </layoutColumns>
109        <style>CustomLinks</style>
110    </layoutSections>
111     <quickActionList>
112        <quickActionListItems>
113            <quickActionName>FeedItem.TextPost</quickActionName>
114        </quickActionListItems>
115        <quickActionListItems>
116            <quickActionName>FeedItem.ContentPost</quickActionName>
117        </quickActionListItems>
118        <quickActionListItems>
119            <quickActionName>FeedItem.LinkPost</quickActionName>
120        </quickActionListItems>
121        <quickActionListItems>
122            <quickActionName>FeedItem.PollPost</quickActionName>
123        </quickActionListItems>
124    </quickActionList>
125    <relatedContent>
126        <relatedContentItems>
127            <layoutItem>
128                <component>sfa:socialPanel</component>
129            </layoutItem>
130        <relatedContentItems>
131    </relatedContent>
132    <miniLayoutFields>Name</miniLayoutFields>
133    <miniLayoutFields>OwnerId</miniLayoutFields>
134    <miniLayoutFields>CurrencyIsoCode</miniLayoutFields>
135    <miniLayoutFields>Alpha1__c</miniLayoutFields>
136    <miniLayoutFields>TextArea__c</miniLayoutFields>
137    <miniRelatedLists>
138        <relatedList>RelatedNoteList</relatedList>
139    </miniRelatedLists>
140    <relatedLists>
141        <fields>StepStatus</fields>
142        <fields>CreatedDate</fields>
143        <fields>OriginalActor</fields>
144        <fields>Actor</fields>
145        <fields>Comments</fields>
146        <fields>Actor.Alias</fields>
147        <fields>OriginalActor.Alias</fields>
148        <relatedList>RelatedProcessHistoryList</relatedList>
149    </relatedLists>
150    <relatedLists>
151        <relatedList>RelatedNoteList</relatedList>
152    </relatedLists>
153</Layout>
The following is an example of a layout using <summaryLayout>:
1<?xml version="1.0" encoding="UTF-8"?>
2<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
3    <layoutSections>
4        <editHeading>true</editHeading>
5        <label>System Information</label>
6        <layoutColumns>
7            <layoutItems>
8                <behavior>Readonly</behavior>
9                <field>CreatedById</field>
10            </layoutItems>
11            <layoutItems>
12                <behavior>Required</behavior>
13                <field>Name</field>
14            </layoutItems>
15        </layoutColumns>
16        <layoutColumns>
17            <layoutItems>
18                <behavior>Readonly</behavior>
19                <field>LastModifiedById</field>
20            </layoutItems>
21        </layoutColumns>
22        <style>TwoColumnsTopToBottom</style>
23    </layoutSections>
24    <summaryLayout>
25        <masterLabel>Great Name</masterLabel>
26        <sizeX>4</sizeX>
27        <sizeY>2</sizeY>
28        <summaryLayoutItems>
29            <posX>0</posX>
30            <posY>0</posY>
31            <field>Name</field>
32        </summaryLayoutItems>
33    </summaryLayout>
34</Layout>
The following is an example of a feed-based layout:
1<Layout>
2...
3    <feedLayout>
4        <leftComponents>
5            <componentType>customLinks</componentType>
6        </leftComponents>
7        <rightComponents>
8            <componentType>follow</componentType>
9        </rightComponents>
10        <rightComponents>
11            <componentType>followers</componentType>
12        </rightComponents>
13        <rightComponents>
14            <componentType>visualforce</componentType>
15            <page>accountCustomWidget</page>
16            <height>200</height>
17        </rightComponents>
18        <hideSidebar>true</hideSidebar>
19        <feedFilterPosition>centerDropDown</feedFilterPosition>
20        <feedFilters>
21    <feedFilerType>allUpdates</feedFilerType>
22        </feedFilters>
23        <feedFilters>
24    <feedFilerType>feedItemType</feedFilerType>
25    <feedItemType>CallLogPost</feedItemType>
26        </feedFilters>
27        <feedFilters>
28    <feedFilerType>feedItemType</feedFilerType>
29    <feedItemType>TextPost</feedItemType>
30        </feedFilters>
31    </feedLayout>
32...
33</Layout>

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.