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Layout Manager

In this section, you can manage all your layouts in one place and perform various operations, such as: Table Actions, Row Actions.

Layout Manager.png

Table Actions:

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  • New: It allows you to create a new layout.

  • Refresh: It updates the list of layouts to reflect recent changes.

Row Actions:

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  • Design: Customize the structure and appearance of a layout, allowing you to arrange components and define the layout's visual style.

  • Preview: View the layout as it will appear to end-users before publishing, ensuring that it meets your design and functionality expectations.

  • Edit: Modify existing layout details, such as the label or other configurations, to update or refine the layout as needed.

  • Delete: Remove an existing layout from the system, permanently deleting it and freeing up space for new designs.

  • Publish: Make the layout available for use by publishing it, allowing it to be used within your Salesforce environment by end-users.

Note: To add the layout to the desired Lightning page, you first need to click Publish to publish the layout. Once published, the layout can be added to the selected Lightning page.

The Layout Manager's List View provides the following information:

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Column Name

Description

Label

Displays the name of the layout.

Name

Shows the unique API name associated with the layout.

Note: This field cannot be edited.

Type

Indicates the type of layout.

Created By

Shows the date and time when the layout was created.

Created On

Displays the name of the user who last modified the layout.

Last Modified by

Displays the name of the user who last modified the layout.

Last Modified On

Shows the date and time when the last modifications were made.

Reference:

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