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Page layout sections and field placement

Key Takeaway

On a page layout, you group fields into sections, and you can make a field required or read-only on that layout. In Lightning Experience, a record page that uses the Record Detail component takes its fields and sections from the page layout, while a page that uses Dynamic Forms lets you place them in the Lightning App Builder.

A page layout controls which fields and other elements appear on a record's detail and edit pages, and where they sit. Admins use the enhanced page layout editor to group fields into sections, place fields, and mark fields as required or read-only. In Lightning Experience, whether these layout choices control the record page depends on whether the page uses the Record Detail component or Dynamic Forms.

What a page layout controls

A page layout arranges these elements on a record page:

  • Fields
  • Actions
  • Buttons
  • Links
  • Related lists

Creating page layouts requires the "Customize Application" permission.

When different kinds of records need different field arrangements, you can use record types to provide a unique layout for each kind.

Platform Administrator Study Guide

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Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields (roll-up summaries, cross object formulas, picklist dependencies, relationship fields)

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