Page Layouts control: which fields are visible, which are required, which are read-only, how fields are grouped into sections, which Related Lists appear at the bottom of the record, which buttons are displayed, and which custom Blueprint is active on the record.
Different Page Layouts can be assigned to different user Profiles. For example, the sales rep layout for Deals might show deal amount, stage, and probability, while the finance team’s layout also shows payment terms and invoice reference fields. This ensures each team sees only what they need.
A Page Layout defines how fields and sections are arranged on a CRM record’s view and edit screens. Administrators configure layouts to show different fields, set required and read-only states, and assign different layouts to different user profiles.
Yes. Multiple Page Layouts can be created for each module and assigned to specific user profiles. A sales rep, a manager, and a finance team member can each see a different layout of the same Deal record with fields and sections tailored to their needs.
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