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studiopikastudiopika 

Is it possible to customize edit layout

 

Hi there,

 

I would like to change the default layout that comes up when creating a new lead. Just wonder if there is an existing way to do that other than creating a new VF page to replace the default edit layout?

 

Thank You.

sfdcfoxsfdcfox

You can edit the Lead page layout; the edit layout follows the same as the detail layout, except it doesn't show formula fields, embedded content (Visualforce), related lists, or custom buttons. If you want to go beyond moving fields around, Visualforce is your only option.

studiopikastudiopika

Thanks for the reply. How does one go about moving fields around the edit layout? It doesn't show in the layout link?

sfdcfoxsfdcfox

Setup > Customize > Leads > Page Layout > Edit. From there, just drag and drop fields as you'd like on the page. If you don't have an Edit button, it means you're not an administrator and you'll have to contact whomever controls your organization's configuration.

studiopikastudiopika

 

That opens the edit for Lead Detail page layout, but not the Lead Edit page (also the page when someone clicks on the New Lead button) ....

sfdcfoxsfdcfox

The Lead Detail, Lead Edit, and Lead New pages all use the same layout. Perhaps you should be a little more specific on exactly what you are attempting to do, what you have tried to do, what was the expected result, and what is the result you are actually seeing. You may also opt to just call technical support, as I know it's a lot easier for most people to talk in real-time than over a forum like this.