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Choosing fields

What you are deciding​

Which fields appear on a record page, in what order — for everybody who sees that kind of record, not just you.

Opening the editor​

Where: Accounts → any record's name → Edit Page Layout

It is reached from a record, not the Admin Console. Any record of that kind will do — the layout applies to all of them.

The layout editor

Moving fields​

Two lists sit side by side:

  • Available — fields not on the page
  • Shown (in order) — the fields on the page, top to bottom
ToDo
Add a fieldClick it on the left, then Move selection to Shown (in order)
Remove oneClick it on the right, then Move selection to Available
ReorderClick it on the right, then Move selection up / down

Finding a field among hundreds​

Click Search fields… and type part of the name.

Searching for a field

Fields you have already chosen stay on the right while you search, so searching can never lose your work.

How many fields to show​

Fewer than you think. A layout is a reading surface, and every field you add makes the ones that matter harder to find.

GuideWhy
Lead with identityName, owner, status — what tells you which record this is
Then what people act onThe handful that change regularly
Then everything else, in a sectionCollapsed, available, out of the way
Leave off what nobody readsIt is still on the record; it is just not displayed

Removing a field never deletes data​

The value stays on the record and remains available to reports and the API. It is only hidden from this page.

That makes removing fields low-risk and reversible — the opposite of deleting one.

What goes wrong​

SymptomCause
A field is missing from AvailableIt does not exist on that object, or you lack permission for it.
Your change did not appearSave Layout was not clicked, or people need to reload.
Somebody still cannot edit a fieldLayout shows a field; Editable Fields permission decides if they may change it.

That last row is the common confusion: putting a field on a layout does not grant edit access. See Permissions.

Where this fits​

Fields are one of four things a layout controls, alongside sections, related lists and the new-record window.