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About User Page Layouts

You can define separate page layouts corresponding to different views of the user details in CRM On Demand.

The following user page layouts are available from the User Application Customization page:

  • User Page Layout. Used for the User Detail page displayed when you drill down on a user name from a record, or from the Recently Viewed or Favorites lists. Everyone in the company can see this layout.
  • User Admin Page Layout. Used for the User Detail page displayed from the User List page under User Management and Access Controls. Only company administrators can see this layout.
  • User Owner Page Layout. Used for the Personal Details page in My Setup. Only the signed-in user and administrators can see this layout.

Users can control the layout of the related information that appears on the Detail pages based on the User Admin and User Owner page layouts, but they cannot do so for the Detail pages based on the User page layout. Users do this by navigating to My Setup > Personal Layout > User Admin Layout, or My Setup > Personal Layout > Personal Profile Layout, as described in Changing Your Detail Page Layout.

For the Detail pages based on the User page layout, there is no Edit Layout link as there is for the Details pages, based on the User Admin and User Owner page layouts.

The separate user page layouts are useful when you have User fields that contain private data. In this situation, you do not want the private fields to be visible when a user drills down on a user name from a record. You can therefore make the private fields available in the User Owner page layout and the User Admin page layout, but not the User page layout.

Page layouts are assigned to particular roles. Therefore, by assigning the appropriate page layouts to a role, you ensure that users with that role cannot see any private fields that they should not be able to see.

The separate user page layouts are also useful when you want to make fields read-only for a user. For example, fields containing quota information should not be editable by the user, rather only by management. In this case, you make the private fields available as read-only fields in the User Owner page layout for a particular role.

The following are examples of the type of field that can be useful to track as private fields for particular roles:

  • Inside Sales Rep
    • Number of qualified leads that are not rejected
    • Number of leads contacted for each month
  • Field Sales Rep
    • Quota (amount for each quarter)
    • Cost of converting lead to customer
  • Marketing Manager
    • Campaign effectiveness (the amount spent compared with the amount of revenue)
  • Regional Sales Manager
    • Number of lost customers for each quarter
    • Volume of revenue stream lost to regional competitors

For more information about creating page layouts, see Customizing Static Page Layouts; for information about setting up roles, see Adding Roles.


Published May 2008