One of the most common scenarios you will encounter is adjusting the arrangement of fields on Salesforce records. Use the following steps outlined in this article to re-arrange the fields on your page layout to fit your team's needs.
Begin by navigating to Setup, by selecting the gear icon in the upper right hand corner of your screen.
Select "Object Manager," on the upper left hand side of your screen, below the Salesforce logo.
Select the object whose page layout you'd like to adjust.
From the left hand menu, select "Page Layouts."
Choose the page layout you want to edit – if there is a "Swantide" option, select this one!
From here, there are a few different edits that you can make. The most common edits are adding a field to your page layout, removing a field, and changing the location of the field.
To make any adjustments related to fields, begin by making sure you've selected "Fields" in the menu.
To add a field, simply search for the field in the quick find box, and drag it down to the page layout. From there, you can decide which section you want the field to show up in simply by dragging & dropping it anywhere in the page layout.
To delete a field, scroll down to where the field is (or type it into the 'Quick Find' box and click on it) and select the ( - ) sign to the right of the field.
You can make adjustments to Buttons, Custom Links, etc. by following the same steps.
IMPORTANT NOTE: ONCE YOU FINISH ADJUSTING YOUR PAGE LAYOUT, MAKE SURE TO SELECT "SAVE" AT THE TOP LEFT-HAND CORNER OF THE MENU. IF YOU DO NOT SAVE, SALESFORCE WILL NOT PROMPT YOU TO SAVE, AND YOU WILL LOSE YOUR EDITS.
See this loom for a walkthrough!
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