Through the many projects implemented over time, I’ve designed two main options for Salesforce object pages and layouts. Clients seem to prefer one or the other, depending on their requirements and areas of focus. Here they are, in case they are useful to you.
Option 1:
- Left column is 2/3. Tabs: Details and Related
- Right column is 1/3. Tabs: Activities and Chatter
This option allows you to expand the Related tab into more granular tabs for certain object. For example, when working with nonprofit clients, I typically don’t use the Related tab on contacts. Instead I typically use the following custom tabs, which display these related lists:
- Giving: Recurring Donations, Opportunities
- Relationships: Organization Affiliations, Relationships
- Programs: Campaign History, Program Engagements, Service Deliveries
- Notes & Files: Notes, Files (you shouldn’t be using Notes & Attachments anymore)
Another benefit of this option is it groups related data to allow users to focus on specific tabs. One drawback is it does require more clicking.
Option 2:
- Left column is 1/2. Tabs: Details and Activities
- Right column is 1/2. Tabs: Related and Chatter
This option allows you to see the details and related lists in a single view. This makes it easy to see a complete overview of the record without having to click around a lot. The drawback is pages load a little slower, so keep that in consideration.
The takeaway
Feel free to copy and paste these options for your Salesforce projects. If you find them helpful, I love to know about it!