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Configure Salesforce Page Layouts with AI

Page layouts are tedious drag-and-drop work that compounds with every new field. When you add 10 fields across 3 objects, that's 30 field placements across multiple layouts. SF Agent handles the layout metadata so fields land where they belong.

Manual
10-20 min per layout
With SF Agent
~2 min

The Manual Way

  1. 1Navigate to Object Manager → Page Layouts
  2. 2Drag fields into sections
  3. 3Configure related lists and their displayed columns
  4. 4Set button visibility and custom button placement
  5. 5Assign the layout to profiles or record types
  6. 6Test the layout across different record types and profiles

With SF Agent

  1. 1Describe the layout: which fields in which sections, related lists
  2. 2SF Agent generates the complete layout metadata
  3. 3Section ordering, field placement, and related lists included
  4. 4Layout assignment to profiles or record types handled automatically

Example

You type:

Create an Account page layout with sections: 'Account Info' (Name, Type, Industry, Website), 'Financial' (Annual Revenue, Number of Employees), and 'Related Lists' (Contacts, Opportunities, Cases).

SF Agent generates:
  • Page Layout: Account_Standard_Layout
  • Section 1: Account Info — Name, Type, Industry, Website (2-column)
  • Section 2: Financial — Annual Revenue, Number of Employees (2-column)
  • Related Lists: Contacts, Opportunities, Cases with default columns

Stop clicking through Setup

Describe your salesforce page layouts in plain English. SF Agent handles the rest.

Start Free Trial — 30 Days, 15 Prompts

No credit card required for SF Agent. Bring your own API key.

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Configure Salesforce Page Layouts with AI | SF Agent