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Page Layouts

Page Layouts in Salesforce

All attributes of the Page Layouts are editable by the Subscriber.

When the ISV changes anything on the Page Layout, such as:

  • Adding, moving, or deleting fields
  • Adding or deleting related lists and list buttons
  • Adding or deleting quick actions
  • Updating Page Layout assignments to Record Types

...these changes will not be delivered to subscribers via package upgrade.

What’s Updated by ZuppIO​

ZuppIO copies all managed Page Layouts from Source to Target org as is, but some components are excluded automatically if they cannot be copied.

Excluded Components​

  • Managed Quick Actions if missing in the Target org.
  • Managed Web Links (Custom Buttons) if missing in the Target org.
  • Related Lists if referencing a missing managed Custom Object.
  • Managed Custom Fields or Managed Custom Buttons inside a Related List if they do not exist in the Target org (the related list is still updated, but without the missing field or button).

Page Layout Assignments​

  • All Page Layout Assignments between managed Page Layouts are copied as is, unless reassigned by the Subscriber to an unmanaged Page Layout.
  • ISV changes will be delivered, but if a subscriber cloned the Page Layout and used their version, it will not be overwritten by the ISV version.

What’s Ignored by ZuppIO​

ZuppIO does not update:

  • Managed Page Layouts that don’t exist in the Target org.
  • Managed Page Layouts that include a Managed Custom Field or Owner ID that does not exist in the Target org.
  • All Managed Page Layouts related to a Managed Custom Object if the object itself does not exist in the Target org.

How to Deploy Page Layouts in ZuppIO​

To deploy Page Layouts, follow these steps:

  1. Open a Job.
  2. Press the New Step button.
  3. Name your step.
  4. Select Page Layouts as the step type.
  5. Choose what you want to deploy:
    • "All Page Layouts" → Deploy all managed Page Layouts.
    • "Select Page Layouts" → Select specific managed Page Layouts from the available list.
  6. Save your changes.
  7. Select your new step.
  8. Select at least one Target org.
  9. Choose execution mode:
    • Press Validation → Runs the job in "checkonly" mode (changes are validated but not applied).
    • Press Execute → Applies changes to the Target org(s) without validation.