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Setup

Canvas: record page designer

Build the detail page by dragging blocks (fields, related lists, comments, attachments, widgets, buttons and tabs), per object and per role, with conditional visibility.

Under Settings → Canvas you design each object's detail screen by dragging blocks onto a builder canvas. It goes beyond field sections: you also place related lists, comments, attachments, history, calls, a widget (iframe), an action button and tabs that group blocks.

  1. Choose the object and, optionally, a role (leave it on "Object default" to apply to everyone).
  2. Drag blocks from the palette onto the canvas or click to add. Reorder by dragging or with the ↑/↓ arrows.
  3. For each block set the title, the width (half or full) and, in the Fields block, which fields go in and in what order.
  4. Optional: add a visibility rule so the block only shows when the record's conditions match.
  5. Click Save. Use "Restore default" to remove the layout and go back to the system default screen.
💡 Canvas is optional: until you save a layout for the object, the default detail screen stays the same. A per-role layout wins over the object default for users with that role.
💡 Fields not placed in any block appear automatically in an "Other" block and never disappear from the detail.

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Canvas: record page designer · Sellio