SOLVD BLOG

Remove the Unremovable Standard Fields from Salesforce Layouts

In the ever-evolving world of Salesforce, admins and users often encounter challenges that require creative solutions. One such challenge is the limitation around “Always Displayed” fields in page layouts. This issue, highlighted in the Salesforce Idea Exchange, revolves around the inability to remove or modify certain fields that are permanently displayed on record types, regardless of their relevance or necessity.

The Core Issue: Standard "Always Displayed" Fields

Salesforce’s standard page layouts sometimes include fields marked as “Always Displayed,” (the ones with the blue circle) which can be a hindrance. For instance, you might have custom fields replacing standard ones, or you might not need to display certain fields like the Account name. This rigidity can lead to cluttered layouts and confusion, especially when these fields are not relevant to specific business processes.


Salesforce's Response and Partial Solution

Salesforce has partially addressed this issue with the introduction of Dynamic Forms in the Winter ’24 release. Dynamic Forms, available for Lightning Web Components (LWC)-enabled standard objects, offer more flexibility in customizing page layouts. However, this solution is not all-encompassing. It doesn’t extend to all objects (like Tasks) and doesn’t fully resolve the issue in Experience Cloud pages.

Workarounds for a More Tailored Experience

While Salesforce continues to develop more comprehensive solutions, there are workarounds that admins and users can employ to navigate these limitations.

 

1. Utilizing Dynamic Forms Where Possible

For objects that support Dynamic Forms, leverage this feature to gain more control over your page layouts. This allows for a more tailored user experience, enabling you to display only the fields that are necessary for your specific business processes.

 

2. Google’s Open Source Project – SF Evolve Forms

This project offers a lot of flexibility with how you configure page layouts and lightning record pages.You can explore this solution in detail here.

 

3. Voting on Idea Exchange for Future Features

To influence future updates and feature rollouts, actively participate in the Salesforce Idea Exchange. Voting on ideas like Dynamic Forms for Activities and Dynamic Forms & Dynamic Actions for Experience Cloud can help prioritize these developments.

 

Embracing Flexibility and Innovation

Salesforce’s ecosystem is dynamic, and while certain limitations exist, the platform’s continuous evolution offers hope for more flexible solutions in the future. In the meantime, employing these workarounds can help you maintain efficiency and a clean user interface.

For more insights and innovative solutions in the Salesforce landscape, don’t hesitate to explore SOLVD, where cutting-edge consulting meets cost-effective strategies.

yellow cloud solvd logo
Testimonials

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group

HIGHEST RATED ON SALESFORCE

CONTACT US

READY FOR YOUR SALESFORCE PROBLEMS TO BE SOLVD?

Submit the form and we’ll be in touch to set you up with one of our experts.