If you’ve ever heard someone on your team say, “I can’t find the field I need,” or “There are way too many clicks in Salesforce,” then you already know the pain of a bad page layout.

As RevOps folks, we spend a lot of time rolling out new tools and processes—but sometimes the quickest win is simply cleaning up what people see every day. A well-designed page layout might not feel glamorous, but it can save hours, cut down on bad data, and make Salesforce a tool people actually want to use.

Why Page Layouts Deserve Attention

Page layouts decide how users experience Salesforce. They control what shows up first, what gets buried, and how easy (or painful) it is to update a record. When layouts are messy:

• People skip fields or enter junk data.
• Reporting becomes unreliable.
• Adoption takes a hit.

When layouts are clean and role-based, you get the opposite—faster updates, better data, and fewer complaints.

👉 If you’re looking at this from a broader lens, check out our RevOps Maturity Model guide for more ways to spot gaps and streamline operations.

How to Make Salesforce Page Layouts Actually Work

1. Tailor Layouts to the Role

Your sales reps, CSMs, and finance users don’t need the same fields. Give each group a layout that highlights what they care about and hide the rest.

👉 Salesforce makes this easy through customizing page layouts.

2. Put the Important Stuff Up Top

The first section of a record is prime real estate. That’s where you put the “must-haves”—things like Stage, Close Date, Amount. Less important fields? Push them down or put them in a separate section.

A quick rule of thumb: if a field isn’t touched on 8 out of 10 records, it doesn’t belong at the top.

3. Group Fields in a Logical Way

Instead of one endless list, break fields into buckets like Deal Details, Contact Info, or Billing. That way, users don’t waste time hunting around.

4. Use Tabs and Collapsible Sections

Nobody needs to see everything all the time. Tabs (Details, Activity, Related) and collapsible sections keep the page from feeling like a scroll marathon.

5. Take Advantage of Lightning App Builder

This is where you can add real value. Lightning App Builder lets you add dashboards, related lists, or account health scores right on the record.

It’s like turning a static layout into a workspace tailored for each role. Imagine:

• A rep sees pipeline insights while updating an opportunity.
• A CSM sees open cases and account health right on the account record.

That’s context without the extra clicks.

6. Review and Clean Up Regularly

Processes change. Sales stages change. People leave fields behind. Do a quick quarterly audit:

• Which fields aren’t being used?
• Which new fields cluttered things up?
• Does the layout still reflect how the business actually works today?

This is where RevOps earns trust—by keeping Salesforce aligned with real-world workflows.

The Payoff for RevOps

Optimizing layouts pays off in ways that show up directly in the numbers:

• New reps ramp faster.
• Forecasts are more accurate.
• Users stop complaining about Salesforce and start using it.

And when you’re combining clean layouts with things like Marketing Cloud + Data Cloud integrations, adoption only gets stronger.

Final Word

If you’re looking for a quick win in Salesforce, start with page layouts. Clean one up, roll it out to a team, and see the difference. You’ll spend less time fielding complaints and more time focusing on the bigger projects that drive revenue.