Layouts & Forms: personalizing the workspace
Configure Account Profile tabs and overview, list columns, and every record form.
Layouts & Forms
Admin Console → Layouts & Forms shapes how the workspace looks for everyone, in two kinds of editor.
Layouts
- Account Profile Tabs — which tabs appear, their order, and role visibility (custom objects show up here to toggle on).
- Account Profile Overview — the default arrangement of cards on the Overview tab (users can further personalize their own).
- List & Table Columns — the default columns per list (Accounts, Tasks, Timeline, Contacts, and more).
- External Tabs — embed an external app as a tab.
Forms
A shared drag-and-drop form builder lets you arrange fields and sections on every record form — Customer, Contact, Action, Task, Opportunity, Success Plan, Goal, Contract, and more. Open forms pick up your changes after you save.
Tip
Naming quirk to know: the "Task Form" editor is the sub-task form, while the "Action Form" editor is the CTA (Action) form.
Related: *Understanding the Account Profile view* · *Custom fields for accounts and contacts*
More in Admin & Security
- Permission groups explained
- Users and the management hierarchy
- Custom objects and Account Profile tabs
- Audit log
- Importing data
- API keys, the Developer API & MCP
- Connectors & the Data Hub
- Data Visibility: who sees which accounts
- Picklists: editing dropdown values
- Catalogs: Features, Milestones, Products & Event Types
- Trash: restoring deleted records
- Company profile & currency