Overview
This release introduces Record Type– and User Profile–aware layouts for customers using Salesforce CRM, bringing a new level of flexibility and control to how information is presented and managed in Riva Insight.
With this feature, layouts are dynamically rendered based on both the end user’s Salesforce profile and the item's record type. This ensures that users see only the most relevant fields and can efficiently create and track records with the appropriate record type.
In addition, administrators can now configure layouts based on a combination of user profile and record type, aligning Riva Insight’s behaviour more closely with how Salesforce manages page layouts. This reduces the need for manual configuration and simplifies ongoing maintenance.
Overall, this enhancement improves data accuracy, streamlines user workflows, and provides a scalable way to manage layout variations across different roles and business needs.
Key Benefits
- More relevant experience for end users: Layouts dynamically adapt to the record type and user profile, ensuring users see only the fields that matter to them.
- Improved data accuracy and consistency: Users can create and track records with the correct record type, helping to maintain clean, well-structured Salesforce data.
- Streamlined workflows: By reducing unnecessary fields and surfacing the right information, users can complete tasks faster and with greater confidence.
- Greater admin independence: Admins no longer need to rely on Riva support for small layout changes and can manage configurations directly within settings.
- Flexible, granular configuration: Layouts can now be tailored for different groups of users based on both profile and record type, enabling more precise control over the user experience.
- Alignment with Salesforce behaviour: Mirrors how Salesforce manages layouts, making it more intuitive for admins to understand and adopt.
What’s New
- Summary and Detailed (Context) views: display data and context cards based on the item’s record type and the configured layout.
- Create form enhancements: Record Type selector is available for supported modules, and the create form layout updates dynamically based on the selected record type (Record Type selector only shows values that are configured by the admin).
- Track form enhancements: Record Type selector is available when tracking items, and the track layout adjusts dynamically based on the selected record type (Record Type selector only shows values that are configured by the admin).
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Admin settings enhancements:
- New page for configuring Create and Update layouts by Record Type and User Profile.
- All layout configuration pages (Context, Create & Update, and Track) are updated to include Record Type and User Profile selectors.
- A configured layout can be cloned across different modules, record types, and user profiles.
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Configuration improvements (Not limited to Salesforce users)
- In addition to user profile and record type, Conditional layouts can support other conditions based on user attributes. For these adjustments, contact the Riva Technical Support team.
Enablement
To enable this feature, customers must contact Riva Support to have the required feature keys added to their Riva Insight CompanySettings:
- To allow Riva Insight to render Conditional Layouts for end users (NOT limited to Salesforce CRM):
<add key="Feature.Layouts.UseConditionalLayout.IsEnabled" value="true" />
- To enable Riva Insight admins to configure Record Type and Profile–based layouts in Admin settings (limited ONLY to Salesforce CRM):
<add key="Feature.AdminUI.Layouts.RecordTypeProfileLayout.IsEnabled" value="true" />
- Important: This feature relies on users being able to access their own user profile in Salesforce. This access can be granted in different ways, but users must have Read access to the “User” object, either through their Profile or a Permission Set.
Admin Guide
This release introduces significant updates to layout configuration in Riva Insight Settings, enabling admins to manage layouts by Record Type and User Profile.
- A new Settings page is available for configuring Create and Update layouts.
- Existing configuration pages for Track layouts and Context (Summary/Detailed) layouts have been enhanced.
- Each layout configuration page now includes three key selectors:
- Module selector
- Profile selector (populated with all Salesforce user profiles)
- Record Type selector (populated with record types available for the selected module)
- Admins can define a layout for any combination of Module + Profile + Record Type:
- If no configuration is defined for a combination, the default layout is used.
- Layout management capabilities include:
- Creating and editing fields as before
- Cloning layouts to other modules, record types, and profiles combinations
- Cloning to multiple profiles at once
- Restoring any configuration back to the default layout
For more detailed instructions and examples, please refer to the dedicated documentation page.
Limitations and Edge Cases
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Record Type cannot be changed after sync
Once an item is created or tracked and synced to Salesforce, the selected record type becomes read-only and cannot be modified. -
Record Type selector visibility depends on configuration
The selector only shows record type values for which their layouts are configured for that user profile by the Riva Insight admin. -
Record Type availability for profiles is only driven by Riva Insight settings
Record type values are displayed to end users based on the layout configurations defined in Riva Insight settings, not directly based on Salesforce profile permissions. As a result, a record type may appear in the selector even if it is not actually available to that user’s profile in Salesforce. Administrators should ensure that layout configurations align with Salesforce profile permissions when configuring record type–based layouts to avoid exposing unsupported options to end users. -
Salesforce profile access is required
The feature depends on access to the user’s Salesforce profile. If profile data is unavailable, layout personalization will not apply. -
Context layouts enrich (action) icons are not profile-aware
Enrich/action icons in context layouts are still based on the module and do not change based on user profile or record type.
Backward Compatibility
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Existing layouts continue to work
Current configurations remain unchanged and fully functional if no Record Type and User Profile combinations are defined. -
Conditional logic is preserved
Existing conditions and visibility rules for layout management will still apply when no specific Record Type + Profile combination overrides them. -
Graceful fallback behavior
- If no matching Record Type + Profile configuration is found, existing conditional layout rules are applied.
- If no conditional rules apply, the system falls back to the default layout.
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No disruption to existing configurations
Enabling this feature does not break or require changes to existing layout configurations. -
Invalid Record Type for tracking or creation
If a user creates or tracks a record using a record type that is not available to their Salesforce profile, or if the selected record type does not exist in Salesforce, the record will still be created successfully. However, it will be synced using the default record type for that module in Salesforce. -
Layout version upgrade
- Enabling this feature upgrades layout configuration from version 10 to version 11.
- If a downgrade is required, customers should contact Riva Support for assistance.