2022
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- Go to Salesforce Setup ? Customize ? Accounts ? Page Layouts. This will show the list of available Page Layouts for Accounts Object. Click on Page Layout Assignment.
- You will find the list of default Page Layouts assigned for every Salesforce Profile. Click on Edit Assignment to proceed.
- Click on the Page Layout next to the required profile. Account Layout is the existing page layout for profile System Administrator and System Administrator is the profile that should be assigned with DBSync page layout. In this case Account Layout should be selected next to System Administrator.
- Select DBSync Account Layout from Page Layout To Use picklist. Page Layout will be changed from Account Layout to DBSync Account Layout. Click on Save to save the new page layout assignment.
- Similarly assign DBSync Page Layout for Salesforce Objects Contacts, Opportunity, Opportunity Products and Products.
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