2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

you will have to change the page layout for the Accounts, Contacts, Opportunity, Product Salesforce Salesforce which can be done as explained in the following steps. The below steps are explained for Account object and for the rest of the objects the same set of steps to be followed.

  1. On the Salesforce Instance, Navigate to Salesforce Setup page by clicking on the Setup located on the top right section of the page and which is adjacent to Help menu.
  2. From the Quick Search area located on the extreme left section of the page, Search for "page layout" and scroll down to find the Account/ pagelayout menu options to the left of the page.
  3. Clicking on the Account\Pagelayout will open the Account page layout page, From there click on "Page Layout Assignment" and now click on Edit Assignment.
  4. Select all the user roles for which you wish to change the pagelayout and from the option of Page Layout To Use , choose DBSync Account Layout and save the changes.
  5. Now, Open any of the Account from the Account page where you will find the below information as shown in the package.

 

Image Added