AdvologixPM

Configure Standard Object Page Layouts

Updated on

Certain features of Advologix override standard Salesforce functionality for Accounts, Contacts and especially Tasks and Events. Advologix uses Salesforce Profiles to control and manage access to these features. To make AdvologixPM function properly for a selective group of users alongside your default standard Salesforce users, an Administrator has to carry out these changes to following Standard Objects:

  • Account
  • Contact
  • Task
  • Event
  • Salesforce CRM Content

Standard Object Page Layouts

Standard Object Page Layouts

For each profile that you have configured for Advologix, you will need to assign the AdvologixPM Page Layouts for Accounts, Contacts, Tasks and Events.  Go to the Setup area of the system.

Expand or collapse content Modify Task Page Layouts Section
Navigate to the Task Page Layouts section

Edit the Task Page Layout Assignment

Edit the Task Page Layout Assignment

Edit Profile Assignments

Edit the profile assignments

Apply Changes

Apply Changes
  1. Holding down your CTRL key (Command on MAC) and the left mouse button, select the AdvologixPM, AdvologixPM (Lite), System Administrator and/or other profiles as needed
  2. Select the AdvologixPM Task Layout
  3. Click Save
Expand or collapse content Modify Event Page Layouts Section
Navigate to the Event Page Layouts section

Edit Event Page Layout Assignment

Edit the Event Page Layout Assignment

Edit User Profile Assignment

Edit the user profile assignment

Apply Changes

Apply Changes
  1. Holding down your CTRL key (Command on MAC) and the left mouse button, select the AdvologixPM, AdvologixPM (Lite), System Administrator and/or other profiles as needed
  2. Select the AdvologixPM Event Layout
  3. Click Save
Expand or collapse content Modify Account Page Layouts Section
Navigate to the Account Page Layouts section

Edit Account Page Layout Assignment

Edit the Account Page Layout Assignment

Edit User Profile Assignment

Edit the user profile assignment

Apply Changes

Apply Changes
  1. Holding down your CTRL key (Command on MAC) and the left mouse button, select the AdvologixPM, AdvologixPM (Lite), System Administrator and/or other profiles as needed
  2. Select the AdvologixPM Account Layout
  3. Click Save
Expand or collapse content Modify the Contact Page Layouts Section
Navigate to the Contact Page Layouts section

Edit Contact Page Layout Assignment

Edit the Contact Page Layout Assignment

Edit User Profile Assignment

Edit the user profile assignment

Apply Changes

Apply Changes
  1. Holding down your CTRL key (Command on MAC) and the left mouse button, select the AdvologixPM, AdvologixPM (Lite), System Administrator and/or other profiles as needed
  2. Select the AdvologixPM Contact Layout
  3. Click Save

Modify Content Version

Navigate to Setup | Build | Customize | Salesforce Files | Settings | Content Version.  Select Edit next to the page layout you want to modify and make the changes shown below.

Do Changes as shown below
  1. Drag the field 'Managed Content' from Content Fields, and drop it in the Fields table.
  2. Click Save
Previous Article Assign Profiles to a Home Page
Next Article Configure Task & Event Button Overrides