This lesson explains how to customize the Standard objects: Accounts, Contacts, Events and Tasks in the system.
Navigate to the Setup
- Click on Name of the Application on the right side.
- Go to Setup
Click Setup | App Setup | Customize | Standard object to customize: Accounts, Contacts, Events and Tasks in the system
Now open above page layouts one by one; by clicking Edit link next to the Page layout.
On the Page Layout We Can Manage Many Things...
All the properties of page layout are handled by drag-and-drop technique:
- Customize the page layouts for record detail and edit pages Self-Service portal pages. Page layouts control the layout and organization of fields, buttons, visualforce, custom links and related lists. They also help determine which fields are visible read only and required. Page layouts can include Visualforce pages that are rendered within a field section when the page displays.
- Define mini page layouts for the records that appear in the mini view of the Console tab hover details and event overlays. A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations related lists fields and field access settings from their associated page layout.
- Click on the Save button to save the changes made to the layout.