AdvologixPM

Edit Page Layouts to Add New Fields & Other Items

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Drag-and-drop tools is used for editing page layouts and an easier-to-use WYSIWYG interface.

Customize a Page Layout

Customizing Page Layouts to add fields and other items for an Object
  1. Click on your Name in the top right of the application.
  2. Select setup

Go to the Object's Page Layout

Go to one of the following areas to edit the page layouts of Accounts, Contacts, Activities or other Standard objects in the system.

Go to one of the following areas to edit the page layouts of Accounts, Contacts, Activities or other Standard objects in the system

To Edit Custom Objects page layouts, after you click on Object link, you will need to select the object to your wish.

To Edit Custom Objects page layouts, after you click on Object link, you will need to select the object to your wish

Select the Custom Object Name

Click the name of the object in the list.

Select the Page Layout to Modify

Hover over the Page Layouts related list quick links and select Edit next to the page layout you wish to modify.

Drag & Drop the Fields, Buttons, Custom Links, Visualforce (VF) pages or Related Lists on to the page layout detail section.

Drag & Drop the Fields, Buttons, Custom Links, Visualforce (VF) pages or Related Lists on to the page layout detail section.

For further information, See Force.com's: Customizing page Layout with the Enhanced page Layout editor

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