how to change section name in section properties salesforce

setup --> Object Manager --> click on your respective object --> click on Page Layouts --> click on edit button on the respective page layout. And follow the below steps 1.click on gear icon which is highlighted in yellow color 2.Rename the section Name and click on Ok button then save the pagelayout

Full Answer

Is there a way to rename a section?

Then drage the standard address fields (and any others you want) into the custom section and delete the standard section (if it is empty) There is a "Section" chicklet in the Field Pallet in the Page Layout Editor. You can't rename a standard section, but you can create a custom section and call it whatever you want.

How do I add a FAQ to a Salesforce page?

Click the Object Manager tab and select Knowledge. From the menu on the left, click Page Layouts. Click the dropdown next to the Lightning Knowledge FAQ Layout and click Edit. Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section.

How do I change the page layout in Salesforce mobile?

Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section. Click Layout Properties. Modify the page layout name by typing in FAQ. Click OK. Click Save. The How To layout is customized for How To articles.

How do I add layout properties to Salesforce mobile&Lightning actions?

Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section. Click Layout Properties.

How do I edit sections in Salesforce?

To add new sections to your Salesforce page layout, click “edit layout,” drag the section field onto the page, fill in the section properties, and then drag related fields into the new section.

How do I change the header in Salesforce?

First, as usual start with the edit page (gear icon) in upper right. From here, click on the header portion of the preview, which gives you options on the right for the layout. As it says, it's controlled via the compact layouts (those little pages when you hover over the recent items).

How do I rename a page layout in Salesforce?

setup --> Object Manager --> click on your respective object --> click on Page Layouts --> click on edit button on the respective page layout.

How do I create a field section in Salesforce?

To request immediate deletion of fields, contact Salesforce Support.From the management settings for the object you want to add a field to, go to Fields. ... Click New. ... Choose the type of field and click Next. ... For relationship fields, associate an object with the field and click Next.More items...

How do I add a community header in Salesforce?

Add CMS Header and Footer Components to Your CommunityFrom Community Builder, go to Settings.Click CMS Connect.Select a header source and enter a header path.

How do you customize the client record Detail page?

Customize the Client Record PageClick. ... In the Quick Find box, enter lightning app , then select Lightning App Builder.Next to the Client Record page, click Clone.Click Relationships in the body of the client record page.More items...

Can we rename page layout?

Ata. Renaming a page layout has no harm and can't cause any trouble.

How do I change a related list label name in Salesforce?

SFDC-Rename Related List LabelFrom Setup, go to Customize > Tab Names and Labels > Rename Tabs and Labels.Click the "Edit" link next to the name of the child object. ( Brainshark Activities in this example)Rename the Singular and Plural labels. ... Remember to "Save" when finished.

How do I create a section in a page layout in Salesforce?

Custom Objects in the Classic UIGo to Setup.Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.Select Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.Enter your desired name on the Section Name field.Click OK.Click Save.

Can you change a field name in Salesforce?

You can change the name of almost any object, field, or tab in Salesforce.

How do I customize a field in Salesforce?

Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...

How do I create a field name in Salesforce?

Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...

How Do You Look at Data?

Imagine that you’ve got a stack of papers in front of you with all the information about your operations. You’ve got pages with your customer’s names, items sold, and every support ticket you’ve ever handled. Technically, all the information you need to plan out your goals is here. But how do you make use of it?

What Are Objects in Salesforce?

Instead of using spreadsheets, Salesforce uses objects. An object serves the same purpose for visualizing data. It helps you organize the information you have so it’s usable. For example, an object might include information about your customers, products, and support cases.

Why Change the Names of Standard Objects?

For most, the assigned names of Salesforce’s standard objects work just fine. However, you can get more use from custom names under the right circumstances. For instance, a funding company would use different terms in their operations than a bakery would. In an industry with distinct terminology, customization keeps processes clear.

Which Standard Objects Come With Salesforce?

Salesforce comes with a set of objects by default. These cover information that Salesforce users almost universally need. Since they include the basics for business’s day-to-day processes, they help users quickly set up their org and get thorough help from their support articles.

What Purpose Do Fields Serve?

Fields in Salesforce let you fill in different types of information about an object. For example, some information you may put in fields could include a prospect’s name, contact information, the cost of a product, the owner of an account, or the last person who modified the data.

What is the Difference Between a Standard and Custom Object?

What happens if you can’t use one of Salesforce’s out-of-the-box objects to do what you want? There’s no need to call for help yet. The next step is to look at Salesforce’s custom objects. These are objects that let you set names, input fields, and input types so you can keep track of information.

What Should You Consider Before Changing Object and Field Names?

Sometimes, you don’t need to create an entire custom object to solve the problem. For example, if your ultimate goal is to keep terminology consistent or you can use an existing object’s configuration to do what you need, all you have to change the name.

Modify the FAQ Page Layout

The FAQ layout is meant for knowledge articles related to Frequently Asked Questions. The information Ada sees and how it is organized on the page is controlled by this page layout.

Create a New How To Page Layout

The How To layout is customized for How To articles. The fields and related lists on this page layout differ from the FAQ layout, so when Ada is creating How To articles, she sees the How To–related information she needs.

Customize the Fields for the How To Layout

Next, since you want the How To article layout to display certain fields and contain specific information relevant to How To articles, add the appropriate sections and fields to the page layout.

Create a Record Type for How To

Record Types determine the page layouts and picklist values users have access to. An FAQ record type already exists. Create a How To record type that allows users to access the How To page layout you just created.

Add an Articles Related List to the Case Layout

Now that you have record types and page layouts set up, add a related list to the case page layout so Ada is able to see articles that are relevant to incoming or existing cases. Being able to associate and attach Knowledge articles to open cases will help Ada close her cases more quickly.

Resources

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.