Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize. In Lightning Experience Click the gear icon | Setup | Object Manager. Select Task or Event object.
How do I change the lead page layout in Salesforce?
First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.
How do I change the layout of a button in Salesforce?
To customize the layouts of your object-specific actions, from the management settings for an object, find Buttons, Links, and Actions. If you’re using Salesforce Classic, from Setup, enter an object name in the Quick Find box, select Buttons, Links, and Actions, and then click Layout next to an action in the list.
How to display the new task form to Salesforce mobile app users?
(A custom action on an object overrides a custom global action.) To display the simpler New Task form to Salesforce mobile app users, enable the form in Activity Settings and ensure that the layout used includes a subject field. Salesforce tracks action layout customization in the setup audit trail history.
What is the enhanced page layout editor in lightning experience?
The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here.
How do I change the activity layout in Salesforce lightning?
Open set up and type Global Actions in the Quick Find box....Salesforce – Edit fields and layout in the Lightning Activities...Drag a field from the top list to the position you want it on the screen.Drag fields to new positions on the screen.When done, click the Save button on the Action bar.
How do I customize tasks in Salesforce?
Customize the 'My Tasks' component on Home Page layoutsFrom your Classic Home page, click any Task to pull up the Task details.Click the List View icon.Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)Navigate to Setup | Customize | Home | Home Page Components.More items...
How do I update my salesforce layout?
1:318:38How to create and edit page layouts in Salesforce | (On viewer's request)YouTubeStart of suggested clipEnd of suggested clipSection that we are getting on the left hand side and wanna click on the page layout that we want toMoreSection that we are getting on the left hand side and wanna click on the page layout that we want to edit. So there are five page layouts in here I want to edit the account layout. Now here is the
How do I edit a product layout in Salesforce?
Go to the Opportunity Product object. Edit the page layout. In the header there is a Mini Page Layout link. Click on that link and select fields which you want for popup to display....2 AnswersGo to the Price Book Entry object.Select Search Layouts.Edit Search Results.Change the fields.Press Save.
How do I update tasks in Salesforce?
Go to your Activities views or the Tasks Object in the App Launcher. Select the activities list view you want to update. Click Mass Update. The fields you are able to update will all appear on this page.
How do I create a list view for tasks in Salesforce lightning?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.
How do I create and edit page layouts in Salesforce?
Create Page LayoutsFrom Setup, click Object Manager and select Account.Click the Page Layouts link, then click New.Select Account Layout from the Existing Page Layout picklist.Enter Customer Account Layout for Page Layout Name. ... Click Save.More items...
How do I customize a field layout in Salesforce?
Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button. Customize the fields in Record pages: Drag and drop required fields to the layout, as shown in the below picture.
How do I add a editing page in Salesforce lightning?
Edit Your Lightning PageIn Setup, make the global party ID field visible and read-only before creating the Lightning page.In Setup, navigate to User Interface | Lightning App Builder.Create a record page for the object, or modify an existing one.Drop each component where you want on the Lightning record page.More items...
How do I get to page layout editor in Salesforce?
For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts.
How do you edit a new opportunity layout in Salesforce?
Navigate to Setup | Customize | Opportunity | Page Layouts. Click 'Edit' on the layout you want to edit. Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window.
How do I add a field to a page layout in Salesforce lightning?
Add Local Name Fields to a Page Layout in Lightning ExperienceFrom Setup, select Object Manager.Select the object with the local name field.Select Page Layout and click the page layout to edit it.Drag the local name field to the record section.Click Save.
What happens when you select an inactive field in Salesforce?
When you select an inactive field on the palette, Salesforce highlights the field on the action layout.
What is action layout?
Action Layouts. Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they’re taking the action.
Why does Maria want to create an Energy Audit page layout?
Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.
Why is it called enhanced?
It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here. The page layout editor has two basic parts: a palette on the upper portion of the screen (1) and the record’s page layout on the lower portion of the screen (2).
What is a palette in a page?
The palette contains the basic elements—such as fields, actions, buttons, links, and related lists—that you can add and arrange on your page. You can think of the upper part as the buffet table and the lower part as the plate of food you’re assembling. Here’s the page layout editor for a lead.