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Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look: https://help.pm.leapevent.tech/a/885034
Have you ever wanted to change how your Donation, Contact, or Account pages are set up? Are you frustrated that, when you look at the Donations section on your Account pages, it doesn't sort the donations by newest to oldest? Well, then, you are in the right place!
There are two ways to change the appearance of your accounts contacts and donations: the Lightning App Builder and the page layout editor
In this article, we'll show you the ins and outs of customizing your record pages to suit your needs. We'll go over how to:
- Change the top of your pages for Accounts, Contacts, and more
- Understand the Lightning App Builder
- Find the page layout edit screen
- Move, add, and remove fields
- Add, remove, and edit related lists
- Assign page layouts to different record types
Let's jump right in!
The Highlights panel
The Highlights panel, also known as a Compact Layout, controls the fields that are visible at the top of the page, as well as the fields that display when you hover over a lookup field. You can customize which fields show on the Highlights panel to suit your organization's needs.
1. Let's go edit the Highlights panel on the Account - click on the gear and go to Setup
2. Go to the Object Manager and click on Account
3. Go to the Compact Layouts tab in the left panel and click on PMGR Default Account Layout
4. Click "Clone"
5. Give your layout a name and select the fields you want to add
- Label: Name your Highlights panel / Compact Layout
- Highlight the fields you want to add from the Available Fields, then use the arrows to move them to the Selected Fields. In this example we've added a couple Account Donation rollup fields.
6. Reorder the selected fields if needed, then click "Save"
7. Click back to the main Compact Layouts page
8. Click "Compact Layout Assignment"
9. Click "Edit Assignment"
10. Use the dropdown menu to select your new layout as the Primary Compact Layout
11. Click "Save"
12. The fields now appear on the Highlights panel on the Account!
Want to learn more about Highlight panels in Lightning?
Here's a great Trailhead resource directly from Salesforce: Customize Record Highlights with Compact Layouts
Introducing the Lightning App Builder
When Salesforce rolled out the Lightning Experience, they introduced a powerful and user-friendly way to tweak the appearance of your record page - the Lightning App Builder.
This tool allows you to add new sections (called components) to various areas of the record page.
You can add a specific related list to the top of your record page, like we did with April and Andy's Donation history here.
You can add specific text that appears only when an Account or Contact meets certain criteria, such as being a major donor - very similar to how a badge works, but with more room for text!
And so much more!
1. Decide what object you're tweaking the record page of - Accounts, Contacts, or Donations?
For this example, we'd like to adjust how our Account record page appears.
2. Click on any record of the object you're tweaking the appearance of
We're going to click on April Ludgate and Andy Dwyer.
3. Click on the gear icon at the top right; then, click on "Edit Page"
4. You're here!
Salesforce has done a great job documenting this in Trailhead! We highly recommend using this incredible resource they've put together.
If you're not familiar with Trailhead, learn more about it here.
I just want to tweak how the fields appear in the Detail section of the record page
Great! You'll tweak that using Page Layouts. We walk you through that process below.
Find the page layout edit screen
There's two ways to get to the page layout edit screen. The most consistent way is to go through Setup; the fastest way is directly through a page whose layout you want to edit.
1. Click on the gear icon and Setup
2. Click on Object Manager
3. Click on the object you'd like to change a page layout for, or search for it in the quick find box
In this example, we want to edit the Household Account page layout, so we'll click on Account.
But I'm not looking for Account page layouts!
- Click on or search for "contact" to find your Contact object
- Click on or search for "donation" to find your Donation object
4. Click on "Page Layouts" in the left sidebar
5. Find the page layout you want to change and click on it
1. While you're looking at a record whose page layout you want to edit, click the gear icon, then "Edit Page"
2. Click on the Detail section
3. Click on the page layout you'd like to edit
Heads up!
- Not every record will have a "Edit Page Layout" link on it, so you'll have to use the Setup method for those types of records
- Not all objects can have their page layout edited.
- This method takes you directly to the page layout for the Record Type corresponding to the record you went through. For example, if you click "Edit Page Layout" on a Household Account, you'll be editing the Household Account Page Layout - not the Individual Account Page Layout.
Move, add, or remove fields
Pro-tip! Click greyed-out fields in the palette to find where they are on the page layout.
You can also remove fields by dragging them off the page layout and up to the palette.
These fields are not removed from your system - they're just returned to the palette at the top of the screen.
If you want to remove a field from your system, you can delete custom fields with these steps.
You cannot delete packaged fields, and doing so can break your ability to use PatronManager.
Don't forget to Save your work when you're done!
Add, remove, or edit related lists
Your related lists are the sections at the bottom of the page layout, like "Donations", "Ticket Orders", etc. Scroll down to find them.
In the palette's left column, click "Related Lists"
Find the related list you'd like to add, and drag-and-drop it onto the page layout
Click the circle with a minus sign that appears just above the related list you want to remove
You can also remove a related list by drag-and-dropping it from the page layout back up to the palette
You can also change the properties of each of your related lists - such as what fields are shown, and in what order information appears.
1. Find the related list you want to change and click the wrench icon next to it
2. In the pop-up, you can move any fields from "Available" to "Selected" - these will then show up as columns on the related list section. In this case, we're adding the "Comments" field to the information that shows up about each ticket order from an Account record
- Select fields in "Available" and use the "Add" button to move the field to "Selected". These fields will then show up as columns on the related list section. If your related list is too cluttered, do the opposite - remove fields from "Selected".
- Move fields up and down in "Selected" to change the order the columns appear in the related list section.
- Change the Sort By rule to change the order in which records appear in the related list section - for example, maybe you want to order your Donations from oldest to newest, or maybe you'd rather they appear from largest to smallest.
You can also sort a related list by multiple columns at once! Read more information from Salesforce on how to do this.
3. Scroll down in the pop-up window to apply your changes to layouts for other record types, then click "OK"
Don't forget to Save your work when you're done!
Need to edit multiple page layouts (Individual Accounts, Household Accounts, Business Accounts, etc.)?
Instead of going through Setup to find each page layout you need to change, you can do everything right from this screen!
If you need to work on a page layout of a different object (e.g. you were updating Account page layouts, but now you need to update Donation page layouts), you'll need to start over from the beginning.
Assigning Page Layouts
Every record type for an object has an assigned page layout. This allows different records to look different and show you relevant fields, even though they may be the same object!
Assigned page layouts are what allow your Grant Payment records to look different from your Pledge records, even though they're both built on the Donation object.
Want to learn more about record types? We've got more information for you here!
So how do you assign a page layout to a record type? We'll show you how to in Setup!
1. Go to Setup
2. Go to Object Manager
3. Use Quick Find to find and select the object you're working on
In this example, we want to edit a Donation.
4. Go to Page Layouts
5. Click Page Layout Assignment
6. Click Edit Assignment
7. Click the header of the record type you want to adjust to highlight it
In this example, we want the Gala record type to use our Gala Layout, so we're choosing "Gala."
8. Select the page layout you want to assign to the record type using the Page Layout To Use dropdown
Since we want to assign the Gala Layout to the Gala record type, we'll select "Gala Layout" from the dropdown.
9. Click Save
This will assign the page layout you chose to the record type!
