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Create Account Page Layouts

Noah Larkin, AW Computing’s VP of Services, is concerned that his Consulting team uses accounts to record details of consulting partners, but some of the fields they see are not applicable to their partner accounts—he would like all sales-related information removed.

Allison Wheeler also contacted you with a request. She's concerned that the new account fields appear together in the top section of account record detail pages. She’d like them organized into different sections to make it easier for her team to find the right information.

You can solve both of these issues using page layouts, which control the fields, sections, related lists, and buttons that appear when users view or edit a record.

Create Page Layouts

Begin by modifying the default account page layout to display sales region and support plan information in separate sections.

  1. From Setup click Object Manager, and select Account.
  2. Click the Page Layouts link, then click the Dropdown arrow at the far right of Account Layout, and select Edit.
  3. From the palette at the top, drag the Section element onto the page layout, drop it just above the Additional Information section and fill in the details.
    Field
    Value
    Section Name
    Sales Region
    Layout
    2-Column
    Tab-key Order
    Left-Right
  4. Click OK.
  5. Drag another Section element onto the page layout, drop it just above the Additional Information section, and fill in the details.
    Field
    Value
    Section Name
    Support Plan Information
    Layout
    2-Column
    Tab-key Order
    Left-Right
  6. Click OK.

Now arrange the fields.

  1. From the Account Information section, drag the Region field into the left column of the new Sales Region section.
  2. From the Account Information section, drag the Zone field into the right column of the new Sales Region section.
  3. From the Account Information section, drag the Has Support Plan field into the left column of the new Support Plan Information section.
  4. From the Account Information section, drag the Support Plan Expiration Date field into the right column of the new Support Plan Information section. The Sales Region and Support Plan Information section of the Account page layout showing their new columns.

Next, make the Rating field required.

  1. In the Account Information section, hover over the Rating field and click the Wrench icon that appears at the right.
  2. In the Field Properties area, select Required, then click OK.

Add the Do Not Call column to the Contacts related list.

  1. Scroll down to the Contacts related list and click the Wrench icon on the gray bar above it.
  2. From the Available Fields list, select Do Not Call.
  3. Click the Add arrowthen click OK.

Now move the Opportunities related list to the top.

  1. Scroll down to the Opportunities related list.
  2. Click the gray bar above the related list and drag it above the Contacts related list.

Preview the layout and save it as Customer Account Layout.

  1. At the top of the editor, click Preview As… and select Sales User.
  2. Inspect your new page layout, then click Close.
  3. Click the arrow part of the Save button, and select Save As….
  4. Enter Customer Account Layout for Page Layout Name.
  5. Click Save.

Assign the Customer Account Layout to the appropriate record type.

  1. Navigate back to Object Manager and click Account. 
  2. Click Page Layouts.
  3. Click the Page Layout Assignment button.
  4. Click Edit Assignment, then complete the assignment screen.
  5. Click the top of the Customer Account column. This should highlight the entire column.
  6. Select Customer Account Layout as Page Layout To Use.
  7. Click Save.

Create a new account layout called Partner Account Layout by cloning the default account layout.

  1. Click Page Layouts, then click New.
  2. Select Account Layout from the Existing Page Layout picklist.
  3. Enter Partner Account Layout as Page Layout Name.
  4. Click Save.

Now, remove the Rating, Region, Zone, Has Support Plan, and Support Plan Expiration Date fields.

  1. Hold down Ctrl/Command and click each of the fields in the Account Information section to select them.
    • Rating
    • Region
    • Zone
    • Has Support Plan
    • Support Plan Expiration Date
  2. Drag the selected fields into the palette at the top of the editor.
  3. Click Save.

Assign the Partner Account Layout to the appropriate record type.

  1. Click Page Layout Assignment.
  2. Click Edit Assignment.
  3. Click the top of the Partner Account column. This should highlight entire the column.
  4. Select Partner Account Layout as Page Layout To Use.
  5. Click Save.

Now that Noah's and Allison’s teams can see what they need to see in their page layouts, move on to the next step, where you enable field history tracking.

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