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LEAH Gus (Gus) ha fatto una domanda in #CRM Configuration

This is a view of a record from our portal. I need to get rid of the buttons on the right outlined in red. Where are these? How do I get them off the portal page view?

 

Portal record layout

2 risposte
  1. Michael Brown (Salesforce) Forum Ambassador
    28 nov 2022, 19:05

    Hi L, 

     

    You'll want to observe the page layout assigned to the profile of that portal user, and then remove the actions from that layout under the Mobile & Lightning Actions. You can do this from Setup --> Object Manager --> Payable --> Page Layouts. I would first check page layout assignment though to see if any other profiles, such as those for internal users are using this layout. If so, you might want to create a new separate page layout specifically for your portal user profile so that you don't impact any of the internal users. 

     

    Thanks,

    Mikey

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