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Remove the Notes & Attachments related list from the Contact Layout page layout and replace it with the Files related list.

 

Challenge:

Customize a contact record page 

Give users a customized set of fields on their contact record pages.

  • Select Edit Page from a contact record
  • Upgrade the page to use Dynamic Forms
  • Use the Contact Layout as the source for the fields
  • Remove these fields from the page:
    • Fax
    • Other Phone
    • Home Phone
  • Remove the Notes & Attachments related list from the Contact Layout page layout and replace it with the Files related list.
  • Save and activate the page as the org default, and make it available to both desktop and phone users

I'm stuck at the Remove Notes & Attachments and replace it with the Files related list, can anyone help on this step?  I've tried several times, removing the Notes & Attachments from the page layout and clicking save.  Only, when I go back to the page, the changes were not saved.  I'm certain this has nothing to do with page layout assignment, I've already triple checked that.    

 

#Trailhead Challenges

1 件の回答
  1. 2025年11月5日 13:58

    Hi @Maria Bujold  I’m a member of the Trailhead Help team. If your facing the issue while completing a trailhead challenge and it has been resolved? Please mark the most helpful response above as the best answer, or share the solution that worked for you and mark it accordingly. If the issue remains unresolved, kindly log a case here for further assistance. Thank you!

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