How To Update Contact View Layout In Salesforce

Based on the Salesforce environment that you lot apply, perform one of the following tasks:

In Salesforce Classic, perform the following tasks:

In the upper-correct corner of the page, select your name, and click

Setup

.

Under

App Setup

, select

Customize

Contacts

Page Layouts

.

The

Contact Page Layout

folio appears.

For

Contact Layout

, click

Edit

.

The Contact page layout editor appears.

In Lightning Experience, perform the post-obit tasks:

Click the quick access carte du jour ( ), and and then click

Setup

.

The

Setup Home

folio appears.

Under

PLATFORM TOOLS

, click

Objects and Fields

Object Director

.

The

Object Manager

page appears.

Click

Contacts

.

The

Details

folio appears.

Click

Page Layouts

.

The

Contacts: Folio Layouts

page appears.

In the

Contact Layout

row, click the downward arrow, and select

Edit

.

The

Contact Layout

folio appears.

From the

Contact Layout

palette, select

Buttons

and drag the

Consolidated View

button and

Find Duplicates

button to the

Custom Buttons

area nether

Contact Detail

.

From the

Contact Layout

palette, select

Fields

and drag the

Section

field from the palette to the

Contact

page layout.

The

Section Backdrop

window appears.

Configure the

CC360

Data section:

Enter

CC360

Data

in the

Section Proper name

text box.

Enable

Detail Page

and

Edit Page

.

Select

2-Column

layout.

Select

Left-Right

tab-primal gild.

Click

OK

.

The

CC360 Information

section is added to the Contact folio.

From the

Contact Layout

palette, select

Fields

and drag the following fields from the palette to the

CC360

Information section:

Country ISO Code field

Legal Form field

Domain field

Synchronize field

From the

Contact Layout

palette, select

Related Lists

and drag the

Beans

related listing from the palette to the Contact page layout.

From the

Contact Layout

palette, select

Fields

and elevate the

Section

field from the palette the

Contact

page layout.

The

Section Backdrop

window appears.

Configure the Duplicate Contacts department:

Enter

Indistinguishable Contacts

in the

Section Name

text box.

Enable

Detail Folio

and

Edit Page

.

Select

1-Column

layout.

Select

Left-Right

tab-key order.

Click

OK

.

The

Duplicate Contacts

section is added to the

Contact

folio.

If you use Salesforce Classic, from the

Contact Layout

palette, select

Visualforce Pages

and drag

Duplicate Contacts

to the

Indistinguishable Contacts

section.

You tin double-click the Duplicate Contacts Visualforce component to change the display properties of the component.

Optionally, if you lot have Information as a Service (DaaS) enabled in your organization, perform the following tasks:

From the

Contact Layout

palette, select

Visualforce Pages

.

Drag the DaaS Editor Visualforce component from the palette to the

Accost Data

section.

Click the

Backdrop

icon of the DaaS Editor Visualforce component and increase the height of the component to 300 pixels. Default is 200 pixels.

Click

Save

from the

Contact Layout

palette.

Source: https://docs.informatica.com/master-data-management/cloud-mdm-customer-360-for-salesforce/winter-2021/setup-guide/configuring-page-layout/configuring-the-contacts-home-page/step-2--configuring-the-contact-page-layout.html

Posted by: davisformly.blogspot.com

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