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Edit Page Layouts via User Profiles

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Overview

Profiles define how users access objects and data, and what they can do within the application.

Follow the steps below to make page layout changes to the Salesforce Account Standard Object. Repeat the steps for the Opportunities , Work Order ,  Products, and Assets Standard Objects.

To learn how to navigate Salesforce CRM, visit the Trailhead learning resource in the Help section of your Salesforce account. 

Edit Page Layouts via User Profiles

Lightning Interface

  1. Log into Salesforce and click the Setup button.
  2. Click the Object Manager tab.
  3. Click one of the following: Account, Opportunity, Product, or Asset.
  4. Click Page Layouts in the left menu.
  5. Click Page Layout Assignment button.
  6. On the Layout page, click Edit Assignment.
  7. Highlight a Profile from the list on the left.
  8. Click the Page Layout to use the drop-down menu and select the Accounting Layout.
  9. Click Save.

Classic Interface

  1. Log into Salesforce and click Setup in the top right-hand corner of the page.
  2. In the left menu, under App Setup click Customize.
  3. Select one of the following: Account, Opportunity, Product, or Asset.
  4. Select Page Layouts.
  5. On the Page Layout page, click the Page Layout Assignment button.
  6. On the Layout page, click Edit Assignment.
  7. Highlight a Profile from the list on the left.
  8. Click the Page Layout to use the drop-down menu and select the Accounting Layout.
  9. Click Save.

Notes:

On the Product object page layouts:

  • Add Product Accounting Layout for the core application.
  • Add Product (ERP Accounting) Layout if you are using Orders & Inventory.

On the Asset object page layout:

  • Add Product (ERP Accounting) Layout if you are using Orders & Inventory.

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Release Notes and Schedule

  • Users will be able to create and post Billings and/or Sales Orders directly from Salesforce’s standard Work Order object
  • To use the Work Orders module, Accounting Seed’s Orders and Inventory and Field Service Lightning (“FSL”) Connector packages will need to be installed.

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