Page layout adjustments for the following standard Salesforce objects: Account, Contact, Opportunity, Product can be made quickly by switching the page layout assigned for each of these objects to the "Accounting" page layout that comes as part of the standard Accounting Seed managed package installation.
Here are instructions on how to change the Account Page layout. Simply repeat these instructions for the Contact, Opportunity and Product.
- Navigate to Setup/Customize/Accounts/Page Layouts
- Click the edit assignment button Account(Accounting) Page layout for all record types.
- Select The System administrator profile and assign the Accounting Page Layout. Click Save.
Repeat these steps for the Opportunity and Product Objects. If you will be using Contacts in Accounting Seed, then edit the layout with these fields.