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Classic Page Layout Configuration


Manual Page Layout Configuration 

 

Modify the page layouts for the Opportunity, Account and Product (Object Type) to add the new fields, related lists, custom button and Visualforce page.

  1. In your Salesforce instance, go to:  Setup > Build > Customize > Object Type > Page Layouts.
  2. Click ‘Edit’ link next to the page layout to edit.

 

 

Using the Pre-Configured Page Layouts Supplied in the Package

 

Product Page Layout (Pre-configured):

1. Setup > Build > Customize > Products > Page Layouts

2. Click on the ‘Page Layout Assignment’ button.

3. Click on the ‘Edit Assignment’ button.

4. Click on the Profile name, on the Page Layout To Use menu,  select ‘Product (RIO Inventory Plus) Layout’.

5. Repeat the above step 4 for each of the dedicated profile.

6. Save the settings.

 

Opportunity Page Layout (Pre-configured):

1. Setup > Build > Customize > Opportunities > Page Layouts

2. Click on the ‘Page Layout Assignment’ button.

3. Click on the ‘Edit Assignment’ button.

4. Click on the Profile name, on the Page Layout To Use menu,  select ‘Opportunity (RIO Inventory Plus) Layout’.

5. Repeat the above step 4 for each of the dedicated profile.

6. Save the settings.

 

Opportunity Product Page Layout (Pre-configured):

1. Setup > Build > Customize > Opportunities > Opportunity products > Page Layouts

2. Click on the ‘Page Layout Assignment’ button.

3. Click on the ‘Edit Assignment’ button.

4. Click on the Profile name, on the Page Layout To Use menu,  select ‘RIO Inventory Plus’.

5. Repeat the above step 4 for each of the dedicated profile.

6. Save the settings.

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