▶️ Add fields to page layouts

This article requires advanced skills to implement.
Salesforce Admin

1. When You Might Need to Add Fields

  • You may want to add new fields when:

    • Upgrading to a newer version of StoreConnect (new fields may become available).

    • Adding fields used by your Salesforce org (not included by default in StoreConnect layouts).

    • Customizing layouts for your specific business processes.


2. Access the Object Manager

  • Open SalesforceStoreConnect app.

  • Go to the record you want to edit (e.g. Store Record).

  • Click the Cog wheelEdit Object.

  • This opens the Object Manager.

  • In Object Manager, you will see two layout options:

    • Page Layouts → Classic layouts (limited functionality).

    • Lightning Record Pages → Modern layouts (preferred).


3. Edit or Clone Lightning Record Page

  • Go to Lightning Record Pages.

  • Select the current StoreConnect Store Page Layout.

  • If the page is managed (cannot edit directly):

    • Click Clone to create an editable copy.
  • The Lightning App Builder will open, showing a preview of the page.


4. Add New Fields or Sections

  • The Lightning App Builder allows full customization:

    • You can see the page's tabs and sections (e.g. Store Info, Email, Products).
  • To add a new section:

    • In the left-hand column, select Field Section.

    • Drag and drop it to the desired location on the page.

    • Choose one column or two columns.

    • Name your section (e.g. “Vouchers”).

  • To add fields:

    • Click the Fields tab at the top of the left-hand column.

    • Scroll to find available fields for this record.

    • Drag and drop fields into your new section (e.g. Expiry Length, Voucher Expiry Unit, Activate Points at Order Status).


5. Remove Deprecated Fields (Optional)

  • Some fields may be marked Deprecated (obsolete and no longer used).

  • To remove these:

    • Select the field on the page.

    • Click the Rubbish Bin (Trash icon) to delete it from the layout.


6. Save and Activate Your Page Layout

  • Once your changes are complete:

    • Click Save.
  • You must then Activate the new layout:

    • Click Activate.

    • Choose how to assign this layout:

      • Org Default → for all users.

      • App Default → for specific apps (recommended for StoreConnect).

      • Custom Profile Assignments → for specific user profiles.

    • Example: assign as App Default and select the StoreConnect apps.

  • Click Next, review your assignments, and Save.


7. Verify Your Changes

  • Return to your Store record page.

  • Refresh the page.

  • Navigate to the section where you added fields (e.g. Products TabVouchers Section).

  • Your new fields and section should now appear and be ready for use.