Change page layouts for Salesforce objects

Use this process to switch a standard Salesforce object to StoreConnect’s page layout, so your team sees the fields and related lists StoreConnect needs. Do this after installing StoreConnect, for each object your team works with.

A page layout controls what fields and components appear on a record page, how they are arranged, and which sections, buttons, and related lists are available.

Choose your approach

• Switch to a StoreConnect layout. Fastest, and gives you every StoreConnect field and related list at once. Follow the steps below.
• Keep your existing layout and add fields to it. Better when you have already customized a layout you do not want to lose. See add fields to page layouts.

Before you begin

• You need Salesforce administrator permissions to edit page layout assignments.
• Decide which profiles should get the new layout. The assignment is made per profile, so a change applies to everyone on that profile.

StoreConnect provides page layouts for these standard objects:

• Account
• Asset
• CampaignMember
• Contact
• Lead
• Order
• OrderItem
• Pricebook2
• PricebookEntry
• Product2
• User

Apply a page layout

Repeat these steps for each object you want to switch.

1. Go to Setup > Object Manager, then select the object you want to configure, for example Product.
2. Select Page Layouts in the left sidebar.
3. Select Page Layout Assignment. This screen shows the current assignment of user profiles (rows) to page layouts (columns).
4. Select Edit Assignment.
5. Select the profiles you want to update. Select the top box to select all profiles, or hold Ctrl (Windows) or Cmd (Mac) as you select individual profiles.
6. Choose a layout from the Page Layout to Use list, for example StoreConnect Product Layout.
7. Select Save.
8. Confirm the change: open a record of that object as a user on one of the profiles you updated, and check the StoreConnect fields and related lists are now visible.