▶️ Add fields to page layouts

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 Salesforce → StoreConnect app.

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

• Click the Cog wheel → Edit 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 Tab → Vouchers Section).

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