Salesforce Classic

For layout settings, click on ‘All Tabs’ icon and you will be redirected to the All Tabs screen. Now click on ‘Layout Settings’.

By clicking on the ‘Layout Settings’ link you will be redirected to the Layout Settings screen.

OR

Click on the ‘App Menu’ icon and App Menu screen will open.

Select the “SalesPort app” from the app menu.

You can select the desired role and module from the ‘Select Roles’ and ‘Select-Object’ dropdown list and you can set the portal layout of the objects as per user role selection.

Set Object’s layouts for List view, Edit view, and Detail view. Select the fields from the left column and click on ‘Add’ After populating the layout, click on the ‘Save’ button to save the layout.

You can rearrange the order of fields by clicking on ‘Up’ and ‘Down’ icons beside the right column populated with the selected fields.

You can set the Icon, insert the Title and the Description for ListView, Edit View and Detail View individually that will display in the portal.

You can set the Layout for the custom object as well.

Note: You cannot set layout for the Attachment and Call module.

Sync fields from active page layout:

Sync fields from active page layout will allow the user to copy fields from default salesforce record page layout to portal module layout. By selecting this option, it will load fields to the Selected fields list in the dropdown.

This will be helpful for users who want to provide the same fields to portal end the same as salesforce module record page fields.

Copy all fields to detail view:

By ticking the “Copy all fields to detail view” option, the fields will be selected for the detail view as selected for the edit view.

 

Note: Layout settings page, in selected fields, each field should be accessible or have read-only permission only then it will be visible in front.

To avail of Salesforce modules into your WordPress portal, it is mandatory to set Portal Layouts for each accessible module.

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