Salesforce Lightning

Customer Portal plug-in provides the facility to set Portal Layouts for any module from Salesforce.

For layout settings, click on the ‘App Launcher’ icon, and the App launcher screen will pop up on the screen.

Now click on ‘Layout Settings’ under ‘All Items’

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

Click on the ‘App Launcher’ icon and search the Salesport. You will navigate to the Salesport.

Now, by clicking on the ‘Layout Settings’, you will navigate to the Layout Settings From here you can set the portal layout of the modules as per user role selection.

You can select the desired role and module from ‘Select Roles’ and ‘Select Modules’ dropdown list and set the layout for the selected module.

Set layouts for Edit view, Detail view, and List 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 also copy the layout of any role by selecting the respective role and modules.

You can also set the same edit view layout to a detailed view by checking the box i.e. “Copy all fields to detail view”.

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

For the selected module, 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 Portal Layout for the custom object as well.

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 the checkbox, it will load fields to selected fields list in 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.

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