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 dashboard.
After clicking on SalesPort, you will be navigated to the SalesPort dashboard.
Now, by clicking on the ‘Layout Settings’, you will navigate to the Layout Settings page. From here you can set the portal layout of the objects 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 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 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, a popup will appear to confirm the sync of the fields from the active page layout.
By clicking on the OK button, 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.
Edit/Detail subpanel section-wise
Salesforce admin can manage the page layout by separating the section and add the relevant fields to divide the information in the customer portal.
You can configure the sections that you want to display the details in the customer portal to the users. Insert the ‘Title’ for the section. i.e., Account Information, Additional Information, Address Information, etc., and manage a row into the section.
– Row configuration in Section
Under the section, you will get the two columns, here you can drag & drop the fields from the left (list of the Fields) to right in the row under the specific section.
By clicking on + (Add Row) button, you can add a new row into the section and drag & drop the relevant fields as per the section.
You can remove the unwanted fields just by clicking on Cancel ‘X’ icon and remove the row as well.
– Section Configuration
You can manage the page layout section-wise by selecting the fields for the selected object.
By clicking on the section ‘Title’ text, you can edit the title as you want to display it in the customer portal.
Once all the details are added and configure the page layout, click on the Save button.
Field Properties
You can also configure the Field properties from the page layout and manage the details of the Field. Besides the Field name, you will find a setting (gear) By clicking on it, you will get a popup named Field Properties on the screen.
You can edit the ‘Field Label’ and configure the field-related details that you can also configure from the “Field Management” section. The Fields will appear as you have set their properties.
So, it will be easy to modify and configure any Field properties from the page layout. Once the Field Properties are configured, click on the Save button.
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, a popup will appear to confirm the sync of the fields from the active page layout.
By clicking on the OK button, 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.
Edit/Detail subpanel section-wise
Salesforce admin can manage the page layout by separating the section and add the relevant fields to divide the information in the customer portal.
You can configure the sections that you want to display the details in the customer portal to the users. Insert the ‘Title’ for the section. i.e., Account Information, Additional Information, Address Information, etc., and manage a row into the section.
– Row configuration in Section
Under the section, you will get the two columns, here you can drag & drop the fields from the left (list of the Fields) to right in the row under the specific section.
By clicking on + (Add Row) button, you can add a new row into the section and drag & drop the relevant fields as per the section.
You can remove the unwanted fields just by clicking on Cancel ‘X’ icon and remove the row as well.
– Section Configuration
You can manage the page layout section-wise by selecting the fields for the selected object.
By clicking on the section ‘Title’ text, you can edit the title as you want to display it in the customer portal.
Once all the details are added and configure the page layout, click on the Save button.
Field Properties
You can also configure the Field properties from the page layout and manage the details of the Field. Besides the Field name, you will find a setting (gear) By clicking on it, you will get a popup named Field Properties on the screen.
You can edit the ‘Field Label’ and configure the field-related details that you can also configure from the “Field Management” section. The Fields will appear as you have set their properties.
So, it will be easy to modify and configure any Field properties from the page layout. Once the Field Properties are configured, click on the Save button.
Note: Layout settings page, in selected fields, each field should be accessible or have a read-only permission only then it will be visible in front.