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.
Click on the ‘App Menu’ icon and App Menu screen will open. Select the “SalesPort app” from the app menu.
Now, by clicking on the ‘Layout Settings’, you will navigate to the Layout Settings From here, you can set the portal layout of the object as per user role selection and configure the Fields from the Field Management.
Set Object’s layouts for List view, Edit view, and Detail view. Select the fields from the left column (Available Fields) and click on the right arrow >.
To remove the selected fields from the Selected fields column, select the field and click on the left arrow <.
You can rearrange the order of fields by clicking on ‘Up’ and ‘Down’ Select the fields that you want to rearrange and then click on the ‘Up’ or ‘Down’ icon as you want to rearrange.
You can insert the Title, Description, and relevant Icon for ListView, Edit View, and Detail View individually that will display in the customer portal.
From the Field Management, you can manage the Field’s validations, configure the Field’s value selection, and configure the Picklist & Multi-picklist.
You can set the Layout for the custom object as well.
Note: You cannot set the 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, all the fields that are selected for the “Edit View”, same fields will be copied and selected for the “Detail 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.
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 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.