Can I set an Icon and Title for the List View, Edit View, and Detail View?

Yes, you can set an Icon and Title for the List View, Edit View, and Detail View by following the steps mentioned below.

For Salesforce Classic

  • For layout settings, click on the ‘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 the 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. 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 now set the Icon, insert the Title and the Description for List View, Edit View and Detail View individually that will display in the portal.
  • You can set the Layout for the custom object as well.
  • Click on the Save button to save the changes.

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

For 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 for Salesport. You will be navigated to the Salesport dashboard.

  • Now, by clicking on the ‘Layout Settings’, you will be navigated 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 now set the Icon, insert the Title and the Description for List View, Edit View and Detail View individually that will display in the portal.
  • Click on the Save button to save the changes.

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

After configuring anything click on the ‘Save’ button and sync it with the WordPress backend.

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