For which entities we can set the layout for the add/edit and detail page?

You can set the layout for the add/edit and detail page for those entities that are enabled from the “Entity Configuration”. Here are steps on how to enable Entities using Entity Configuration:

  • Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration.
  • Navigate to Portal User Management ➤ Entity, you will get the list of the CRM Entities that are related to contact and account from where you can drag and drop any entity to enable the entity for the Portal.

After selecting the entities click on the “Save” button to enable the entities for the Portal.

Related Articles