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Set Up and Maintain Net Zero Cloud
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            Let Users Reference the Target Object When Uploading Documents

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            Let Users Reference the Target Object When Uploading Documents

            Make it easy to reference the target object name that’s used to convert the CSV file data into records.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create page layouts: Customize Application
            1. From the object management settings for the received document, go to Page Layouts.
            2. Click New.
            3. From the Existing Page Layout dropdown, select Received Document Layout and enter a page layout name.
            4. Save your changes.
            5. From Fields, in the Quick Find box, enter Target Object API Name.
            6. Drag the Target Object API Name field to the Information section in the received document details.
            7. Save your changes.
             
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