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Admin Request: create or change Page Layout

Knowledge Article Number 000152654

If you're making a request to create or change a Page Layout, here's the information that we need from you when you submit your case.


1. Is this in Sandbox or Production? If Sandbox, which sandbox?

2. Would you like us to contact you before proceeding (even if requirements are clear)? We'll always contact you if something needs further explanation.

3. What components would you like to include in the Page Layout?  (For example: Search, Recent Items, Messages & Alerts)

4. What is the order of components?

5. What User Profiles would you like to assign the new layout to?


Find more Case Templates

All of our Configuration Case Templates can be accessed on our Premier Success Plans Tool kit under “Customize Salesforce for your Business” (click Download on the “Configuration Case Templates” tile).

You can also access them directly by visiting Configuration Case Templates.​

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