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Applying CME Page Layouts
For users to see improved page layouts and layouts for Salesforce Industries custom objects, you must assign CME page layouts to user profiles.
Salesforce Industries enhances the page layout for the following Salesforce objects:
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Account (Desktop and Console)
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Asset (Console only)
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Case (Desktop and Console)
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Contact (Desktop and Console)
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Lead
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Opportunity (Desktop and Console)
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Opportunity Product
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Order
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Order Product
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Price Book
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Product
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Quote (Desktop and Console)
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Quote Line Item
For example, you can see billing information reports as well as a relationship graph that illustrates that account's key connections to people and businesses.
To assign a page layout for a profile:
- From Setup, in the Quick Find box, enter Profiles.
- Click Profiles.
- Click the profile to adjust.
- Scroll to the Page Layouts section.
- Next to Account, click View Assignment.
- Click Edit Assignment.
- Select the profiles that should use the enhanced layout for Master. Press Ctrl to select multiple profiles.
- In the Page Layout To Use picklist, select Account (Vlocity Telecommunication Services) Layout. If you are assigning layouts to a console user, select Console Account (Vlocity Telecommunication Services) Layout.
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Select page layouts for all other available Account record types.
You can only view three record types at a time. If necessary, click Next to view and apply layouts to additional record types.
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Billing
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Billing Aggregator
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Business
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Consumer
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Service
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Service Aggregator
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- Click Save.
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Repeat steps 2 through 9 for the following:
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Asset (Console only)
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Case
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Contact
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Opportunity
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Opportunity Product
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Order
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Order Product
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Payment Adjustment (Console only)
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Price Book
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Product
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Quote
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Quote Line Item
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Household
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