How do I configure the Account page layout of the Salesforce environment?
This article covers the addition of the TenroxUniqueID on the Account page layout as part of the configuration of the Salesforce (SFDC) environment.
1. Click Accounts Page Layouts
In the left panel under the Build section:
- Click Customize.
- Select Accounts.
- Click Page Layouts.
2. Click Edit
- Click Edit for the Account Layout.
3. Drag and drop TenroxUniqueID
- On the top section, within the Fields category, search, select and hold the Tenrox UniqueID from those available to select, and drag and drop it in the preferred area within the Account Detail section below, on condition you’re permitted to take the spot, indicated by a green check mark as you are still “holding” the field and when the area is green.
4. Click Save
- Click Save.
- Click Back to return to previous page.