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Step 14 of 19

Configure Account Layout - Classic

If you are not installing Relationship Maps, skip this step.

For Classic Account Page configuration, go to Account Page Layouts here

  • Select the layout to want to configure (Layouts must be configured individually)
  • Select Visualforce from the top scroll menu
  • Click and Drag Section from the component section and drag it to the layout
  • For Section Name enter: ClosePlan Relationship Maps
  • Under Layout, select One Column
  • Click OK
  • From the component section, select the ClosePlan - Account Map List component and drag it to the newly created component space
  • Click on the Properties icon in the top right of the newly created component section
  • For Height, enter 350
  • Tick Show scrollbars
If you are adding Account Planning, the same steps apply:
  • Select Visualforce from the top scroll menu
  • Click and Drag Section from the component section and drag it to the layout
  • For Section Name enter: ClosePlan Account Plan
  • Under Layout, select One Column
  • Click OK
  • From the component section, select the ClosePlan - Account Plan component and drag it to the newly created component space
  • Click on the Properties icon in the top right of the newly created component section
  • For Height, enter 600
  • Tick Show scrollbars
  • Click OK
  • Click OK
  • From the component section, select the ClosePlan - Account Map List component and drag it to the newly created component space
  • Click on the Properties icon in the top right of the newly created component section
  • For Height, enter 350
  • Tick Show scrollbars
  • Click OK
  • Click Save in the top left corner to save this layout and complete this step
  • Continue to Step 15
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