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Step 12 of 18

Configure Account Page Layout - Lightning

If you are not installing to Lightning, please go to Step 13 for Classic

To configure the Account page layout, go to Accounts here, and open any Account Record
* If you do not see an Account, select View All Accounts in the top left

  • From an open Account Record, go to the Gear Icon in the top right
  • Select Edit Page
  • In the page layout work space area, click on any existing Tab (e.g. Related, Details...)
  • On the right panel, click Add Tab (A new tab named ‘Detail’ will appear)
  • Select the new Detail tab
  • From the tab name menu, select Custom
  • Enter Relationships in the Custom Tab Label field
  • Click Done to add the new Relationships tab
  • Click on the new 'Relationships' tab in the page layout work space area, this will reveal the empty component space
  • Drag ClosePlan: Acc.Map List from the left panel under the section Custom - Managed to the empty component space
  • Click Save in the top right corner to save the changes to the page layout
  • You may also be prompted to activate the page
Click on the Activate button
Click Assign as Org Default
Click Save
  • Click the white arrow on the blue field in the top left corner to complete this step
  • Continue to Step 13 if you will configure Classic layout. If not, please go to Step 15