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