Contents
How do I change the section name of a page layout in Salesforce?
Custom Objects in the Classic UI
- Go to Setup.
- Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.
- Select Fields in the palette.
- Find Section in the first column, then drag and drop it on the page layout.
- Enter your desired name on the Section Name field.
- Click OK.
- Click Save.
How do I recover Page Layouts from Workbench?
To find the layout files, navigate to the unpackaged > layouts path in the directory where you unzipped the file from workbench. You should see a page where it lists all the files you have selected.
How do I add a section in pages?
Select where you want a new section to begin. Go to Layout > Breaks, and then choose the type of section break you want. Next Page Starts the new section on the following page.
How do I change page layout in Salesforce?
Click Object Manager and select Knowledge. Click Page Layouts. Click New. If you’re basing the page layout on an existing layout, choose it. Maria selects None. Enter the name of your page layout. Maria enters Procedure – Reader.
How to assign page layouts and record types?
Use a record type to assign a page layout to a profile. Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first.
Where do you Put procedure reader in Salesforce?
Maria chooses Procedure – Reader. Salesforce adds the new field as the last field in the first section by default. That’s where Maria wants it to go, but she can move it anytime if she changes her mind. Click Save. Maria repeats these steps to create custom fields for Procedure Warnings, Procedure Purpose, and Procedure Steps.
How do I create procedure audience in Salesforce?
The first field she creates is Procedure Audience, a text field for describing an article’s audience. From the Setup menu ( ), choose Setup. Click Object Manager and select Knowledge. Click Fields & Relationships. Click New. Choose the field type. Maria chooses Text Area (Rich). Click Next. Fill out the values.