How do I add a related list in page layout?

How do I add a related list in page layout?

Click Page Layouts. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.

How do I use the lookup field in process builder?

Auto-populate the lookup field with Process Builder

1. Step 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder.
2. Step 2: Choose Object and Specify When to start the Process. Click Add Object.
3. Step 3: Define Criteria.
4. Step 4: Define Immediate Actions.
5. Step 5: Activate the Process.

How do I add a field to a page layout in Salesforce?

To add a local name field to a page layout:

1. From Setup, select Object Manager.
2. Select the object with the local name field.
3. Select Page Layout and click the page layout to edit it.
4. Drag the local name field to the record section.
5. Click Save.

How to assign page layouts in a profile?

Assign Page Layouts in the Original Profile User Interface 1 From Setup, enter Profiles in the Quick Find box, then select Profiles. 2 Select a profile. 3 Click View Assignment next to any tab name in the Page Layouts section. 4 Click Edit Assignment. 5 Use the table to specify the page layout for each profile.

How to change page layout assignment in Excel?

To change page layout assignments, click Page Layout Assignment and then click Edit Assignment. Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.

How to configure page layouts and record types unit?

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. Click Save .The layout editor opens. Let’s take a moment to get acquainted with it.

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.