Contents
How do I change the case layout in Salesforce?
To make this change:
- From Setup, click the Object Manager tab. Select Case, and open the Case Page Layouts setup page.
- Select the page layout in which you want to move fields, and click Edit.
- Similar to Salesforce Classic, drag Case Reason under Priority.
- Click Save.
To add the ‘Related Cases’ related list on the Page Layouts:
- Go to Setup | Customize | Cases | Page Layouts.
- Click Edit next to page layout for which you wish to enable ‘Related Cases’ list.
- From Case (Support) Layout select Related list.
- Drag and Drop Related Cases into the Related List section of the Page Layout.
What is console layout in Salesforce?
A console is a type of Salesforce app that’s designed for speed. You can create as many console apps as you need, as long as you don’t exceed your organization’s custom app limits. Just like other apps in Salesforce, you can access it from the App menu.
Can you change the page layout of a case?
Of course, you can still use page layouts to add, remove, reposition, and update field properties. But with the out-of-the box three-column layout on cases, you might not need to change a thing. After all, the preconfigured case layout in the Service Console was designed with support agents in mind.
Where to find case layout in service console?
After all, the preconfigured case layout in the Service Console was designed with support agents in mind. The most important fields are front and center and easy to spot, whether in a Related Record component (1), on the Details tab (2), or in a new record or edit overlay (3).
How to change case layout in Lightning app builder?
In the Lightning App Builder, click Related Record in the list of standard Lightning Components and drag it to the first column. By default, it uses the case object as the lookup field, but we change it to accounts in the next step. Under Lookup Field, choose Account Name.
How to assign multiple page layout assignments per object?
At the object level, for each profile we can assign one page layout to “State A” records and one page layout to “State B” records. That would give us two record types per profile by object but of course if the meta-data type is other than Boolean, we could have additional assignments.