In this article we'll look at customization of your page to adjust which fields are included and where. We'll also cover Quick Actions, Mobile & Lightning Actions, Related Lists, and more.
Accessing Page Layouts
To begin you can either edit your page from the Setup menu or the page itself, by clicking Setup and Edit Object. Once you're in the Object Manager for the Object you're looking to adjust click Page Layouts and select the record type if more than one are present:
As seen above, you can simply drag and drop fields that are available in the Field menu. If the Field is a darker shade and text bold, the field is not yet used on your current page layout. If it's lighter shade and text, the field is already on your page.
Missing something you'd like to add into your page? Read more on Creating Custom Fields here.
Need to remove a field? No problem, simply click the minus icon when hovering over your chosen field and click, which sends the field back into the menu.
Mobile and Lightning Actions
Follow the steps found under Accessing Page Layouts section of this article. Once you are in the Page Layout you want to adjust, you will locate Related Lists. See the video below for more details.
Follow the steps found under Accessing Page Layouts section of this article. Once you are in the Page Layout you want to adjust, you will locate Related Lists:
Please reach out to Product Support (firstname.lastname@example.org) if you have any questions about Page Layouts.