Configure Page Layouts in Salesforce
Use the following information as a reference if you need to configure page layouts in Salesforce after setup has been completed. To manage your Salesforce page layouts, go to Connector Platform > Settings > Manage Layouts.
You can select one of the following options:
-
Use a new NetSuite Connector Platform Salesforce Connector layout – Create a new layout for the object in Salesforce with standard fields and include NetSuite fields.
-
Use existing Account layouts – Add the NetSuite fields to the existing Salesforce layouts.
The following table lists the new Salesforce Connector layouts that are added when you choose to use the new layouts.
|
Salesforce Object |
Custom Page Layout |
|---|---|
|
Account |
Universal NetSuite Connector Account Layout |
|
Contact |
Universal NetSuite Connector Contact Layout |
|
Opportunity |
Universal NetSuite Connector Opportunity Layout |
|
Order |
Universal NetSuite Connector Order Layout |
|
Product |
Universal NetSuite Connector Product Layout |
If you already have Salesforce layouts that you use, you can select the Use existing Account layouts option. When you select this option, you can select the existing Salesforce page layout and then add the Salesforce Connector fields to the respective layouts.
For more information, refer to the Update Page Layout Assignments section of the Configure Page Layouts topic of the Salesforce General Documentation.