Configuring Standard Objects Layouts and Lightning Pages

Nextian package provides custom page layouts and lightning record pages for the following standard Salesforce objects:

  • Product (Product2)
  • Account
  • Opportunity
  • Quote
  • Case
Important

Layouts and Lightning pages provided in the Nextian package will be overwritten each time the package is updated. This means that any local changes made in your org will be lost.

Additionally, it’s likely that customizations to standard object layouts already exist before the package installation.

For this reason, we recommend using the layouts provided by the package as a reference and incorporating Nextian fields into your existing layouts.

To use the package-provided layouts “as-is”, for each object:

  1. Go to Setup → Object Manger.
  2. Select object (e.g., Account) for which you want to reassign layouts.
  3. Go to Page Layouts.
  4. Use Page Layout Assignments button to assign Nextian layout to appropriate profiles.
  5. Go to Lightning Record Pages.
  6. Use Page Layout Assignments button to configure Nextian Record Pages for org, app and specific profiles.

 

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