1. Implementing Consumer Goods
  2. Duplicate Layouts for Surveys

Duplicate Layouts for Surveys

As a sales administrator, you can enable surveys by duplicating the layouts for account and promotion objects.

The order of duplicating layouts must be:

  1. Landing page

  2. Create

  3. Detail

  4. Search and Select Dialog or Reusable Regions

Here's how you can duplicate the layouts:

  1. Activate a sandbox.

  2. Select Application Composer from navigation.

  3. Select Standard Objects > Account > Pages and duplicate the following layouts.

    Object

    Application

    Page Layout

    Layout Name

    Role

    Expression

    Account

    Common

    Landing Page

    		 
    ORACO Duplicate Layout

    Any

    Account

    Common

    Detail

    		 
    ORACO Duplicate Layout

    Any

    Account

    Common

    Detail

    		 
    ORACO Sales Representative Layout

    Sales Representative Custom

    Account

    Common

    Detail

    		 
    ORACO Sales Manager Layout

    Sales Manager Custom

    Account Manager Custom

    Account

    Common

    Detail

    		 
    ORACO Marketing Manager Layout

    Marketing Manager Custom

    Account

    Common

    Detail

    		 
    ORACO Telesales Duplicate Layout

    Any

    Account

    Common

    Detail

    		 
    ORACO Telesales Representative Manager Layout

    Sales Representative Custom, Sales Manager Custom

    Account

    Common

    Detail

    		 
    ORACO Telesales Marketing Manager Layout

    Marketing Manager Custom

    Account

    Common

    Search and Select Dialog

    		 
    ORACO Duplicate Layout

    Any

    Promotion

    Sales

    Landing Page

    		 
    ORACO Duplicate Layout

    Any

    Promotion

    Sales

    Landing Page

    		 
    Pricing ORACO Duplicate Layout

    Any

    Promotion

    Sales

    Detail

    		 
    ORACO Duplicate Layout

    Any

    Promotion

    Sales

    Detail

    		 
    Approved Layout

    Sales Representative Custom

    Promotion

    Sales

    Detail

    		 
    Approved Layout

    Sales Manager Custom

    Promotion

    Sales

    Detail

    		 
    Approved Layout for Marketing Manager

    Marketing Manager Custom

    		 
    if(__ORACO__Status_c=='ORA_ACO_PROMOTION_APPROVED') return true

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Non-Account Manager

    Marketing Manager Custom

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Non-Account Manager

    Any

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Account Manager

    Sales Administrator Custom

    		 
    if(__ORACO__Status_c=='ORA_ACO_PROMOTION_DRAFT') return true

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Account Manager

    Account Manager Custom

    Promotion

    Sales

    Detail

    		 
    Approved Layout for Account Manager

    Sales Administrator Custom

    		 
    if(__ORACO__Status_c=='ORA_ACO_PROMOTION_APPROVED')return true

    Promotion

    Sales

    Detail

    		 
    Approved Layout for Account Manager

    Account Manager Custom

    Promotion

    Sales

    Detail

    		 
    Discount Model Layout for Volume Discount

    Any

    		 
    if(__ORACO__DiscountType_c == 'ORA_ACO_VD')return true

    Promotion

    Sales

    Detail

    		 
    Discount Model Layout for Dynamic Combo

    Any

    		 
    if(__ORACO__DiscountType_c == 'ORA_ACO_DC')return true

    Promotion

    Sales

    Detail

    		 
    Discount Model Layout for Fixed Combo

    Any

    		 
    if(__ORACO__DiscountType_c == 'ORA_ACO_FC')return true

    Promotion

    Sales

    Detail

    		 
    Discount Model Layout for Fixed Discount

    Any

    		 
    if(__ORACO__DiscountType_c == 'ORA_ACO_FD' || __ORACO__DiscountType_c == null)return true

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Volume Discount for Account Manager

    Account Manager Custom

    		 
    if(__ORACO__Status_c=='ORA_ACO_PROMOTION_DRAFT' && __ORACO__DiscountType_c == 'ORA_ACO_VD')return true

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Dynamic Combo for Account Manager

    Account Manager Custom

    		 
    if(__ORACO__Status_c=='ORA_ACO_PROMOTION_DRAFT' && __ORACO__DiscountType_c == 'ORA_ACO_DC')return true

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Fixed Combo for Account Manager

    Account Manager Custom

    		 
    if(__ORACO__Status_c=='ORA_ACO_PROMOTION_DRAFT' && __ORACO__DiscountType_c == 'ORA_ACO_FC')return true

    Promotion

    Sales

    Detail

    		 
    Draft Layout for Fixed Discount for Account Manager

    Account Manager Custom

    		 
    if(__ORACO__Status_c=='ORA_ACO_PROMOTION_DRAFT' && (__ORACO__DiscountType_c == 'ORA_ACO_FD' || __ORACO__DiscountType_c == null)) return true

    Promotion

    Sales

    Search and Select Dialog

    		 
    ORACO Duplicate Layout

    Any

    Survey Questions (__ORACO__SurveyQuestions_c)

    Common

    Landing

    		 
    ORACO Duplicate Layout

    Any

    Survey Questions (__ORACO__SurveyQuestions_c)

    Common

    Create

    		 
    ORACO Duplicate Layout

    Any

    Survey Questions (__ORACO__SurveyQuestions_c)

    Common

    Detail

    		 
    ORACO Duplicate Layout

    Any

    Survey Questions (__ORACO__SurveyQuestions_c)

    Common

    Reusable Region

    		 
    ORACO Duplicate Layout

    Any

    Survey Template (__ORACO__SurveyTemplate_c)

    Common

    Detail

    		 
    ORACO Duplicate Layout

    Any
Note:

To enable surveys and survey template, set up the role security for the survey and survey template object.