Add the Assets Subtab to Partner Pages

By default the Assets subtab does not appear on Partners detail pages. If you want to use assets functionality for your partner accounts, you must first add the Assets subtab to the Partners details page.

You must have the Sales Administrator job role to add the Assets subtab to Partners details page.

Note:

The asset subtab does not appear for partners that are not set up as accounts and have a Sell To address, because only partners that are accounts with a Sell To address can own assets.

Sales administrators can use these steps to add the Assets subtab to the Partners details page.

1. Sign in with your sales administrator credentials.

2. Be sure you're in a sandbox.

3. In the Navigator, click More and from the Tools list, click Application Composer.

4. In the navigation tree, expand Standard Objects, expand Partner, and click Pages.

5. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

6. Type a new layout name and click Save and Edit.

7. Click the Hide, Show, or Reorder Subtabs icon.

8. Move Assets to the Selected Subtabs column, and click OK.

9. Click Done.

10. Be sure that the layout status for your modified layout is Active.

Your new modified layout (with the Assets subtab now included on the Partners details page or Edit Partner page) now displays in the table above the standard layout. You can add additional viewing conditions to the layout using this table. For example, you can indicate which roles can see your layout at run time. If you add no conditions, then this layout appears to everyone at run time instead of the standard layout. For more information, see the Dynamic Page Layouts topic in the Extending Sales guide.