Extend Pages for Accounts

Using Application Composer, you can change many items for accounts pages.

Use Application Composer to modify the following pages:

• Accounts landing page

• Create Account page

• Edit Account page

For example, you can:

• Hide or show standard fields.

• Set fields as required.

• Set field default values.

• Reorder columns.

• Change column labels.

• Add custom fields (all types).

Note: To extend the pages for accounts, use the Account object in Application Composer.

Accounts Landing Page

You can modify the Accounts landing page, also referred to as the Accounts list page. For example, you can hide standard account fields or show custom account fields. To modify the Accounts landing page:

1. Navigate to the Account object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, click Edit Summary Table for Account.

Create Account Page

You can modify the Create Account page. For example, you can hide standard account fields, make a field required, add a default value, and show custom account fields. To modify the Create Account page:

1. Navigate to the Account object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Creation Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

   To enhance runtime usability for your end users, optionally group custom fields into field groups.

Note: Custom fields that you add to the Account object and then select for display in a page layout appear on the Create Account page, before the address set of fields.

Edit Account Page

The Edit Account page consists of multiple subtabs that display along the left side of the page. You can modify most of these subtabs, as well as hide or show subtabs. For example, you can also add custom subtabs to display records from child or related objects

To add custom fields to certain subtabs available from the Edit Account page, you must first navigate to those subtab target objects in Application Composer to create the fields. After creating the fields on the target object, you can then navigate to the required details page layout for the Account object to add those fields to the relevant subtabs.

To modify the Edit Account page:

1. Navigate to the Account object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Details Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

4. When making changes to the Edit Account page, select the subtab you want to change first. The following subtabs are available from the Edit Account page. Use the following subtabs to configure which standard and custom fields display at runtime.

   The changes you make to these subtabs are unique to the Edit Account page. For example, the changes you make to the Opportunities subtab on the Edit Account page aren't reflected on the Opportunities subtab on the Edit Contact page.

   • Overview

   • Profile

     Note: When adding a custom field group to the Profile tab, the custom field group always displays above the Address region at runtime. This is true even if the custom field group is positioned differently when configuring the layout in Application Composer.

   • Team

     Use the Sales Account Resource and Sales Account Territory objects to create custom fields as needed.

   • Contacts

     Use the Contact object to create custom fields as needed.

     Note: To expose the Contact custom fields on the Contacts subtab, create a join for the field under the Custom Contact Profile object.

   • Assets

     Use the Asset object to create custom fields as needed.

   • Opportunities

     Use the Opportunity object to create custom fields as needed.

   • Leads

     Use the Lead object to create custom fields as needed.

   • Relationships

     Use the Relationship object to create custom fields as needed.

   • Notes

     Use the Note object in Application Composer to create custom fields as needed, and to extend this subtab.

     On the Application Pages tab for the Note object, edit the default creation page layout or duplicate it to create a new layout.

     The Notes list page isn't extensible.

   • Activities

     Use the Activity object in Application Composer to extend this subtab.

     On the Application Pages tab for the Activity object, click Edit Embedded Summary Table (at the bottom of the page).

   • Conversations

     Not extensible from this page.