Extend Pages for Contacts

Using Application Composer, you can change many items that appear on the pages for contacts.

Use Application Composer to modify the following pages:

• Contacts landing page:

  • Contacts cards view

  • Contacts listing

• Create Contact page

• Edit Contact 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: Note the fixed choice list for Contact Job Title isn't available in contact advanced search; you can only enable it as a text field.

Contacts Landing Page

The Contacts landing page consists of two different views, which your users can toggle between:

• The Contacts cards view

• The Contacts listing

You can modify both pages.

The Contact cards view displays a list of all your users' contacts, but represented visually as cards. You can modify the fields that appear in each card. For example, you can hide standard contact fields or show custom contact fields. To modify the Contact cards view:

1. Navigate to the Contact object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, click Edit Landing Page.

4. In the Configure Card View region, select the fields that you want to display or hide in your contact cards.

5. Optionally, select the Enable alphabetic filtering check box to display the alphabetic bar which runs across the top of the contact cards page.

The Contacts listing displays all your users' contacts, but represented in a table list view. You can modify the columns that appear in the table. For example, you can hide standard contact fields or show custom contact fields. To modify the Contacts listing:

1. Navigate to the Contact object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, click Edit Landing Page.

4. In the Configure Summary Table region, select the fields that you want to display or hide in the Contacts list page.

Create Contact Page

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

1. Navigate to the Contact 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 Contact object and then select for display in a page layout appear on the Create Contact page, before the address set of fields.

Edit Contact Page

The Edit Contact page consists of multiple subtabs that display along the left side of the page. You can modify most of these 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 Contact 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 Contact object to add those fields to the relevant subtabs.

To modify the Edit Contact page:

1. Navigate to the Contact 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 Contact page, select the subtab you want to change first. The following subtabs are available from the Edit Contact 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 Contact page. For example, the changes you make to the Opportunities subtab on the Edit Contact page aren't reflected on the Opportunities subtab on the Edit Account page.

   • Overview

   • Profile

   • Team

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

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

   • Conversations

     Not extensible from this page.