This article provides an introduction to the different approaches that may be required to change a record page layout.
For some features, Lumary provides optional fields. To use these fields, a system administrator may need to add the field to a page layout.
If you're new to Salesforce, you may benefit from working through some of the training material listed in our help and training resources before tackling these changes.
Page layouts like the client record page may have been customised during your Lumary implementation. This means that, to give users access to new fields, your system administrator may need to check whether you're using a customised version of a record page. You may be using a customised version if:
- you spot a new feature in our release notes that isn't appearing on your records, or
- you make a change to a record page layout that doesn't appear for your users.
We've put together the following user guides to show you how to:
- add a field to a default record layout. This is for default record layouts that come standard with Lumary CM.
- identify a customised record layout and add a field. This is for customised record layouts that may have been developed and assigned by your system administrator or during your Lumary implementation, and
- identify a customised Lightning page layout and add a field. This is for customised Lightning page layouts with customised Lightning components. They may have been developed and assigned by your system administrator or during your Lumary implementation.