The Celigo NetSuite Package creates custom layouts not native to Salesforce. A custom layout holds custom fields with values. To view a custom layout on your Salesforce records, you need to assign a layout to a Salesforce object. The Integration App creates the following custom layouts:
- Celigo Layout - holds custom fields and values created by the Integration App
- Celigo Opportunity Contract Layout - holds custom fields and values created by the Contract Renewals Add-on
To set a custom layout on a Salesforce tab, you need to:
- Assign a page layout to a role/profile/user
- Set the Field-Level Security for a role/profile/user
Assign a layout to a role
You can change a layout assigned layout via the Profile Detail page. To Assign a layout to a specific role/profile/user:
- Login to your Salesforce account, and from the top-right of your Home page, click Setup.
- From the Administer menu to the left, click Manage Users.
- Click Profiles.
- Click on the Profile name to view the layouts assigned to a role/profile/user.
- You’ll see the listing of Page Layouts for Standard and Custom Objects on your Salesforce app.
- Click on [View Assignment] link under a Standard Object to which you want to assign the custom layout.
- Click on Edit Assignment and select the profiles or roles for which you want to add the custom page layout.
- You can select multiple roles at the same time by choosing various roles using Ctrl + click on a Windows keyboard (or Command + click on a Mac keyboard.)
- Select the custom layout from the list of page layouts available in the “Page Layout To Use:” dropdown menu.
- Click Save.
Set Field-Level Security for a profile
To set field-level security for a specific role/profile/user:
- Login to your Salesforce account, and from the top-right of your Home page, click Setup.
- From the Administer menu to the left, click Manage Users.
- Click Profiles.
- Click on the Profile Name to view the Profile Detail.
- Scroll down to the Field-Level Security section.
- Click Edit and select the access by enabling the relevant Read or Write checkbox next to the field name.
- Click Save.