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Aaron Mayes
Personalize your view of account pages
In the Navigation and Customization section, I am a bit confused
(Personalize your view of account pages
Customize your account detail page layout. Make the Open Activities related list the first one you see on account record detail pages. Then create an account called Goat Wranglers R Us and check the account page to make sure Open Activities appears first.
Make Open Activities the first related list on the record detail page for accounts
Create an account with Account Name: Goat Wranglers R Us)
Could somebody walk me through this process?
(Personalize your view of account pages
Customize your account detail page layout. Make the Open Activities related list the first one you see on account record detail pages. Then create an account called Goat Wranglers R Us and check the account page to make sure Open Activities appears first.
Make Open Activities the first related list on the record detail page for accounts
Create an account with Account Name: Goat Wranglers R Us)
Could somebody walk me through this process?
- Setup => Customize => Account => Page Layouts
- Edit the Layout
- On the Left Panel, select Related Lists
- Now the drag the list as per instructions above
How to create an AccountIn Lightning
- Setup => Object Manager => Account => Pager Layouts
- Repeat rest of the point as above
How to create an AccountI hope this help
My explanation was not helpful. If it was please don't forget to mark it best
Please share the screen shot
Any update?
Got Error
The "Open Activities" related list does not appear to the first one on the Account record details page. Make sure that you are not using Record Types with Accounts as this prevents us from checking the layouts.
Open Activities is the section, available by default for Account Object.
Verify that once, if isn't present then add it from the page layout.
While adding the section make sure that section is seen first in the related section.
Image for reference.
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