How to Customize Tabs and Change Page Layout on a Record in Salesforce | Scribe

    How to Customize Tabs and Change Page Layout on a Record in Salesforce

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    • 24 steps |
    • 2 minutes
    1
    Navigate to your org and click "Leads" or the object you're trying to edit.
    2
    Click on a lead.
    3
    Click here.
    4
    Click here.
    5
    To change the number of panes available, click on an outside area of the page (the part in gray) to pull up the "Template" field.
    6
    Click "Change"
    7
    Select your preferred template.
    8
    To proceed with updating tabs, click into the "Tabs" component where you'd typically see the "Details" tab.
    9
    In the menu on the right, click "Add Tab"
    10
    Click into the "Details" label and open the dropdown menu.
    11
    Change the "Tab Label" to "Custom," and type in your custom label.
    12
    In this case, we're creating a separate "Property Info" tab. Click "Done."
    13
    Click on the "Property Info" or newly created tab.
    14
    Click "Fields"
    15
    Click "Field Section" and drag it over to the "Add Component(s) Here" section.
    16
    Update the "Label" field.
    17
    Click and drag fields (in this case, "Property Street") to the "Property Info" or newly created tab area. (Hover over this screenshot and select the zoom out button to see the full screenshot)
    18
    Continue adding the necessary fields.
    19
    Click "Save"
    20
    Click "Activation..."