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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Installation and Configuration > Configure Your Aria Salesforce.com Connector > Assign or Customize Your Page Layouts

Assign or Customize Your Page Layouts

Overview

In order for your Salesforce users to be able to utilize Aria functionality in Salesforce, they must have access to the applicable Aria page layouts or access to Aria controls (fields, buttons, etc.) on your existing Accounts, Contacts, Opportunities, and Quotes layouts.

To provide your Salesforce users with access to Aria functionality, you can do either of the following:

  1. If you are new to Salesforce, assign Aria page layouts to your Salesforce profiles.
  2. If you have previously used Salesforce, customize your existing page layout. This will allow you to display the same controls as the Aria page layouts.

Assigning Aria Page Layouts to Your Salesforce Profiles

If you are new to Salesforce, you want to assign Aria page layouts to your Salesforce profiles by following the steps below. You man then choose to customize the Aria page layouts by removing and/or rearranging controls on them.

  1. Click Customize.
  2. Click Accounts.
  3. Click Page Layouts.

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  1. Click Page Layout Assignment.

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  1. Click Edit Assignment.

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  1. Select one or more profiles to which you want to assign a page layout.

You can select multiple profiles by using Ctrl + click or Shift + click. Your selected profiles will be highlighted.

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  1. Select the Aria page layout that you want to assign to the selected profiles: Aria Standard Account Layout or Aria Admin Layout.
  2. Your selected page layout will appear in the Page Layout column for the selected profiles.
  3. Repeat Steps 6-7 above for each additional profile to which you want to assign an Aria page layout.
  4. Click Save.

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  1. Repeat Steps 1 -10 above to assign the Aria page layouts for Contacts, Opportunities, and Quotes to your Salesforce profiles.

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Customizing Your Existing Salesforce Page Layouts

If you have previously used Salesforce, you should customize your existing layouts so that they display the same controls as the Aria page layouts. To see what the Aria page layouts look like: Click Customize > Click Accounts, Contacts, Opportunities, or Quotes > click Page Layouts > click Edit next to the Aria page layout that you want to see.

  1. Click Customize.
  2. Click Accounts.
  3. Click Page Layouts.

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  1. Click Edit next to your existing (non-Aria) page layout that you want to customize.

customize1.png

  1. Drag and drop your chosen Aria control from the top of the page to the desired location on the page layout. You should add the same controls that are on the corresponding Aria page layout.
  2. Click Save.

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  1. Repeat Steps 1 -6 above to customize your existing Contacts, Opportunities, and Quotes layouts.

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  1. Verify that your chosen page layouts are assigned to the applicable profiles.
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Last modified
20:44, 20 Jul 2015

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