0

i am not a developer and am looking for a way to edit the fields that are shown on the "New contact page". When users add new Contacts they use the below page to create them, one of the fields that is completed is "Lead Source" which sits on the Enquiry object. When a new Contact is created it automatically creates a new enquiry.

I would like to take the "Lead Source" field out and replace it with some different fields that need adding to the enquiry created. Can anyone help me with this ?

New Contact Page

0

You can edit the Page Layout for the Contact Object from the Object Manager menu in Setup. You should check the Page Assignments to ensure you are editing the correct Page Layout (if there is more than one layout).

Once on the Edit page, you can add and remove fields as needed from the layout - just remember to click save once you have completed your changes.

The Salesforce Trailhead site has a similar module on editing the Page Layout on Account - perhaps reviewing the steps for this might help you with the Contact object.

Trailhead Link: https://trailhead.salesforce.com/en/content/learn/projects/customize-a-salesforce-object/create-account-page-layouts

4
  • Thank you for your response. This link only seems to outline how to edit standard page layouts. The page i am referring to and have added an image of is not a standard Contact page layout it is a screen that appears when clicking New contact and brings up select fields to start the contact creation process it is not the full Contact page layout. Any ideas on this ? Were you able to see the screenshot that i added to the post ? – Brian Lewis Sep 22 '20 at 7:13
  • Is that the standard Global Action for creating a new Contact? If so, then you can edit the page displayed by doing the following: 1. Go to Setup => Go to Global Actions 2. Look for the Action "New Contact" - Click Layout next to the Action 3. Add/Remove the fields as needed and click save – cg13 Sep 22 '20 at 17:45
  • I don't think it is, i went in to the global actions as suggested and the New Contact global action did not have the fields that are outlined here. Maybe its a visualforce page created by the person previously here ? Is there anyway to identify the name of the page while in the page itself ?? – Brian Lewis Sep 23 '20 at 13:25
  • If it's a VF page then the name of the page should appear in the URL. Is there any clues on the URL? – cg13 Sep 23 '20 at 13:33

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.