Adding Fields to Matter Layout in Salesforce

For customers who are not using Dynamic Record Pages

Salesforce

  1. 1. Click on Setup

    Click on Setup
  2. 2. Click on Setup

    Click on Setup
  3. 3. Click on Object Manager

    Click on Object Manager
  4. 4. Type "matter"

    Type "matter"
  5. 5. Click on Matter

    Click on Matter
  6. 6. Click on Page Layouts

    Click on Page Layouts
  7. 7. Click on LOCAL - Conveyancing Matter Layout

    Click on LOCAL - Conveyancing Matter Layout
  8. 8. Search for the field you want to add

    Search for the field you want to add
  9. 9. Drag the field to the desired location

    Drag the field to the desired location
  10. 10. Click on Save

    Click on Save