Selecting and Customizing Page Layouts

Note:You must have administrator rights in Salesforce to select page layouts in the Salesforce Connector.

In Salesforce, layouts determine the arrangement and visibility of fields, buttons, related lists, and other elements on an object's record page, shaping the user experience. Layouts are closely tied to user profiles, ensuring that different users see only the most relevant information based on their responsibilities and permissions.

To facilitate data exchange between Salesforce and FlexNet Operations, the Salesforce Connector introduces specific custom elements—such as fields, buttons, and checkboxes—into the Salesforce environment. These elements allow users to view and modify FlexNet Operations-specific data and initiate the sync directly from Salesforce. Administrators can then choose which page layouts should include them.

For detailed information, refer to the following sections:

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Selecting a Page Layout

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Example for Custom Fields Added By the Salesforce Connector

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Custom Elements Added for FlexNet Operations