Modify the Account Plan Page Layout

If you would like to update the position of a field on the Key Account Plan page, you can do this by modifying the Page Layouts. To do this:

  • Click Setup.
  • Object Manager.
  • Navigate to the Key Account Plan (the object is called Key Account Plan, not Account Plan).
  • Page Layouts.

  • Select the Page Layout you would like to update.

  • Locate your new field on the Page Layout. If the field is not already on the Page Layout, it will be in the Field Matrix at the top of the page.
  • Drag and drop the field to its new position.

  • Click the Save button.

 

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