Creating a Salesforce Page Layout

Issue/Question

Specific need for a new page layout in Salesforce or a change to an existing page layout

Environment

  • Salesforce

Cause

Bringing new area into Salesforce

Updating current page layout because of different needs

Resolution

  1. Please contact the helpdesk with the following information
    1. What page layout will be updated or created?
    2. What fields will be associated with this layout?
    3. Who is the contact for questions on the page layout?
    4. Who needs access to the page layout?