After successfully installing the AdvoLogix package, the following modifications will need to be completed.
1. Assign Page Layouts
AdvoLogix ships with several customized page layouts for standard Salesforce.com objects. These layouts provide required customizations which produce a cohesive user experience for AdvoLogix users. These layouts can be assigned to specific profiles within your organization. At a minimum the page layouts should be assigned to all user profiles assigned to users of the AdvoLogix package.
1.1. Content Version Layout
- Go to Setup | Object Manager | Content Version | Page Layouts
- Select the Page Layout Assignment button
- Select the Edit Assignment button
- Highlight each profile that will be using the AdvoLogix Content Layout
- Select AdvoLogix Content Layout from the Page Layout To Use drop-down menu
- Select Save
TIP
The content version object is where a system administrator can modify the page layout for a file record.
1.2. Account Layout
- Go to Setup | Object Manager | Account | Page Layouts
- Select the Page Layout Assignment button
- Select the Edit Assignment button
- Highlight each profile that will be using the AdvoLogix Account Layout
- Select AdvoLogix Account Layout from the Page Layout To Use drop-down menu
- Select Save
Repeat this process for Contacts, Events, and Tasks.