10. Assign Page Layouts to Record Types

This step ensures that the Page Layouts for the SlapFive Customer Influence and SlapFive Customer Influence Activity custom objects are mapped to the right Record Types.

SlapFive Customer Influence object

Go to Setup > Objects and Fields > Object Manager and click on the SlapFive Customer Influence object.

Go to Record Types and click the Page Layout Assignment button in the upper right.

Click the Edit Assignment button.

Assign Page Layouts to SlapFive Customer Influence object Record Types

• Select all the cells in the Customer Content Share column, and then select SlapFive Share Layout from the Page Layout to Use dropdown box.

• Select all the cells in the Customer Reference Request column, and then select SlapFive Request Layout from the Page Layout to Use dropdown box.

• Select all the cells in the Customer Referral column, and then select SlapFive Referral Layout from the Page Layout to Use dropdown box.

• Click Save.

SlapFive Customer Influence Activity object

Go back to Object Manager and edit the SlapFive Customer Influence Activity object.

Go to Record Types and click the Page Layout Assignment button in the upper right.

Click the Edit Assignment button.

Assign Page Layouts to SlapFive Customer Influence Activity object Record Types

• Select all the cells in the Customer Content Shared & Viewed column, and then select SlapFive Share Activity Layout from the Page Layout to Use dropdown box.

• Select all the cells in the Customer Reference Activity Performed column, and then select SlapFive Request Activity Layout from the Page Layout to Use dropdown box.

• Select all the cells in the Customer Referral Activity column, and then select SlapFive Referral Activity Layout from the Page Layout to Use dropdown box.

• Click Save.