Edit Or Assign Your Salesforce Accounts Page Layout

Zumzum Financials Knowledge Base

    Overview

    If you are using the Enterprise Edition you can assign the Zumzum Financials Accounts page layout.  The custom page contains specific sections and fields to hold your financial data about your customers and suppliers.

    Edit Or Assign Your Salesforce Accounts Page Layout

     

    1. Click Your Name | Setup | Customize | Accounts, and choose Page Layouts or Record Types..
    2. In the page layout or record type list page, click Page Layout Assignment.
    3. Click Edit Assignment.
    4. Use the table to specify the Zumzum Financials Account Layout page layout for each profile that requires access to accounting data
    5. Click Save

     

    Edit Your Page Layouts  (Professional/Enterprise Edition)

     

    If you are using the Salesforce Professional Edition you will need to edit your page layout to add the sections and custom fields to hold your financial data about your customers and suppliers. 

     

    To access page layouts for Accounts:

     

    1. Select Your Name | Setup | Customize.
    2. Choose Accounts.
    3. Choose the Page Layout link.

     

    Work with the page layout editor to add the following components:

     

    • Customer Activity – drag and drop the Visual Force Page component Customer Activity to the top of your Account page layout. 
    • Add a new Section for Credit Control to place your custom accounting fields and ensure that it is a 2 column section. 
    • Drag and drop the following fields into this section

     

    Left Column Right Column
    Account Number Nominal Account
    Billing Contact Co Reg Number
    Terms Agreed VAT reg number
    Payment Due Days Credit Limit
    Settlement Due Days Terms
    Settlement Discount Debit
    Tax Rate Credit
    ECSL Region Balance

     

    • Add a new Section for Bank Information to place your custom accounting fields and ensure that it is a 2 column section. 
    • Drag and drop the following fields into this section

     

    Left Column Right Column
    Bank Account Name Bank Name
    Bank Account No Bank Sort Code
    Bank Address IBAN

     

    • Add the Activity Report button and Account Report buttons to the Custom Buttons component on the page layout. 
    • Add the following Related Lists to your page layout
      • Sales Orders
      • Sales Invoices
      • Purchase Orders
      • Purchase Invoices 
    in Manage Customer DataManage Supplier Data