--- schema_version: "1" id: 697c642d6792c0262ee04fde53236a4a5b9859b326b8a8d5797577d99d0dca5f title: Modify Page Layouts for the Consumer Goods Offline Mobile App collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_change_page_layout.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_change_page_layout.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7517b71f3099cfa08629967c5182892445c3f7633a7a074c8188fbf45746cb5d description: Change the page layout for the Content Version, Event, User Setting, and Sales Organization objects, and then assign the user customizations to the required user profiles for the Consumer Goods offline mobile app. products: - Consumer Goods release: "264" --- # Modify Page Layouts for the Consumer Goods Offline Mobile App Change the page layout for the Content Version, Event, User Setting, and Sales Organization objects, and then assign the user customizations to the required user profiles for the Consumer Goods offline mobile app. ### Required Editions
Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
## Configure Visit List View Buttons Configure visit page layout to add list views to the visit page. 1. From Setup, go to Object Manager, and then find and select **Visit**. 2. Click **List View Button Layout**, and then select **Edit**. 3. Move these fields from Available Buttons to Selected Buttons. - Advanced Visit - Trip List Planning - Visit Planning - Multiple New Visits - Job List Planning 4. Save your changes. ## Add Action Plan List Component to Visit Record Page To allow users to add action plans to visits, add the Action Plan List component to Visit object record page. 1. From Setup, go to Object Manager, and then find and select **Visit**. 2. Click **Lightning Record Pages**, and then click **Call Record Page**. 3. Click **View**. 4. Drag the **Action Plan List** component into the page. 5. Save your changes, and then activate the page. ## Change Page Layout Assignment of Content Version Object Change the page layout for the CGCloud\_User\_Profile and CGCloud\_User\_Profile\_Non\_Sales profiles. 1. From Setup, go to Object Manager, and then find and select **Content Version**. 2. Click **Page Layout**, and then click **Page Layout Assignment**. 3. Click **Edit Assignment**. 4. Change the master page layouts of CGCloud\_User\_Profile and CGCloud\_User\_Profile\_Non\_Sales to CGCloud File Layout. 5. Save your changes. ## Change Page Layout Assignment to User Custom Layout Assign User Custom Layout to CGCloud\_User\_Profile, CGCloud\_User\_Profile\_Non\_Sales, and CGCloud\_Basic\_Sync\_Admin\_Profile. 1. From Setup, go to Object Manager, and then find and select **User**. 2. Click **User Page Layout**, and then click **Page Layout Assignment**. 3. Click **Edit Assignment**. 4. Change the Page Layout Assignment to **User Custom Layout**. 5. Save your changes. 6. In Fields & Relationships, set the field-level security. | Field Name | Access Level | | --- | --- | | Mobility Sales Org | Visible | | Sales Organization | Visible | | Language Postfix | Read-Only | 7. Save your changes. ## Update Page Layout Assignment of the Event Object Assign Custom Event Layout to the CGCloud\_User\_Profile and CGCloud\_User\_Profile\_Non\_Sales profiles in Page Layout Assignment of the Event object. 1. From the object management settings for Event, go to **Page Layouts**. 2. Click **Page Layout Assignment**. 3. Click **Edit Assignment**. 4. Change the page layouts of CGCloud\_User\_Profile and CGCloud\_User\_Profile\_Non\_Sales to Custom Event Layout. 5. Save your changes. ## Page Layout Changes for Product and Assortment Advanced product and assortment can be accessed by changing the page layouts for Product, Assortment, Assortment Product, and Store Assortment objects. - Product: Ensure that the page layout for the CGCloud\_Batch\_User, CGCloud\_User\_Profile, and CGCloud\_User\_Profile\_Non\_Sales profiles is Product Layout 2 for the Product and Product Group record types. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png) Note You can customize the Product Layout 2 search results page where standard fields appear as columns. - Assortment: - Ensure that the page layout for the CGCloud\_Batch\_User, CGCloud\_User\_Profile, and CGCloud\_User\_Profile\_Non\_Sales profiles is Assortment Layout 2. - On the Assortment Layout 2 page, add these related lists: - Store Assortments - Order Templates - Listing Modules - Product Assortment Categories - On Lightning Record pages, activate the Product Assortment Lightning option for desktop. - Assortment Product: - Ensure that the page layout for the CGCloud\_Batch\_User, CGCloud\_User\_Profile, and CGCloud\_User\_Profile\_Non\_Sales profiles is Assortment Product Layout 2. - Store Assortment: - Ensure that the page layout for the CGCloud\_Batch\_User, CGCloud\_User\_Profile, and CGCloud\_User\_Profile\_Non\_Sales profiles is Store Assortment Layout 2. - Advanced Promotion: On Lightning Record Pages, activate the Sellable Promotion Lightning option for desktop. #### See Also - [Customize Search Layouts to Show Results That Users Want](https://help.salesforce.com/s/articleView?id=ai.customizing_search_layouts.htm&type=5&language=en_US) ## Change List View Button Layout for Activity To create standard and event-driven activities through Lightning Web Components (LWC), change the List View Button Layout for the Activity object. 1. From the Object Manager settings for Activity, go to List View Button Layout, and then select **Edit** for List View. 2. In the Standard Buttons section, deselect **New**. 3. Save your changes.