Customer Account Settings
- 21 Sep 2021
- 1 Minute to read
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Customer Account Settings
- Updated on 21 Sep 2021
- 1 Minute to read
- Print
- DarkLight
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Update Account page layout
- Go to Setup → Object Manager → Accounts → Page Layouts
- Add Fields:
a. Price Book
b. Shipping Address
c. Billing Address
d. Credit Line
e. Outstanding Balance - Add Related Lists to each field using drag and drop:
a. Web Orders
b. Webshop Partner Discounts
Update Account Price Book
- Open your test account and update the Price Book you created into the ‘Price Book’ field.
- Enter test information (all fields) into the Shipping Address and Billing Address.