Customer Account Settings
- Updated on Sep 21, 2021
- Published on Mar 1, 2021
Prev Next 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.