Customer Account Settings
  • 21 Sep 2021
  • 1 Minute to read
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Customer Account Settings

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Article summary

Update Account page layout

  1. Go to Setup → Object Manager → Accounts → Page Layouts
  2. Add Fields:
    a. Price Book
    b. Shipping Address
    c. Billing Address
    d. Credit Line
    e. Outstanding Balance
  3. Add Related Lists to each field using drag and drop:
    a. Web Orders
    b. Webshop Partner Discounts

Update Account Price Book

  1. Open your test account and update the Price Book you created into the ‘Price Book’ field.
  2. Enter test information (all fields) into the Shipping Address and Billing Address.