Salesforce - Customize My Pages

Summary

user setting to rearrange object related lists

Body

Customize My Pages is a Salesforce user setting to arrange and/or hide Object related lists on their pages. Every user in our org can modify this setting to suit their preference.   

Access the Service?

  • Having an active user account, log into Salesforce with SSO

Issues/Questions

How do I rearrange my Object related lists?

  1. Navigate to the top right of your screen and click on your profile picture/avatar
  2. Click on Settings
  3. Expand Display & Layout on left
  4. Click Customize My Pages
  5. Use the dropdown to select the Object e.g. Contacts and then select Customize Page
  6. Click an item within Selected List
  7. Use the Up and Down arrows to rearrange, or Left and Right arrows to add/remove from your page view
  8. Repeat steps 6 and 7 for all the Object related lists you would like to move
  9. Save
  10. Save
  11. You will see a yellow banner message "Your settings have been successfully saved"
  12. Open a new Object record click the Related tab to verify your newly selected order

Why does my colleague's Object related lists display in a different order than mine even though we have the same profile/role?

  1. See first question

Details

Details

Article ID: 18062
Created
Wed 1/17/24 4:38 PM
Modified
Tue 3/19/24 3:35 PM