Set Up Account Layout

All Rillet objects are referenced to Accounts in Salesforce. To make them visible, you must add them as related lists on the Account detail page.

To Add Rillet Objects to the Account Layout:

1. Go to Setup > Object Manager.

   
2. Select Account.

3. In the sidebar, select Page Layout and open the layout you want to edit.

   
4. In the layout editor, go to Related List Settings.

5. In the search box, type Rillet to find objects from the Rillet package.

   
6. Drag and drop the desired Rillet objects into the Related List section.

   
7. (Optional): Repeat this step to add all Rillet objects you want to display.

8. Click Save.

   

See Also

For more information on the Salesforce Managed Package integration in Rillet, review these articles:

• Salesforce Managed Package Integration Overview

• Install the Salesforce Managed Package

• Enable Multi-Currency in Salesforce

• Create the Order Custom Field (Optional)