Update the Page Layout
  • 26 Mar 2024
  • 1 Minute to read
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Update the Page Layout

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Article Summary

The new Event Builder is enabled by default, but its tab will not be visible the first time you use it. To make the tab visible, a Salesforce System Administrator must complete the steps below.

Add the Tab

  1. Click the Gear icon in the upper right-hand corner.
  2. Click Setup.
  3. Type and click “App Manager” in the Quick Find box.
    EVBuilder_QSG_Tab_1
  4. Locate Events (Admin) app.
  5. Use the dropdown arrow on the right to click Edit for the Classic or Lightning Events (Admin).
    EVBuilder_QSG_Tab_2
  6. Select Navigation Items.
    EVBuilder_QSG_Tab_3
  7. Select and move the Event Builder tab from Available Items to Selected Items.
    EVBuilder_QSG_Tab_4
  8. Click Save.
  9. Repeat steps 4 - 10 for the Events (Organizer) app and any other custom Event apps.

Add the Button

  1. Click the Gear icon in the upper right-hand corner.
  2. Click Setup.
  3. Click the Object Manager tab.
  4. Search for and click “Event”. (Make sure to select the conference360__Event__c object, not the standard Salesforce Event object.)
    EVBuilder_QSG_Button_1
  5. Click Page Layouts.
  6. Click Event Layout.
  7. Click Mobile & Lightning Actions.
    EVBuilder_QSG_Button_2
  8. Remove the Wizard button from the page layout.
    EVBuilder_QSG_Button_3
  9. Add the Builder button to the page layout.
  10. Repeat steps 5 - 9 for any custom page layouts.

Once the tab and button are added, the Event Builder can be accessed via the tab or an Event record’s Builder button.