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Salesforce page layouts are the user interface for your working business, and our free project management app Milestones PM+ can be customized to improve data visibility and user productivity. Being 100% Salesforce-native means Project records, like Task and Resource, and non-Project records, like Product and Case, are seamlessly compatible for lookups, reporting, and charts. No matter how you use projects in Salesforce –
- Service Cloud: Cases on Tasks and Solutions on Milestones
- Sales Cloud: Tasks based on Contacts, Products on Milestones, and Opportunity on Project
- Marketing Cloud: Content Alignments on Tasks and Content on Milestones
– Milestones PM+ pages can be tailored for any use case.
This will be completed in Object Manager, of which step 3 will redirect to Lightning App Builder.
Step 1: Page Layouts
For record details, action buttons (found in Highlights Panel of step 3), and related lists. Once complete, verify page layout assignments.
Part 1, Salesforce Mobile and Lightning Experience Actions (buttons)
Panel selector: Mobile & Lightning Actions
- Edit
- New Task
- Complete Task
- Clone
- Move to New Milestone
- Delete
- Printable View
Part 2, Task Detail (three sections of two columns)
Panel selector: Fields, unless noted
- Information
- Project Task Name
- Milestone
- Overall Status
- Project
- Complete
- Expense & Hours
- Estimated Expense
- Total Expense
- Expense Balance
- Estimated Hours
- Total Hours
- Hours Balance
- More
- Visualforce Page: Milestone1_Move_Task_Detail
- Description
- Created By
- Last Modified By
Part 3, Related Lists
Panel selector: Related Lists
- Time
- Hours
- Incurred By
- Date Incurred, sort descending
- Project Time Name
- Expenses
- Amount
- Incurred By
- Date Incurred, sort descending
- Project Expense Name
- To Dos
- Project Todo Name
- Complete
Step 2: Compact Layouts
For ‘Included Fields’ of the Highlight Panel at the top of the record. Also displays in the Salesforce mobile app and, if applicable, email integrations (Outlook, Gmail).
- Project Task Name
- Milestone
- Project
- Start Date
- Due Date
Step 3: Lightning Record pages
Drag and drop each Component onto the page, Save, then Activate.
- Highlight Panel
- Hide Follow/Unfollow button: checked
- Visible action buttons: 7
- Main region: Tabs
- Details
- Record Detail
- Chatter
- Chatter Publisher>Global
- Chatter Feed>Record
- Details
- Right sidebar
- Related Lists>Default
- Custom – Managed component: MPM Plus To Do List
Read more: Display project data on Salesforce records with page layout Related Lists
To Do: Related List vs LWC
The argument for the Related List is the ability to customize which fields to display (Step 1 part 3, the gear icon next to the list header).
The argument for the Lightning Web Component is one-click Completion updating and one-click new To-do creation.
| Display project data on Salesforce records with page layout Related Lists | Milestones PM+ Use Case Library | Salesforce Task Notifications and Project Resource Alerts |