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Implementing Service Cloud Lightning

How to Add a Custom Field to the Case Layout

In Desk you can add your Custom Fields to the Case Layout by going into Admin > Cases > Cases → Case Layout. You can also do this in Service Cloud by editing the Case Page Layout. Here's how yo...

How to Add a Custom Field to the Account Layout

In Desk you can add your Custom Fields to the Company Layout by going into Admin > Cases > Companies → Company Layout. In Service Cloud Companies are referred to as Accounts and you can edit the...

How to Add a Custom Field to the Contact Layout

In Desk you can add your Custom Fields to the Customer Layout by going into Admin > Cases > Customers → Company Layout. In Service Cloud Customers are referred to as Contacts and you can edit th...

How to Add a Custom Field to the Knowledge Layout

In Desk you couldn't add a Custom Field to your Articles, but in Service Cloud you can. This is a nice feature for creating information rich Knowledge Articles with a defined input for your data. Her...

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