Page layouts assignment
Assign the latest page layouts to your quoting user profiles as listed in the table.
| Object | Record Type | Page Layout to Use |
|---|---|---|
| Quote | Master | Quote Layout - Default V8.0 |
| Quote | Amendment | Quote Layout - Amendment v8.0 |
| Quote | Amendment ReadOnly | Quote Layout - Amendment Read-Only v8.0 |
| Quote | Default | Quote Layout - Default V8.0 |
| Quote | ReadOnly | Quote Layout - Read Only v8.0 |
| Quote | Renewal | Quote Layout - Renewal V8.0 |
| Quote | Renewal ReadOnly | Quote Layout - Renewal Read-Only V8.0 |
| Product(Salesforce object) | n/a | Product Layout (Installed Package: Zuora for Salesforce Quotes) |
| Product Rate Plan | n/a | Rate Plan Layout v7.0 |
| Product Rate Plan Charge | n/a | Product Rate Plan Charge Z-Force Layout v7.0 |
To assign the page layouts to user profiles, see Assign page layouts to user profiles.
To update the page layout assignment for the Salesforce Product object, see Update page layout assignment for Salesforce Product object.