Note

   

This documentation supports the 20.22.01 version of BMC Helix Remedyforce.

To view an earlier version, select the version from the Product version menu.

Overview of the Salesforce page layout

The Salesforce page layout refers to object forms that look similar to Salesforce forms, such as Contacts. The following topics provide information about the Salesforce page layout:

Modules available in the Salesforce page layout

The Salesforce page layout is available for the Incident, Task, Problem, Release, Change Request, Knowledge Articles, and Broadcast objects in BMC Remedyforce.

Key features of the Salesforce page layout

The Salesforce page layout provides the following features:

  • Users who have the Customize Application administrative permission can add or remove buttons, fields, Visualforce page components, and related lists on the object forms.
  • Users can customize the list views.
  • System administrators can create different layouts for different profiles.
  • The BMC Remedyforce application can be easily integrated with other applications on Force.com.

Visualforce pages available on the Salesforce page layout

System administrators can add or remove Visualforce pages on the Salesforce page layout. The following table describes the pages that you can add to or remove from the page layout.

Common items on forms in the Salesforce page layout

The following table describes items that are common to all forms.

Help for the Salesforce page layout

The BMC Remedyforce online documentation does not include help for performing actions on the Salesforce page layout. The help links on the following tabs continue to open the help system for version 20.14.02.021.038. This help system covers all the information that is required to perform actions on these tabs.

  • Incidents
  • Tasks
  • Problems
  • Broadcasts
  • Releases
  • Change requests

Important

You must use the help system for version 20.14.02.021.038 for the Salesforce page layout only. 

The BMC Remedyforce online documentation includes information about customizing the Salesforce page layout. For more information, see Configuring the Salesforce page layout.

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