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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Orchestrate

Page Layouts

Creating a Master Page Layout

Create a master page layout (template) with the Contact, Account, Due Date, and Subject fields and any other fields you desire. After creating a master page layout, you can copy (save it as, or clone it) every time you need to create a new page layout without having to start from scratch.

  1. In Setup, go to the custom object for which the master page layout is needed.
  2. Select the Page Layouts link or scroll down to that frame.
  3. Click the New button.
  4. Leave the Existing Page Layout as None.
  5. Enter *Master Page Layout in the Page Layout Name field and click the Save button.
    Tip: The asterisk (*) makes this page layout name always appear at the top of the list.
  6. Drag and drop the fields, buttons, and related lists where you want them:
    • Add Contact, Account, Due Date, Subject and any other fields you want future page layouts to have as defaults.
    • Add the Open Activities, Activity History, and Notes & Attachments related lists.
    • Add the Process Visual and Process Details buttons.
  7. Click Save.
Administrator Guide
Salesforce
Orchestrate

April 28, 2025