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Add Close Location Date and Location Closure Remarks

Goal

Populating the Location Closing Date and Location Closure Remarks will prevent new transactions from being recorded at the Location.

After reading this article you will be able to:

  • Add the location close date and location closure remark fields to location layout
  • Navigate to location record
  • Add closing location data

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Add the Location Close Date and Location Closure Remark Fields to Location Layout

Before entering the data, add the Location Close Date and Location Closure Remarks fields to the location page layout.

 

  1. From Setup click Object Manager.
  2. Enter Location in the quick find area.
  3. Click Location.

1 Add Close Location Date and Location Closure Remarks - setup location obj.png

 

  1. Click Page Layouts.
  2. Select the assigned page layout.

2 Add Close Location Date and Location Closure Remarks - location page layout.png

 

  1. Enter Location Close Date in the quick find area.
  2. Click and drag the field into the desired section.
  3. Release the clicker.

3 Add Close Location Date and Location Closure Remarks - add field.png

 

  1. Repeat steps 6 ,7 & 8 with the Location Closure Remarks field.

4 Add Close Location Date and Location Closure Remarks - add field.2.png

 

  1. Click Save.

5 Add Close Location Date and Location Closure Remarks - save page layout.png

 

Step Two: Navigate to Location Record

  1. Click the App Launcher icon.

6 Add Close Location Date and Location Closure Remarks - app launcher.png

 

  1. Enter Locations in the search area.
  2. Click Locations.

7 Add Close Location Date and Location Closure Remarks - location navi.png

 

  1. Select closing location.

8 Add Close Location Date and Location Closure Remarks - closing location.png

 

Step Three: Add Closing Location Data

  1. Click Edit.

9 Add Close Location Date and Location Closure Remarks - edit btn.png

 

  1. Click the calendar icon on the Location Close Date field.
  2. Select Date.
  3. Enter <Location Closure Remarks>.
  4. Click Save.

10 Add Close Location Date and Location Closure Remarks.png

 

Note: You can also inline edits by double clicking the fields.