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From the Page Layout To Use field, select Energy Audit Sales Layout, then click Save.

Normally, Maria would select only the Custom: Sales Profile row, but since you’re logged in as a System Administrator, we select that too so that you can check out how the new page layout looks.

From the Page Layout To Use field, select Energy Audit Sales Layout.

You can see the list of profiles and the page layout assigned to each one.

Click Page Layouts, then Page Layout Assignment.

If you’re not already in the Energy Audit object, from Setup, click Object Manager | Energy Audit.

She’s going to assign it to her sales team’s user profile so when they view Energy Audit records, they’ll see the revised view of the fields and the new related list. Maria wants Ursa Major Solar’s salespeople to see this new page layout.

We’re done with the page layout for now, but no one can see it. Click Quick Save again, then click Yes.With the Files related list, Ursa Major Solar sales reps can add files to a record and see a list of files associated with the record. In the palette, click Related Lists, and drag the Files element down to the Related Lists section.Scroll down to the Related Lists section.Because Energy Audit is a custom object, it doesn’t have any related lists.yet. If it's not already there, move Account below Energy Audit Name.Move Audit Notes and Type of Installation to the right column, above Owner.That right-hand column is almost empty, and the fields could be in a better order. Here’s a comparison of the page layout field details and the Energy Audit fields with the default configuration. Scroll down to the Energy Audit Detail section.Name the new layout Energy Audit Sales Layout.Because Maria wants to build on what’s already there for Energy Audit, she’s going to clone the default layout. You can create a page layout from scratch, or you can choose an existing page layout to clone. You should see the system default Energy Audit Layout that we mentioned. It’s of no use to us in Lightning Experience. This Highlights Panel section in the page layout editor controls the highlights panel on pages in our Classic UI. Maybe you’re thinking, “Hey, what’s that ‘Highlights Panel’ section there? Didn’t you tell us that a compact layout controls the highlights panel on Lightning Experience record pages?” Yes, we did. Here’s the page layout editor for a lead. You can think of the upper part as the buffet table and the lower part as the plate of food you’re assembling. The palette contains the basic elements-such as fields, actions, buttons, links, and related lists-that you can add and arrange on your page. The page layout editor has two basic parts: a palette on the upper portion of the screen (1) and the record’s page layout on the lower portion of the screen (2).

We’ll just refer to it as the page layout editor here. It’s called “enhanced” because there’s an earlier version of it. The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. Customizing the fields on your record pages is easy, and you can do it with just a few clicks.