> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize Standard Object Layouts

To improve adoption of ShiftUp within your organization, we recommend updating some of your standard pages and layouts to include ShiftUp components.

## Update Account Record Page

Go to `Setup` , then click on the `Object Manager`  tab and click on the `Account` object.

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kegm.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=c70c0c00b5571d9046dc419f6744893b" alt="SCR 20260331 Kegm" width="1380" height="732" data-path="images/SCR-20260331-kegm.png" />
</Frame>

Next, open the Account record page where you would like to display ShiftUp account plan details

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kguw.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=83b3fb6a1abbcc8fecfb17168cee241e" alt="SCR 20260331 Kguw" width="1330" height="664" data-path="images/SCR-20260331-kguw.png" />
</Frame>

And click the `Edit` button

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-khdy.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=36a0b55eaca7c22b4d449e93a91e5d42" alt="SCR 20260331 Khdy" width="1696" height="738" data-path="images/SCR-20260331-khdy.png" />
</Frame>

This will take you to the Lightning App Builder to edit the Account record page. Record pages are very different for each business, so yours may look different. We want to add the `ShiftUp Account Plan` component to this record page, you can decide where you want to add this but we recommend creating a new tab for ShiftUp and dropping the component here.

See sample steps below:

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/exp2.gif?s=2afcf82a507c7bf7159dcd98389006cd" alt="Exp2" width="1076" height="720" data-path="images/exp2.gif" />
</Frame>

ShiftUp should now be available in the Account record page:

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-klhy.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=b7048765b899dd6bb062b8f4d40b3472" alt="SCR 20260331 Klhy" width="2926" height="1722" data-path="images/SCR-20260331-klhy.png" />
</Frame>

## Update Opportunity Record Page

Go to `Setup` , then click on the `Object Manager`  tab and click on the `Opportunity` object.

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kmmy.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=026b652a5ac0cddf2f439119ee9b2625" alt="SCR 20260331 Kmmy" width="1778" height="822" data-path="images/SCR-20260331-kmmy.png" />
</Frame>

Next, open the Opportunity record page where you would like to display ShiftUp strategy details

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kofy.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=b139bb5097531b22f28b4f0d22f7dac5" alt="SCR 20260331 Kofy" width="1218" height="786" data-path="images/SCR-20260331-kofy.png" />
</Frame>

And click the `Edit` button

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kokf.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=c48480639634688ac2c3dfc1d4def411" alt="SCR 20260331 Kokf" width="1420" height="756" data-path="images/SCR-20260331-kokf.png" />
</Frame>

This will take you to the Lightning App Builder to edit the Opportunity record page. Record pages are very different for each business, so yours may look different. We want to add the `ShiftUp Opportunity Strategy` component to this record page, you can decide where you want to add this but we recommend creating a new tab for ShiftUp and dropping the component here.

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/exp3.gif?s=30b79ff89eaa6494c0211d666dded98d" alt="Exp3" width="992" height="720" data-path="images/exp3.gif" />
</Frame>

ShiftUp should now be available in the Opportunity record page:

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kqak.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=59c582b8b0ce25d0cd4799cfcd97d785" alt="SCR 20260331 Kqak" width="2934" height="1732" data-path="images/SCR-20260331-kqak.png" />
</Frame>

## Enabling Account Plan creation from the Account list view

It is also possible to add create account plans directly from the Accounts list view instead of doing it through the Seller Profile screen inside of the ShiftUp app. To do this, we have to enable a new list view button in the Accounts object.

Go to `Setup` , then click on the `Object Manager`  tab and click on the `Account` object.

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kegm.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=c70c0c00b5571d9046dc419f6744893b" alt="SCR 20260331 Kegm" width="1380" height="732" data-path="images/SCR-20260331-kegm.png" />
</Frame>

Next, go to the `List View Button Layout` section and click the dropdown button next to the list view row.

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-kenm.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=635f8221dc30e4fc5d1777b30c3afd5c" alt="SCR 20260331 Kenm" width="3252" height="1294" data-path="images/SCR-20260331-kenm.png" />
</Frame>

In the List View button edit screen, add the `Create Account Plans` button to the list of Selected Buttons and then click `Save`

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-ketq.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=a060ea8bf4576e728a404ac4213e3ed1" alt="SCR 20260331 Ketq" width="1666" height="1872" data-path="images/SCR-20260331-ketq.png" />
</Frame>

You should now be able to create Account Plans directly from the Account list view by selecting accounts and clicking the `Create Account Plans` buttons in the list view.

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/exp4.gif?s=a0d9141ae49f2245adb11acef7779389" alt="Exp4" width="984" height="720" data-path="images/exp4.gif" />
</Frame>
