his document describes the process of adding PartnerAlign fields to Account, Contact, and Opportunity layouts.
Perform the following steps:
- Go to Setup -> Object Manager -> <Object Name>. This object could be an Account/Contact/Opportunity.
- Click on Page Layouts on the left.
- Edit page layouts on which you want to display sync-related fields like “PartnerAlign Id”, “PA Sync Status” and “PA Sync Failure Reason”.
- You can also add the button “Send to PartnerAlign” which can be used to manually send the data by clicking this button.
Do not select “PA Sync Status Picklist”.