To add an Account to a portfolio, you can do this from the Account Record page or from the Account List view. This enables you to monitor those companies within a specified portfolio.
To add the Add to Portfolio Buttons your Account Record page, click Setup and then select Object Manager and choose Account.
Add Account to Portfolio Button onto an Account Record
Once you’re on the Account Object, select Page Layouts and edit the Page Layout where you want to add the Add Account to Portfolio button and click Edit.
Scroll down to the Mobile & Lightning Actions and in the Quick Find box, type ‘Add Account to Portfolio’. This will display the relevant button.
On the page, scroll down to the Salesforce Mobile and Lightning Experience Actions sections. You will need to drag the Add Account to Portfolio button into that section. A green checkmark will highlight where the button can be added. You can drag to re-order the button.
Once the button has been added. Click Save.
Navigate to an Account record, with the relevant page layout assignment. You will now see the button ‘Add Account to Portfolio’ displayed.
Add Account to Portfolio Button to List Views
To add the Add to Portfolio Buttons your List Views page, click Setup and then select Object Manager and choose Account.
Once you’re on the Account Object, select Search Layouts where you want to add the Add Account to Portfolio button and click Edit.
From Object Manager, you see two search layouts options:
- Search Layouts apply to Lightning Experience.
- List View Button Layout applies to Lightning Experience and Salesforce Classic
To edit the layout, from the drop-down menu across from layout Profile Name, select Edit. Scroll down to the custom button section within the Account Search Results.
To change what’s visible on the page, move the Available Button ‘Add Accounts to Portfolio’ to the Selected Buttons using the Add or Remove controls. Click Save.
List View Button Layout
In Lightning Experience, you can select List View Button Layout. Use the List View Button Layout to add and remove the Add Account to Portfolio button that users see on all the list views for the Account object. For example, if you remove the Add Account to Portfolio button from the account list view, that button is no longer shown on any account list view. The List View Button Layout applies to Lightning Experience and Salesforce Classic.
Navigate to Setup > Object Manager > Account > List View Button Layout
Click the drop-down arrow next to the “List View” layout and select the “Edit” value in the drop-down.
On the edit page for the List View Button layout, scroll down to the Custom Buttons section and select your new list view button.
Move the Available Button ‘Add Account to Portfolio’ to the Selected Button using the Add or Remove controls. Click Save. Return to the Account Object List view, you should be able to see your button on any list view.