Update Renew And Refund Buttons

Update Page Layouts:

New Lightning Actions on the Subscription and Receipt objects have been created to provide improved performance. You will need to add the new Renew Action to the Subscription page layout and Create Refund and Process Refund to the Receipt page layout.

Subscription Object:

You need to update your Subscription page layout to add the new Renew Lightning Action and remove the old one.

1. Navigate to Setup > Object Manager. Type Subscription in the Quick Find search bar.
   

   

2. Select Subscription from the objects generated. The Subscription Details page will open.

3. Select Page Layouts from the left-sidebar. Page Layouts will open.
   

   

4. Click the Page Layout Assignment button in the top right corner. The Page Layout Assignment page will open.
   

   

5. Click Edit Assignment. The table will become editable.
   

   

6. Select all of the Profiles you wish to update and select the 21Winter Subscription Layout from the Page Layout To Use picklist.
   

   

7. Click Save to apply the page layout to your selected Profiles. The page will refresh and display your updated page layout assignments.
   

   

8. Select the 21Winter Subscription Layout from the Profile table. The page layout editor will open.

9. Click Mobile & Lightning Actions and locate Renew.
   

   

10. Drag the old Renew Action (OrderApi) from the page layout under Salesforce Mobile and Lightning Experience Actions and back into the palette.
    

    

11. Drag the new Renew Action (LTE) from the palette to the Salesforce Mobile and Lightning Experience Actions section.
    

    

12. Click Save to apply your changes.

Receipt Object:

You need to update your Receipt page layout to add the new Create and Process Refund Lightning Actions and remove the old ones.

1. Navigate to Setup > Object Manager. Type Receipt in the Quick Find search bar.
   

   

2. Select Receipt from the objects generated. The Receipt Details page will open.

3. Select Page Layouts from the left-sidebar. Page Layouts will open.
   

   

4. Click the Page Layout Assignment button in the top right corner. The Page Layout Assignment page will open.
   

   

5. Click Edit Assignment. The table will become editable.
   

   

6. Select all of the Profiles you wish to update and select the 21Winter Receipt Layout from the Page Layout To Use picklist.

   

7. Click Save to apply the page layout to your selected Profiles. The page will refresh and display your updated page layout assignments.
   

   

8. Select the 21Winter Receipt Layout from the Profile table. The page layout editor will open.

9. Click Mobile & Lightning Actions and locate Create Refund.
   

   

10. Drag the old Create Refund Action (OrderApi) from the page layout under Salesforce Mobile and Lightning Experience Actions and back into the palette.
    

11. Drag the new Create Refund Action (LTE) from the palette to the Salesforce Mobile and Lightning Experience Actions section.
    

    

12. Locate Process Refund and perform the same swap.
    

    

13. Click Save to apply your changes.

Next Steps:

Review Schema Updates or Technical Information.