SOAP Note layouts control which fields and sections your team sees when viewing or editing SOAP Notes in Salesforce. Many SOAP Note fields may already exist in your org and only need to be added to the page layout.

Click the gear icon in the top-right corner of Salesforce, then click Setup.

From Setup, click the Object Manager tab.

Use the Object Manager search box to find SOAP Note, then open the SOAP Note object.

In the left sidebar for the SOAP Note object, click Page Layouts.

Find the layout you want to update, then click the layout name or choose Edit from the row actions.

Look through the existing sections and fields to decide what needs to be added, moved, renamed, or removed.

Use the layout editor field palette to search for the field you need. Drag the field from the palette onto the layout.

If you do not see the field you need, confirm that the field has already been created on the SOAP Note object.

To create a new grouping of fields, drag Section from the layout editor palette onto the layout. Give the section a clear name so providers can quickly understand what belongs there.

Drag fields or sections to rearrange them. To remove an item from the layout, drag it back to the layout editor palette.

Removing a field from the layout does not delete the field or its data. It only hides the field from that page layout.

Click Quick Save, then use Preview As to check how the layout appears for a user profile such as System Administrator.

When the layout looks correct, click Save.

Your updated SOAP Note layout will now be used by records assigned to that page layout.

If users do not see the updated layout, check the SOAP Note object's Page Layout Assignment settings. The user may be assigned to a different layout based on profile or record type.