Configuring InsideView Sales in Page Layout in Salesforce Classic Edition

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Add the InsideView app in Accounts, Leads, Contacts, and Opportunity Objects

This set of instructions is for new users who are installing the InsideView package for the first time.

The following instructions describe how to add InsideView in the Account object. To learn how to install InsideView Sales, click here

Step Description Details
 1 Customize Under Build, click Customize

 

 2 Go to the Page Layout Click Accounts to add InsideView in Accounts and click Page Layouts. 

account_layout.png 

 3 Edit an account page layout In the Account Page Layout, select the page layout that you wish to edit. For example, click the edit link for the Account Layout as shown below:

Account_Page_Layout.png

 4 Add section  Under Account Layout, click Section and drag and drop it under Account Detail.

 5 Enter Section Properties In the Section Properties dialog box, do the following:

            - In the Section Name box, type InsideView.
            - Under Layout select 1-Column.

Click OK.   

 6 Drag the Connected App  Select Canvas Apps under Account Layout, click InsideView SF Connected App, drag and drop it in the InsideView section you created. 

Account_Page_Layout2.png

 Account_Page_Layout3.png

 7 Go to Properties In the InsideView SF Connected App section, click Properties

Account_Page_Layout4.png

 8 Change the Connected App Properties In the Connect App Properties dialog, change Height (in pixels) to 400 and click OK

Account_Page_Layout5.png

 9 Save the changes and repeat steps Click Save to save the updated page layout. 

Repeat steps 2 - 8 to add InsideView to Leads, Opportunities, and Contacts objects. 

 10 Install SFDC Home Page components Click Here to install optional Salesforce Home Page components.
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