Configuring InsideView to Page Layout in Salesforce

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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

StepDescriptionDetails
 1 Customize Under Build, click Customize
 2 Go to the Page Layout Click Accounts to add InsideView in Accounts and click Page Layout. 

 3 Add Account Details Under Account Layout, click Section and drag and drop it under Account Detail.

 4 Enter Section Properties On the Section Properties dialog box, do the following:

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

Click OK.   

 5 Enter the Visualforce Pages  Select Visualforce Pages under Account Layout, click InsideView Account Connector, drag and drop it in the InsideView section you created. 

 

 6 Go to Properties  On the InsideView Account Connector click Properties

 7 Change the Visualforce Page Properties On the Visualforce Page Properties, change Height (in pixels) to 400 and click OK

 8 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. 

 9 Install SFDC Home Page components Click Here to install optional SFDC Home Page components.
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