This article explains how to configure and view InsideView Append data in your Salesforce Account page layout.
Configuring in Salesforce Lightning edition
Follow the instructions below to configure Account page layout in Salesforce Lightning edition:
Step | Description | Details |
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1 | Go to Setup | After you login to Salesforce, click Setup Home, as shown in the screen below:
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2 | Go to Object Manager | Click Objects and Fields and then click Object Manager.
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3 | Add a section | Under Account Layout, click Section and drag and drop it under Account Detail.
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4 | Edit section properties | On the Section Properties dialog box, do the following: - In the Section Name box, type InsideView Append.
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5 | Go to the Page Layout | Click Accounts to go to the following screen.
And click Page Layout, as illustrated in the below:
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6 | Add InsideView Data Record field | Under Account Layout, select the InsideView Data Record field and drag and drop it in the InsideView Append section.
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7 | Save | Click Save to save the updated page layout. |
8 | View InsideView Data Record |
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9 | Update InsideView Data Record |
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Configuring in Salesforce Classic edition
Follow the instructions below to configure Account page layout in Salesforce Classic edition:
Step | Description | Details |
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1 | Go to Setup | Click Setup as shown in the screen below:
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2 | Go to Page Layout | Go to Accounts > Page Layouts.
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3 | Go to Edit Account page layout | In the Account Page Layout, click Edit.
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4 | Add a section | Under Account Layout, click Section and drag and drop it under Account Detail.
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5 | Edit section properties | On the Section Properties dialog box, do the following: - In the Section Name box, type InsideView Append.
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6 | Go to the Page Layout | Go to Accounts and click Page Layouts, as illustrated in the screen below:
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7 | Add InsideView Data Record field | Under Account Layout, select the InsideView Data Record field and drag and drop it in the InsideView Append section.
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8 | Save | Click Save to save the updated page layout. |
9 | View InsideView Data Record |
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