Articles in this section

Configuring InsideView Append in Salesforce Lead Page Layout

Nitin Singh Sisodia
  • Updated
Follow

This article explains how to configure and view InsideView Append data in your Salesforce Lead page layout.

Configuring in Salesforce Lightning edition

Follow the instructions below to configure Lead page layout in Salesforce Lightning edition:

Step Description Details
1 Go to Setup After you login to Salesforce, click Setup Home, as shown in the screen below:

setup_new.png
2 Go to Object Manager Click Objects and Fields and then click Object Manager.

3 Add a section   In the Object Manager page, click the Lead object link.

lead_setup_small.png

In the Lead object page, select the Page Layouts link and then click Lead Layout, select Section and drag and drop it under Lead Detail.

lead_setup1_small.png
4 Edit section properties On the Section Properties dialog box, do the following:

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

section_properties.png
5 Go to the Page Layout Click Leads to go to the following screen. 

lead_setup2.png

And click Lead Layout, as illustrated in the below:

lead_setup3_small.png
6 Add InsideView Data Record field  Under Lead Layout, select the InsideView Data Record field and drag and drop it in the InsideView Append section.

lead_setup4_small.png
7 Save Click Save to save the updated page layout.
8 View InsideView Data Record
  • Once your InsideView Append account is activated, you can view matching InsideView Data Record for any lead in your Salesforce account page as illustrated:

    lead_setup5_small.pngNote: If no match is found for a lead in InsideView Lightning Data, no link will be displayed.

  • To view lead data that is appended from InsideView Lightning Data, click the Lead Name link under the InsideView Data Record custom field.

    account_view1_small.png
9 Update InsideView Data Record
  • If no match is found, try adding more account information such as Website URL, Country, Revenue and other relevant fields. 
  • After adding the fields, click the New Case menu and select the Check for New Data item from the drop down menu.

    No_Data_small.jpg

  • Once you select Check for New Data, the Data Integration Status dialog opens where you will see either Not Compared, In Sync, Reviewed, Different, Not Found, or Skipped status. 

    For more information about these statuses, read the Salesforce Online Help documentation.

  • Click Update to update the InsideView Data Record.

 

Configuring in Salesforce Classic edition

Follow the instructions below to configure Lead page layout in Salesforce Classic edition:

Step Description Details
1 Go to Setup Click Setup as shown in the screen below:

classic2.png 
2 Go to Page Layout Go to Leads > Page Layouts. 

lead_page_layout.jpg
3 Go to Edit Lead page layout In the Lead Page Layout, click Edit.

Edit_pl.jpg
4 Add a section   Under Lead Layout, click Section and drag and drop it under Lead Detail.

5 Edit section properties On the Section Properties dialog box, do the following:

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

section_properties.png
6 Go to the Page Layout Go to Lead and click Page Layouts, as illustrated in the screen below:

lead_page_layout.jpg
7 Add InsideView Data Record field  Under Lead Layout, select the InsideView Data Record field and drag and drop it in the InsideView Append section.

 8 Save Click Save to save the updated page layout. 
 9 View InsideView Data Record
  • Once your InsideView Append account is activated, you can view matching InsideView Data Record for a lead in your Salesforce lead page as illustrated:

    Note: If no match is found for a lead in InsideView Lightning Data, no link will be displayed.

  • To view lead data that is appended from InsideView Lightning Data, click the Lead Name link under the InsideView Data Record custom field.

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk