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:
|
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.
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. |
4 | Edit section properties | On the Section Properties dialog box, do the following:
- In the Section Name box, type InsideView Append. |
5 | Go to the Page Layout | Click Leads to go to the following screen.
And click Lead Layout, as illustrated in the below: |
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.
|
7 | Save | Click Save to save the updated page layout. |
8 | View InsideView Data Record |
|
9 | Update 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:
|
2 | Go to Page Layout | Go to Leads > Page Layouts.
|
3 | Go to Edit Lead page layout | In the Lead Page Layout, click Edit.
|
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. |
6 | Go to the Page Layout | Go to Lead and click Page Layouts, as illustrated in the screen below:
|
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 |
|
Comments
0 comments
Please sign in to leave a comment.