Read through the following procedure to configure the page layout in Leads.
Complete the following steps to customize the page layout in Leads.
Note: 3rd party cookies could cause Contact Insight not to work correctly. To work around this, read Managing 3rd Party Cookies for Contact Insight.
- Go to Setup > App Setup > Customize > Leads > Page Layouts.
- Drag the following fields in the Lead page layout:
- Silverpop Behavior Score (optional for scoring models in Engage).
- Silverpop Lead Rank (optional for scoring models in Engage).
- Silverpop Lead Score (optional for scoring models in Engage).
- Sync to Silverpop (optional if you are using the sync flag option).
- CRMi Modified Date (required if you are using the Professional Edition).
- Silverpop Recipient ID (required if you are using Professional Edition).
- Last Sync Date (required if you are using Professional Edition).
- Last Sync ID (required if you are using Professional Edition).
- Click Buttons in the layout toolbox and then drag Send Silverpop Email to the Custom Buttons section in the Lead Details.
- Click Related Lists in the layout toolbox and then drag Silverpop Email Activities onto the page layout:
- Click the wrench icon in the Silverpop Email Activities
- Move over the following fields. You can select extra fields as needed, up to a maximum of 10 fields.
- Silverpop Email Name
- Subject
- Sent Date/Time
- Status
- Open Date/Time
- Sort by Sent Date or Time.
- In the same open window click plus icon in the Buttons section and clear New and click OK.
- Click Save to save the layout. Click Yes to overwrite the settings.
- Click Visualforce Pages and drag a new section onto the page layout:
- Enter the name as Silverpop Contact Insight.
- Click and drag SP_EngageMashupLead.
- Click the wrench icon in the mashup and adjust the height to 450 pixels and check the Show scrollbars
- Repeat the steps 1 - 5 for each additional Lead page layout you want to add this information.
Comments
0 comments
Please sign in to leave a comment.