Customize Contacts Page Layouts

Owned by Terry Humphris
Last updated: Nov 11, 2020 by Paul Carter (Unlicensed)
2 min read

After installation of the package the Salesforce interface should be changed to expose the new S4S custom fields and functionality.

Contacts Settings

Four new custom fields should be added to the Contact UI for setting the Sitecore username and password fields.

Add new custom fields

Navigate to Setup » Object Manager » Contact » Page Layouts and choose the layout to change e.g. Contact Layout.


Editing the Contact Page Layout

Add a new Section called Sitecore to the bottom of the Contacts page.


Adding a new Sitecore section to the Contact Page Layout in Salesforce


Add the new custom fields to the new Sitecore Section:

  • Sitecore Username
  • Sitecore Password
  • Sitecore Password Question
  • Sitecore Password Answer
  • Password Encrypted (Add to Layout in the Sitecore Professional Edition Package only)

Sample layout for Sitecore section


Note: For Salesforce Enterprise Editions and above the Password encryption checkbox does NOT need to be added to the Contact Page layout, and can be invisible to all Users.


Save the Contacts modified page layout.

Next Step

Add Sitecore Role Field to Contact

Steps