Customize Leads Page Layout

Owned by FuseIT OA
Last updated: Nov 16, 2020 by Paul Carter (Deactivated)

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

Leads Settings 

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

Add new custom fields

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


Editing the Lead Page Layout


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


Adding a new "Sitecore" section to the Lead 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 Lead Page layout, and can be invisible to all Users.

Save the Leads modified page layout.

Next Step

Add Sitecore Role Field

Steps