{"id":913,"date":"2017-09-25T18:20:19","date_gmt":"2017-09-25T18:20:19","guid":{"rendered":"http:\/\/support.gaconnector.com\/?p=913"},"modified":"2020-08-25T07:38:00","modified_gmt":"2020-08-25T07:38:00","slug":"customize-lead-page-layout-in-salesforce","status":"publish","type":"post","link":"https:\/\/gaconnector.com\/docs\/customize-lead-page-layout-in-salesforce\/","title":{"rendered":"Customize Lead Page Layout in SalesForce"},"content":{"rendered":"<p>If you have installed the GA Connector Fields in your SalesForce, you will not yet see the fields details on your Leadsf until you customize the Lead Page Layout.<\/p>\n<p><!--more--><\/p>\n<h4>How to edit SalesForce Lead Page layout<\/h4>\n<p>1. Click on\u00a0<strong><span class=\"c0\">Setup<\/span><\/strong>, look for\u00a0<strong><span class=\"c0\">Leads\u00a0<\/span><\/strong>and then click on\u00a0<span class=\"c1 c0\">P<strong>age Layouts<\/strong><\/span><\/p>\n<p class=\"c3\"><span class=\"c0\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/span><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0.png\" alt=\"Page Layouts Salesforce\" width=\"216\" height=\"317\" \/><\/p>\n<p class=\"c3\">2. Click on\u00a0<strong><span class=\"c0\">Edit\u00a0<\/span><\/strong><span class=\"c1 c4\">on the layout you want to customize.<\/span><\/p>\n<p class=\"c3\"><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-1.png\" alt=\"Lead Page Layouts Salesforce\" width=\"650\" height=\"226\" \/><\/p>\n<p class=\"c3\">3.\u00a0You will then be routed to the page where you can edit the layout. From here you can do the following:<\/p>\n<ul>\n<li class=\"c3\">Add a Section.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-2.png\" alt=\"Add a section in Lead's Layout\" width=\"650\" height=\"409\" \/><\/p>\n<p class=\"c3\" style=\"padding-left: 30px;\"><span class=\"c1 c4\">You will then be shown a pop up where you can name the section:<\/span><\/p>\n<p class=\"c3\"><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-3.png\" alt=\"Section Properties Salesforce\" width=\"500\" height=\"305\" \/><\/p>\n<ul>\n<li class=\"c3\"><span class=\"c1 c4\">Once the section is created, you can now drag and drop field names within the new section and arrange them as you want.<\/span><\/li>\n<\/ul>\n<p class=\"c3\"><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-4.png\" alt=\"Adding fields into Salesforce Layout\" width=\"650\" height=\"401\" \/><\/p>\n<p class=\"c3\">4. Once done, you can now click on\u00a0<strong><span class=\"c0\">Save<\/span><\/strong><span class=\"c1 c4\">.<\/span><\/p>\n<p class=\"c3\"><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-5.png\" alt=\"Save button Salesforce Lead layout\" width=\"348\" height=\"202\" \/><\/p>\n<p class=\"c3\"><span class=\"c1 c4\">After following these steps, you and the other users should be able to see the new fields on the layout:<\/span><\/p>\n<p class=\"c3\"><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/gaconnector-section-4.png\" alt=\"GA Connector information about visitors \" width=\"799\" height=\"458\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have installed the GA Connector Fields in your SalesForce, you will not yet see the fields details on your Leadsf until you customize the Lead Page Layout.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,16,21],"tags":[],"_links":{"self":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/913"}],"collection":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/comments?post=913"}],"version-history":[{"count":15,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/913\/revisions"}],"predecessor-version":[{"id":2117,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/913\/revisions\/2117"}],"wp:attachment":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/media?parent=913"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/categories?post=913"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/tags?post=913"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}