Join Gini von Courter for an in-depth discussion in this video App setup: Lead and Contact page layouts (Classic), part of Salesforce: LinkedIn Sales Navigator Integration.
- [Instructor] Next we need to modify the page layouts for leads like this and our contacts so that we can show member profiles and company pages from Linkedin. To do that we're going to go back to Setup. Scroll down. We're going to Customize. And we're going to need to do this for both Leads and Contacts so let's go grab Leads.
And we'd like to change the page layouts. On my organization we have three custom page layouts that are being used specifically by folks in support, in sales and marketing and then everyone else that isn't assigned to one of those is using this lead layout, this is both a bit of challenge and a bit of opportunity because I get to modify four of these if I wish, but it might also be that I only want to make modifications to one. Let's go edit the lead layout. That is the default layout used by everyone.
You need to create a new section where we'd like to place the Linkedin member information and a good recommendation is to place that here so it will be available right under the lead information. I'm going to grab a section and drop it right here. We'll name this section Linkedin member profile, it's a detail page, not edited, one column say okay, let's do that again, and this one we will name Linkedin company profile exactly the same, I'll scroll down to visual force pages and we're going to take our LeadLinkedinCompanyProfile drop it in here, our LeadLinkedinMemberProfile and drop it in the member profile section that we created.
Let's set the properties for the member profile, click the properties wrench the width is going to be 100% the height 675 pixels we're going to show scroll bars if we need them we don't need a label. And remember if you're watching now and you're going to do this install later, first you can come back and watch this movie again but second, you will find all of these settings and all of these steps in the Linkedin sales navigator for Salesforce installation guide.
Which you can download from Linkedin. When you're done with this one click OK. Resizing love that, let's not go to our company page, click the properties wrench and we're going to give this similar space. 675 pixels with a scroll bar width of the screen. Okay. If you are a lightning user you can add both the member and the company profile lightning components to your lightning pages instead of using these visual Salesforce pages and you will find information on those choices in the installation guide as well.
I'm done so I'm going to click save to save my layout, this will only take a few seconds to save and remember that I need to do this twice, not just for leads but also for contacts. When saving is complete, I'll be returned to the lead layout page. So how do I know that my layout's worked? Well if you're the kind of person who likes to check on that like I am let's go take a look at our leads, drop back into this lead or any other lead and you'll notice as you scroll down right below the detail and before the address are the items that we added the member profile, the company profile, waiting for us to sign it.
Resist the urge to do that now. We have a little more work to do. Specifically I now have to return and do the same work with contacts and so do you. I'm going to do that offline and see you in the next movie where we'll work on modifying the page layout for accounts and opportunities
- Viewing a lead or a contact's Sales Navigator information
- Working with accounts and opportunities
- Viewing synced Sales Navigator data in Salesforce
- Viewing a company profile for an account
- Installing the LinkedIn Sales Navigator for Salesforce app
- Testing the app