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すべてのコレクションMakeLeaps for Salesforce Setup3. Salesforce Settings
【MakeLeaps for Salesforce】Add “Accounts” screen to MakeLeaps
【MakeLeaps for Salesforce】Add “Accounts” screen to MakeLeaps

Salesforce Settings

5年以上前に更新
  1. Click on “Settings” in the upper right

2. Select “Build” or “Application Settings” > “Customize” > “Account” >”Page Layout”

3. Click “Edit” next to “Account Layout”

4. Drag “Sync with MakeLeaps” from the layout panel to “Account Information” on the bottom

5. Select “Visualforce Page” on the layout page, and drag & drop it to the “Details” below “Account Documents”

(Minimum Height: 350px)

6. Click on “Save” in the layout panel

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