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すべてのコレクションMakeLeaps for Salesforce Setup3. Salesforce Settings
【MakeLeaps for Salesforce】Add “Sync with MakeLeaps” to the Account List View
【MakeLeaps for Salesforce】Add “Sync with MakeLeaps” to the Account List View

Salesforce Settings

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

2. Click “Build” or “Application Settings” > “Customize” > “Account” >”Search Layout”

3. Click “Edit” next to “Account List View”

4. For Custom Buttons, add “Sync with MakeLeaps” to Selected Buttons.

5. Click on “Save”

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