¶ Layout Customization
When making layout changes, it’s recommended to implement them first in a TEST layout before deploying them to the wider team. This ensures proper validation and minimizes disruption.
Note: Layout changes are optional, and their visibility depends on the user's assigned permission sets.
¶ Lead Layout
¶ 1. Lead Page Layout
Add the following lead fields to the Lead Details section:
- LeadAngel Matched Account Name
- Incorrect LeadAngel Matched Account
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¶ 2. Lightning Mode
- Add a custom tab, rename the tab to LeadAngel.
- Add the leadAngelDetails Lightning component.
- Save the changes.
- Assign the layout to default org and activate (if not done already).
- Customize the columns displayed in the LeadAngel tab from the LeadAngel Settings page.
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¶ 3. Classic Mode
- Modify the page layout to add a section with a single column.
- Set the section name as LeadAngel.
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- Add the leadAngelDetails Visualforce page with:
- Height: 600px
- Width: 100%
- Show scrollbars enabled
- Customize the columns displayed in the LeadAngel tab from the LeadAngel Settings page.
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¶ Account Layout
- Add the Leads Related List.
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