Updating page layouts

With the web applets, fields and web tab created, the final step is to add them to the page layouts and roles that require them.

Adding the Marketing Cloud Contact Profiler Applet to the Contact Page Layout.
1. In the upper right corner of any page, click the Admin global link.
2. In the Application Customization section, click the Application Customization link.
3. In the Record Type Setup section, click the Contact record type link.
4. In the Page Layout section, click the Contact Page Layout link.
5. Click “Edit” next to the page layout you wish to add the Profiler applet to. Note: If you do not have any custom page layouts, you will need to create a new one by copying the default page layout provided. After providing a name in Step 1 of the page layout wizard, proceed to the next step.
6. Select “Step 4 Related Information” in the Page Layout Wizard.
7. In the far left list called “Not Available Information”, locate the “Marketing Cloud Contact Profiler” and the “Marketing Cloud Links” applets and press the left and right arrows until the entries appears in the “Displayed Information” list. You may select the up and down arrows to change the order of the applets.
8. Click “Finish”.
9. If you created a new page layout in Step 5, assign the new page layout to the Role that will have access to Profiler. If you used an existing page layout, skip to Step 10.
  1. In the upper right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click User Management and Access Controls.
  3. In the Role Management section, click Role Management.
  4. Select “Edit” next to the role that you wish to have the web applet added to.
  5. Select “Step 6 Page Layout Assignment”.
  6. Scroll down until you see “Contact” in the “Record Type” column.
  7. In the “Page Layout Name” column, select the page layout you created in Step 5.
  8. Click “Finish”.
10. Finally, deploy the new page layout to your users:
  1. If users are not allowed to edit their personal layout, then there are no additional steps for you to complete for deploying the new page layout to your users.
  2. If users have edited their personal layout, you can do one of the following for the applets to be displayed:
    1. Reset the users’ layout. This will force all users of a particular role back to the default page layouts assigned to that role.
      1. In the upper-right corner of any page, click the Admin global link.
      2. In the User Management and Access Controls section, click the User Management and Access Controls link.
      3. On the User Management and Access Controls page, in the Personalization Management section, click the Reset Page Layouts link to open the Page Layout Reset page.
      4. Select Role, select the role for which you want to reset the page layout, and click Next.
      5. In Step 2, Select Layout, choose the Contact layouts and move it from the Available section to the Selected section using the left and right arrows, and click Next.
      6. In Step 3, Confirm, verify your selections, and then click Finish to save your changes.
      7. There are no further steps need to be taken by the administrator; the users will have to log out and log back in to see the changes.
    2. Alert users that a new applet is available by email, and instruct them to add it to their personal layout by having them complete the following: (Note: these steps do not require the privileges outlined at the start of the document, only that the user has the “Personalize Detail Page” privilege”)
      1. In the upper-right corner of any page, click the My Setup global link.
      2. In the Layout Personalization section, click the Personal Layout link.
      3. In the Personal Detail Page Layout section, click the Contact Layout link.
      4. In the Available Related Information section, select the “Marketing Cloud Contact Profiler” and the “Marketing Cloud Links” applets, and click the arrow to move it to the Displayed Related Information section. The users may press the up and down arrow buttons to place the applet at the desired location.
      5. Click “Save” and log out and log back in to see the updated layout.
Adding the Marketing Cloud Lead Profiler and Marketing Cloud Weblinks applet to the Lead Object.

The same steps above can be followed to add the Marketing Cloud Lead Profiler and the Marketing Cloud Weblinks applets to the Lead object, except substitute “Lead” for “Contact” when referring to the Layouts or Roles.
Adding the Marketing Cloud custom fields to the Lead and Contact Object.
1. In the upper right corner of any page, click the Admin global link.
2. In the Application Customization section, click the Application Customization link.
3. In the Record Type Setup section, click Lead record type link.
4. In the Page Layout section, click the Lead Page Layout link.
5. Click “Edit” next to the page layout you wish to add the “Marketing Cloud Lead Rating” and “Lead Source – Most Recent" fields to. Note: If you do not have a custom layout, you will need to create one by copying the default layout provided. After providing a name in Step 1, proceed to the next step.
6. Click “Step 2 Field Setup“ in the Page Layout Wizard and search for the “Marketing Cloud Lead Rating” and “Lead Source – Most Recent” fields.
7. Select the Read Only check box to make these fields read only.
8. Click “Step 3 Field Layout” in the Page Layout Wizard and search for the “Marketing Cloud Lead Rating” and “Lead Source – Most Recent" fields in the “Available Fields” list.
9. Use the right and up arrow buttons to move the fields from the “Available Fields” list to the page layout section you want the fields to show up in.
10. Click “Finish”.
11. If you created a new page layout, assign the page layout to the role that requires the fields. If you used an existing page layout, proceed to Step 10.
  1. In the upper right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click User Management and Access Controls.
  3. In the Role Management section, click Role Management.
  4. Select “Edit” next to the role that you wish to have the fields added to.
  5. Select “Step 6 Page Layout Assignment”.
  6. Scroll down until you see “Lead” in the “Record Type” column.
  7. In the “Page Layout Name” column, select the page layout you created in Step 5.
  8. Click “Finish”.
12. Users will see the new fields once they logout and back in.
13. The above steps can be followed for the Contact object; substitute “Lead” with “Contact” when referring to the Layouts or Roles.

Learn more

Creating custom web applets

Updating the Never Email field on the lead and contact object

Creating custom fields on the lead and contact object

Creating a custom web tab for Engage

Adding the Engage custom web tab