Configure Leads for B2C

To configure most sales objects for B2C, you must rename the Account field to something that works for your business, like Customer or Client. The Sales Lead object, however, is already delivered with two separate Account fields and two separate Contact fields.

This means that it's not necessary to rename the Account fields for the Sales Lead object. Instead, you only have to hide them from Lead Management page layouts.

To configure the Sales Lead object so that it's compatible with B2C, you should:

1. Hide the Existing Account field, and confirm that the New Account field is hidden, on the Lead set of pages. In a simple B2C environment, you don't need to show the Account fields.

2. Review the two Contact fields to confirm their display settings. The Existing Contact field should be automatically displayed already. You might want to display the New Contact field if your users enter net new leads.

Hide the Account Fields

1. Navigate to Application Composer and expand Standard Objects.

2. Expand the Sales Lead object and click the Pages node.

3. On the Simplified Pages tab, review each active page layout to confirm that both the Existing Account and New Account fields are hidden. Both fields should be in the Available Fields column, not in the Selected Fields column.

Review the Contact Fields

1. Navigate to Application Composer and expand Standard Objects.

2. Expand the Sales Lead object and click the Pages node.

3. On the Simplified Pages tab, review each active page layout to confirm that the Existing Contact field is in the Selected Fields column, not in the Available Fields column.

   This field lets your users search for and select an existing contact to associate with a lead.

4. If you want your users to be able to manually type in new contacts, then make sure that the New Contact field is also in the Selected Fields column.

   This field is a manual text input field and is delivered automatically hidden in standard Lead page layouts.