Display Hidden B2C Fields

In a B2C environment, you're selling to people, not to accounts. Review all fields on the activity, contact, opportunity, and sales lead objects to determine if any fields are applicable to individuals but might be hidden by default.

At the same time, there are some fields that might not be applicable to individuals, so you should hide those. This topic provides a brief overview of how to hide and show fields, and offers some tips on what kinds of fields you should look for.

Display Hidden B2C Fields

Review the standard fields on the activity, contact, opportunity, and sales lead objects that are hidden by default, and consider which fields might be important for individuals.

1. In Application Composer, navigate to the activity, contact, opportunity, or sales lead object, and click the Pages node.

2. On the Simplified Pages tab, copy each standard page layout that exists for the object so that, in the resulting custom layout, you can review the fields that are hidden by default. Hidden fields are listed in the Available Fields column.

3. If you find a field that makes sense for individuals and you want to display it, then make a note of it. Complete this analysis for each standard page layout that exists for the object.

   For example, the Marital Status field on the contact object is hidden by default in all standard page layouts. This field might be useful information to track, so you might want to display it on the contact set of pages.

4. After completing your initial analysis, navigate to an existing custom page layout, or create a new layout.

5. On each custom page layout, double-click each field that you noted in the previous step to move the field to the Selected Fields column.

6. Save each layout.

7. Navigate to the runtime set of pages for each object to confirm that the fields you added are now displaying.

Hide Fields for B2C

Some fields are displayed by default which you should hide when selling directly to individuals.

1. Review the runtime set of pages for the activity, contact, opportunity, and sales lead objects, and consider which fields are not applicable to individuals. Make a list of the fields that you want to hide.

   For example, on the Contact set of pages, you should hide the Account field because you don't typically assign an account to B2C contacts. The Account field is for B2B contacts. On the Opportunity set of pages, you should hide the Primary Contact field. This field is typically not applicable in simple B2C where you sell to a single contact.

2. In Application Composer, navigate to the activity, contact, opportunity, or sales lead object, and click the Pages node.

3. On the Simplified Pages tab, create a custom page layout for each page type, or edit an existing custom layout.

4. On each custom page layout, double-click each field that you noted in the previous step to move the field to the Available Fields column. This action hides the field from display at runtime.

5. Save each layout.

6. Navigate to the runtime set of pages for each object to confirm that the fields you removed from the Selected Fields column are now hidden.