1. Implementation Reference
  2. Expose New Account and New Contact Fields for Leads

Expose New Account and New Contact Fields for Leads

Lead Management supports both net new leads, where salespeople manually enter the contact and account names, and repeat business leads.

For repeat business leads, salespeople search for and select existing accounts and contacts to assign to leads. If your business uses net new leads where contact and account values are entered manually using free form text fields, then you can make the New Account and New Contact fields available on the Leads UI through Application Composer. These fields are hidden by default so to use them for your new leads, you must manually unhide these fields. If the new lead that you enter gets converted to an opportunity, the details become available as existing account or contact information.

You can expose the New Account and New Contact fields for these Lead pages:

  • Create Lead

  • Edit Lead

  • Convert Lead

  • Mass Convert Lead

  • Lead List Page

Here's how to expose the New Account and New Contact fields in Lead pages:

Note: There are two standard Existing Account DCL fields. You can only update the Account field with the API name AccountName. The other existing account name has the API name of ExtnAccountName and can't be updated.

  1. Sign in as a sales administrator or as a setup user.

  2. Activate a sandbox.

  3. Navigate to Application Composer, in the Configuration category.

  4. In the navigation tree, expand Standard Objects, expand Sales Lead, and click Pages.

  5. Ensure that the Application Pages tab is selected.

  6. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

  7. Type a new layout name and click Save and Edit.

    The Details Layout page appears.

  8. In the Available Fields pane, select the New Account field and move it to the Selected Fields pane. Repeat this step for the New Contact field.

  9. Use the Selected Fields pane directional arrows to position the New Account and New Contact fields as required.

    Note: You can position the fields to group the New Account and New Contact fields with the Existing Account and Existing Contact fields. Salespeople can enter an account or contact in the new or the existing fields, but not both.

  10. Click Save and Close.

  11. Repeat this procedure for all standard and customer-defined layouts on which you want to add the New Account and New Contact fields.

  12. Test the changes: Navigate to Sales > Leads as a user with access to the leads pages, for example, as a salesperson. Edit a lead and ensure you can see the New Account and New Contact field.

  13. Publish the sandbox.

Note: If you want automatic email notifications sent to the new contact about activities, such as appointments, created for this lead, then see the related topic, Send Automatic Emails to New Lead Contacts.

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