Extend Pages for Leads

Using Application Composer, you can change many items that appear on the pages for sales leads.

Use Application Composer to modify these pages:

• Leads landing page (Landing Page Layouts)

• Create Lead page (Creation Page Layouts)

• Edit Lead page (Details Page Layouts)

• Lead Email notifications page (Lead Notification Content)

• Mass Lead Convert page (Mass Lead Convert Page Layouts)

• Lead Convert page (Lead Convert Page Layouts)

For example, you can:

• Hide or show standard fields.

• Set fields as required.

• Set field default values.

• Reorder columns.

• Change column labels.

• Add user-defined fields (all types).

Note: To extend the set of pages for leads, use the Sales Lead object in Application Composer. You must be working in an active sandbox.

Leads Landing Page

You can extend items that appears on the Leads landing page. For example, you can hide standard fields or show user-defined fields. To modify this page:

1. Navigate to the Sales Lead object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Landing Page Layouts, duplicate the standard layout to create a new layout.

Create Lead Page

You can modify the Create Lead page. For example, you can hide standard fields, make a field required, add a default value, and show user-defined fields. To modify the Create Lead page:

1. Navigate to the Sales Lead object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Creation Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

   To enhance runtime usability for your end users, optionally group user-defined fields into field groups.

Edit Lead Page

The Edit Lead page consists of multiple subtabs that display along the left side of the page. You can modify most of these subtabs. You can also add user-defined subtabs, for example, to display records from child or related objects.

To add user-defined fields to certain subtabs available from the Edit Lead page, you must first navigate to those subtab target objects in Application Composer to create the fields. After creating the fields on the target object, you can then navigate back to the details page layout for the Sales Lead object to add those fields to the specific subtabs.

To modify the Edit Lead page:

1. Navigate to the Sales Lead object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Details Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

4. When making changes to the Edit Lead page, select the subtab you want to change first.

   The changes you make to these subtabs are unique to the Edit Lead page. For example, you can extend the Sales Lead Products directly by adding new user-defined fields, but if you want to display those new fields, or hide existing fields for the Sales Lead Products object, you must navigate to the Sales Lead object, select Pages, and then go to the Details Page Layout, Summary subtab, Lead Details Products area.

   Use these subtabs, available from the Edit Lead page, to configure which standard and user-defined fields display at runtime.

   • Summary

   • Contacts

     Use the Sales Lead Contact object to create user-defined fields as needed.

   • Qualification

     Not extensible from this page.

   • Sales Team

     Use the Sales Lead Resources object to create user-defined fields as needed.

   • Products

     Use the Sales Lead Products object to create user-defined fields as needed.

   • Activities

     Use the Activity object in Application Composer to extend this subtab.

     On the Application Pages tab for the Activity object, scroll down to the Embedded Activity Summary Layout section at the bottom of the page. Click the Standard layout or duplicate it to create a new layout.

   • Responses

     Not extensible from this page.

   • Notes

     Use the Note object in Application Composer to create user-defined fields as needed, and to extend this subtab.

     On the Application Pages tab for the Note object, edit the default creation page layout or duplicate it to create a new layout.

     The Notes list page isn't extensible.

   • Opportunities

     Use the Opportunity object to create user-defined fields as needed.

Lead Email Notifications

The email notifications region is applicable only for partner leads. From here, you can configure actionable email content that's sent to users when partner leads are assigned. Use the Sales Lead object in Application Composer to extend the email notifications of the partner lead UI. On the Application Pages tab for the Sales Lead object, scroll down to the Lead Notification Content section at the bottom of the page. Click the Standard layout or duplicate it to create a new layout.

Mass Lead Convert Page

Mass Lead Convert is a mass action available on Lead List page and is used for converting multiple selected leads simultaneously. When a salesperson uses the mass lead convert action, the Lead Mass Convert page is displayed for verification and input for the mass conversion process. You can add or remove standard or custom fields from the mass lead convert page to your requirement. On the Application Pages tab, under Mass Lead Convert Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

Lead Convert Page

Opportunity Name, Owner, Account and Primary Contact are exposed on the Lead Convert page. Account and Primary Contact are predefined read-only fields but they become editable fields if the Account and Primary Contact are directly typed into the lead and if they don't exist in the sales application.

You can add or remove standard or custom fields from the lead convert page to your requirement. On the Application Pages tab, under Lead Convert Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.