When making layout changes, it’s recommended to implement them first in a TEST layout before deploying them to the wider team. This ensures proper validation and minimizes disruption.
Note that layout changes are optional, and their visibility depends on the user's assigned permission sets.
Lead Layout
1. Lead Page Layout
Add the following lead fields to the Lead Details section
- LeadAngel Matched Account Name
- Incorrect LeadAngel Matched Account
2. Lightening Mode
- Add a custom tab, rename the tab to LeadAngel
- Add the leadAngelDetails lightening component
- Save the changes
- Assign the layout to default org and activate (if not done already)
- Customize the columns displayed in the LeadAngel tab from the LeadAngel Settings page
3. Classic Mode
- Modify the page layout to add a section with a single column. Set the section name as LeadAngel
- Add the leadAngelDetails visualforce page, with the height of 600px, width to 100% and Show scrollbars
- Customize the columns displayed in the LeadAngel tab from the LeadAngel Settings page
Account Layout
- Add “Leads” Related List