How do I setup Leadfeeder fields in Salesforce?

Leadfeeder adds new fields to the Accounts, Leads, and Opportunities sections of Salesforce. Once these fields get configured, you'll be able to see things like visits seen by Leadfeeder and get links directly to Leadfeeder from Salesforce!

The configuration within Salesforce is as simple as dragging and dropping these new fields into your object templates.

These fields are available for both the Lightning UI and the Classic UI. The difference is where you find the template settings. The steps are very similar for each object!

Follow the steps below to get your Salesforce Accounts, Opportunities, and Leads ready for Leadfeeder!

Configuring your Account layout

  1.  Navigate to your Account Layout
        a.  Lightning UI: Navigate to the Account Page Layout
             
    i. Settings
             ii. Setup
            iii. Object Manager
            iv. Account
             v. Page Layout

    b. Classic UI :
         i. Choose an account and click Edit Layout.

2.  Select Fields
     a.
Drag and drop your new Leadfeeder fields, Latest Leadfeeder visit and View in
         Leadfeeder
into the account detail section. 

3.  Select Related Lists
     a.
Drag and drop the Leadfeeder Visits list into the Related Lists section.

4.  Save the newly customized Account object layout.

Configuring your Lead layout

  1.  Navigate to your Lead Layout similarly to how you went to your Account layout. a.  Lightning UI: Navigate to the Lead Page Layout        
         
    i. Settings
        ii. Setup
       iii. Object Manager
       iv. Lead
        v. Page Layout

    b. Classic UI :
         i. Choose any Lead and click Edit Layout.

2.  Select Fields    
    a.
Drag and drop your new Leadfeeder fields, Latest Leadfeeder visit and View in         Leadfeeder into the account detail section. 


3.  Select Related Lists    
    a.
Drag and drop the Leadfeeder Visits list into the Related Lists section.

4.  Save the newly customized Lead object layout.

Configuring your Opportunity layout

  1.  Navigate to your Opportunity Layout similarly to how you went to your Account layout.
    a.  Lightning UI: Navigate to the Opportunity Page Layout              
       
    i. Settings    
       ii. Setup  
      iii. Object Manager  
      iv. Opportunity  
       v. Page Layout

      b.  Classic UI :
          i.  Choose an Opportunity and click Edit Layout.

2.  Select Fields
     a.  
Drag and drop your new Leadfeeder fields, Latest Leadfeeder visit and View in
         Leadfeeder into the account detail section.

    b.  Save the newly customized Opportunity object. 

If you are using the Classic UI, you also have the option to add a Leadfeeder Visits tab to your top menu.

  1. In your top menu, click on the  + (plus sign). Go to Customize My Tabs

  2. Within the Available Tabs, select Leadfeeder Visits and click the Add arrow then Save

3. Now you can see a new Leadfeeder Visits tab available!

Note: The new tab will not show if space isn't available. Remove any unwanted tabs from the Selected tabs list to make space for Leadfeeder Visits.

You are now finished with your configuration! Now that you have all of the Leadfeeder fields set up in Salesforce it's time to get things set up in Leadfeeder. Move on to, Setup Your Leadfeeder Integration in Leadfeeder (Part 3 of 3), and complete your setup and integration!

Need extra help or have other questions? Contact us via live chat or send us an email to support@leadfeeder.com.

Related:
Integrate Salesforce and Leadfeeder (Part 1 of 3).
Setup Your Leadfeeder Integration in Leadfeeder (Part 3 of 3)
Manually Send Leads to Salesforce
Send Leads to Salesforce with Automation
What Information is Sent to Salesforce when I integrate?

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