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Salesforce: Adding the Leadspace Panel to Your Salesforce Page Layout

This article will cover how to add the Leadspace Enrichment Panel visualforce element to your Salesforce page layouts.  

Advised to follow the steps below after completing the Salesforce/Leadspace integration.

Customizing the Salesforce Leads Page layout

Note: This process is identical when customizing the Contact page as well. Step by step instruction appears just after the "Customizing the Salesforce Leads Page layout" instructions 

  • Enter Salesforce "Setup".



  • On the left-side menu, under "App Setup", go to "Customize" => "Leads" => "Page Layouts"
  • Click "Edit" beside the Lead Layout entry. Note: If your Salesforce implementation has multiple lead page layouts, repeat the following steps for each page layout.
  • On the top toolbar, in the left-side menu, click "Buttons".
  • Drag the Leadspace button to the Custom Buttons frame within the Lead Detail layout.



  • Click "Visualforce Pages" (in the list at the top left-hand side of the page).
  • This menu allows you to determine where the Leadspace Panel will be situated in your Salesforce lead view. Drag the Section box down until the green horizontal line appears where you want the Leadspace Panel to be placed.



  • In the Section Properties dialog that appears, change the Section name from “New Section” to “Leadspace”. Select the 1-Column layout option and click "OK."



  • Drag the LeadspaceLeadSection box down into the new Leadspace section, which you created above.




  • Click the wrench icon to edit the LeadspaceLeadSection properties.



  • In the Visualforce Page Properties dialog, change the height from 200 to 456 and click "OK."



  • Click "Quick Save" (in the toolbar near the top of the page).

Customizing the Salesforce Contacts Page layout

  • Enter Salesforce "Setup".
  • On the left-side menu, under "App Setup", go to "Customize" => "Contacts" => "Page Layouts"
  • Click Edit beside the Contact Layout. Note: If your Salesforce implementation has multiple contact page layouts, repeat the following steps for each page layout.
  • On the top toolbar, in the left-side menu, click "Buttons".
  • Drag the Leadspace button to the Custom Buttons frame within the Lead Detail layout.
  • Click "Visualforce Pages" (in the list at the top left-hand side of the page).
  • This menu allows you to determine where the Leadspace Panel will be situated in your Salesforce Contact view. Drag the Section box down until the green horizontal line appears where you want the Leadspace Panel to be placed.
  • In the Section Properties dialog that appears, change the Section name from "New Section" to "Leadspace", select the 1-Column layout option and click "OK."
  • Drag the LeadspaceContactSection box down into the new Leadspace section, which you created in the steps above.
  • Click the wrench icon to edit the LeadspaceContactSection properties.
  • Change the height from "200" to "456" and click "OK."
  • Click "Quick Save" (in the toolbar near the top of the page).

Customizing the Salesforce Accounts Page layout

  • Enter Salesforce "Setup".
  • On the left-side menu, under "App Setup", go to "Customize" => "Accounts" => "Page Layouts"
  • Click Edit beside the Contact Layout. Note: If your Salesforce implementation has multiple contact page layouts, repeat the following steps for each page layout.
  • On the top toolbar, in the left-side menu, click "Buttons".
  • Drag the Leadspace button to the Custom Buttons frame within the Lead Detail layout.
  • Click "Visualforce Pages" (in the list at the top left-hand side of the page).
  • This menu allows you to determine where the Leadspace Panel will be situated in your Salesforce Account view. Drag the "Section" box down until the green horizontal line appears where you want the Leadspace Panel to be placed.
  • In the Section Properties dialog that appears, change the Section name from "New Section" to "Leadspace", select the 1-Column layout option and click "OK."
  • Drag the LeadspaceAccountSection box down into the new Leadspace section, which you created in the step above.
  • Click the wrench icon to edit the LeadspaceAccountSection properties.
  • Change the height from "200" to "456" and click "OK."
  • Click "Quick Save" (in the toolbar near the top of the page). 

Adding the Leadspace Tab to Relevant Apps

  • Enter Salesforce Setup.
  • Under App Setup in the left-side menu, click "Create."
  • Click "Apps."



  • Click "Edit" beside the app that your sales reps use (typically, Sales).
  • In the Choose the Tabs area, click "Leadspace" and then click the "Add" button
  • Check the Overwrite users' personal custom app customizations checkbox



  • Click "Save."
  • Repeat these steps for any other applicaions using Leadspace. 

 
Adding Leadspace to the Lead Source Field Picklist

  • Enter Salesforce "Setup."
  • Under App Setup in the left-side menu, click "Customize."
  • In the list of options under Customize, click "Leads."
  • In the list of options under Leads, click "Fields."
  • Under Lead Standard Fields, click on "Lead Source."



  • In the Lead Source Picklist Values section, click the New "button"



  • In the Add Picklist Values screen, type in “Leadspace” and click Save.

 

Congratulations! Leadspace is now fully customized for your use.

Important: Validation Rules and Mandatory Fields

If your organization has defined custom mandatory fields or validation rules, pertaining to the addition of Lead, Contact or Account records to Salesforce, please inform your Leadspace contact. Your Leadspace contact will ensure that your account is configured accordingly so that your users will be able to use Leadspace’s "Add to Salesforce" functionality.

Troubleshooting

Issue             Your login credentials are not accepted by Salesforce.
Solution          This usually happens when you try to login to a Salesforce sandbox using your Salesforce production credentials or vice versa. Make sure you are using the correct login credentials for the current environment.

Issue              Salesforce reports: “Installing this package requires the following feature and its associated permissions: Apex Classes.”
Solution          This usually happens when your Salesforce instance does not permit the installation of any more AppExchange apps. The Group Edition allows only one app, while Enterprise Edition allows a total of five apps. If you have already installed the maximum number of apps, you will not be able to install Leadspace. In this case, either uninstall an unused app or upgrade your Salesforce edition.

Issue            After clicking OK, I’ll Allow It in the LinkedIn authorization window, this message appears: “We were unable to find the authorization token.”
Solution       Close all browser windows. Log into Salesforce again.

 

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