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Create Page Layouts for Lead Distribution

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Create Page Layouts for Lead Distribution

Use page layouts to control field visibility and behavior for different types of users and sales processes. There are likely fields on the deal registration that the company may not wish to expose to partners.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create or customize page layouts: Customize Application

Create two page layouts: one for the channel manager and partner profiles in your partner site.

  1. From Setup, enter Leads in the Quick Find box, then select Page Layouts under Leads.
  2. Create a lead page layout for partner users by cloning the primary lead layout. Let’s call this Lead Distribution - <User Profile>.
  3. Modify the page layout to add, remove, or modify the behavior of fields, action buttons, related lists, and layouts based on who the layout is for. Typically, channel managers see more data than partner users.
  4. Save the page layout.
  5. Repeat for channel manager profiles.
 
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