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Create Page Layouts for Deal Registration

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Create Page Layouts for Deal Registration

Use page layouts to control field visibility and behavior for different types of users and sales processes. There are likely fields on leads that you might not want to expose only to channel managers and not 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 Deal Registration - <User Profile>, or specifically, Deal Registration - Partner Users.
  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.
    Tip
    Tip
    • Extend the Lead Source picklist values to indicate which leads are submitted by partners as deals.
    • Add a custom, auto-numbering field called Deal ID to both partner and channel manager page layouts. You can use this field value as a separate identifier for deals, in both leads and opportunities.
  4. Save the page layout.
  5. Repeat for channel manager profiles.
 
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