In Salesforce CRM, display data that was shared by Marketing Cloud Personalization.
For shared contacts, accounts, and leads, configure the applicable record layout in Salesforce
CRM.
Required Editions
Permissions
Needed
To adjust the layout for a record:
A role with Administrator permissions
Change the layout for each object type you share. It’s possible to have more than one
layout per object type.
In Salesforce CRM, click Setup at the top of the page.
Use the Quick Find search to find Object
Manager.
Select Object Manager from the list of search results.
Select the object type you want to configure (Contacts, or
Leads, or Accounts).
Select Page Layouts.
Select the layout you want to change.
Create a section for Personalization data by dragging and dropping the
Section block to the desired location on the layout.
In the Section Properties box, name the section, and select
other options as necessary.
Click OK.
Drag and drop the fields you want to add to the section.
Set field-level security for Personalization fields that any profile accesses.
Fields already in the layout are unavailable.
Click Save.
Change layouts for other object types as necessary.
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