Account, Contact & Lead Page Layouts

How to display Champify data in Salesforce

Adding a Champify section to Contact and Lead page layouts makes it easy for Salesforce users to gain additional context on the past customer relationship and job change data.

Add Champify Contact, Lead and Account Lightning Components to Layout Pages

  1. Navigate to any Salesforce contacts
  1. Hit the gear icon for Setup and select “edit page”
  1. Search “Champify” in the quick find box on the left and look for “Champify Contact Layout Card”
  1. Drag and drop the component to the desired location
  1. Repeat for leads
  1. Repeat for accounts
 

Example of Lightning Components

Notion image

Account component

 
Notion image

Contact/Lead components

Add to a Contact or Lead Page Layout

To add ‘Get Intro From’ to a contact or lead page layout:

  1. Navigate to the Salesforce Setup screen
  1. Navigate to Object Manager
  1. Open the Contact or Lead object
  1. Open Page Layouts and select the desired layout (e.g. “Contact Layout”)
    1. Notion image
  1. Drag a Section and place it in the page layout where you’d like
  1. Name the section “Champify”, and click “OK
    1. Notion image
  1. Search “champify” in Quick Find to surface all of the Champify Fields you may wish to add.
    1. Champify fields in Quick Find search results
      Champify fields in Quick Find search results
  1. Add the Champify fields to the Champify section as you’d like.
    1. Example Champify section including Champify custom fields
      Example Champify section including Champify custom fields

      You can choose which fields you’d like to add to this section. At a minimum, we recommend the following:

      • Is a Champify
      • Champify No longer at company
      • Champify Job Started Date
      • Champify Previous Relationship
      • Champify Past Account
      • Champify Past Contact
      • Champify Get Intro From

      These fields will provide your team with the context they need to inform how to engage. You can also add additional lookup field to the Past Account and Past Contact objects to passthrough relevant context about their previous relationship.

  1. Save the Page Layout
  1. Repeat for additional Page Layouts

Add Champify Contacts to an Opportunity Page Layout

Requirement: You must be using a Lightening Record Page for your accounts and opportunities

 
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Last updated on October 12, 2023