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 to a Contact or Lead Page Layout
To add ‘Get Intro From’ to a contact or lead page layout:
- Navigate to the Salesforce Setup screen
- Navigate to Object Manager
- Open the Contact or Lead object
- Open Page Layouts and select the desired layout (e.g. “Contact Layout”)
- Drag a Section and place it in the page layout where you’d like
- Name the section “Champify”, and click “OK”
- Search “champify” in Quick Find to surface all of the Champify Fields you may wish to add.
- Add the Champify fields to the Champify section as you’d like.
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
You can choose which fields you’d like to add to this section. At a minimum, we recommend the following:
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.
- Save the Page Layout
- Repeat for additional Page Layouts
Add Champify Contacts to an Account and Opportunity Page Layout
Requirement: You must be using a Lightening Record Page for your accounts and opportunities
Most reps start from an account view. Follow these steps to add a list of Champify contacts to the account page.
- Navigate to the Page Layout editor: Setup > Object Manager > Account > Lightening Record Page
- Click the page layout and click edit
- Click add a new component and add a Dynamic Related List - Single
- Create a Dynamic Related List where:
- Parent Record = Use This Account (or if you are on the opportunity page, Account Name)
- Related List = Contacts
- Related List Label = Champify Contacts
- Update the field information to contain
- Name
- Title
- Champify Past Account
- Champify Past Title
- Add filters to narrow down to just Champify Contacts
- Set Is a Champify = True
- Hit Save
- Publish
Last updated on October 12, 2023