Step 6: Setup "Boomerang - Contacts Details" to Contact Layout
Adding "Boomerang - Contacts Details" to Contact View in Salesforce: A Step-by-Step Guide
Step 1: Add “BR - Contacts Details” managed custom component to Contact layout
- Click on the Edit Page.
- In Custom - Managed section in Components.
- Drag and drop BR - Contacts Details component to the Contacts Layout.
Fields in Boomerang Details Component
• Contact Name
• BR Current Job Started Date
• BR Plays
• BR Past CRM Account
• BR Past CRM Account Owner | • BR Past CRM Contact
• BR Past CRM Contact Owner
• BR LinkedIn Url
• BR Current Role Seniority
• BR Left Company |
Step 2: Add Field section
Step 2.1: Add a field section below the component- A. Click on Fields B. Pull the field section to the layout C. Name the section and make it 1 column.
Step 2.2: Add the following fields to this section: 1. Contact Level Field Name: “BR Additional Details”
2. Account Level Field Name (Check Image for steps): a. “Count of Open Opps” (From Setup Step 5), b. Field that helps you identify if the Account is a Customer. (Account Type)
Step2.3: Click on Save on top right
Step 3: Saving Your Work
Once you've customised these settings, hit "Save" located at the top right of the page.
A section with name “Boomerang Details” will appear in Contact view as below,
