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English
  • Customer 360 for Salesforce Summer 2020
  • All Products

Table of Contents

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  1. Preface
  2. Installing Cloud MDM - Customer 360 for Salesforce
  3. Upgrading Cloud MDM - Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Step 4. Restricting Converted Statuses (Optional)

Step 4. Restricting Converted Statuses (Optional)

To restrict the converted statuses that are available for a particular lead type when you convert a lead, configure a Visualforce page field in the custom settings.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , select
        Develop
        Custom Settings
        .
        The
        Custom Settings
         page appears.
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ), and then click
        Setup
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Custom Code
        Custom Settings
        .
        The
        Custom Settings
         page appears.
  2. Click
    Manage
     for Visualforce Page Fields.
    The
    Custom Setting: Visualforce Page Fields
     page appears.
  3. Click
    New
    .
    The
    Visualforce Page Fields Edit
     page appears.
  4. In the
    Name
     field, enter
    BusinessProcess:<
    Name_of_Lead_Process
    >
     where
    <
    Name_of_Lead_Process
    >
     is the exact name of the lead process.
  5. In the fields of
    Page Fields 1
     to
    Page Fields 5
    , enter the exact names of the converted statuses that you want to make available when a user converts a lead.
    You can enter more than one converted status in a particular
    Page Field
     by separating the converted status names by a comma. The converted status names cannot contain a comma.
  6. Click
    Save
    .
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