Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Customer 360 for Salesforce Summer 2023
  • All Products

Table of Contents

Search

  1. Preface
  2. Installing Customer 360 for Salesforce
  3. Upgrading 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
    .
0 COMMENTS
We’d like to hear from you!