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English
  • Customer 360 for Salesforce Winter 2018
  • All Products

Table of Contents

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  1. Preface
  2. Installing Informatica Cloud Customer 360
  3. Upgrading Informatica Cloud Customer 360
  4. Configuring Page Layout
  5. Glossary

Setup Guide

Setup Guide

Back Next

Step 3. 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. 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.
  3. Select
    Manage
     for Visualforce Page Fields.
    The
    Custom Setting Visualforce Page Fields
     page appears.
  4. Click
    New
    .
  5. In the
    Name
     field on the
    Visualforce Page Field Edit
     page, enter
    BusinessProcess:<
    Name_of_Lead_Process
    >
     where
    <
    Name_of_Lead_Process
    >
     is the exact name of the lead process.
  6. 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.
  7. Click
    Save
    .
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