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English
  • Customer 360 for Salesforce Winter 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. 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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