Use page layouts to control field visibility and behavior for different types of users
and sales processes. There are likely fields on the deal registration that the company may not
wish to expose to partners.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create or customize page layouts: |
Customize Application |
Create two page layouts: one for the channel manager and partner profiles in your partner
site.
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From Setup, enter Leads in the Quick Find box, then select
Page Layouts under Leads.
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Create a lead page layout for partner users by
cloning the primary lead layout. Let’s call this Lead Distribution - <User
Profile>.
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Modify the page layout to add, remove, or modify the behavior of fields, action buttons,
related lists, and layouts based on who the layout is for. Typically, channel managers see more
data than partner users.
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Save the page layout.
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Repeat for channel manager profiles.
