Salesforce Docs Portal

Update Contact Page Layouts

Configure the contact page to ensure Marketing Cloud Connect users can see the relevant Marketing Cloud Connect fields.

The Sales or Service Cloud admin performs this task to update the page layouts for contacts and leads to include Marketing Cloud Connect functionality.

  1. In the Salesforce CRM org click Setup.
  2. Enter Users in the Quick Find box and select Users under Build > Customize> Contacts.
  3. Click Page Layouts.
  4. Under Lead Page Layout, click Edit next to Contact Layout.
  5. In the layout you selected, from the tool palette options select Related Lists.
  6. Drag Email Sends from the palette to the Additional Information section of the lead page layout to create a new related list.
  7. Drag Individual Email Results to the same section.
  8. Select Visualforce Pages from the palette options.
  9. Drag ContactActions from the palette to the Description Information section of the Contact page. 
  10. Click Save.
  11. Click Yes to Overwrite Users’ Related List Customizations?