In Salesforce CRM, display data that was shared by Marketing Cloud Personalization. For shared contacts, accounts, and leads, configure the applicable record layout in Salesforce CRM.
Required Editions
| Permissions Needed | |
|---|---|
| To adjust the layout for a record: | A role with Administrator permissions |
Change the layout for each object type you share. It’s possible to have more than one layout per object type.
- In Salesforce CRM, click Setup at the top of the page.
- Use the Quick Find search to find Object Manager.
- Select Object Manager from the list of search results.
- Select the object type you want to configure (Contacts, or Leads, or Accounts).
- Select Page Layouts.
- Select the layout you want to change.
- Create a section for Personalization data by dragging and dropping the Section block to the desired location on the layout.
- In the Section Properties box, name the section, and select other options as necessary.
- Click OK.
- Drag and drop the fields you want to add to the section.
- Set field-level security for Personalization fields that any profile accesses. Fields already in the layout are unavailable.
- Click Save.
Change layouts for other object types as necessary.