Configure Page Layouts

After installing the package, you now need to configure your team’s page layouts so they can interact with Guided Selling from their Lead and Contact pages.

Access Page Layout Editor

1. Navigate to Setup in Salesforce
2. Go to Object Manager
3. Select the Contact or Lead object
4. Click Page Layouts

5. Click the page layout you want to edit.

If you’re not sure which page layout your teams use, click the Page Layout Assignments button to view your current assignments.

Add Sequence Field and Add to Sequence Action

1. In the page layout editor, find the section on the left labeled Fields.

2. Drag the Most Recent Sequence field into your page layout below.
3. Select Mobile & Lightning Actions on the left and add the Add to Sequence Lightning Action

Add Related Lists

Related lists display sequence enrollment information and assigned actions directly on Lead and Contact records, so you can view this data without opening the Guided Selling app or Participant Overview.

• In the Layout Editor, select Related Lists on the left and drag the Participant Action and Sequence Association related list into your layout.

Participant Action

1. Click the wrench icon above Participant Actions

2. Add the Sequence Name, Created Date, Expected Execution Date, Actual Execution Date, and Status fields from the Available Fields section.

3. Set Sort By to Created Date, Descending.

4. Click Ok

Sequence Association

1. Click the wrench icon above Sequence Association
2. Add the Sequence, Sequence Entry Date, Sequence Exit Date, Sequence Exit Type, Sequence Exit Criterion Met, and Last Completed Sequence Action fields from the Available Fields section.
3. Set Sort By to Sequence Exit Date, Descending.

4. Click Ok

Add Participant Overview Module

The Participant Overview is a Visualforce Page that displays on Lead and Contact records. Users can enroll participants in Sequences and manage current enrollments and future actions directly from the record page.

1. In the Layout Editor, select Visualforce Pages on the left and drag a Section into your layout.
2. Set the Section Name to Participant Overview and Layout to 1-Column, then click Ok
3. Drag in the ParticipantActionsOverview Visualforce Page.
4. Hover your mouse over the Visualforce page and click the wrench icon.

5. Set the Height (in pixels) to 500 and enable the Show Scrollbars checkbox.
6. Click Ok

Save Page Layout

After you have added all of the Guided Selling components to your page layout, click Save.

If you completed these steps only for the Contact object, repeat these steps for the Lead object and any other page layouts your team uses.

Add list view buttons

You can add Add to Sequence and Remove from Sequence to list view search layouts so users can add or remove up to 200 records at a time to manual sequences from a Lead or Contact list view. These buttons are configured under Search Layouts for Salesforce Classic. Lightning users must also add the buttons to Search Layouts for Salesforce Classic for list view bulk actions to appear.

1. Navigate to Setup in Salesforce.
2. Go to Object Manager.
3. Select the Lead or Contact object.
4. Click Search Layouts for Salesforce Classic.
5. Scroll to the custom buttons section.
6. Add the Add to Sequence button from the available buttons to the selected buttons list.
7. Add the Remove from Sequence button from the available buttons to the selected buttons list.
8. Click Save.