Who can do this?
Notes
Salesforce Contact Layout Suggested Fields
For customers using Salesforce Lightning, we recommend adding dynamic lightning components instead.
Fields that are typically included on the layout:
- UG - Past Contact (this is the lookup to the past contact record)
- UG - Past Title
- UG - Past Account Type
- UG - Job Started Date
- UG - Past Contact Relationship
- UG - Is Persona Matching
- UG - Is Target Company
- UG - No Longer at Company
Aside from the recommended fields above, feel free to add any others that would be valuable for your users - you can also create your own formula fields to pull in selective data from the lookup records (i.e. “UG - Past Contact” or “UG - Past Account” or "UG - Infos" to access all of our job change data).
^ You can add this section where it makes the most sense on your Page Layout; fields will only be valued when there is a related job change.