CANDDi Salesforce Plugin Repositioning

Follow

By default, the CANDDi Salesforce plugin will show at the bottom of a contact in Salesforce, but you can set this to show in its own panel.

If you haven't already installed this, Click Here

 

Here's how to move the position of the plugin:

1. In Salesforce, click your name at the top right hand corner, and 'Setup'

(You may need admin privileges for this)

Screen_Shot_2018-07-13_at_15.37.26.png

2. Go to 'App Setup' > Leads > Page Layouts

Screen_Shot_2018-07-13_at_15.38.16.png

3. Create a new panel named 'CANDDi' and leave a blank space

Screen_Shot_2018-07-13_at_15.39.17.pngThe plugin will then reposition to this panel.

 

If you need any assistance, please contact us at help@canddi.com or 0161 414 1080

Have more questions? Submit a request

Comments