Standard objects in Salesforce have pre-determined layouts. However, you can customize them manually to suit your requirements. This article explains how to configure the page layouts of the three standard objects - lead, contact, and campaign - in Salesforce as part of the Goldcast integration.

Lead object

1. Log in to Salesforce and click Setup in the top-right corner of the page.
2. Click on Object Manager.
3. Search for Lead in the quick find box and Click on Lead.
4. Click on Page Layout in the left sidebar and click on Standard page layout (For example: “Lead layout”).
5. Click on Related Lists.
6. Drag and drop to add the following related list items to the layout below:
   
   • Goldcast Activities
   • Goldcast Event Registrations

Contact object

1. Log in to Salesforce and click Setup in the top-right corner of the page.
2. Click on Object Manager.
3. Search for Contact in the quick find box and Click on Contact.
4. Click on Page Layout in the left sidebar and click on Standard page layout (For example: “Contact Layout”).
5. Click on Related Lists.
6. Drag and drop to add the following related list items to the layout below:
   • Goldcast Activities
   • Goldcast Event Registrations

Campaign object

1. Log in to Salesforce and click Setup in the top-right corner of the page.
2. Click on Object Manager.
3. Search for Campaign in the quick find box and Click on Campaign.
4. Click on Page Layout in the left sidebar and click on Standard page layout (For example: “Campaign Layout”).
5. Click on Related Lists.
6. Drag and drop to add the following related list items to the layout below:
   
   • Goldcast Activities
   • Goldcast Event Registrations

In case you have any further queries regarding how to set up your page layout and interlink the Goldcast custom objects, please do not hesitate to contact our Support Team.