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Announcement

Adding Leadtime to Salesforce

February 20, 2017

You can now get Leadtime Insights right in your Salesforce account. These will sync directly into your account after these simples steps:

  1. Login to Salesforce.
  2. Install the Leadtime Insights package by copy and pasting this URL into the browser: https://na30.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04t360000019uGA
  3. Click through the installer.
  1. Login and click “Setup” in the top right corner.
Screen Shot 2017-02-20 at 11.59.28 AM.png
  1. Under “Build” click “Customize”.
  1. Click “Customize your Accounts tab”.
  1. Open the “Page Layouts” under “Accounts”.
  1. Click “Edit” under “Account Page Layout”.
  1. Find the highlighted “Section” field and drag and drop it to an area of the account page layout.
  1. Title the “Section Name” Leadtime Insights and click “OK”.
  1. Do a “Quick Find” for Leadtime. Drag and drop Leadtime fields into the Leadtime Insights section.
  1. Find the category called “Visualforce Pages” and click.
  1. Find “LeadtimeAccountInsights” and drag and drop into the Leadtime Insights section.
  1. Click “Save”.
  1. Leadtime Insights will now show up the Account object within Salesforce.
  2. Repeat steps 6-15 for Leads, Contacts, and Opportunities as desired.

Happy Syncing!

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