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Info

Contact Lead Liaison's support department for any special instructions when upgrading your version of the Plugin.

Upgrading Page Layout to Lightning

If you already had Lead Liaison installed into your Org prior to version 2.4, then upgraded to version 2.4 or later no changes are required. New clients will need to add the new Visualforce object that supports Lightning by following these steps:

  • Edit the Lead and Contact Pages. Navigate to your Lead/Contact page, click the gear and choose Edit Page

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  • Drag and drop the Visualforce Lightning Component into your layout. 

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  • Select the Lead Liaison Visualforce Page Name, called leadliaison_lead_custom_section and leadliaison_contact_custom_section respectively, as shown below. Change the Label value to Lead Liaison.

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  • Save

Version Upgrades

Version 2.4

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