Preference fields set-up in SFDC

Forum|Forum|11 years ago
September 22, 2014
5 replies
1289 views

We are building a preference center and understand that best practice is to have the contact preference fields built in SF. There is concern with creating additional fields in SF (on the contact profile) because it creates too many fields for the sales team to have to view and/or scroll through. Can anyone share how they have mitigated this issue? Any solutions for minimizing these fields or minimizing the view of these additional fields to sales?

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Dory_Viscoglio

Level 10

Hi Tara, we are constantly auditing the fields that are on the contact, lead, and account layouts in SFDC. If there are fields that they don't need to see/use on a regular basis, then we remove from the layout, but the fields still exist.

A

Anonymous

Thanks Dory. So we can create these contact preference fields on the contact and lead records but make them not viewable to sales? Can you explain how to do that?

Dory_Viscoglio

Level 10

Hi Tara, if you go into the setup of SFDC, then Build > Customize > Contacts, you will have the page layout option. You can then create unique views, and rules for when they're displayed.

Edward_Masson

Level 10

Why would sales not want to see what their customers are interested in?

As Dory states, they can be created but not visible on your SFDC Users layout views based on thier role hierarchy.

Josh_Hill13

Level 10

I second Dory on this. Most firms try to have at least a Sales vs. Marketing page layout.

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