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[For Salesforce Classic Users] Add the Reveal Widget to Account Records
[For Salesforce Classic Users] Add the Reveal Widget to Account Records
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

If you are a Salesforce Classic user, you can simulate the Reveal Widget in your Account records by downloading the Reveal Data App.


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After downloading the Reveal for Salesforce Data App

Step 1

Go to your Salesforce Settings > Search for 'Page Layouts' to find the Account Page Layout section > On the 'Account Layout' page layout option, click Edit

Step 2

On the left side, scroll to 'Related Lists' > Select 'Partner relationships' to enable this list

Step 3

Configure the fields as follows:
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