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Customizing Lead Objects in Salesforce
Customizing Lead Objects in Salesforce

Workflow Output: Salesforce Lead Object Customization

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Written by John DiLoreto
Updated over 2 months ago

In Knock2, Salesforce Lead Objects are the outputs of Workflows—they represent identified website visitors who have engaged with your site and are now potential leads in your CRM. By default, when a Lead Object is created in Salesforce, it includes the following fields:

  • Name

  • Title

  • Email

  • Company Domain

However, if you want to enrich Lead Objects with additional details—such as Phone Numbers, LinkedIn Profiles, Annual Revenue, and more—you need to enable Notes & Attachments in your Salesforce Lead Object settings.

How to Configure Notes in Lead Objects

To allow Lead Objects to store extra information, follow these steps:

  1. Click the gear icon in the top-right corner and select "Setup".

  2. In the left sidebar, search for "Object Manager" and open it.

  3. Find and select "Lead" from the list of objects.

  4. In the left sidebar, click "Page Layouts".

  5. Select the page layout you want to modify (typically "Lead Layout").

  6. In the top panel, navigate to "Related Lists", then find "Notes & Attachments".

  7. Drag and drop "Notes & Attachments" into your page layout where you want it to appear.

  8. Click "Save" at the top to apply your changes.

Once this is set up, any new Lead Objects created by Knock2 will be able to store rich data within Salesforce, helping your team access and act on more detailed lead insights.

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