Question

How to update the Lead Page Record Heading

Hi Team,

By default lead record page heading is Customer Need / Contact Name, Account Name

I need to update the same Contact Name, Account Name. 

Kindly help me with the same

Like

1 comments

Dear Ankit, 

Unfortunately this task can only done by development. To do this you need to do the following: 
1.Create a replacing object for Lead
 https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-entit…
2.Add the LeadSaved event (https://prnt.sc/mxb17c)
3.Override LeadSaved method which calls method that populates LeadName. 
To do this you need to check overridden checkbox for the method and change the logic of the method. You can find process in Edit processes on the object in configuration. 
4.Save and publish. 

Best regards, 
Dennis

Log in or register to comment