How do I manually edit layouts?

It is rare but it is possible for the code that automatically updates your contact or lead page layouts not to work due to a conflict. You may see this error in your Emma Settings, Maintenance logs:  "EM4SF_PAGE_LAYOUT_ERROR" 

A Salesforce administrator or consultant can easily set up the pages using the steps below:
 

Contacts or Leads

1. Go to the contact / lead page layout
‍2. Drag onto the page these related lists:

  • Emma Audience
  • Emma Mailing History 

‍3. On each of the related lists above:

  • click the gear icon
  • click on the plus icon for buttons and uncheck New
  • add fields as needed 

Mailing History Component

We also offer a custom Emma Mailing History lighting component you can add to your lightning pages.

See Viewing Mailing History for more info.

 

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Emma supportFor Salesforce · By Beaufort 12

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