How do I add the Lusha components to Accounts in Salesforce lightning?

With Lusha, in addition to native fields, you can enrich these custom fields:

  • Enriched By Lusha
  • Lusha Enrichment Time
  • Company Number of Employees
  • Company Categories
  • Company LinkedIn
  • Company Facebook
  • Company Twitter
  • Company Founded Date

Here is how to add them:

Adding objects

Step 1:

Go to the Setup page, open the Object Manager and click on the Accounts object.

sf account 01

 

Step 2:

Select Page Layouts from the left side menu and click on Account Layout.

sf account 02

 

Step 3:

Drag a new Section into the Account Details area:

sf account 03

 

Step 4

In Section Properties pop up window, type Lusha in Section Name field, select 2-Column as the Layout and click on OK button:

sf account 04

 

Step 5:

In the fields' Quick Find type the field names listed above and drag them into the Lusha section you just created.

For example - Enriched By Lusha:

sf accounts comp

Click Save on the top left corner of the "Accounts Layout" page.

 

Edit the Accounts

Step 1:

While viewing an account, click the settings icon and Edit Page.

sf account 05

 

Step 2:

From the component list in the left panel, drag the Lusha component onto the center.

sf accounts comp 02

 

Click Save.

sf account 06

 

If needed, proceed to activation. Click Assign as Org Default. Select Desktop or Desktop and Phone, click Next and  Save.

sf accounts comp 03

Add Lusha components to contacts and leads as well.

Click here for the full installation guide, and here to learn about creating rules.

 

 

For any further inquiry or assistance, please contact support via the following Form.