Proff Connect includes a set of Lightning Web Components (LWCs) that need to be added to your Salesforce page layouts. Below is an overview of which components are available and where they should be placed.
For setup instructions for each component, click the link to open the dedicated page.
Account page
|
Component |
How to add |
Purpose |
|---|---|---|
|
Override the "New" action in Object Manager |
Replaces the standard new account form with a Proff company search |
|
|
Add as a List View button |
Opens company search from the Account list view |
|
|
Add via Page Layout or Dynamic Actions |
Updates Account fields with fresh data from Proff |
|
|
Add via Lightning App Builder |
Shows financials, roles, shareholders, and more |
|
|
Add via Lightning App Builder |
Lists official roles and allows direct Contact creation |
Contact page
|
Component |
How to add |
Purpose |
|---|---|---|
|
Add via Page Layout or Dynamic Actions |
Updates Contact fields with fresh data from Proff |
|
|
Add via Lightning App Builder |
Shows professional background, roles, and connections |
Lead page
|
Component |
How to add |
Purpose |
|---|---|---|
|
Add via Lightning App Builder |
Fills in company data on a Lead using org number or name |
Not sure which components to add? Start with the ones most relevant to your team's workflow. At minimum, most orgs will want New Account or Company Search, Sync Account, and Company Insight on the Account page.