After Installation Customization

Blink was built to help companies to speed up a sales process. To share lead information with custom objects you can easily add them in the settings. Please follow installation steps first.

Step 1

Single lead convert

There are two ways to add buttons to page layouts:

• From the Blink Settings > Buttons
• Add Manually

Blink Settings (Lightning only)

Open the Blink Settings and click Buttons. Use multi-picklist in the Lead section to select a layout for the “Blink Convert” button.

Add Manually

Add single Lead convert buttons on the page layout (Lightning or Classic depends on your user interface).

Lightning

1. Go to the Setup > Objects Manager > Lead
2. Click “Page Layouts” in the sidebar
3. Select page layout you want to edit
4. In the settings section go to the “Mobile & Lightning Actions”
5. Drag and drop “Blink Convert” button to the “Salesforce Mobile and Lightning Experience Actions”
6. Click “Save”

Classic

1. Go to the Setup > Objects Manager > Lead
2. Click “Page Layouts” in the sidebar
3. Select page layout you want to edit
4. In the settings section go to the “Buttons”
5. Drag and drop “Blink Convert (Classic)” button to the “Lead detail > Custom Buttons”
6. Click “Save”

Mass leads convert

There are two ways to add the button to the list view:

• From the Blink Settings > Buttons
• Add Manually

Blink Settings

Open the Blink Settings and click Buttons. Use the checkbox “Add mass convert button to the list view” under the multi-picklist in the Lead section.

Add Manually

Add mass Lead convert buttons on the page layout.

1. Go to the Setup > Objects Manager > Lead
2. Click “List View Button Layout” in the sidebar
3. Click Edit for the “List View”
4. Select “Blink Convert All” button and move it to the “Selected button”
5. Click “Save”

Step 2 (Convert Account and Contact back to Lead)

Single Account Convert Back to Lead

There are two ways to add the button to the list view:

• From the Blink Settings > Buttons
• Add Manually

Blink Settings (Lightning only)

Open the Blink Settings and click Buttons. Use multi-picklist in the Account section to select a layout for the “Blink Convert to Lead” button.

Add Manually

Add “Blink Convert to Lead” button on the page layout (Lightning or Classic depends on your user interface).

Lightning

1. Go to the Setup > Objects Manager > Account
2. Click “Page Layouts” in the sidebar
3. Select page layout you want to edit
4. In the settings section go to the “Mobile & Lightning Actions”
5. Drag and drop “Blink Convert to Lead” button to the “Salesforce Mobile and Lightning Experience Actions”
6. Click “Save”

Classic

1. Go to the Setup > Objects Manager > Account
2. Click “Page Layouts” in the sidebar
3. Select page layout you want to edit
4. In the settings section go to the “Buttons”
5. Drag and drop “Blink Convert to Lead (Classic)” button to the “Account detail > Custom Buttons”
6. Click “Save”

Mass Convert Lead Back to Account

There are two ways to add buttons to the list view:

• From the Blink Settings > Buttons
• Add Manually

Blink Settings

Open the Blink Settings and click Buttons. Use the checkbox “Add mass convert button to the list view” under the multi-picklist in the Account section.

Add Manually

1. Go to the Setup > Objects Manager > Account
2. Click “List View Button Layout” in the sidebar
3. Click Edit for the “List View”
4. Select “Blink Convert All” button and move it to the “Selected button”
5. Click “Save”