Salesforce - how to add banner in salesforce



Guide

  1. Head over to the Contacts page and open any contact.

  2. Head over to Gear icon on the top-right and click on Edit Page.

  3. Select Rich Text From the left pane components. Drag it to the interface.

  4. And drop it where you want.

  5. Enter your banner text here in the right column.

  6. You can change the Device view to arrange your components according to the device on which your contacts are viewed.

  7. Set filters to define where the banners will be visible by clicking on the Add filter button.

  8. Add filter criteria (Eg; Banner would be visible for contacts with Mailing Country: USA)

  9. Keep the Display as card checked.

  10. Hit Save and Activate.

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