Editing Deal Registration Forms
This page covers the Layout Designer — the drag-and-drop form builder that administrators use to configure the fields, sections, elements, and default values of a Custom Form deal registration form.
Here, Administrators can add or remove Lead fields, arrange them into sections, embed custom HTML and JavaScript, set visibility rules, and define default values that automatically populate the Lead record when the form is submitted by a partner.
Layout Designer
The Layout Designer is a full-page drag-and-drop form builder for configuring the fields, sections, and elements that make up the form. The page title shows the form name followed by the entity type (e.g., "Deal Registration Form - Lead"). The designer has two tabs: Form and Default Values.
To access the Layout Designer, go to the Deal Registration Forms list, click the Actions dropdown on the form you want to configure, and select Configure Form Layout.
Top Action Buttons
The following buttons are available at the top of the Layout Designer page:
| Button | Description |
|---|
| Cancel | Returns to the Deal Registration Forms list without saving changes. |
| Properties | Opens the Layout Properties settings where you can configure form-level options such as the success message and post-submission behavior. To access it, click the Properties button in the top action bar. |
| Get Link | Opens a dialog with a copyable URL that can be used to embed the form in custom buttons or tabs. To access it, click the Get Link button in the top action bar. |
| Clone | Creates a duplicate copy of the current form layout. |
| Save | Saves changes to the layout. |
| Save & Close | Saves changes and returns to the Deal Registration Forms list. |
Form Tab
The Form tab is the default view in the Layout Designer. Its left panel contains two sections — Columns (available fields) and Elements (layout elements) — and the right panel is the Canvas where the form is assembled.
Columns
In the left panel of the Layout Designer, the Columns section displays a searchable list of all available Lead entity fields. To add a field to the form, drag it from this list and drop it onto the canvas on the right. Use the Quick Find search box at the top to filter fields by name.
Fields marked with a warning icon (yellow triangle) are read-only or system fields that cannot be edited by partners.
Fields that are already placed on the form canvas do not appear in the Columns list. If you remove a field from the canvas, it returns to this list.
The following Lead entity fields are available:
| Field Name | Description |
|---|
| Accept Terms | Indicates whether the partner has accepted terms and conditions. |
| Annual Revenue | The estimated annual revenue of the lead's company. |
| City | The city of the lead's mailing address. |
| Clean Status | Indicates the data quality status of the lead record (e.g., Matched, Different, Not Found). |
| Company | The name of the lead's company or organization. |
| Company D-U-N-S Number | The Dun & Bradstreet unique identifier for the lead's company. |
| Converted | Indicates whether the lead has been converted to a contact/account/opportunity. Read-only. |
| Converted Account | The account the lead was converted to. Read-only. |
| Converted Contact | The contact the lead was converted to. Read-only. |
| Converted Date | The date the lead was converted. Read-only. |
| Converted Opportunity | The opportunity created when the lead was converted. Read-only. |
| Country | The country of the lead's mailing address. |
| Country Code | The ISO country code for the lead's address. |
| Created By | The user who created the lead record. Read-only. |
| Created Date | The date and time the lead was created. Read-only. |
| Current Generator(s) | The current generators or solutions in use by the lead's company. |
| Data.com Key | The Data.com identifier for the lead record. Read-only. |
| Description | A free-text description or notes about the lead. |
| Email | The lead's email address. |
| Email Bounced Date | The date the last email to this lead bounced. Read-only. |
| Email Bounced Reason | The reason the last email bounced. Read-only. |
| Employees | The number of employees at the lead's company. |
| Fax | The lead's fax number. |
| First Name | The lead's first name. |
| Full Name | The lead's combined first and last name. Read-only. |
| Geocode Accuracy | The accuracy level of the lead's geocoded address. Read-only. |
| Industry | The industry the lead's company belongs to. |
| Jigsaw Contact ID | The Jigsaw (Data.com) identifier for the contact. Read-only. |
| Last Activity | The date of the last activity logged against this lead. Read-only. |
| Last Modified By | The user who last modified the lead record. Read-only. |
| Last Modified Date | The date and time the lead was last modified. Read-only. |
| Last Name | The lead's last name. |
| Last Referenced Date | The date the lead was last referenced in the system. Read-only. |
| Last Viewed Date | The date the lead record was last viewed. Read-only. |
| Latitude | The latitude coordinate of the lead's address. Read-only. |
| Lead Source | The source from which the lead originated (e.g., Web, Referral, Partner). |
| Longitude | The longitude coordinate of the lead's address. Read-only. |
| Master Record | If this lead was merged, the master record it was merged into. Read-only. |
| Mobile Phone | The lead's mobile phone number. |
| Owner | The user or queue assigned as the lead owner. |
| Phone | The lead's primary phone number. |
| Photo URL | URL to the lead's profile photo. Read-only. |
| Rating | The lead's rating or qualification level (e.g., Hot, Warm, Cold). |
| Salutation | The lead's salutation or title prefix (e.g., Mr., Ms., Dr.). |
| State/Province | The state or province of the lead's mailing address. |
| State/Province Code | The ISO state/province code for the lead's address. |
| Status | The current status of the lead in the sales pipeline (e.g., Open, Contacted, Qualified). |
| Street | The street address of the lead's mailing address. |
| Title | The lead's job title. |
| Unread By Owner | Indicates whether the lead owner has viewed the record. Read-only. |
| Website | The lead's company website URL. |
| Zip/Postal Code | The zip or postal code of the lead's mailing address. |
The fields listed above are standard Lead entity fields. Your organization may have additional custom fields that also appear in this list, depending on your Salesforce configuration.
Elements
Below the Columns list, the left panel also provides draggable layout elements. To add an element to the form, drag it from this list and drop it onto the canvas on the right.
| Element | Description |
|---|
| Section | Adds a new section header to organize fields into logical groups. |
| Blank Space | Adds an empty space placeholder for layout spacing. |
| HTML Snippet | Adds custom HTML content such as instructions, banners, or formatted text. |
| JavaScript | Adds custom JavaScript for dynamic form behavior. |
Canvas
The right panel is the main drag-and-drop canvas where form sections and fields are arranged. Sections are displayed as collapsible headers, and fields are arranged in a two-column grid within each section. Fields marked with a red asterisk (*) are required. Fields with merge field expressions are auto-populated from the logged-in user's data when the form is loaded.
Once an element has been placed on the canvas, you can manage it using the icons on the right side of each element row:
- To edit an element's properties, click the wrench icon on the right side of the element row. This opens the properties dialog for that element, where the available options vary depending on the element type (field, section, HTML snippet, or JavaScript).
- To remove an element from the canvas, click the X icon on the right side of the element row. The element is removed from the canvas and, if it is a field, it returns to the Columns list.
The editing options displayed when you click the wrench icon depend on the type of element. For example, fields show options like Read-Only and Required, while sections show options for column layout and visibility. See the property sections below for details on each element type.
Element Properties
Each element type on the canvas has its own set of properties. To edit any element, click the wrench icon next to it on the canvas. The sections below describe the properties available for each element type.
Field Properties
To edit a field's properties, click the wrench icon next to the field on the canvas. This opens the Field Properties dialog with the following options:
| Field | Type | Description |
|---|
| Field | Display (read-only) | Shows the name of the selected field. |
| Read-Only | Checkbox | When checked, the field is visible but cannot be edited by the partner. |
| Required | Checkbox | When checked, the partner must fill in this field before the form can be submitted. |
| Hide Label | Checkbox | When checked, the field's label is hidden on the form (the field itself is still visible). |
More Settings (Expandable Section)
To access additional configuration options, click More Settings to expand the section:
| Field | Type | Description |
|---|
| Custom Label | Text input | Overrides the default field label with a custom display name. Useful for making technical field names more user-friendly for partners. |
| UI Template | Text input | Specifies a custom UI template to control how the field is rendered on the form. |
| Visibility | Formula/expression field | A conditional expression that controls when the field is visible. When the expression evaluates to true, the field is shown; otherwise it is hidden. Supports merge fields and built-in functions. |
Click Ok to save changes, or Cancel to discard.
Section Properties
To edit a section's properties, click the wrench icon next to the section header on the canvas. This opens the Section Properties dialog with the following options:
| Field | Type | Description |
|---|
| Section Title (Required) | Text input | The display title of the section as it appears on the form. |
| Display Header On | Checkboxes | Controls on which page modes the section header is visible. Options: Detail Page, Edit Page. |
| Columns | Dropdown | Controls the column layout within the section. Options: 2-Column (fields arranged side-by-side) or 1-Column (fields stacked vertically, full-width). |
| Tab Order | Dropdown | Controls how the cursor moves between fields when the user presses Tab. Options: Top-Down (moves down each column before moving to the next) or Left-Right (moves across columns before moving to the next row). |
| Section closed on | Checkboxes | When checked, the section starts in a collapsed state. Options: Detail Page. |
| Visibility | Formula/expression field | A conditional expression that controls when the entire section is visible. Supports merge fields and built-in functions. |
| Always Visible | Checkbox | When checked, the section is always shown regardless of any visibility expression. |
Click Ok to save changes, or Cancel to discard.
HTML Snippet Properties
To edit an HTML Snippet's properties, click the wrench icon next to the HTML Snippet element on the canvas. This opens the HTML Snippet Properties dialog, which allows you to add custom formatted content to the form such as instructions, disclaimers, or branded headers.
| Field | Type | Description |
|---|
| Label (Required) | Text input | A label to identify the HTML snippet in the Layout Designer. |
| Template | Dropdown | Optionally select a pre-built template to populate the content area. Templates include common patterns such as registration confirmation messages, site headers and footers, and product search components. |
| Do not display label | Checkbox | When checked, the label is hidden from partners on the rendered form. |
| Show on Specific Device(s) | Checkboxes | Restricts the snippet to specific device types. Options: Desktop, Tablet, Mobile. Leave all unchecked to show on all devices. |
| Show On | Checkboxes | Controls which layout modes the snippet appears on. Options: Detail View, Edit View. |
| Content (Required) | Code editor (HTML) | The HTML content to display. To insert dynamic data such as the partner's name or company, click the Insert Field button to add merge field expressions. |
Click OK to save changes, or Cancel to discard.
JavaScript Properties
To edit a JavaScript element's properties, click the wrench icon next to the JavaScript element on the canvas. This opens the JavaScript Properties dialog, which allows you to add custom client-side logic to the form for dynamic behavior, validation, or integration with external systems.
| Field | Type | Description |
|---|
| Label (Required) | Text input | A label to identify the JavaScript element in the Layout Designer. |
| Do not display label | Checkbox | When checked, the label is hidden from partners on the rendered form. |
| Show on Specific Device(s) | Checkboxes | Restricts the element to specific device types. Options: Desktop, Tablet, Mobile. Leave all unchecked to show on all devices. |
| Show On | Checkboxes | Controls which layout modes the element appears on. Options: Detail View, Edit View. |
| Content (Required) | Code editor (JavaScript) | The JavaScript code to execute. To insert dynamic data, click the Insert Field button to add merge field expressions. |
Click OK to save changes, or Cancel to discard.
Default Values Tab
The Default Values tab allows you to define values that are automatically set on the Lead record when the form is submitted. To access it, click the Default Values tab at the top of the Layout Designer. This is useful for pre-populating fields like Lead Ownership, Partner Account, or Lead Source without requiring partner input.
Each default value entry displays the Field name (with its API name), the Value that will be set, and Actions to edit or delete the entry.
To add a new default value, click + Add Default Value to open the configuration dialog:
| Field | Type | Description |
|---|
| Field | Dropdown (searchable) | Select the Lead field you want to set a default value for. The dropdown supports live search to quickly find fields. |
| Value | Dynamic control | The control type changes based on the selected field: a text input for text fields (supports merge field expressions such as {!$User.AccountId}), a picklist dropdown for picklist fields, or a multi-select listbox for multi-select picklist fields. |
Default values support merge field expressions that can reference Lead fields, User fields, Organization fields, System fields, User Device fields, API fields, and built-in functions. See the Merge Fields Reference and Built-in Functions Reference sections in the Deal Registration Forms Reference for details.
Layout Properties
To access the Layout Properties, click the Properties button in the top action bar of the Layout Designer. This controls form-level settings including the success message shown after submission and post-submission behavior.
| Field | Type | Description |
|---|
| Name (Required) | Text input | The internal name of the form layout. |
| Label Position | Dropdown | Controls where field labels appear relative to the input controls. Options: Left (labels appear to the left of fields) or Top (labels appear above fields). |
| Success Message | Textarea | The message displayed to the partner after successfully submitting the form. You can customize this to match your organization's tone and process. |
| Success Action | Radio buttons | Controls what happens after form submission. This is a parent toggle — selecting "Custom Page" reveals an additional URL field. Options: None (shows the success message only), Go To Record (navigates to the newly created Lead record), Custom Page (redirects to a specified URL). |
Conditional field (visible only when Success Action = "Custom Page"):
| Field | Type | Description |
|---|
| Success Page URL | Text input | The URL to redirect the partner to after form submission. |
Additional Settings
| Field | Type | Description |
|---|
| Apply Assignment Rules | Checkbox | When enabled, triggers the Salesforce Assignment Rules when the form is submitted, allowing automatic lead routing based on your CRM configuration. |
| Allow file uploads | Checkbox | Enables or disables the ability for partners to attach files when submitting the form. Enabled by default. |
Click Ok to save changes, or Cancel to discard.
Get Form Link
To access the form link, click the Get Link button in the top action bar of the Layout Designer. This provides a copyable URL that can be used in custom buttons, tabs, or navigation menus to give partners direct access to the form.
| Element | Description |
|---|
| Link | A read-only field displaying the form's URL path. |
| COPY | Copies the link to the clipboard. A dropdown toggle on this button also reveals a Preview Form option to preview how the form looks to partners. |
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