How do I control who sees the Conversion app in my Salesforce instance?

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Overview

If you want to control who sees the Conversion app in your Salesforce instance, you can customize your page layout.

To do this follow these steps:

Step 1: Navigate to Build > Accounts > Page Layouts 

1.1 Create a New Page Layout. 

1.2 Click Save.

conversion_1.png

 

Step 2: Assign the Layout to a Profile

2.1 Select a profile in the list and assign a page layout to it.

2.2 Click Save.

Note: The Conversion app does not display for any users that belong to a profile who do not have the correct permissions. 

conversion2.png

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