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



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.



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. 


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