I'm Not Seeing LeanData View in Lead, Contact, or Account Records

  • Nov 12, 2025
  • Knowledge

Title
I'm Not Seeing LeanData View in Lead, Contact, or Account Records
URL Name
ImNotSeeingLeanDataViewinLeadContactorAccountRecords6901f885c069d
Step-by-Step

The LeanData View is a Salesforce Visualforce Layout which gives an overview into Matched Accounts, Duplicate Leads, Duplicate Contacts, and Related Leads. This view is added to a new section on Lead,Contact, and Account records. If LeanData has been configured for your Organization but you are still not seeing the View it could be caused by:

  • The LeanData View Visualforce page is not installed in the Page Layout for the Lead, Contact, or Account Views.

  • The user’s Salesforce Profile doesn’t have the correct permission sets for Read access.

 

Please Note: A System Admin profile is typically needed to access the Salesforce configuration and Setup steps in this article.

 

To add the LeanData View Visualforce page to the Page Layout:

1. Log into Salesforce as a System Admin.
2. Open a Lead, Contact, or Account record.
3. Click Edit Layout in the upper right corner of the record.
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4. Click and drag a Section from the object chooser to the layout area. When you see a green checkmark you can let go of the section to place it in the layout.
5. When you let go of the new section, a Section Properties dialog box will open. Enter a section name like LeanData View.
6. Select 1 Column.
7. Click Ok to save your section.blobid1.png
8. In the object chooser, select Visualforce Page from the list of objects on the left.
9. Click and drag the desired into the newly created LeanData section. Depending on the page this will be one of the following:
  • LeadLayout
  • ContactLayout
  • AccountLayout
10. Click Properties within the Visualforce page area and set the following values:
  • LeadLayout: Width 100%, Height 460
  • ContactLayout: Width 100%, Height 350
  • AccountLayout: Width 100%, Height 350

11. Click OK and Save your layout changes.

 
You can find a more detailed View installation guide: 
/articles/Knowledge/ViewSetupInstructions6901f6cb40946

 

To Set the User’s Salesforce Profile to the Correct Permission set for LeanData:

1. Open the LeanData application in Salesforce.
2. On the side menu, click on Admin to expand the menu.
3. Click on Permissions.
4. For the desired profile, select the permission set:
  • LeanData Custom Objects Full Access (for users that need to configure View Settings).
  • LeanData Custom Objects Read Only (for users that need only need to see the LeanData View).
 
 
You can read more about the permission sets and their accessibility: 

Questions? Contact LeanData Support

 
 
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