Step 3: Add your Visualforce Page to your Contact or Lead View

Navigate to the Lightning App Builder in the Setup section (Setup > User Interface > Lightning App Builder) and select the Record Page for editing that you want to integrate your OneInsight Visualforce Page in.

With Lightning App Builder for your Record Page open, you can now add a Visualforce component to your layout and then specify the Label, choose the right Visualforce Page via the dropdown and adjust the height of your iFrame (we recommend a height of 625 px).

After saving your layout OneInsight will be live and your users will see it embedded directly within Salesforce!


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