Chapter 12: All about Layouts

Throughout this book, we have covered many platform features used to highly customize the CRM without code, using powerful tools. Layouts are no different, yet are easy to master. We've already seen layout concepts when we talked about custom fields, relationships, and when we designed Quick Actions; it's just putting the right elements in the right place so users can access them with ease.

With proper layout configuration, you allow users to see exactly what they need to access, thus increasing their productivity.

In this chapter, we'll learn about the following:

  • How to design record layouts
  • How to assign layouts to profiles and record types
  • How to customize compact layouts and search layouts
  • How to create list ...

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