Chapter 17
Performing Common Configurations
IN THIS CHAPTER
Customizing page, search, and compact layouts
Managing record types
Using dependent picklists
Setting workflow processes
Planning before using Process Builder
Summarizing Actions
If you’re just beginning your implementation, Salesforce comes preconfigured with a number of common fields in simple layouts for each of the tabs. You could buy your licenses, log in, and without any customization, start using it to track your customers. So, why are no two instances of Salesforce likely to be identical?
The answer is a key ingredient to your success: The more Salesforce is customized to your business, the more likely your company will use it effectively and productively … as long as you lay a strong foundation (and using this book will help)!
With great (customization) power comes great responsibility. Be considerate of the customizations ...
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