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Salesforce For Dummies, 8th Edition
book

Salesforce For Dummies, 8th Edition

by Liz Kao, Jon Paz
May 2024
Intermediate to advanced content levelIntermediate to advanced
416 pages
10h 1m
English
For Dummies
Content preview from Salesforce For Dummies, 8th Edition

Chapter 15

Performing Common Configurations

IN THIS CHAPTER

Bullet Creating fields

Bullet Working with list views and records

Bullet Using dependent picklists

Bullet Understanding page, search, and compact layouts

Bullet Managing record types

In case 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 you make and their impact on future generations of Salesforce administrators and end users. As Salesforce enters its ...

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Publisher Resources

ISBN: 9781394231669Purchase Link