Chapter 15
Performing Common Configurations
IN THIS CHAPTER
Creating fields
Working with list views and records
Using dependent picklists
Understanding page, search, and compact layouts
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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