Chapter 20. Customizing Salesforce

In This Chapter

  • Modifying standard business processes

  • Managing multiple business processes

  • Customizing page and search layouts

  • Managing record types

  • Using dependent picklists

  • Setting workflow processes

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 is it that with over 40,000 customers and growing, no two instances of Salesforce are 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.

If you're an administrator or a user with permission to customize Salesforce, you have a universe of tools to design Salesforce to fit the way you do business. And you don't need to be a technical wizard to make these changes. With common sense and a little help from this book, you can customize Salesforce on your own.

Salesforce has many customization features. We could write another book if we tried to address each feature. So instead, in this chapter, we show you how to perform all the core customization options, including creating fields, building in your standard processes, adding Web links, and rearranging layouts. Then, for companies that have Enterprise or Unlimited Edition and possess complex needs, we show you how ...

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