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 as the top cloud-based CRM provider, 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 … as long as you lay a strong foundation (using this book will help)!
If you’re an administrator or a ...