In this chapter, we described the ways in which the data structure and user-interface features can be configured within Salesforce CRM.

We looked at how object and records information can be accessed. We also looked at mechanisms for managing the methods that users use to view this information using views and page layouts.

We examined how these record structures and user interfaces are controlled by profiles and the wider picture for the way configuration of these concepts are applied for users.

We discussed some techniques to help govern the way the configuration and creation of fields can be carried out and some common pitfalls to avoid.

In the next chapter, we will look in detail at the mechanisms that control access to data records and the features that provide data management and record sharing.