Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Page layouts


Page layouts are used to organize the display of fields, buttons, custom links, inline Visualforce pages, Report charts, and related lists on an object detail or edit page. They are used to establish unique layouts for different business scenarios.

The displayed fields within a related list are controlled by the page layout; the name of the related list is determined by the lookup/master-detail relationship on the related object.

Page layouts are comprised of sections containing the buttons, fields, related lists, and customer links which can be edited using the enhanced page layout editor as shown in the following screenshot. Here, we are showing how we can edit the properties of the Account Site field.

Within the field sections, the user interface can be used to make a field Required or Read-only, as shown in the following screenshot:

The enhanced page-layout editor showing read-only settings, as indicated with the padlock icons, is shown in the following screenshot:

In the...