Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Creating Lightning record pages


Now you can give your users a customized view for each object's records, using the Lightning App Builder. The Lightning App Builder allows you to add, remove, or reorder components on a Lightning record page. To create Lightning record pages for a registration object, follow these steps:

  1. Click on Setup (gear icon) | Setup | PLATFORM TOOLS | Objects and Fields | Object Manager.

  2. To find the registration object, enter the first few characters of its label or name in the find in page box.

  3. The next step is to navigate to the Lightning Record Pages section and click on the New button:

    It will redirect you to a new page where you have to select the Lightning page type. For the current business scenario, select Record Page, as shown in the following screenshot:

    Once you are done, click on Next.

  4. The next step is to select a page template. For the current business scenario, select the Header and Two Columns template, as shown in the following screenshot:

    Once you are...