In this chapter, we described the ways in which the data structure and UI features can be configured within Salesforce CRM.
We looked at how object and records information can be accessed. We also looked at the mechanisms for managing the methods that users employ to view this information using views and page layouts.
We were shown how these record structures and user interfaces are controlled by the profile and the wider picture for the way the configuration of these concepts is 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.
Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of Standard and Custom Objects.
In the next chapter, we will look in detail at the mechanisms that control access...