Join Christopher Matthew Spencer for an in-depth discussion in this video Customize record and home pages, part of Learning Salesforce Admin.
- [Christopher] So let's talk about…customizing your record and your homepage layouts.…Your team's going to have specific needs,…such as wanting to make their Salesforce account pages…look like a legacy systems user interface,…or to adjust the page layouts based on their preferences.…And when I say a "legacy system,"…I mean if you're migrating from an older piece of software…to Salesforce, and your team wants their layouts…to look a certain way, it's easy to make that happen…with no programming.…A Lightning Page is a collection of components…that are displayed using a template,…and let's go ahead and take a look at it.…
First, we need to be signed in,…and I'm going to go over to leads,…so let's click on the Leads tab,…and let's open up a lead.…This is me, so I'm just going to put that up as a sample.…And, most of these pages, they have a header,…they have a sub-heading, and they have a body,…and then they have a sidebar.…So let's talk about the different sections.…This first section here is called the Highlights Panel,…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Intermediate
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1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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