What is Salesforce configuration and customization?
Salesforce can be tailored in two ways, by means of either configuration or customization. The choice will determine how you shape your project team. If you go down the configuration path, you can use point-and-click tools without resorting to programming.
Is it time to customize Salesforce?
There comes a moment in each Salesforce owner’s life when they feel it’s time to customize. Fortunately, Salesforce is the platform designed for customization. Salesforce users are able to fine-tune the platform to their individual needs as well as develop their own apps to perform any task they have in mind.
How to customize the user interface in Salesforce?
In Salesforce, you can configure layouts according to the established workflows using drag-and-drop or enable/disable options as well as a WYSIWYG editor. If you want to modify the interface to give it a unique look, for example, with a custom theme, you should go for deeper customization aided by your Salesforce admin or developers.
How to create partner account layout in Salesforce?
Create a new account layout called Partner Account Layout by cloning the default account layout. Click Page Layouts, then click New. Select Account Layout from the Existing Page Layout picklist. Enter Partner Account Layout as Page Layout Name.
How do I customize page layout in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
Can users customize the Home page in Salesforce?
You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page. You can also create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.
Can users customize their Home page in Salesforce lightning?
Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.
How do I change page layout in Salesforce lightning?
The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.
How do I customize my Salesforce Lightning home page?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How do I change my home page in Salesforce?
Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.
What is the difference between app page and home page in Salesforce?
The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.
How do I create a custom page in Salesforce?
Create Custom Pages with Experience BuilderIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. ... Select a standard page to open it. ... Add and configure page components.Preview and publish your site.
How do you customize your homepage?
Choose your homepageOn your computer, open Chrome.At the top right, click More. Settings.Under "Appearance," turn on Show Home button.Below "Show Home button," choose to use the New Tab page or a custom page.
What is the difference between a page layout and a lightning page?
Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.
What is custom page layout in Salesforce?
Page Layout in Salesforce allows us to customize the design and organization of detail and edit pages of records in Salesforce. Page layouts can be used to control the appearance of fields, related lists, and custom links on standard and custom object's detail and edit page.
How do I change the detail page in Salesforce?
Click Page Layouts, then Page Layout Assignment. You can see the list of profiles and the page layout assigned to each one. Click Edit Assignment. Select the Custom: Sales Profile row.
Introduction
Noah Larkin, AW Computing’s VP of Services, is concerned that his Consulting team uses accounts to record details of consulting partners, but some of the fields they see are not applicable to their partner accounts—he would like all sales-related information removed.
Create Page Layouts
Begin by modifying the default account page layout to display sales region and support plan information in separate sections.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is Salesforce customization?
Salesforce customization is a popular next step in any Salesforce implementation project. Naturally, in order to align your customized solution with your business goals, you need a strategy. Let’s look at what these strategic stages could be.
How to configure layouts in Salesforce?
In Salesforce, you can configure layouts according to the established workflows using drag-and-drop or enable/disable options as well as a WYSIWYG editor.
Why use Salesforce integration tools?
In order to avoid critical data gaps, companies connect third-party sources to Salesforce and direct all data flows to one place. The trick here is to reach perfect alignment between these integrated systems, which is usually achieved with developers’ help. Developers can use default Salesforce integration tools and API services (available only in the Professional and Enterprise editions) or build in-house integration tools.
How to get your customization right?
To get your customization right, you need to pinpoint the major problems that can be solved with it, ask your employees what they lack in the system, prioritize custom features budget- and effort-wise, and go live with prior sandbox testing while training your users.
How can Salesforce be tailored?
Salesforce can be tailored in two ways, by means of either configuration or customization. The choice will determine how you shape your project team. If you go down the configuration path, you can use point-and-click tools without resorting to programming.
How many best practices are there in Salesforce?
Supercharge your Salesforce adoption with our six best practices and help your employees leverage the platform to the fullest.
What are the default tools in Salesforce?
Depending on the use case, you can first opt for the following default Salesforce tools: Approvals, Process Builder, Workflow, and Flow Builder.