Why add users to your Salesforce account?
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.
How do I get help with Salesforce security questions?
Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.
How to change the product category in Salesforce CPQ?
Close the Setup tab and return to the Salesforce CPQ tab. Now we update the two features, Chargers and Service, to use the new category. Click Products in the navigation bar, then choose the All Products list view. Click 6" Smartphone.
How to add new columns in Salesforce CPQ?
Click Fields & Relationships. Click Configuration Field Set. In the Values list, click New. Enter StorageAlt. This must be the same field set name you created earlier. Click Save. Close the Setup tab and return to the Salesforce CPQ tab. Now we update the Storage feature to use the new columns from the field set.
Modify the Battle Station Page Layout
You are going to move some fields around and add a few related lists to make the user interface more productive and appealing.
Add Some Battle Station Data
Now that you have your page layout looking awesome, it's time to enter some data so you can really get a feel for how the application functions.
Add a Roll-Up Summary Field
As projects grow it becomes difficult to keep a handle on what's going on. As you add more and more resources, it's hard to tell how many people are actually assigned to the project based on the limited number of records that display in the related list section. Let's fix this so you can see the total number of resources at a single glance.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Introduction
We can make the bundle configuration experience even better by changing the user interface to present features in tabs instead of sections—or even choose a combination of tabs and sections! You can also decide which columns display in features on the configuration page.
Option Layout
The Option Layout field on the lead product determines the layout and user experience of configuration pages for bundles that use features. There are three values for Option Layout: sections, tabs, and wizard.
Feature Category
With the Category field on the feature, you can organize features into categories, with each category having its tab. Each tab lists related features in sections.
Configuration Field Set
Features show five columns of information by default: Quantity, Product Code, Product Name, Product Description, and Unit Price. You can display different columns with field sets.
Summary
CPQ does a great job making the configuration experience intuitive for your sales reps, and with a few small tweaks, you can make it even better.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
Step Four: Improve the User Experience
Think about your app’s design and how the user experiences the app. What can you improve?
Check the Solution if You Need It
Here is the entire Light project. You can compare it to how you set up your storyboard.
Project Wrap Up
You've successfully created an app that turns the screen on and off, similar to a flashlight. You've simplified the design of the app as well, making conscious decisions to improve the UX by removing the button title and filling the screen with a tappable area.
Continue to Learn More
This was a brief introduction to iOS app development. You learned about Xcode, Interface Builder, and the environment you'll use to build apps, as well as some basic Swift concepts in the Swift Essentials module. You also built your first app!
Quiz
1 What change did you make to improve the user experience of your app?
What You’Ll Do
- Click the gear icon and select Setup. This launches Setup in a new tab.
- Click the Object Managertab.
- From the list of objects, click Suggestion.
- Select Page Layouts, click the arrow dropdown, and select Edit. The Page Layout Editor opens.
- Click the gear icon and select Setup. This launches Setup in a new tab.
- Click the Object Managertab.
- From the list of objects, click Suggestion.
- Select Page Layouts, click the arrow dropdown, and select Edit. The Page Layout Editor opens.
Modify The Battle Station Page Layout
Add Some Battle Station Data
Add A Roll-Up Summary Field
Learning Objectives
- You are going to move some fields around and add a few related lists to make the user interface more productive and appealing. You can edit the page layout from the Custom Object definition page. But first you need to add a new Battle Station record. Click the App Launcher , then select the Battle Station Construction app. Click the Battle Stations...
Follow Along with Trail Together
- Now that you have your page layout looking awesome, it's time to enter some data so you can really get a feel for how the application functions. It takes a large number of people to build and operate a Battle Station so let's assign some resources to your project. Enter some resource records and set the quantities you may need plus a target utilization percentage. Feel free to be …
Introduction
- As projects grow it becomes difficult to keep a handle on what's going on. As you add more and more resources, it's hard to tell how many people are actually assigned to the project based on the limited number of records that display in the related list section. Let's fix this so you can see the total number of resources at a single glance. When we created the Master-Detail relationship fro…
Option Layout
Feature Category
- Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. (This clip starts at the 1:13:31 minute mark, in case you want to rewind and watch the beginning of the step again.)
Configuration Field Set
- We can make the bundle configuration experience even better by changing the user interface to present features in tabs instead of sections—or even choose a combination of tabs and sections! You can also decide which columns display in features on the configuration page.
Summary
- The Option Layout field on the lead product determines the layout and user experience of configuration pages for bundles that use features. There are three values for Option Layout: sections, tabs, and wizard. 1. Sections: Features are listed in boxes, one after the other. Sections are the default layout when the Option Layout field is blank. 2. Ta...