How To customize Salesforce Information First, click “Setup”->”Personal Setup”->”My Personal Information”->”Personal Information”. Now, click “edit”.
How to change page layout in Salesforce profiles?
Click on Profiles and go to System administrator. Now go to custom object layouts as show below. Here we can observe that for Profile System administrator the default page layout is Newpharma page layout. In this Salesforce Tutorial we have learned about Page layouts in Salesforce.
How do I create a support page in Salesforce Lightning app?
From 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. Display the five most recent cases.
How do I configure sales processes in Salesforce?
Click the setup gear and select Setup. Enter Sales Processes in the Quick Find box, then select Sales Processes. Click Save. Click Remove to move the highlighted options to the Available Values menu. Click Save. Record types determine the business processes, picklist values, and page layouts that are available to you when creating records.
How to access Pharma product page layouts in Salesforce?
In this Salesforce Tutorial, we are going to access Pharma product Page Layouts in Salesforce. Click on Edit button as shown above. When a page layout in salesforce is edited we can observe Fields, Buttons, Quick Actions Salesforce1 & lightning actions, Expanded Lookups, Related Lists, Report Charts on the side bar as shown above.
How do I customize pages in Salesforce?
From your personal settings, enter Customize My in the Quick Find box, then select Customize My Pages. No results? Enter Display in the Quick Find box, then select Change My Display. For your Home tab, select the dashboard snapshot to display on the Home tab.
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 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 create a custom contact page in Salesforce?
In Salesforce Classic, perform the following tasks:In the upper-right corner of the page, select your name, and click. Setup. .Under. App Setup. , select. Customize. Contacts. Page Layouts. . Contact Page Layout. page appears.For. Contact Layout. , click. Edit. . The Contact page layout editor appears.
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 view in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.
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 homepage template in Salesforce lightning?
0:478:38Build a Custom Lightning Homepage Layout - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'mMoreWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'm gonna click on lightning app builder. Now from here I'm going to click new under lightning pages.
How do I change the dashboard on my Salesforce homepage?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
How do I edit Contact page in Salesforce lightning?
Edit Your Lightning PageIn Setup, make the global party ID field visible and read-only before creating the Lightning page.In Setup, navigate to User Interface | Lightning App Builder.Create a record page for the object, or modify an existing one.Drop each component where you want on the Lightning record page.More items...
How do I change a contact layout in Salesforce?
1 AnswerGo to Setup.Search "Contact" . Under contact you will see page Layout. Click on page Layout.You will see a button on top("Page layout assignment"). Click Edit on "Contact layout".Drag the fields which you want to keep in page layout from fields panel and save.
How do I change the 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 to access Page Layouts in Salesforce?
In this Salesforce Tutorial, we are going to access Pharma product Page Layouts in Salesforce.
How to Create or Edit page layout in Salesforce?
A Page layout in SFDC can be modified by rearranging fields, adding custom buttons and related list to the page layout. As shown below we are going to arrange field in two columns.
How to create a sales process?
Create a Sales Process 1 Click the setup cog and select Setup. 2 Enter Sales Processes in the Quick Find box, then select Sales Processes. 3 Click New and enter these values:#N#Field#N#Value#N#Existing Sales Process#N#Master#N#Sales Process Name#N#B2B Sales Process#N#Description#N#Process for logging sales data for B2B opportunities 4 Click Save. 5 From the Selected Values menu, highlight the following options:#N#Value Proposition (Open, 50%, Pipeline)#N#Id. Decision Makers (Open, 60%, Pipeline)#N#Perception Analysis (Open, 70%, Pipeline) 6 Click Remove to move the highlighted options to the Available Values menu. 7 Click Save.
Why use sales paths?
Using sales paths helps your sales reps adopt and adhere to your company’s sales processes without getting sidetracked. Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly.
Create a List View
Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.
Customize a List View
You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.
Create a List View Chart
List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.
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.