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You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
Concepts
Marketing
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Author (1)
Kerry Townsend
Kerry Townsend
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Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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Sales Cloud User Interface (UI) design

Salesforce offers a range of tools to customize the User Interface, which in turn impacts the overall User experience. These can be classified into two categories: Low Code and Pro Code. Low Code refers to declarative tools where development is via point and click. Pro Code tools are the tools where some coding expertise is required. In this section, the majority of the tools we explore are Low Code. We look at the following:

  • Lightning Apps
  • Page Layouts
  • Compact vs. Comfy
  • Dynamic Forms
  • Highlights Panel
  • Path
  • Home Page
  • List Views
  • Search
  • Scoping Rules

We also take a very high-level look at the Pro Code options for when the declarative options don’t provide the right solutions. We look at the following:

  • Lightning Web Components (LWC)
  • APEX
  • VisualForce (VF)

As we reviewed in Chapter 2, Defining the Approach, you should aim to deliver your requirements with Low Code tools...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643
© 2024 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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