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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Page layouts


Page layouts are used to organize the display of fields, buttons, custom links, inline Visualforce pages, Report charts, and related lists on an object detail or edit page. They are used to establish unique layouts for different business scenarios.

The displayed fields within a related list are controlled by the page layout; the name of the related list is determined by the lookup/master-detail relationship on the related object.

Page layouts are comprised of sections containing the buttons, fields, related lists, and customer links which can be edited using the enhanced page layout editor as shown in the following screenshot. Here, we are showing how we can edit the properties of the Account Site field.

Within the field sections, the user interface can be used to make a field Required or Read-only, as shown in the following screenshot:

The enhanced page-layout editor showing read-only settings, as indicated with the padlock icons, is shown in the following screenshot:

In the...

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