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Oracle CRM On Demand Administration Essentials by Sundaram, Padmanabha Rao

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Layout management

Under layout management, we would cover customization of different types of layouts such as page layouts, search layouts, homepage layouts, lists layouts, and so on.

The standard CRM On Demand application comes with a set of layouts for each of the objects. You can create custom layouts by copying the available standard layout. Typically, additional layouts would be created for the following reasons:

  • To expose your custom fields that is not present in standard layout.
  • To create role-specific layouts. For example, the layout that you would like to present for a sales representative could be different from the layout for a sales manager. Sales manager may have visibility to additional fields, such as account level revenue figures, ...

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