Salesforce.com For Dummies

Chapter 17

Performing Common Configurations

IN THIS CHAPTER

Customizing page and search layouts

Managing record types

Using dependent picklists

Setting workflow processes

Reviewing the Process Builder

Summarizing Actions

If you’re just beginning your implementation, Salesforce comes preconfigured with a number of common fields in simple layouts for each of the tabs. You could buy your licenses, log in, and without any customization, start using it to track your customers. So, why are no two instances of Salesforce likely to be identical?

The answer is a key ingredient to your success: The more Salesforce is customized to your business, the more likely your company will use it effectively and productively … as long as you lay a strong foundation (and using this book will help)!

If you’re an administrator or a user with permission to customize Salesforce, you have a universe of tools to design Salesforce to fit the way you do business. And you don’t need to be a technical wizard to make these changes. With common sense, patience, and a little help from this book, you can customize Salesforce on your own in a way that will allow Salesforce to scale as your business matures. If you’re an end-user, you, too, have some basic customization tools you can use to more efficiently navigate Salesforce, and see the records that matter the most to you.

You may hear the phrase Force.com used ...