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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

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 that contain buttons, fields, related lists, and customer links that 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 corresponding...

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