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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Creating and using page layouts

Page layouts are the user interfaces where we interact with the object and fields that we created. When looking at page layouts, there are two types to consider. The first is the Lightning page layout, which is used for configuring the layout for a record in the Lightning Experience and includes many usability options.

You can read more about Lightning page layout in the Further reading section at the end of this chapter, We will also cover this in more detail in Chapter 14, Lightning Experience Customization.

The second is the page layout related to the actual object. This is the page layout we will look at in this section. It maps directly to the Details section of a Lightning page’s layout.

Page layouts are used to display the fields related to objects and allow you to enter data into those fields. This gives admins the flexibility to show different page layouts to different users based on profiles and/or record types...

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