Chapter 3. Configuring Objects and Apps

In Chapter 1, Setting up Salesforce CRM and the Company Profile and Chapter 2, Managing Users and Controlling System Access, we were introduced to the profile feature in Salesforce, which is a controlling mechanism. Profiles are used to determine the functions users can perform, what types of data they can access, and what operations they can carry out on that data.

In this chapter, we will describe the Salesforce CRM record storage features and customizable user interface in detail, such as objects, fields, and page layouts. In addition, we will see an overview of the relationship that exists between the profile and these customizable features that the profile controls.

This chapter looks at the methods for configuring and tailoring the application to suit the way your company information can be best represented within the Salesforce CRM application. We will look at the mechanisms that allow data to be grouped and presented within the application...