Create a New Page Layout in Salesforce | Page Layouts | Salesforce Admin Tutorials

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  • Опубликовано: 27 окт 2024

Комментарии • 6

  • @programmerboy718
    @programmerboy718 Год назад

    how to display the leads of four different forms separately in the leads tab?

  • @Hatsonline
    @Hatsonline Год назад

    Can you customise the colours for each accordian section/bucket section? I want to separate the fields based on the role of the person updating the data. eg Sales staff fill in the blue section, Production Staff - fill in the green section. I don't need restrictions on access as every role can change whatever is needed... these are just a guide for staff so it isn't so confusing with a heap of fields. TIA :)

  • @flippingwontons
    @flippingwontons Год назад +1

    How do you add another section? Ex There is an 'Opportunity Information' section and an 'Additional Information' section. I want to add one to put specific financial fields in. Please respond thank you.

    • @salesforceemily
      @salesforceemily  Год назад

      Hey! You would need to go to the box at the top and be on the “fields” section. From there you’ll see a “section” box that you can drag and drop it. I think that “section” box will be a yellow gold color

  • @satishbangaram
    @satishbangaram 2 года назад

    How to make two different objects page layouts on a single page layout.