Record Types With the page layout assignment in the previous section, we were able to assign a particular page layout to a profile. Record types allow us to take this process a step further and assign more than one layout to a profile. Previous article, Salesforce Admin tutorial – 8,…

Custom Page Layouts In the previous section on page layouts, we looked at how to customize a layout Salesforce has provided to our preferences. But Salesforce also allows us to create our own custom page layouts for more flexibility. Previous article, Salesforce Admin tutorial – 7, explains about Page Layouts….

Page Layouts Salesforce allows users to customize their page layouts. You can drag and drop different fields and organize them according to your requirements with the help of this feature. You can also convert certain fields into mandatory ones or make them read-only during this process. Previous article, Salesforce Admin…

Formula Fields Formula fields are a special field type that is read-only and automatically generated by the system.  For example, if you have two fields A and B want to insert the sum of A and B into another field called C, you can set up C as a formula…