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Success with Sales Cloud

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Implement

Customize Salesforce

In this video, you will learn how to:

Personalize Salesforce for your business.
Adjust fields and change page and search layouts.

Overview

In the first video, we’ll help you create a seamless user experience giving you best practices that include:

Modifying standard fields to match your organization’s unique requirements
Discussing custom fields that can be created to capture additional information that needs to be updated and tracked
Showing you how you can customize your search layout results page to show relevant fields in the results column
Using the Enhanced Page Layout Editor to modify the Record Detail page

We’ll also introduce the Lightning App Builder, which is a simple point-and-click tool that makes it easy to organize workspaces and record pages for the Salesforce Mobile App and Lightning Experience.

We’ll also talk about the importance of engaging your team of testers to validate your solution, before officially rolling out all the new customizations to your organization.

Using these best practices, you’ll simplify Salesforce screens and layouts, which will make a huge impact on your user adoption.

In the second video, we’ll demo the concepts we discussed in the first video. You’ll learn how to:

Create a new lookup field on the opportunity page to track scenarios involving a competitor.
Add a Competitor field onto the Highlights Panel of the Opportunity record.
Add an Account’s Type field to the search results page to quickly find accounts and identify their relationship to the organization.
Add guidance in the Opportunity Sales path to help coach sales reps on key milestones related to each sales stage. This will help improve forecast accuracy across the team.
And finally, with the end in mind, we will learn how to create an Opportunities by Competitor report for quick access to all the deals that are open and at risk.

Each video will also guide you to additional resources to help you with customization and to go further with Salesforce.


Additional Resources

Resources from the Customize Salesforce video.

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Interactive discussion to understand Salesforce customizations.

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Self-led learning path for user interface customization.

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Self-led learning path for custom data structures.

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