Salesforce Customization Archives - gettectonic.com
Tectonic Salesforce Customization
05Jan

Maximizing Salesforce Customizations

Data Goldmine: Maximizing Salesforce Customizations to Supercharge Contact Center Efficiency In the fast-paced realm of customer relationship management (CRM), Salesforce has become an indispensable tool for businesses aiming to optimize customer interactions and streamline operations. Despite its widespread use, many organizations barely scratch the surface of its customization potential. The issue isn’t a lack of tools but rather the underutilization of powerful resources like Apex code—a hidden goldmine that can significantly elevate contact center performance. Unlocking Potential with Apex Customizations Salesforce’s Apex code empowers businesses to craft tailored solutions that meet unique operational needs. However, these customizations often remain static, failing to evolve alongside changing business requirements. By revisiting and repurposing existing Apex code, businesses can unlock advanced features and innovative applications that go beyond their original scope. Here are a few ways Apex customizations can transform your contact center: 1. Intelligent Task Routing Picture a contact center where customer inquiries are dynamically routed to the most qualified agents based on expertise, availability, and historical performance. With Apex, businesses can design systems that enable intelligent task assignment. This improves operational efficiency while boosting customer satisfaction, ensuring every inquiry is resolved by the right person at the right time. 2. Proactive Workload Optimization Workload imbalances can lead to agent burnout and reduced service quality. By analyzing Salesforce data, businesses can develop Apex-driven algorithms to optimize workload distribution. These systems identify interaction trends and allocate tasks in real time, ensuring that no agent is overburdened. The result? A healthier, more productive team and consistently superior customer service. 3. AI-Augmented Decision-Making AI integration with Salesforce customizations is reshaping customer support. By leveraging AI-driven insights, businesses can equip agents with real-time recommendations, allowing for more personalized, informed interactions. These tools not only enhance the customer experience but also empower agents to make faster, smarter decisions. Taking Action: Steps to Unleash Your CRM’s Full Potential To harness the full power of Salesforce customizations, consider these actionable steps: Looking Ahead: Preparing for Next-Gen Customer Support The future of customer support is driven by data, AI, and personalized experiences. Salesforce customizations can help businesses stay ahead by enabling cutting-edge capabilities like multilingual support, visual troubleshooting, and advanced interactive features. By revisiting your existing customizations and aligning them with emerging trends, you can not only enhance customer satisfaction but also set your organization apart in a competitive marketplace. Salesforce isn’t just a CRM—it’s a platform for building next-generation customer service. A Call to Action: Unlock the Potential of Your Salesforce Ecosystem Are you ready to explore how your Salesforce customizations can revolutionize customer service? The potential is vast, and the rewards are significant. Let’s discuss how to harness the full power of your CRM to drive smarter workflows and enhance your contact center’s efficiency. Take a closer look at your existing customizations—they may hold the key to the innovation and success you’ve been seeking. By embracing Salesforce’s full potential, you can create a future-ready customer support ecosystem that works harder for your business. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 5, 2025in Data, Salesforce Development Services, Salesforce Implementation Services, Salesforce Optimization0 Comments

Customization and Configuration in Salesforce

Salesforce Customization vs. Configuration: Choosing the Right Approach for Your Business Salesforce has become a top choice for businesses aiming to strengthen customer relationships and achieve their goals. Its flexibility to adapt to diverse needs through customization and configuration makes it stand out. While both approaches aim to tailor your Salesforce Org to meet specific business requirements, they differ in methodology and use cases. This insight will help you understand their differences and provide insights into when and how to choose between them. Let’s get the insight! What is Salesforce Customization? Salesforce customization involves enhancing your Salesforce Org by introducing tailored features, functionalities, and applications through coding. It goes beyond the out-of-the-box capabilities, enabling you to extend your platform to meet unique and complex business requirements. This approach requires expertise from a Salesforce developer who leverages tools such as Apex, Lightning Components, and the Salesforce Code Builder to create custom solutions. Examples of Customization: What is Salesforce Configuration? Salesforce configuration refers to adapting Salesforce’s native features to meet business needs without modifying the underlying code. By using tools such as drag-and-drop builders, configuration allows users—even those without technical expertise—to optimize the platform’s functionality. Examples of Configuration: Key Differences Between Customization and Configuration Basis Customization Configuration Level of Personalization High personalization, tailored to unique needs Limited to Salesforce’s native capabilities Implementation Requires coding expertise and detailed development Simpler, relies on drag-and-drop tools Time to Deploy Longer development cycles Faster implementation and deployment Maintenance Can require ongoing updates and compatibility adjustments during Salesforce upgrades Easier to maintain, as it aligns with standard platform updates Cost Higher costs due to skilled developer involvement Cost-effective; can be handled by in-house admins Risk Higher risks due to potential code conflicts or errors Lower risks, but over-configuration can lead to complexity Best Practices for Customization and Configuration Choosing the Right Approach The decision to opt for customization or configuration depends on factors like business requirements, budget, timeline, and project complexity. Sometimes, a hybrid approach that combines customization and configuration is the best solution, providing flexibility while optimizing costs and implementation speed. Why Partner with Salesforce Experts? Partnering with experienced Salesforce consultants at Tectonic ensures your Org is tailored to meet your specific business needs. They analyze your workflows, processes, and challenges to recommend the most effective approach—whether it’s customization, configuration, or a blend of both. At Tectonic, our team of 200+ Salesforce experts specializes in delivering tailored solutions that maximize ROI. From development to ongoing maintenance, we ensure your Salesforce Org aligns with your long-term goals. Ready to transform your Salesforce platform? Let’s discuss how we can help. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 8, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Optimization
Tectonic Salesforce Customization
07Nov

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and achieve your business goals! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 7, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Optimization
Salesforce Home Page Customization
20Aug

Salesforce Home Page Customization

Salesforce is a powerful tool, but a generic homepage can overwhelm you with information. Salesforce Home Page Customization is the solution. The good news? You can customize your Salesforce homepage to create a personalized dashboard that enhances productivity and keeps you focused on what matters most. In this insight, we’ll explore the steps to customize the Salesforce homepage for both Lightning and Classic experiences and show you how to create a space that truly works for you and your users. Why Salesforce Home Page Customization? A well-designed homepage serves as your command center within Salesforce. By strategically adding components like reports, charts, and to-do lists, you can quickly see key metrics, prioritize tasks, and access frequently used features—all on one screen. This leads to: Ready to Customize the Salesforce Homepage? There are two main interfaces for customizing Salesforce homepages: Lightning App Builder and Home Page Layouts (Classic). The method depends on whether you’re using Salesforce Classic or Lightning Experience. Lightning Experience Salesforce Classic Assign the Home Page Here’s how to assign your new homepage to specific users or profiles: Conclusion By following these steps, you can customize the Salesforce homepage and unlock a new level of efficiency within your organization. For those seeking a solution beyond the basics, Salesforce Customization Services are readily available to craft a truly transformative Salesforce experience. Ready to take control and personalize your Salesforce experience? Start by customizing your homepage today! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 20, 2024in Salesforce
Salesforce Legacy Chat Service Retirement
07Jun

Salesforce Summer 24 Customization Release

Customization Salesforce Summer 24 Customization Release Manage users more easily with the user access, public group, permission set, and permission set group summaries. Give record page users more of what they need where and when they need it with Lightning record page enhancements such as blank space support and visibility rules on individual tabs. Salesforce Summer 24 Customization Release Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 7, 2024in Salesforce
Summer 24 Salesforce Customization Release Notes
25Apr

Summer 24 Salesforce Customization Release Notes

Manage users more easily with the user access, public group, permission set, and permission set group summaries. Give record page users more of what they need where and when they need it with Lightning record page enhancements such as blank space support and visibility rules on individual tabs. Summer 24 Salesforce Customization Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 25, 2024in Salesforce
Customer Experience
01Feb

Improving Customer Experiences (CX)

In 2024, maintaining competitiveness requires businesses to prioritize personalization and agility within their customer experience (CX) strategy. Here are strategies for improving customer experiences with programs from Tectonic: By focusing on these key areas, organizations can navigate the continually evolving CX landscape and deliver exceptional customer experiences. Tectonic is ready to collaborate, customizing your Salesforce tools to create remarkable customer experiences. You might want to learn more about Salesforce Marketing Cloud Personalization. This Salesforce tool improves customer experiences using data and automation. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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February 1, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Personalization
Salesforce System Monitoring
09Oct

Salesforce System Monitoring

In the realm of Salesforce usage, the seamless operation and swift responsiveness of your system stand as paramount necessities. The specter of sluggish page loads and subpar performance looms large, threatening user frustration, diminished productivity, and potential revenue loss for your enterprise. Salesforce System Monitoring. To summarize and provide some additional points: By implementing these best practices and leveraging appropriate tools, businesses can not only enhance the performance and speed of their Salesforce instance but also maximize the value derived from the platform while minimizing risks and costs associated with poor performance. If you are finding issues with your Salesforce customization, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 9, 2023in Salesforce
Salesforce Customization Steps
22Mar

Salesforce Customization Steps

Comprehensive Salesforce Customization Steps Executing a successful SFDC customization requires a structured approach. This detailed plan outlines the 12 essential steps to ensure project success. Following this structured customization plan ensures efficient project execution and maximizes the benefits of Salesforce customization for your organization. Each step contributes to the successful implementation and adoption of tailored Salesforce solutions. Salesforce Customization Steps. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 22, 2023in Data, Hyperforce, Salesforce
Salesforce Logo
11Jul

What is Salesforce and Why is it so Popular?

What is Salesforce and Why is it so Popular? Salesforce, a software company specializing in Customer Relationship Management (CRM), has emerged as a dominant force in business technology since its establishment in 1999. It encompasses both a software package and a complete ecosystem designed to enhance and modernize various business processes. The widespread popularity of Salesforce can be attributed to its all-encompassing CRM solutions, user-friendly interface, cloud-based platform, scalability, and the robust ecosystem it has fostered. Offering comprehensive tools for managing customer data, automating processes, analyzing data and insights, and creating personalized customer experiences, Salesforce extends its reach to various solutions such as customer service, marketing automation, commerce, app development, and more. What sets Salesforce apart is its highly customizable platform, allowing users to tailor CRM according to specific requirements. Renowned for its flexibility, Salesforce offers a plethora of customizable features and functionalities, making it stand out in the business technology landscape. Many companies opt for Salesforce due to its role as a customer relationship management solution, effectively bringing together companies and customers. Positioned as an integrated CRM platform, Salesforce provides all departments, including marketing, sales, commerce, and services, with a unified view of each customer. This capability to foster collaboration and coherence across diverse business functions contributes to the widespread adoption of Salesforce by numerous companies. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 11, 2022in Data, Marketing Automation, Salesforce, Technology
Salesforce Integration and Mulesoft
13Dec

Salesforce Implementation Partner

Tectonic’s certified consultants are ready to assist with your Salesforce project and provide ongoing support. We offer a range of services, including Salesforce implementation, development, administration, integration, and training. Our implementation services cover configuration, customization, migration, integration, and support across various industries. An implementation partner is an organization licensed by Salesforce to help users select and implement CRM solutions. These partners specialize in specific industries, use cases, and drive Salesforce adoption rates. Essentially, they are organizations reviewed and approved by Salesforce to implement CRM solutions successfully. For a complete implementation, you may need a project manager, a Salesforce consultant, and possibly Salesforce developers. However, not all companies have internal resources for this, especially when just starting out. An implementation partner, typically a certified consulting services firm, is knowledgeable about the product and can help with a successful software implementation. Salesforce Implementation Process Salesforce implementation is the process of rolling out its core product, the CRM system, to centralize key business activities and communication. To find a Salesforce implementation partner, the AppExchange Salesforce site is a valuable resource. It provides a list of partners in your local area, along with reviews and partner levels. Choosing an implementation partner with technical knowledge and the ability to support other key systems is crucial. The partner should develop solid data integration solutions with third-party service providers and effectively manage the implementation process. The Right Resource Right Now There are instances when a Salesforce Implementation Partner is the right resource strategy for large-scale projects requiring a team of 10+ consultants. An experienced implementation partner understands stakeholder buy-in, effective communication, and the importance of engaging the right individuals at different points in the process. Working With a Salesforce Implementation Partner Working with an implementation partner provides access to a team of Salesforce experts, including admins, business analysts, and executive sponsors. This team guides you through every step of the implementation process, ensuring accountability and managing the overall timeline and budget. Salesforce implementations typically take multiple months, absorbing your team’s bandwidth focused on building the business. Bringing in experts reduces implementation time and allows your team to focus on their strengths. Critical success factors for Salesforce implementation include a well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and a commitment to continuous improvement. Salesforce categorizes consulting partners into four levels (Base, Ridge, Crest, Summit) based on evaluations each quarter, indicating their Trailblazer consulting partner score. Trailblazer score measures a partner’s contribution against the goals set by Salesforce in four main categories: customer success, innovation, growth and impact (formerly called lead). This score can reach a maximum of 1000. The Consulting Trailblazer scorecard is updated daily; however, your tier is calculated on a quarterly basis. When you are ready to explore a Salesforce Implementation Partner, contact Tectonic. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 13, 2021in Salesforce, Salesforce Implementation Services
Cloud Managed Services
27May

Page Layout in Salesforce

Page layouts in Salesforce are essential for controlling the arrangement and organization of various elements on object record pages in Salesforce. These elements include buttons, fields, s-controls, Visualforce, custom links, and related lists. Page layouts play a crucial role in determining the visibility, read-only status, and required fields, allowing customization of record pages tailored to user preferences. Required Editions: Page layouts can incorporate s-controls and Visualforce pages, adjusting their size and deciding whether to display labels and scroll bars. Salesforce provides two tools for editing page layouts: the original page layout editor and an enhanced page layout editor. The enhanced editor, enabled by default, offers additional functionality and a user-friendly interface compared to the original editor. Within a page layout, users can access a mini page layout, defining hover details when mousing over a field in the Agent console or Recent Items section in Salesforce Classic. Salesforce automatically generates a default page layout for custom objects, and if unused, Lightning Platform API can still interact with the object or build a custom user interface. Create Page Layouts: Utilize the enhanced page layout editor to tailor record page layouts to meet user needs effectively. Enhanced Page Layout Editor: This tool, enabled by default, enhances the customization of page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. It combines the functionality of the original editor with additional features and an improved interface. Assign Page Layouts to Profiles or Record Types: Define which page layouts users see by assigning them based on profiles or record types. Profiles determine the page layout for a user, while the combination of profile and record type determines the displayed layout for a specific object. Edit Multi-Line Layouts for Opportunity Products: Customize columns for displaying or editing items in the Products related list on an opportunity detail page. Configure Fields on Multi-Line Layouts for Opportunity Products: Ensure fields are visible on the Opportunity Product page layout before adding them to the multi-line layout, achieved through the Product related list on an Opportunity object page layout. Customize Related Lists: Tailor buttons, columns, order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal. Customize Standard and Custom Buttons on Page Layouts: When customizing page layouts, control the display and order of both standard and custom buttons. How Page Layout Elements Display in Lightning Experience: Customizations made in Salesforce Classic affect object record pages in Lightning Experience. However, the page elements display differently, with some elements not supported in Lightning Experience. Page Layout Tips: Keep page layouts organized and user-friendly. How Page Layouts Work in the Salesforce Mobile App: Use the enhanced page layout editor to customize object record detail pages, configure actions, and determine field and related list visibility in the Salesforce mobile app. Manage Mobile Cards in the Enhanced Page Layout Editor: Enhance the Mobile Cards section of your page layout with expanded lookups, components, and Visualforce pages to display them as mobile cards in the Salesforce mobile app. Feed-Based Layouts in Salesforce Classic: Feed-based page layouts simplify record work by offering separate views for the record’s feed and its details, including related lists. Salesforce Classic Home Tab Page Layouts: Customize the Home tab in Salesforce Classic by including components like sidebar links, a company logo, a dashboard snapshot, or custom components. Different home page layouts can be assigned to users based on their profiles. Customize Page Layouts with the Original Page Layout Editor: Use the original page layout editor for customizing page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 27, 2021in Salesforce, Salesforce Development Services
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