Page Layouts

Tag Archives | Page Layouts

App of the Week – RingLead Field Trip

Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you […]

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Tip of the Week – Person Accounts versus Business Accounts

By default, Salesforce accounts are designed to function as Business accounts. In a nutshell, business accounts are used to store information about companies or other entities. However, there is another option available. Person accounts. Person accounts are used to store information about individuals and can easily be set up by a Salesforce admin, after all considerations […]

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Tip of the Week – Quick tricks for better Salesforce Page Layouts

This blog is all about finding solutions to improve your day-to-day Salesforce experience. Often, that means building cool formulas or workflows, leveraging URL hacking to speed up processes, and occasionally even introducing you to basic code. But sometimes the most powerful updates are the simplest, and the ones we, living in Salesforce as we do, […]

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