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- Contacts (no Accounts because of NPSP and mainly dealing with individuals)
- Cases - as a subtab of Contacts
- Opportunities - as a subtab of Contacts
- And 3 or so Custom Objects - as a subtab of Contacts
Set Up Console
Tabs
Aka Primary Tab
Subtabs
Records can open as a Subtab of another record
- Related to records on the primary tab
Setup
Pre-Setup
Work out exactly what pages are going to be in here.
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Choose which profiles should see this Console.
Utility Bar
Utilise the Utility Bar - it is great! But Utility Bar can be in ALL apps now (except annoyingly Managed Package Apps!).
Other Modifications
I set the colour to match the logo
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- Switch between Table View and Split View to quickly see more data or individual records.
- Kanban view might be useful for some things
- When you are working in split view and need to change the order, you need to switch to Tab View first
- If you want to edit fields directly in the grid you need to be in Tab View
- As soon as you open a record it will go to a Split View.
- Use the little triangle to close and open the Split View.
- Click on the Object heading in the Objects drop down to get to the Tab View quickly
Tab Management
- Tabs that are open stay open the next time you open Salesforce, so they stay open until you close them.
- Pin Tabs to keep Tabs you want to refer to all the time
- Favorite a tab to get back to it in two clicks (eg Favorite reports).
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