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The Fiddly Bits
The Fiddly Bits
These are the bits of Salesforce I find drudgery and therefore avoid doing them, but they do make a difference to the end user. Every SF Admin needs to know about these and set them up in a clear and consistent way.
Views
See Views
- Consistency of the fields in the views
- Then adding new fields to specific views as they are needed
- Views for each Record Type at least
- View permissions - setting up public groups and giving access only to specific groups.
View Layouts
- Recent Items Views
- Search views
Page Layouts
See Rules for Page Layouts and Page Layouts
- Complete consistency in page layouts
- Mini Page Layouts for each page layout
- And keeping them consistent
- But with specific fields where necessary
- Try to keep them the same as views
- Consistency in Naming (especially for different profiles or different pages).
Related Lists
Consistent related lists
- Sorting
- Correct fields
Compact Layouts
If using Salesforce Mobile App
- And keeping them consistent
- But with specific fields where necessary
- Try to keep them the same as views and mini layouts
Search Layouts
See Search
- Adding them to all objects that need it.
Objects
Fields
- Consistency in naming - eg
- no Underscores
- Shortened names eg Num
, multiple selections available,
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