The Fiddly Bits

Owned by Jodie Miners
Last updated: Mar 17, 2015

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

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