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

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