Yes the related record is also a case AND I want to keep one Lightning Page assigned to all five of the Case Record Types? Enter the name of the Custom Object in Label, Plural Label, and Object Name. Both you and your users benefit from this, because the next time a change is requested, you can more quickly identify which page to change. Salesforce: How To Edit Fields In Search Results. If your organization uses Salesforce in a language that reads from right to left, you might consider having the broader column on the lower right side of the screen. Save everything, and users will only see the Related Record component corresponding to the correct Record Type when they look at the record page. 2. (Or, if you're wanting to filter for the Record Type of the related record, navigate through the appropriate lookup relationship, and then to the Case Record Type and RT Name field). Map the field to a Salesforce field name. For this example, we are just going to activate it as the default for our org. This unit requires some additional instructions for screen reader users. To select an icon for the tab, click the Search icon and click Save. 2 months ago Home . Look for the Assign as Org Default button and click it: Activate your new Custom Lightning Record Page. As any Salesforce Admin knows, simplifying the user interface is essential for maintaining good data quality and overall user adoption rates. Click New. Each item in a related list card includes a link (2) that opens the related record. In addition, this process of understanding and simplifying Salesforce will help you better understand your business users needs and how Salesforce can best meet those needs. The default Salesforce Lightning page layout creates one Details tab with all the fields associated with the page layout. By default, each object Accounts, Contacts, Opportunities, etc. If youre about to launch a new org, I would suggest for you to still be a part of the training (even if you are not conducting the training). However, the one thing Validation Rules lack is telling you up-front what you need to do, and if there are several rules, do you really want a user to keep attempting to save a record just to see what new error will show up? Salesforce Custom Settings - The Ultimate Guide. The Different Subscription Plans Offered By Salesforce.
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