Simplify Data Entry with Page Layouts Chapter 3

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Presentation transcript:

Simplify Data Entry with Page Layouts Chapter 3 Intro to MIS - MGS351 Simplify Data Entry with Page Layouts Chapter 3

Page Layouts and Profiles Record Types Chapter Overview Page Layouts Details, Related, Compact Layout Page Layout Editor Page Layout Demo Roll Up Summary Fields Page Layouts and Profiles Record Types

Can modify the object’s default page layout or create a new one. Page Layouts Used for entering / displaying data or for presenting information in a logical manner. Controls the fields, sections, related lists and buttons that appear when users view or edit a record. Can modify the object’s default page layout or create a new one.

Page Layout Example - Details Tab

Page Layout Example - Related Tab

Page Layout Example - Compact Layouts Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details.

Page Layout Editor Control which fields, lists of related records, and custom links users see Customize the order that the fields appear in the page details Set fields as visible, read only, or required Control which standard and custom buttons appear on records and related lists Control which quick actions appear on the page

Page Layout Editor

Page Layout Example

Page Layout Demo

Calculate values from a set of related records (related list) Roll Up Summary Fields Calculate values from a set of related records (related list) Always based on master-detail relationships Count, Sum, Min and Max

Roll Up Summary Field - Sum

Roll Up Summary Field - Min

Page Layouts and Profiles Can create multiple Page Layouts customized to different department’s needs. Can assign Page Layouts to different user profiles. Manager, Employee, Staff Sales, Service, Marketing

Additional fine grained customization based on user profile. Record Types Additional fine grained customization based on user profile. Determines the page layout and picklist values users will see. Only shows users exactly what they need.

Homework 3 | 1800 Trailhead Points Homework 3 Trailmix Formulas & Validations Improve Data Quality for a Recruiting App