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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Record page layouts

In the previous chapter, you learned about the differences between Lightning and Classic pages. You might be inclined to think that this book should exclusively focus on Lightning, as it represents the present and future of Salesforce. However, the current situation is more complex. There is still a significant presence of Salesforce Classic in the Lightning world. In simpler terms, some Salesforce features remain rooted in the old ways, and you will find yourself needing to use them to configure your Salesforce org. In more simple terms, let us say that Salesforce wants us to believe that Classic never goes out of style!

One such feature that currently is mixing Classic and Lightning flavors is the Salesforce page layout. Of course, Salesforce is gradually phasing out Classic page layouts, replacing them with Dynamic Forms and Dynamic Actions; however, there are still some limitations that these new Salesforce features are grappling with at the moment. Therefore...

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