Salesforce Tips: Record Types, Profiles and Page Layouts [VIDEO]
Salesforce Tips:  Record Types, Profiles and Page Layouts [VIDEO]

Salesforce Tips: Record Types, Profiles and Page Layouts [VIDEO]

Make the Most Out of Your Standard Salesforce Features

Have you recently implemented Salesforce and your team is feeling overwhelmed?  Or maybe you’ve had Salesforce for a while and you know you’re not using it to its’ maximum potential.  Our Salesforce Tips and Tricks series is designed to show you how to make the most out of your Salesforce features and to help you and your team thrive in your CRM environment.

In this edition of Salesforce Tips and Tricks, we’ll talk about how you can leverage a few out-of-the-box features to create a more customized experience for you and your team. Our video below will help you grasp what the relationship between record types, profiles, and page layouts. By defining record types, you’ll be able to establish different business processes, add value to picklists, and give your team customized views and workflows inside your Salesforce.

In this edition of Salesforce Tips and Tricks, you’ll learn how to:

– Streamline User Interfaces
– Improve Data Integrity
– House Data Where You Need It
– And More!

Tap the picture or click the PLAY button to watch now! No “opt-in” required!




Want more free Salesforce Tips and Tricks?  Watch our video on assigning leads. You can also learn how to use Chatter or how to assign one lead to multiple contacts.  Watch them all right now!



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Avatar for Michelle Klein

Michelle Klein is passionate about digital media, a tech enthusiast, and a self proclaimed chic geek. With experience in a various industries, she's here to show you the pros and cons of CRM and Marketing Automation software.

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