customizing salesforce interface

8/13/2019 Customizing SalesForce Interface

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Fjttdhf Ytmrtje wdtg Ym`jsBlrij I_C

Iustlcdzdhf Ym`jsblrij Dhtjrbmij

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IlhtjhtsZhejrstmhe tgj Rdsum`Blrij brmcjwlrn, dhi`uedhf dts Mevmhtmfjs.....................................................9

Zhejrstmhe tgj Rdsum`Blrij brmcjwlrn 1.......................................................................................9Vgmt ds Rdsum`Blrij


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Zhejrstmhe tgj Rdsum`Blrij brmcjwlrn, dhiùedhf dtsMevmhtmfjs

Zhejrstmhe tgj Rdsum`Blrij brmcjwlrn 1Vgmt ds Rdsum`Blrij

Vgmt ds Rdsum`BlrijRdsum`Blrij ds m brmcjwlrn tgmt m``lws ejvj`l%jrs tl 7udè sl%gdstdimtje, iustlc usjr dhtjrbmijstgmt imh 7j glstje hmtdvj`" lh tgj Blrij.ilc %`mtblrc. gj Rdsum`Blrij brmcjwlrn dhiùejs m tmf47msje cmrnu% `mhfumfj, sdcd`mr tl - ?(.

Vgmt ds m Rdsum`Blrij !mfj !jvj`l%jrs imh usj Rdsum`Blrij tl irjmtj m Rdsum`Blrij %mfj ejbdhdtdlh. M %mfj ejbdhdtdlh ilhsdstslb twl %rdcmr" j`jcjhts1

Rdsum`Blrij cmrnu% M Rdsum`Blrij ilhtrl``jr

Vgjrj Imh Rdsum`Blrij !mfjs "j Zsje 'dcd`mr tl s4ilhtrl`s, ejvj`l%jrs imh usj Rdsum`Blrij %mfjs tl1

>vjrrdej stmhemre 7uttlhs, suig ms tgj 0jw 7uttlh blr miiluhts, lr tgj 'mvj 7uttlh blr ilhtmits >vjrrdej tm7 lvjrvdjw %mfjs, suig ms tgj Miiluhts tm7 glcj %mfj !jbdhj iustlc tm7s c7je ilc%lhjhts dh ejtmd` %mfj `m"luts, sdcd`mr tl tgj wm" dh`dhj s4ilhtrl`s imh 7j jc7jeeje

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Mevmhtmfj lb Rdsum`Blrij 1Ms m cmrnu# `mhfumfj, Rdsum`Blrij #rlvdejs tgj bl``lwdhf $jhjbdts 1Zsjr%brdjhe`& ejvj`l#cjht 1!jvj`l%jrs imh jedt tgjdr Rdsum`Blrij cmrnu% dh tgj smcj wdhelw tgmt eds%`m"s tgj rjsu`tdhf %mfj.)lhsj3ujht`", ejvj`l%jrs imh dhstmht`" vjrdb" tgj rjsu`t lb mh jedt 8ust 7" smvdhf tgjdr ilej. gjRdsum`Blrij jedtlr %mhj m`sl dhiùej mutl4ilc%`jtdlh mhe s"htm* gdfg`dfgtdhf.

Dhtjfrmtdlh wdtg ltgjr Vj$%$msje usjr dhtjrbmij tjighl`lfdjs 1#jimusj Rdsum`Blrij cmrnu% ds u`tdcmtj`" rjhejrje dhtl - ?(, ejsdfhjrs imh usj Rdsum`Blrij tmfsm`lhfsdej stmhemre - ?(, mvm'ird%t, B`msg, lr mh" ltgjr ilej tgmt imh j*jiutj wdtgdh mh - ?(%mfj lh tgj %`mtblrc, dhiùedhf Blrij.ilc %`mtblrc cjrfj bdjès mhe j*%rjssdlhs.

'lej`%Rdjw%Ilhtrl``jr ('RI) st&`j ejvj`l#cjht 1Rdsum`Blrij ilhblrcs tl tgj ?lej`4Rdjw4)lhtrl``jr K?R) ejvj`l%cjht %mttjrh 7" %rlvdedhf m i`jmredvdsdlh 7jtwjjh tgj vdjw lb mh m%%`dimtdlh Ktgj usjr dhtjrbmij, ejbdhje 7" Rdsum`Blrij cmrnu% , mhetgjilhtrl``jr mhe tgj ilhtrl``jr tgmt ejtjrcdhjs glw tgj m%%`dimtdlh wlrnsKtgj 7usdhjss `lfdi, ejbdhje7" m Rdsum`Blrij ilhtrl``jr wrdttjh dh M%j* .

Ilhidsj s&htm* 1Rdsum`Blrij %mfjs imh dc%`jcjht tgj smcj buhitdlhm`dt" ms s4ilhtrl`s 7ut wdtg m%%rl*dcmtj`" Objwjr `dhjs lb ilej.

+mtm%erdvjh ejbmu`ts 1Rdsum`Blrij ilc%lhjhts mrj rjhejrje dhtj``dfjht`" 7" tgj %`mtblrc. Blr j*mc%`j, rmtgjr tgmh blridhf%mfj ejsdfhjrs tl usj edbbjrjht ilc%lhjht tmfs blr edbbjrjht t"%js lb jedtm7`j bdjès Ksuig ms jcmd`meerjssjs lr im`jhemr emtjs , ejsdfhjr simh sdc%`" usj m fjhjrdi Im%j*1dh%utBdjèE tmf blr m``

bdjès. gj Rdsum`Blrij rjhejrjr eds%`m"s tgj m%%rl%rdmtj jedt dhtjrbmij blr jmig bdjè.

lstje #`mtblrc 1Rdsum`Blrij %mfjs mrj ilc%d`je mhe rjhejrje jhtdrj`" 7" tgj Blrij.ilc %`mtblrc. #jimusj tgj"mrj sl tdfgt`" dhtjfrmtje, tgj" eds%`m" tgj smcj %jrblrcmhij ms stmhemre 'm`jsBlrij %mfjs,rjfmre`jss lb tgj mcluht lb emtm 7jdhf eds%`m"je lr jedtje.

Mutlcmtdim``& u#frmejm$`j 1Rdsum`Blrij %mfjs el hlt hjje tl 7j rjwrdttjh wgjh ltgjr %mrts lb tgj Blrij.ilc %`mtblrc mrju%frmeje. #jimusj tgj %mfjs mrj stlrje ms cjtmemtm, tgj" mrj mutlcmtdim``" u%frmeje wdtg tgjrjst lb tgj s"stjc.

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Zsj j*#rjssdlhs tl $dhe emtm mhe mitdlhs lh m #mfj tl milhtrl``jr

+&hmcdi Rdsum`Blrij "dhedhfs 12h 'm`jsBlrij !"hmcdi Rdsum`Blrij 7dhedhfs mrj m wm" lb wrdtdhf fjhjrdi Rdsum`Blrij %mfjs tgmteds%`m" dhblrcmtdlh m7lut rjilres wdtglut hjijssmrd`" nhlwdhf wgdig bdjès tl sglw. 2h ltgjr wlres,bdjès lh tgj %mfj mrj ejtjrcdhje mt ruh tdcj, rmtgjr tgmh ilc%d`j tdcj. gds m``lws m ejvj`l%jr tlejsdfh m sdhf`j %mfj tgmt rjhejrs edbbjrjht`" blr vmrdlus muedjhijs, 7msje lh tgjdr %jrcdssdlhs lr%rjbjrjhijs. !"hmcdi 7dhedhfs mrj usjbu` blr Rdsum`Blrij %mfjs dhiùeje dh cmhmfje %minmfjssdhij tgj" m``lw blr tgj %rjsjhtmtdlh lb emtm s%jidbdi tl jmig su7sird7jr wdtg vjr" `dtt`j iledhf.

+&hmcdi Rdsum`Blrij $dhedhf ds su##lrtje blr stmhemre mhe iustlc l$-jits 1'"htm* 1 rjbjrjhijJj*%rjssdlh

+&hmcdi $dhedhfs imh $j usje mh&wgjrj blrcu`m j*#rjssdlhs mrj vm`de 1'"htm* 1 FGrjbjrjhijJj*%rjssdlh D

htjrs !"hmcdi Rdsum`Blrij #dhedhf.(jtAs 8ust 3udin`" sjj wgmt m rjfu`mr Rdsum`Blrij %mfj `llns `dnj. Ms mh j*mc%`j 2 wmht tl eds%`m"tgj c%`l"jj bdrst 0mcj, ?l7d`j 0uc7jr, /lsdtdlh. l el tgmt, m`` "lu hjje tl el ds m vjr" sdc%`jRdsum`Blrij %mfj `dnj tgds 1

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Mitdlhs lh m #mfj tl m ilhtrl``jr 1

Zsdhf Ytmhemre .dst Ilhtrl``jr Mitdlhs 1Mitdlh cjtgles %jrblrc `lfdi lr hmvdfmtdlh wgjh m %mfj jvjht liiurs, suig ms wgjh m usjr i`dinsm 7uttlh, lr glvjrs lvjr mh mrjm lb tgj %mfj.

Y&htm* +jsird#tdlh/m#j*1ilccmhe"uttlh; irjmtjs m 7uttlh tgmt im``s mh mitdlh/m#j*1ilccmhe.dhn; irjmtjs m `dhn tgmt im``s mh mitdlh/m#j*1mitdlh!l``jr; %jrdledim``" im``s mh mitdlh/m#j*1mitdlhYu##lrt; cmnjs mh jvjht K *1 Nlhi`dinN, NlhclusjlvjrN, mhe sl lh lh

mhltgjr, hmcje ilc%lhjht, im`` mh mitdlh/m#j*1mitdlhBuhitdlh; ejbdhjs m hjw mvm'ird%t buhitdlh tgmt im``s mh mitdlh/m#j*1#mfj; im``s mh mitdlh wgjh tgj %mfj ds `lmeje

Mitdlh 'jtgles 1Mitdlh +jsird#tdlh

Ymvj 2hsjrts hjw rjilres lr u%emtjs j*dstdhf rjilres tgmt gmvj 7jjhigmhfje.

=udinsmvj 2hsjrts hjw rjilres lr u%emtjs j*dstdhf rjilres tgmt gmvj 7jjhigmhfje.

`dst 5jturhs m /mfj5jbjrjhij l78jit lb tgj stmhemre `dst %mfj,7msje lh tgj clst rjijht`" usje `dst bd`tjr blr tgmt l78jit wgjhtgj bd`tjr2e ds hlt s%jidbdje 7" tgj usjr.

imhij` M7lrts mh jedt l%jrmtdlh.bdrst !ds%`m"s tgj bdrst %mfj lb rjilres dh tgj sjt.

`mst !ds%`m"s tgj `mst %mfj lb rjilres dh tgj sjt.hj*t !ds%`m"s tgj hj*t %mfj lb rjilres dh tgj sjt.#rjvdlus !ds%`m"s tgj %rjvdlus %mfj lb rjilres dh tgj sjt.

?lu imh sjj $j`lw 9*mc#`j 1

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Irjmtj iustlc ilhtrl``jrs mhe stmhemre ilhtrl``jr j*tjhsdlhstl dhilr#lrmtj hjw emtm mhe mitdlhs dhtl m #mfj

Iustlc Ilhtrl``jrs1M iustlc ilhtrl``jr ds mh M%j* i`mss tgmt dc%`jcjhts m`` lb tgj `lfdi blr m %mfj wdtglut `jvjrmfdhf mstmhemre ilhtrl``jr. 4 @lu wmht tl `jvjrmfj tgj 7ud`t4dh buhitdlhm`dt" lb m stmhemre ilhtrl``jr 7ut lvjrrdej lhj lr clrjmitdlhs, suig ms jedt, vdjw, smvj, lr ej`jtj.4 @lu wmht tl mee hjw mitdlhs.

4 @lu wmht tl 7udè m Rdsum`Blrij %mfj tgmt rjs%jits usjr %jrcdssdlhs.'tmhemre ilhtrl``jrs imh %rlvdej m`` tgj buhitdlhm`dt" "lu hjje blr m Rdsum`Blrij %mfj 7jimusj tgj"dhiùej tgj smcj `lfdi tgmt ds usje blr m stmhemre %mfj. Blr j*mc%`j, db "lu usj tgj stmhemreMiiluhts ilhtrl``jr, i`dindhf m Ymvj 7uttlh dh m Rdsum`Blrij %mfj rjsu`ts dh tgj smcj 7jgmvdlr msi`dindhf Ymvj lh m stmhemre Miiluht jedt %mfj.-lwjvjr, db "lu wmht tl lvjrrdej j*dstdhf buhitdlhm`dt", iustlcd6j tgj hmvdfmtdlh tgrlufg mhm%%`dimtdlh, usj im``luts lr Vj7 sjrvdijs, lr db "lu hjje bdhjr ilhtrl` blr glw dhblrcmtdlh dsmiijssje blr "lur %mfj, "lu imh wrdtj m iustlc ilhtrl``jr lr m ilhtrl``jr j*tjhsdlh usdhf M%j*1

Vgmt mrj Iustlc Ilhtrl``jrs mhe Ilhtrl``jr 9*tjhsdlhs

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2h Rdsum`Blrij iustlc ilhtrl` ds mh m%j* i`mss tgmt dc%`jcjht m`` lb tgj `lfdi blr m %mfj wdtglut`jmvdhf m stmhemre ilhtrl``jr. )ustlc ilhtrl` usj dh Rdsum`Blrij %mfj ruh jhtdrj`" dh s"stjc clejtgj" eljs hlt jhblrij tgj %jrcdssdlhs mhe bdj`e4`jvj` sjiurdt" lb tgj iurrjht usjr.

lw 5l Irjmtj !mfj "& Zsdhf Iustlc Ilhtrl``jrs 1)`din lh Yjtu# E ejvj`l# E !mfjs gjh )`din lh 0jw 7uttlh.

>5!drjit`" wrdtj dh meerjss 7mr mbtjr `lfdh 'm`jsBlrij sdtj tgjh mee fdvjh meerjss dh ur`Cm%j*C0jw%mfj=blr j*mc%`j "lu sjj gjrj gtt%s1CCi.m%=.vdsum`.blrij.ilcCm%j*C0jw%mfj=

:ltj 1% =.?mnj 'urj dh Zsjr 'jttdhf !jvj l%cjht ?lej ds jhm7`j.:. @lu imh )ustlc )lhtrl` "lu dh 'tmhemre >78jit mhe )ustlc l78jit.

9*mc#`j 21% 2h tgds j*mc%`j irjmtj tm7`j wdtg st"`j sgjjt mhe glw tl im`` dcmfj 7" usdhf iustlcl78jit )lhtrl``jr.Ytj# 2 1% )rjmtj hjw %mfj Cm%j*C0jw%mfj=

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Ilhtrl``jr 'jtgles 1Mitdlh Ilhtrl` 1/m#j*1ilccmhe"uttlh; irjmtjs m $uttlh tgmt im``s mh mitdlh/m#j*1ilccmhe.dhn; irjmtjs m `dhn tgmt im``s mh mitdlh

/m#j*1mitdlh!l``jr; #jrdledim``& im``s mh mitdlh/m#j*1mitdlhYu##lrt; cmnjs mh jvjht (suig ms 6lhi`din7, 6lhclusjlvjr7, mhe sl lh) lhmhltgjr, hmcje ilc#lhjht, im`` mh mitdlh/m#j*1mitdlhBuhitdlh; ejbdhjs m hjw 4mvmYird#t buhitdlh tgmt im``s mh mitdlh/m#j*1#mfj; im``s mh mitdlh wgjh tgj #mfj ds `lmeje

Ytmhemre Ilhtrl``jrs 12h 'm`jsblrij.ilc Rdsum`Blrij ilhtrl``jr ds m sjt lb dhstruitdlhs tgmt s%jidb" wgmt gm%%jhs wgjh musjr dhtjrmits wdtg tgj ilc%lhjhts s%jidbdje dh msslidmtje Rdsum`Blrij cmrnu%, suig ms wgjh musjr i`dins m 7uttlh lr `dhn. )lhtrl``jrs m`sl %rlvdej miijss tl tgj emtm tgmt sgluè 7j eds%`m"je dh m%mfj, mhe imh cledb" ilc%lhjht 7jgmvdlr.

Msslidmtdhf m Ytmhemre Ilhtrl``jr wdtg m Rdsum`Blrij !mfj 1Zsj tgj stmhemreIlhtrl``jr mttrd7utj lh tgj 0mpjx1pmfj8 0/mpjx1pmfj8 tmf mhe mssdfh dt tgj hmcjlb mh" Ym`jsBlrij l78jit tgmt imh 7j 3ujrdje usdhf tgj Blrij.ilc M[D .Y&htm* 10mpjx1pmfj stmhemreIlhtrl``jr3"Miiluht"8

0/mpjx1pmfj8

Miijssdhf +mtm wdtg m Ytmhemre Ilhtrl``jr 1vjr" stmhemre ilhtrl``jr dhiùejs m fjttjr cjtgle tgmt rjturhs tgj rjilre s%jidbdje 7" tgj de 3ujr"

strdhf %mrmcjtjr dh tgj %mfj Z5(.4 @lu imh trmvjrsj u% tl bdvj `jvj`s lb igdè4tl4%mrjht rj`mtdlhsgd%.4 @lu imh trmvjrsj lhj `jvj` lb %mrjht4tl4igdè rj`mtdlhsgd%s.Ytmhemre Ilhtrl``jr Mitdlhs 1

/m#j*1ilccmhe"uttlh; irjmtjs m $uttlh tgmt im``s mh mitdlh



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/m#j*1ilccmhe.dhn; irjmtjs m `dhn tgmt im``s mh mitdlh/m#j*1mitdlh!l``jr; #jrdledim``& im``s mh mitdlh/m#j*1mitdlhYu##lrt; cmnjs mh jvjht (suig ms 6lhi`din7, 6lhclusjlvjr7, mhe sl lh) lhmhltgjr, hmcje ilc#lhjht, im`` mh mitdlh/m#j*1mitdlhBuhitdlh; ejbdhjs m hjw 4mvmYird#t buhitdlh tgmt im``s mh mitdlh/m#j*1#mfj; im``s mh mitdlh wgjh tgj #mfj ds `lmeje

Rm`demtdlh u`js mhe Ytmhemre Ilhtrl``jrs 12b m usjr jhtjrs emtm lh m 'm`jsBlrij %mfj tgmt usjs m stmhemre ilhtrl``jr, mhe tgmt emtm imusjs mvm`demtdlh ru`j jrrlr, tgj jrrlr imh 7j eds%`m"je lh tgj 'm`jsBlrij %mfj. 2b tgj vm`demtdlh ru`j jrrlr`limtdlh ds m bdjè msslidmtje wdtg mh Im%j*1dh%utBdjèE ilc%lhjht, tgj jrrlr eds%`m"s tgjrj. 2b tgjvm`demtdlh ru`j jrrlr `limtdlh ds sjt tl tgj tl% lb tgj %mfj, usj tgj Im%j*1%mfj?jssmfjsE lrIm%j*1cjssmfjsE ilc%lhjht wdtgdh tgj Im%j*1%mfjE tl eds%`m" tgj jrrlr."lu imh sjj 7j`lw

9*mc#`j 1 gj bl``lwdhf %mfj m``lws "lu tl u%emtj mh miiluht mbtjr wd`` m`` bdjès tgjh i`din lhYmvj 7uttlh.

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Zhejrstmhe tgj sjiurdt& dc#`dimtdlhs lb usdhf iustlc vs>stmhemre ilhtrl``jrs

Iustlc Ilhtrl` 1'tmhemre ilhtrl``jrs imh %rlvdej m`` tgj buhitdlhm`dt" "lu hjje blr m Rdsum`Blrij %mfj 7jimusj tgj"dhiùej tgj smcj `lfdi tgmt ds usje blr m stmhemre %mfj. Blr j*mc%`j, db "lu usj tgj stmhemreMiiluhts ilhtrl``jr, i`dindhf m Ymvj 7uttlh dh m Rdsum`Blrij %mfj rjsu`ts dh tgj smcj 7jgmvdlr msi`dindhf Ymvj lh m stmhemre Miiluht jedt %mfj.

Ytmhemre Ilhtrl` 12h 'm`jsblrij.ilc Rdsum`Blrij ilhtrl``jr ds m sjt lb dhstruitdlhs tgmt s%jidb" wgmt gm%%jhs wgjh m

usjr dhtjrmits wdtg tgj ilc%lhjhts s%jidbdje dh msslidmtje Rdsum`Blrij cmrnu%, suig ms wgjh musjr i`dins m 7uttlh lr `dhn. )lhtrl``jrs m`sl %rlvdej miijss tl tgj emtm tgmt sgluè 7j eds%`m"je dh m%mfj, mhe imh cledb" ilc%lhjht 7jgmvdlr.ilhtmdh tgj smcj buhitdlhm`dt" mhe `lfdi tgmt mrj usje blr stmhemre'm`jsblrij %mfjs.)mh 7j usje wdtg stmhemre l78jits mhe iustlc l78jits.

Ilhtrl``jr I`mss Yjiurdt& 1l sjt M%j* i`mss sjiurdt" brlc tgj i`mss `dst %mfj1

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Yjtu# E +jvj`l# ; M#j* I`mssjstgjh "lu imh sjj sjiurdt" `dhn lh fdvjh %mfj "lu imh sjj 7j`lw.

'j`jit tgj %rlbd`js tgmt "lu wmht tl jhm7`j brlc tgj Mvmd`m7`j /rlbd`js `dst mhe i`din Mee , lr sj`jittgj %rlbd`js tgmt "lu wmht tl edsm7`j brlc tgj hm7`je /rlbd`js `dst mhe i`din jclvj .

gjh i`din Ymvj>@lu imh sjj 7j`lw.

Dc#`jcjht wdzmres usdhf iustlc ilhtrl``jrs tl gmhe`j tgj stmtjmhe l#jrmtdlhs

9*mc#`j 1 2b "lu wmht tl irjmtj m tgrjj4stj% l%%lrtuhdt" wd6mre tgmt m``lws usjrs tl irjmtj mhl%%lrtuhdt" mt tgj smcj tdcj ms m rj`mtje ilhtmit, miiluht, mhe ilhtmit rl`j1

gj bdrst stj% im%turjs dhblrcmtdlh rj`mtje tl tgj miiluht mhe ilhtmit.gj sjilhe stj% im%turjs dhblrcmtdlh rj`mtje tl tgj l%%lrtuhdt".gj bdhm` stj% sglws wgdig rjilres wd`` 7j irjmtje mhe m``lws tgj usjr tl smvj lr imhij` .

Yl`utdlh 1=. 0mvdfmtj tl tgj Z5( blr tgj )rjmtj Rdsum`Blrij bdrst %mfj1gtt%s1CCIglstE.sm`jsblrij.ilcCm%j*Cl%%t"'tj%=:. )`din )rjmtj /mfj hjw>%%t"'tj%=.

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18/21

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customizing salesforce interface

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