Pass Salesforce ADM-201 Exam in First Attempt Easily

Salesforce Introduction

1. What is CRM?

So what is a CRM? Well, Wikipedia says a CRM is a customer relationship Management is an approach to managing a company's interaction with current and potential customers. It uses data analysis about customer histories with the company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth. But I think CRM is more than this. The best CRMs are all about finding, winning, and keeping customers while trying to keep up with bigger business. It's a place where companies can store all information about their customers in one place, so that employees can easily use, share, and take action from that information. Then everyone can see the customer interactions across the business from emails, events, and meeting notes, as well as closing deals and seeing sales forecasting. But in my opinion, a great CRM allows its employees not just to be entrepreneurial, but intrapreneurial, allowing employees to have the freedom to create reports and dashboards to come up with new ideas and markets, but also to have the flexibility to change business processes within the CRM quickly so that the CRM can keep up with the everchanging needs of the company and the business world as a whole. But it's all about automating business processes within the CRM. It's not that customers are going to be talking to a machine. However, empowering employees to communicate with customers in an informed and personal manner without wasting time on manual processes and allowing everyone to work seamlessly together from marketing generation From marketing leads and nurturing campaigns to sales management and closing deals, to support management and post-product and service support, they can do it all on their tablet. mobile phones or even on a computer. I'm a great believer that companies should be transparent so that no one is left in the dark, and a good CRM can do this. Having said that, you may need to keep some of your CRM's reports and data private. So having a flexible security model to protect all those important business assets is also important. To give you a bit of context, I want to give you a bit of an overview of the other main CRMs in the market at the moment. Salesforce is by far the leader in CRM for sales management and support or service management, and you can see this in the Gartner Magic Quadrants and the G2 Crowd Grids and things like that. But CRMs do have benefits in other ways. Some CRMs are more process driven CRMs where the business processes are at the center of the CRM. And this you can usually find in specifically tailored CRMs for, say, big, large call centers where the process is really rigid and very important. I don't tend to agree with these sometimes, but you can get those types of CRMs. Other CRMs have bigERP, or enterprise resource planning, systems and finance systems that are then tailored around that. And they have this CRM kind of tapped on the side again, with benefits and negatives around that. However, there are record-driven CRMs, such as Salesforce, where users have more freedom to use the system while also adding more processes as needed. But also, it's usually a lot quicker to get up and running, and your ability to build processes around those records is, in my opinion, a lot more powerful in my opinion. I also see quite a few larger companies, for example, using SAP for their ERP, but using Salesforce in front of that to visualize SAP data, but using Salesforce to manage all those sales processes and support processes and feeding that information back into SAP, both working in perfect harmony. But there are also smaller solutions out there as well. You have Zoho Sugar CRM HubSpot and HigherEyes and some people start with these smallerCRMs before they start stepping into Salesforce. But one of the key benefits I found with Salesforce time and again is its ease of integration with other systems and the vast number of third-party applications that you can bolt into your CRM and install on the platform to solve those critical business problems. So you're not reinventing the wheel; more about that a bit later on. So I hope you enjoyed the first couple of videos. If you do have any questions, be sure to ask them in the comments. Otherwise I'll.

2. Salesforce the Company

Parker Harris lived out of a one-bedroom apartment on Telegraph Hill in San Francisco in 1999. Alongside them. They worked with Frank Dominguez and Dave Molinhoff. They were also accompanied by posters of the Dalai Lama, Albert Einstein, and a couple of dogs to keep them company. But this was a group of people that wanted to disrupt the incumbents in the multimillion-dollar CRM software market. At the time, the existing CRM systems required a big upfront investment for installation and then more money for implementation, which sometimes could take years to complete before users even got to use the CRM. They planned to accomplish this by developing a new software as a service product, and they coined the phrase "software as a service," which is now widely used. But at the time, it was hard to get Gartner and the other research agencies to recognize this term. This new paradigm was all about not needing to install any software. You just logged into a website, and away you go—something that we're very used to now. But at the time, it was very different. Their aim was to help companies visualize their sales pipeline and forecast their sales with automation tools to help them do it at a fraction of the cost and with absolutely no installation of software. So in 2000, their product was launched. As you can see, it kind of followed the Amazon look and feel with tabs along the top and an easy way to log in and get started. The sales process for Salesforce started off with accounts, which are essentially companies and the contacts within those companies. Then we had opportunities, which were essentially the sales opportunities that you could keep track of and then do some simple forecasting from those opportunities and then some reports. In June 2004, they went public, and the share price has gone from strength to strength. Since I began working at Salesforce over ten years ago, the stock price has risen by a whopping 649 percent. Even in the last five years alone, it increased by 175%. But I have to say, over the last ten years, I've always heard the same thing: people saying that the CRM share price is really overpriced, and every year the share price goes higher. Oh, and this doesn't constitute financial advice as I'm not a financial advisor, but you get the point. But in 2005 they launched AppExchange, which changed Salesforce forever. They created a site that allowed customers to install third-party free or paid applications with just a couple of clicks, very much like you would install an iPhone or an Android app. The way the site works is that you'd search for an app that solved a particular business problem and then go ahead and install it. And with that, the business app economy was started. In fact, Salesforce owned the trademark App Store but actually gave the rights to Apple in return for discussions with Steve Jobs. Maybe the name would have been better than App Exchange, but hey, I quite like it. There have now been over 5 million app installs in Salesforce orgs, making quite a few millionaires in the process. In the Salesforce world, companies that create apps on Salesforce are called ISV partners, and you can become one too if you want to make and sell apps on Salesforce. But if you want to learn more about apps, search for Salesforce AppExchange in Google and hunt down the page to the Demo Jams, where you can watch a load of apps, each of which lasts about three minutes or less. So you can see a lot of different apps in a very short amount of time. In 2006, Salesforce launched Apex and VisualForce, and at the time, this was quite incredible. Salesforce shifted organizations' application development practices away from the traditional client-server application model and toward an on-demand, multitenant environment. Developers could develop applications in an MVC framework with Apex, which is a strongly typed object-oriented language similar to Java, and VisualForce, a component-based user interface framework that has tag-based markup similar to HTML. What made the code so revolutionary was that it was written primarily in the cloud. When developers save a class, the class is uploaded immediately and compiled on the Salesforce platform, so developers would immediately receive any compile errors. Or if that compilation has completed successfully, the platform could then automatically scale the code base to however many users you have using Salesforce. So it could be one to 100,000 users, if need be. The Salesforce platform actually has quite a few qualities that you may see in serverless platforms today. It was just almost ten years before serverless became a buzzword. Salesforce has purchased a number of different companies over the years, including Radiant Six, a social listening platform that they purchased for $326,000,000. But Exact Target, an email messaging platform, was one of their bigger purchases for a cool $2 billion. Both of these products, Radiant Six and ExactTarget, have now become part of the marketing cloud. Now, I'm not going to talk too much about the marketing cloud as we're going to go into more depth a bit later on. One of the larger changes in 2015 was when Salesforce completely reengineered its user interface and named it Lightning. Customers now have the choice between using this new Lightning user interface or swapping back to what's now called the Classic user interface, and users can swap between the two whenever they want. Now, the reason for the swapping back and forth is because, since 2015, Salesforce has been trying to get feature parity between the two different interfaces, making sure all the features in the classic UI were all ported over to the new Lightning UI. Salesforce has more or less completed this work, and now they're really innovating the new Lightning UI. And for most new companies, I onboard Salesforce. I use the Lightning Interface. This has been a big change for customers and especially developers, as now developers are having to learn a new JavaScript-based component framework to develop their applications. But overall, the interface is much better and definitely needed. But I feel this is a great opportunity for new developers and people wanting to come into the Salesforce ecosystem, but more about that a bit later on. Einstein is Salesforce's artificial intelligence technology, which it released in 2016 and has been developed across the Salesforce product suite. Salesforce is enhancing its cloud products with machine learning and deep learning analytics. For example, in the Sales Tools within Salesforce, Einstein uses predictive intelligence to see which sales leads have a higher chance of closing successfully than the other ones. And sales managers and reps can potentially identify hot leads using this technology, which is really exciting, as well as a whole new set of Salesforce APIs that developers can use within their applications. The Salesforce.org Foundation goes to the heart of what Salesforce is all about and its philanthropic work. Salesforce created the one-to-one model for companies where 1% of their technology is given away, 1% of their employees' time is given away, and finally 1% of the company's equity is given away. Now, I'm actually a trustee for a charity in the UK, and we've directly benefited from this with a free version of Salesforce to manage our donations. I also help out myself. And this is me packing rice for a food bank program in San Francisco, which was organized by Salesforce. Salesforce has since grown to a 65 billion dollar market cap company with over 1 250 customers in nearly every industry imaginable. In mid-2007, Salesforce became the first enterprise cloud software company to break the $10 billion revenue run rate. Their focus today is to create a platform of products and services to allow their customers to make stronger connections with their customers and run their businesses from anywhere on a mobile device or a web browser. And this is because they believe that if they make their customers more successful, this in turn will help Salesforce improve its bottom line. And so they call the Salesforce suite of products the Salesforce Customer Success Platform. So I hope you enjoyed that whistle-stop tour of the history of Salesforce. So now let's take a look at the platform in a bit more detail.

Hide

Organizational & User Setup

1. Org & User Setup

The course's.ORG and user setup sections Now, this course is basically about getting a setup in Salesforce using a free Salesforce.org. Now what I mean by "an.org" is essentially the Salesforce tool. So we can basically set up our own Salesforce.org, so that we can then play around with Salesforce and try out the different features and functionality. So as we progress through this course, you will be building things within this Salesforce.org and playing with things so that you can pass your admin certification. So at the beginning of each section, we'll be going through the learning objectives. Now these tie into the syllabus for the exam. So if this area is where we're going to go into a lot of detail, then I will do so. If it's just a light overview of areas within Salesforce, then we'll just take a look at a kind of quick overview of those different sections. So the learning objectives for.org and user setup are to set up that free Salesforce developer.org by describing the components of the company profile, which is an area within the Salesforce.org, identifying the steps to maintain and create users within our free Salesforce.org, and then differentiating between the various UI features. So we're going to take a look at the user interface, how to navigate around, and see the differences and changes that you can make to that user interface as a user or as an administrator. So let's dive straight in. So first, before we start creating apps through Salesforce, I just wanted to give you a bit of an overview of Salesforce as a CRM tool. Now if you dive on to www.salesforce.com, you have your login up here that logs you in to either your developer.org or your main production.org. But there are a whole range of products that Salesforce provides within the Salesforce ecosystem. So we have sales tools, we have service tools, we have marketing analytics, some industry vertical tools, e-commerce equipment, and all kinds of things. However, because this is the core platform, the admin certification course is essentially just a bridge between the sales cloud and the service cloud. So we'll be looking at the sales cloud and the features and functionality within that, as well as the service cloud and the features and functionality within that as well. So let's go and create a free developer.org. So what you need to do is go to Developer.Salesforce.com, and this basically lands you on the developer site for Salesforce. Now from here, you can learn about doing click-development or code-development within the Salesforce platform, and you have access to information on the different clouds and sections as well as the resources, the documentation for the Salesforce tool, and the kinds of different applications you can download. Then we have the Salesforce community, so we have the developer forums so you can ask questions and things like that to different developers, and we've got other kinds of sections and blogs that you can learn more about. Trailhead, which has a basic load of trails for understanding different areas within Salesforce, was finally added to the platform. But this course is focused on the administration and certification of the course. It's always great to dive in and take a look at some of those modules. To sign up to add developer Gorg, simply click the sign up button at the top right hand corner of this page. This takes you to this page, where you can fill out the form to create your developer.org account. Now what I'm going to do is just tap in my name, give my email address, which I am going to say, and then pick what type of role you are. I'm going to say I'm an administrator, type in your company name, and where you're from, but I'm actually from the UK. So I'm going to put United Kingdom in there, then put my postal code in, which I'm just going to type in, and then finally we get to your username. Now, your username is the username you'll use to log into your salesforce.org account. This username is typically an email address and is your own, but you may already have a production.org account with the same username. Now it's important to understand that this user name has got to be unique across all of SalesForce.org. So if you do have a production Salesforce.org and you're using the same username, it won't work. So if I type in "Francesatloud Guru," it's not going to work because I actually have a production instance of Salesforce that's using that username. But you can basically put in whatever you like. So I'm going to force through [email protected]. It can be anything you like as long as it's unique, then decide if you want to receive email marketing and if you agree to the terms and conditions of the master subscription agreement. Now you may also have another box in here, which is the capture box, and you might have to type in some information in that as well just to prove that you're human. But then if that's all good, then all you have to do is click "sign me up," and Salesforce will spin up salesforce.org for you and send you an email when it's ready. So I'm going to dive into my email. Here we go. And here I've received my email, so I'm going to click on there, and what's up? We signed up. Now this is my username, so I've got to remember that. So I'm just going to copy that out, and I'm going to click the verify account button. Now it will ask me to tap in a password. So the password needs to have at least eight characters, have a letter in it, and have a number in it. So I'm going to tap in my password, and I'm going to use voila. There you go. Basically, the longer the password, the better. And then I'm going to ask a security question. Now, the security question is basically used if you forget your password. So I am going to pick my pet's name. Once you fill all that information in, click Change password. We're now in Salesforce.org, and as you can see, we've entered Salesforce Lightning, which is the Salesforce user interface if you're familiar with it. And as you can see, we're into the setup menu. So we've got all the setup information here, but at the moment the exam is very much around the Classic user interface. So we're going to actually flick back to the Classic UI, and you can do this by clicking the face at the very top right-hand corner there and clicking Switch to Classic. But before I go, I just want to quickly show you the Lightning UI. So we click this button at the top here, the App Launcher. We can dive into the different apps. So I'm going to click on the sales console. Here I am in my Sales console, and you can see that I'm on the Home tab, and I have a number of different sections within here, like Home Chatter, Leads, Accounts, Contact Opportunities, Campaigns, and Tasks. I just wanted to show you what the Lightning UI is because when we flick to the Classic UI, you'll see that it's still got these kinds of namings for things, but it's all laid out in a slightly different way. But all those records that I can access in the Lightning UI, I can also access in the Classic UI. It's really just a user interface change. So, if I go to the Classic UI, I can click the top right corner and select Switch to Salesforce Classic. I'm now in the Classic UI, and all I'm going to do as well is just the same thing I did in the Lightning UI, where I changed the app. This is the app menu within the ClassicUI, so you can hear it, see Sales, Service, Marketing, and different things like that. So I'm just going to click Sales, and now I'm in the Sales app within Salesforce. That little button up there is the Set Up menu that we're in. So we can dive into set-up, but that's pretty much it. We've now got Salesforce all signed up, and we're now ready to go. So that's it for setting up a free developer.org. I did briefly go over the user interface in Lightning and the Classic UI, but in the next video we're going to go into it in a lot more detail. So if you do have any questions about signing up for salesforce.org, please ask me a question in the comments. Otherwise.

2. Customising the User Interface

In this video, we're going to look at customizing the user interface. So we're going to look at it from kind of two different perspectives. Firstly, from the user's perspective on what they can customize within the Salesforce user interface, and then on the admin side. So what changes can the admin make to change the user interface settings across the board for all users? And then finally, we're going to take a look at home page customization. So if you click your name at the top and click My Settings and come down to Display and Layout, you'll get to the section that allows users to change their layout settings within Salesforce. Now, the first one is "customize my tabs." So this allows them, as it says, to customize their tabs from what they see in Salesforce, so they can basically select the app that they want to change. So we're on the sales app solely; let's kind of keep it at sales. And then they have all the available tabs that they have access to. So these are all the tabs that you can see when you click the plus button on the tab bar. But what we're going to do is we're going to add a couple more because there are some that are missing that we use quite a lot. So one of those is Files, so the user can see what files they've uploaded. We're also going to take a look at ideas. Now Ideas is a tool that allows people to create ideas within their company, and people can vote up those ideas so hopefully they get implemented within the company. It's a kind of cool idea. So we're going to put that one in there, and actually, I'm going to also add some, two at a time. Let's add in DMBcompaniesanddata.com. So if you press the Shift key you can kind of select a big bulk block at a time or you can hold the command or control key down and select individual records. So I'm going to just select those two and then click Add, and they both come over because both are selected when I click the up and down arrow keys. They both come at the same time. So now we've got files. Actually, I'm going to select that one as well and move them all up to the side of my Chatter tab there. So click Save, and you've now got some extra tabs. But this is only changing it for me as the specific user. It's not changing it for everybody. So just before I forget, I'm going to get rid of those. So just to get rid of them, all you have to do is select those tabs and click the Remove button, then Save, and they will disappear and we're back to normal again. Now another way you can do this is by clicking the plus button and then clicking "Customize My Tabs," and it jumps through to exactly the same page. Salesforce has a lot of different ways of getting to the same thing. So it depends on what you prefer doing—either going through My Settings and coming through to here, or clicking the plus button there and clicking the customize My tabs—because it doesn't really make a difference. It goes to the same place. But next on the list is "customize my pages." So Customize My pages allows the users to change which related lists are displayed on the different objects, among other things. So, for example, if we're on our contacts page, we're always looking at contacts, but as a user, I'm not interested in cases at all. It's just cluttering up the screen. So, let's take a look at contact so, which I've just loaded up on another tab. I'm just going to have a look at this Jane Johnson contact. And you can see here that we've got opportunities, cases, open activities, and all these related lists here. But you know what, I'm not interested in the cases. It's kind of clustering up the screen. I'm more interested in the others before, and it's just a bit annoying. So what I'm going to do isI'm going to get rid of cases. so I select Cases, click Remove, and click Save. So now if I go back to Contact and refresh that page, I no longer have cases; they're no longer there. So it allows them to optimize the page now in the same way as clicking "My Settings" and going in to change that. They can also click "customize page" on any of these pages. So if they click Customize Page again, it jumps through to My Settings in the same place as before. But again, I'm going to add this back so I don't get confused. I'm going to put it there and click "Save." So just go back into my settings. Now the next one on the list is the record types. Now we're not going to talk much about record types because we're going to go into those in a bit more detail. But this allows the users to change their default record types. Then we have the social icons. Now this is quite a cool little feature in Salesforce. It basically allows you to link up social profiles and Twitter information to records within Salesforce. And you can do this with contacts and accounts. So if I dive in here and just find a contact, let's click on Jane Johnston here. Now you can see that there are some social links at the top. Or what you can do is you can click Twitter, you can sign into your Twitter. So I'm going to sign into mine, I'm going to tap into that, and I'm going to authorize the app. This is basically saying that Salesforce can look at your Twitter and the information on it. And now I'm redirected back to SalesForce. And now if I go to a contact, say Jane Johnston, and click on Twitter, it's now searching Twitter for Jane Johnston. And you can kind of go on a hunt to see if one of those is the Jane Johnston you're looking for, and then you can select them. I'm going to select that one. I've now linked up to this Jane Johnstonand you can see their last Twitter information. I don't know who that is. Somebody off the Internet And you can do it on Facebook, the cloud, and YouTube as well. So let's go back into my settings. And then finally, the accessibility options This basically has two settings for enabling accessibility mode and also colorblind palettes on charts.

3. Homepage Customization

I want to change things on the company homepage when users log into Salesforce because this is the first thing they see at the moment. It's not very personable. It doesn't give me information about the company or where to get help and things like that, which could be key information for my users. And so I want to show it on the homepage. Now there are two parts of the home page. There's this wide area right hand side of the home page and there's this left narrow side to the home page. And on the wide side, we have the calendar, my tasks, and items to approve. And on the narrow side, we have "create new records," recent items," and "my recycle bin." So, if we go into setups, I'll just open this in a new tab. So I'm going to write, click on Setup, and open up a new tab. And now we're in setup. Now I'm just going to scroll down a little ways to customize and then open the home page, and you can see we've got three options. We have the home page components, which are the individual components on the page. So it could be the calendar or the task or the approved items. So if you click in there, you can see all the standard components that are available. Next we have the homepage layout. Now you can select which components you want on the homepage, and then we can have multiple home page layouts and we can assign them to different groups of users. So, for example, if you wanted a specific homepage for our CEO, we can have a different home page for all users, or perhaps a different home page for marketing users versus sales users, and so on. And then, finally, we got custom links. It's a way of creating custom links. So first off, let's edit the layout so we can change the layout. So if we click Edit in there now at the moment you can see it's kind of broken down to the wide components at the top and the narrow components at the bottom. Now, as you saw on the homepage, we had items to approve. Now, it might be that you haven't got any approvals set up in Salesforce, which we don't at the moment. So I'm going to switch that off. I'm going to switch items to approve or click next. And then we have an option to choose which component is above each other; we're not changing anything because we've just literally got rid of one, so I'm just going to click Save. Now if I go back to the home page at the moment, the list of items to approve is there. I refreshed the home page, and now it disappears. But that's good. It's a little bit slicker, and I like doing that. When I start with a new salesforce.org, I want to get rid of all the clutter and get rid of all the things that are not relevant to the users, because it's just a distraction and can get very confusing. So next I'm going to create a new component. So here we've got the standard components, but now I want to actually create some custom components. So I'm going to click "New" at the bottom here, and that gives me an option of four different types of components that I can create. I can basically create links, an image or logo, a text area, or a VisualForce area. Now, VisualForce Areas are basically developed by developers and coders, and they could have coded up a dynamic homepage for me that I would want to use. An HTML area is essentially a glorified text box where I can make text bold, italic, underline, create links, and even put images in. There's a logo, if you just want a logo displayed, and then a collection of links that, I want to say, displays the user. So I'd like to greet the visitors. So that's a text area. So I'm going to click next. I'm going to say welcome to SalesForce. I'm going to select Text Area, click Next, and then I'll have the component position. So do I want it on the right-hand side of the page or the left-hand side of the page? So the big, wide area, or the narrow area? I'm going to keep it in the large area. I'm just going to say if you have any issues while using Salesforce, please contact Francestenda at aol.com. For example, now I want to actually make that a link. So I'm going to highlight that hyperlink. That paste that in there, that's my hyperlink done. Put that at the end, and you can see here the standard kinds of editor choices: bold, italics, underlining, and striking through tables. We even update and upload an image. But we're not going to do any of that. I'm just going to click "Save" on that. And that shows now that I've got a custom component, but it's not on the home page yet because we need to now put it onto the layouts or layouts that I want it to be displayed on. So if we go to homepage layouts again, now, we've only got one at the moment, so I'm just going to edit that. And you can see that "Welcome to Salesforce" is displayed as a component that I can enable on this layout. So I'm going to click that to enable it. Click Next, then I get the choice of where I'm going to put it. Now, it doesn't make sense. right at the bottom, underneath the tasks and calendar. So I'm going to put it at the top of the page, and then I'll click Save. Now, if I go back to the home page again, refresh the page. There we go. Welcome to Salesforce. If you have any issues while using Salesforce, please contact Francis Pinder. And there's our hyperlink. Great. So I could have put a company logo in there as well if I wanted to. But I think that will do for now. So go back into setup. Next are custom links. Actually, there are two different custom links. There's this kind of custom links option here, but there's also a component that's been added called custom links. So let's go take a look at that first. Now you'll see here that you can just click Edit Next to Custom Links, and it gives you a list of all these bookmarks and URLs. So we can say, "Put in BBC News and a URL for News and click Save." another one in there. Let's put another one in. Let's say Salesforce.com (www.dot.com).That's another one. Let's put two in so you can have up to 15 click Save.Okay, that's our component, edited. So now we go into the homepage layouts just to check that it's enabled there, and yeah, just make sure that's ticked, and then click Next. There are our customized links. Put it at the top and click "Save." I want to take a look at my home page. Now I can see I've got those links, and when I click the links, it will just redirect off to those pages like, yeah, as you can see, it's loading up on the same page. So the new custom links allow you to create a set of custom links, bundle them together, and then show them on different page layouts. So if we went into custom links here and clicked new, then I'm going to put in the adminsalesforce.com admin blog site and I'm going to say I'm going to open it in a new window. Now there are different ways you can open the link up.So if you click the "view behavior options," it will show you what they're going to look like. So you could do it just as a pop-up window. You could do it in line with the header and the side NAV or just with the top NAV or in the existing window but without the top NAV and left NAV. essentially what we just saw, or through JavaScript. So what I'm going to do is just leave it open in a new window so it gives slightly different behavior to the links we clicked before, paste in the site for the admin blog site, and click Save. Now it gives us a warning that you need to make sure that the component, a custom component, is on the page layout. So let's go and do that. So, now that I've created that custom link, I'm going to go into my home page components and create a new custom component, which will be a links custom component, and I'm going to put this in my organizations, click Next, and then I'm going to select all of the links that I want to show for this collection of links. So I'm going to say salesforce admin blog site, click save, and then I can create another one if I wanted another custom component with a different set of links in it, such as one for your sales team or one for your support team. And then you can display those different sets of links on different homepage layouts depending on who they are, as we said earlier. So I go back to my home page layout, edit it, and now I can click my.org links, next, save, and put it at the bottom. So now, hopefully, if we refresh this page, we get our custom links at the top and my.org links down there. And you'll see now that rather than open up in the same window when I click it, it'll open up in a brand new window, and there it is. And this is a great site, actually. Salesforce was hired to help administrators. It's got blog posts that they send out quite regularly with some really interesting information about Salesforce's new features, functionality, releases, and things like that. So one well worth to bookmark. So I'm going to go back and just delete those because I don't actually want them. So I'm going to dive in here, switch that off and switch that off and now we're back to normal again. Okay, now that I have talked a little bit about this, this is assigning different page layouts to different users. So what I'm going to do now is actually go cut a new page layout, the home page layout, and assign it to a different profile within Salesforce. So I'm going to click "new," and I'm going to base it off the default that we were editing just previously. And I'm going to call this the admins-only layout. Click save, and I'm going to put those links on there instead. not welcome that one there. Oh no, sorry, wrong one. We don't want those kinds of links. We want the My.org links next. Whack that up to the top. Save that. So now I've got two page layouts. I've got one here that I want to give to everybody, and this one I only want to give to the administrators. So if I click the page layout assignment button, this now allows me to assign different page layouts to different profiles. So a user is assigned a specific profile. So I can see here that I got the system administrator, who currently has the default profile. So I'm going to edit that layout and change it to my admins-only layout and click save. Now, this is basically saying that all system administrators who log in are going to get this layout, whereas other users are going to get either the default or the homepage default layout. So now, as an administrator in this Salesforce.org, you can see that I have the my.org links on my homepage. But if I go back and edit the assignment and change it back to the default, the one without those links, and then click Save, it works. And now go back to the home page. You see it disappearing. So it's a great way to have different layouts for different users. So you target the homepage to those specific users so that it doesn't become cluttered with information that they'll never use. So, if you have users who never use tasks or approve anything, create a custom homepage and get those off their screen to make it more streamlined and targeted for that specific user. So that is a vehicle. the homepage customization.

Hide