v015.Izzy Does It: Unraveling Object Manager & Lightning App Builder - Objective #3

As a Salesforce admin, improving your skills in creating and assigning page layouts, record types, and business processes for custom and standard objects is important:

Objective:

• Explore Salesforce Admin Topic: Object Manager and Lightning App Builder - Objective #3

OBJECTIVE:
Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.         

Understand creating and managing:

• Page layouts
• Record types
• Business processes

Customizing the user interface and functionalities based on specific scenarios is key, and with Salesforce's powerful tools, we'll learn how to create and assign page layouts, record types, and business processes step-by-step.

Outcome:

Gain knowledge and skills to leverage:

• Object Manager
• Lightning App Builder

Aim:

• Customize and streamline user experience in Salesforce org

Let's get started! ??

ICYMI - Mini-Snippet:

[UNRAVEL] Customizing Page Layouts

Page Layouts in Salesforce:

Purpose:

• Influence how users interact with Salesforce org data by arranging fields, related lists, and custom buttons

Customization:
1) Navigate to Object Manager
2) Choose the desired object
3) Access the "Page Layouts" tab        

Inside the Page Layouts Tab:

Multiple Page Layouts Creation:

• Tailor layouts for different user profiles or record types

Components of a Page Layout:

• Sections, columns, and other components

Drag and drop functionalities:

• Place fields, related lists, and custom buttons

Flexibility to:

• Rearrange.
• Resize.
• Customize each component

Optimization of User Interface:

Role-specific Customizations:

• Create distinct layouts for roles like sales reps and managers

Benefits:

• Display varying fields and related lists per role
• Address unique requirements of different roles

Outcome:

• Efficient and intuitive user experience
• Tailored data display and interaction based on role or scenario

[UNRAVEL] Utilizing Record Types

Record Types in Salesforce:

Definition:

• Differentiate and categorize records within an object

Benefits:

• Define unique picklist values, page layouts, and business processes for varied scenarios

Creation Process: 
1) Go to Object Manager
2) Choose the relevant object
3) Access the "Record Types" tab        

Features in the Record Types Tab:

Creation of Multiple Record Types:

• Associate with specific user profiles or page layouts

Unique Picklist Values:

• Capture and systematize data efficiently

Assign Different Page Layouts:

• Customize UI per the record type's specific needs

Utilizing Record Types for Enhanced User Experience:

Tailored User Experience:

• Match the data entry process with different scenarios

Application Examples:

• Different product lines or customer segments
• Display relevant fields and picklist values based on the chosen record type

Benefits:

• Maintain data integrity
• Boost productivity in Salesforce org
• Provide a customized experience for different needs

[UNRAVEL] Implementing Business Processes

Business Processes in Salesforce:

Purpose:

• Automate and streamline organizational workflows
• Define necessary steps and actions for working with records

Creation Process: 
1) Navigate to Setup
2) Choose one of the Business Processes to implement on an object
- Lead Process
- Sales Process
- Support Process
3) Create Business Process         

Inside Business Processes:

Capability:

• Create multiple business processes for a single object

Structure of a Business Process:

Stages:

• Represent various phases in a record's lifecycle
• Define fields, picklist values, and actions for each stage

Specify criteria:

• For advancing to subsequent stages
• Completing the entire process

Benefits of Implementing Business Processes:

Consistency and Efficiency:

• Enforce uniformity in organizational workflows

Practical Application:

Example:

• Business process for lead qualification
• Guides sales reps through steps to turn leads into opportunities

Outcome:

• Be sure that all necessary actions are executed
• Provide clear visibility into each record's progress
• Foster a structured approach to record management and workflow

[UNRAVEL] Assigning Page Layouts, Record Types, and Business Processes

Assigning Customizations in Salesforce:

Objective:

• Assign customized page layouts, record types, and business processes to relevant users and profiles

Steps to Assign:
1) Navigate to Object Manager
2) Choose the intended object
3) Click on respective tabs:
- "Page Layout Assignment"
OR in Profiles:
1) Navigate to Object Settings
2) Choose the intended object
3) Configure the following:
- "Record Type and Page Layout Assignment"        

Inside Each Assignment Tab:

Specifying Assignments:

• Designate user profiles or record types for specific customizations

Default Values:

• Define default settings for each assignment

Granular Control:

Regulate visibility and availability of:

• Page layouts
• Record types
• Business processes

Confirm each user experiences the right interface and features

Benefits of Proper Assignment:

Accurate Customization Application:

• Apply the right customizations to appropriate users and contexts

Practical Application:

Example:

• Differing page layouts for sales and support teams
• Tailor UI based on their distinct roles and tasks

Outcome:

• Enhanced user adoption rates
• Boosted productivity in Salesforce org due to tailored experiences

[UNRAVEL] Working with Standard Objects

Standard Objects in Salesforce:

Contrast with Custom Objects:

• Standard objects offer inherent features and functions
• Custom objects provide more flexibility and customization options

Admin's Role:

• Important to grasp how to engage with standard objects
• Harness their inbuilt capabilities

Characteristics of Standard Objects:

Examples:

• Accounts
• Contacts
• Opportunities
• Cases

Inherent Features:

• Predefined page layouts
• Record types
• Business processes

Customization Scope:

• Modifiable to an extent
• Awareness of limitations is key

Exploring Customization Options:

• Look into specific customization choices for every standard object

Harnessing Standard Object Customizations:

Purpose:

• Modify user experience and workflows to align with organizational needs

Practical Application:

• Add custom fields
• Tweak page layouts
• Craft record types

Goal:

• Gather extra data or refine processes

Outcome:

• Maximize the standard functionality of Salesforce
• Cater to the distinctive requirements of your organization

????FINAL THOUGHTS

In this extended snippet, we have outlined the objective of the Salesforce Admin Topic Object Manager and Lightning App Builder:

• Creating and managing page layouts, record types, and business processes for custom and standard objects
• How to customize and streamline the Salesforce user experience by using the Object Manager and Lightning App Builder

Your Salesforce org can be more personalized and efficient if you understand the Object Manager, customize page layouts, use record types, set up business processes, and assign customizations to the right users and profiles.

In order to optimize your Salesforce org, you need to know how to create and assign page layouts, record types, and business processes

You're now well-equipped to take on any Salesforce customization challenge, thanks to the knowledge and skills you learned in this extended snippet! Thank you for reading!

NEXT UP>>>UNRAVELING OBJECT MANAGER & LAB IN OUR MINI CAPSTONE: SANDWICH SHOP APP