Deconstructing a module
  • An Overview
  • Concept: What is a module and what is the scope of customization?
  • Demo: Create and personalize modules
  • Concept: Customization options in a record's detail and creation
  • Demo: Customize the record detail
Conversion mapping and Home tab customization
  • Concept: What is conversion mapping and why is it essential?
  • Demo: Lead conversion mapping
  • Concept: Options available to customize the Home tab
  • Demo: Customize the Home tab
  • Take a quiz
Fields: A detailed study
  • Concept: Types of fields, their properties, and usage
  • Demo: Create a custom field and modify field properties
  • Demo: Create a formula field
  • Demo: Manage special fields in CRM
  • Take a quiz
Ensure data validity with validation rules
  • Concept: Validation rules
  • Demo: Set up validation rules
  • Take a quiz
Module Views to sort, filter, and manage records
  • Concept: Types of module views and their usage
  • Demo: Customize tabular, kanban, and canvas views
  • Demo: Create a filter using advanced filters
  • Take a quiz
Manage multiple businesses from one CRM account using page layouts
  • Concept: Multiple page layouts
  • Demo: Create multiple page layouts
  • Take a quiz
Work with interrelated data through interlinking modules
  • Concept: Interlinking modules
  • Demo: Create a multi-select lookup field to link modules
  • Take a quiz
Manage dependencies within fields with layout rules
  • Concept: Dependencies between fields with layouts rules
  • Demo: Create a layout rule to manage dependencies between fields
Include multiple line items in a layout using subforms
  • Concept: Subforms in a layout
  • Demo: Adding a subform to a layout