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Building pages

Building pages

7
Lessons
39 min
Administrator

Build and customize pages for your different users and objects. Use the form component to add and edit fields.

Start First Lesson

Summary

Learn how to create different types of fields for your objects, and then add them to your forms. In this way you'll be able to customize the data held within each object.

Lessons in this course

Editing pages

Lesson
1
4 min
Learn to configure pages, add or remove components, and customize layouts for better workflow.

Editing the form component

Lesson
2
6 min
Add form components to your pages to provide access to fields, and structure your forms using sections.

Adding fields from other objects

Lesson
3
3 min
Easily access related object details by adding fields through the page editor and saving changes.

Editing fields

Lesson
4
8 min
Open and change the settings of your fields to set how users can interact with them. Set when fields will be required or read only.

Editing picklist fields

Lesson
5
5 min
Edit your picklist fields to customize the options in the field and set up a controlling field to control when each value will be available.

Creating new fields

Lesson
6
8 min
Learn how to create new fields, and use the different field types to match your field to the type of data you'd like it to hold.

Page settings

Lesson
7
5 min
Use the different page options to rename, duplicate, or delete pages. Assign pages to system roles to set who will use each page.