Defining components

Defining components

6

Lessons

35 min

Administrator

Customize your pages using the different page components, set when each component will be displayed with conditional visibility, and use the object studio to manage your pages.

Start First Lesson

Summary

Use the different components to fully personalize your system with options which match your workflow. Use conditional visibility to make sure each component only appears when it's relevant, and manage all your different objects' pages and fields using the object studio.

Lessons in this course

Part I: Adding and editing components

Add and use the different page components to structure your pages. In this video you'll learn about the record header, text, and related multi components.

Part II: Adding and editing components

Add and use the different page components to structure your pages. In this video you'll learn about the highlights, related list single, duplicate, and pipeline components.

Filters

Learn how to use filters throughout your system to set exactly which records will be included. Build more complex filters using multiple conditions and group filters.

Conditional visibility

Apply filters to your page components to set exactly when each component will be displayed. You can even use conditional visibility for form sections and fields.

Object studio

Work with the object studio to manage all your objects. You can edit existing objects or create new ones.

Creating and managing pages

Create customized pages for your different system roles so that each system user can have a personalized system and work efficiently.