This video series covers the most basic System Administrator functions from Creating Custom Fields and adding fields to various places within improveit 360's User Interface to Editing your company's Email Templates as well as creating Public Groups to make List View, Report and Dashboard sharing easier and more efficient.
If you are looking for information on Staff and User Activation, please check out these Help Articles:
Understanding Objects, Fields and Data Types
First, before creating Custom Fields it's important to understand the relationship of Objects and Fields and the possible Salesforce Data Types which can be used to create custom fields. Watch this 9min video to learn more about Data Types:
Creating Custom Fields and when to use a Formula Field
Next up, here is an example of Creating Custom Fields and use case. Watch the following two videos on custom fields and when to use a Formula field instead of a manual data entry field.
Working with Dependent Picklist and Picklist Value Sets
This video addresses when one Picklist field is dependent upon another, which field to Edit first. This video also covers the limitations of the Sales Opportunity Result values and Sales Appointment Status values. These two Picklist fields should NOT be edited. Doing so will VOID your Service Agreement with improveit 360.
Check out this Help Article: Editing Picklist Values and Working with Dependent Picklists and watch this video to find out more.
Add Fields to a Page Layout and Clone Managed Record Page
Now that we have created our custom fields, we'll need to add them to a Page Layout and Record Page, so that Users can interact with the new Fields.
Configure Related Lists within the Page Layout
Next learn what Related Lists are and where to configure the Fields visible within the Related Lists.
Configure Compact Layouts
Let's review what Compact Layouts are and how to configure them to best suit the needs of your organization.
Add Fields to a Field Set
First, we'll discuss what Field Sets are and how they are utilized within improveit 360. Field Sets allow us to apply minor configuration changes to custom built pages and tools within the Managed Package. For example, Field Sets allow us to add Fields to the Quick Lead tool, the Dispatcher Tool, Staff Calendar, Scheduling modal, and the Item Cards for Project Activities.
Editing Email Templates
Follow along with the 7-minute video below, or this Help Article to learn how to use the Email Template Builder and Edit your Organization's Email Templates.
Adding Users to a Public Group
Public Groups are an excellent way to quickly Share Report and Dashboard Folders and List Views with Users. We recommend using Public Groups to make sharing more efficient.
In our next Admin Series you'll learn about improveit 360's Out of the Box Reports and Dashboards. We'll cover how to Sort, Change Date Ranges and Groupings of existing Reports. We'll show you how to create single Object Reports and Filter them, and we'll show how to Create a Dashboard and add Widgets from the Reports you have created. Check out the Reports and Dashboards Training series for more!
Comments
0 comments
Article is closed for comments.