Tasks for Record Type Setup
Creating and Editing Fields
Administering the Copy Enabled Setting
Setting Up Custom Field Integration Tags
Setting Up Web Links
Setting Up Concatenated Fields
Managing Field Labels
Using Indexed Custom Fields
Reverting Settings to Defaults
Changing Picklist Values
Mapping Picklist Values to Picklist Value Groups
Customizing Related Item Layouts
Managing Default Filter Criteria for Related Items
Customizing Static Page Layouts
Customizing Page Layouts for Creating New Records
Renaming Field Section Titles
Creating Web Applets for Record Types
Translating Web Applet and Custom Report Names
Defining Cascading Picklists
Managing Search Layouts
Managing List Access and List Order
Creating Homepage Custom Reports
Creating Record Homepage Layouts
Customizing the Audit Trail
Specifying Dynamic Page Layouts
Tasks for Application Setup
Displaying External Web Pages, Reports, and Dashboards in Tabs
Creating Picklist Value Groups
Creating Global Web Applets
Uploading Client Side Extensions
Managing Custom HTML Head Additions
Creating and Managing Action Bar and Global Header Layouts
Uploading and Managing Custom Global Header Icons
Customizing My Homepage for Your Company
Enabling Custom Reports in My Homepage
Renaming Record Types
Enabling Images on Detail Pages
Changing the Icon for a Record Type
Adding Record Types
Customizing REST Integration Tags
Creating New Themes
Uploading and Managing Custom Icon Sets
Customizing Previous Ownership for Shared Records
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