Account views

Note: We're updating our help center to reflect the new Redwood experience. During the transition, some content reflects the previous version of the UI.

An account view is an arrangement of account fields that can be customized. The default account view is displayed when a new account is created.

Based on your preferences, you can create or edit account views to customize the account fields shown when viewing an account. Administrators can create views and then use permissions to determine what security groups or users have access to the view.

Next steps

Creating account views

Setting default account views

Learn more

Account fields

Contact views

Contact fields