Intro to Salesforce Customization: The Basics

Your Salesforce deployment should reflect the needs and processes of your organization, not the other way around. But where do you start? How do you put the tools to work for you? Join us for this educational webinar about the basics of customizing Salesforce to meet your needs. In this webinar we’ll discuss:

  • Creating custom fields to track information
  • Changing a page layout to reorder how information is presented
  • Creating and editing a record type
  • Creating a custom object to track even more information

Learn how to maximize Salesforce to meet your unique needs and connect to your constituents in whole new ways to deliver greater impact.

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