AdvoLogix Help

Customizing Accounts, Contacts, or Activities

Updated

You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization.

Navigate to the Setup
  1. Click on Your Name
  2. Go to Setup

To customize: Accounts, Contacts, OR Activites in the system

To customize: Accounts, Contacts, OR Activites in the system

Navigate to Setup | Customize.  Then click the standard object you wish to customize.  For example, Accounts, Contacts, Activities, etc.

Accounts

Accounts

Navigate to Setup | Customize | Accounts.  Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and for Enterprise, Unlimited, and Developer Edition organizations, create record types and set up account teams.

 

Contacts

Contacts

Navigate to Setup | Customize | Contacts.  Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations.

Activities: Tasks | Events | Calendars

Activites ~ Events, Tasks, Calendars

Navigate to Setup | Customize | Activities or Events or Tasks

Customize various options for tasks and events such as fields, page layouts, record types, validation rules, search layouts, and buttons. Also, enable or disable functionality like activity reminder popups and recurring events.

See Force.com's Documentation: Customizing Activity Settings

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Customizing Custom Objects
Next Article Customizing a Page Layouts
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.