Within Salesforce, every User has access to one or more standard or custom applications. Each application groups functionality according to the intention of that app. Some aspects of apps are global, meaning that they apply to the entire organization. These aspects and features will only be minimally customizable and need org-wide consensus before any changes can be implemented.
However, there are a handful of features that can be customized on an app level. When the Users who work in a given app regularly identify a way to streamline or enhance that app, we can customize their app to make the work easier or more streamlined. Here are the main app-level customizations that are available.
Keep in mind that changes will be impact your entire team and will need to be requested through the Service Desk. As you are submitting your request, ensure that the customization you are requesting will work for your team for the foreseeable future.
Home Page
Within certain apps, there is a Home page. Each Home page is specific to that app and can be customized to match the needs of that Unit or Use Group.
Generally, default Home pages will include several or all of the following common components:
A list view for the most common object in that app
Rich text with common Unit links or text guidance
Recent Items or Recent Records
Today’s Tasks
Today’s Events
My Chatter Feed
There are several simple customizations available for any home page. They include:
Changing the list view on the home page to one more relevant
Adding or removing buttons at the top of a list view
Increasing or decreasing the number of records visible in a component
Updating the Rich text with an additional evergreen link or new process guidance
Adding or removing the other common components on the page
In addition to changing the content on your Home page, we can discuss a different layout or structure if you have something in particular in mind.
List Views
Within any app, there will be a handful of standard or basic list views provided for each object based on the preliminary needs for that app. As you begin using the app or referring to different list views, you will likely find customizations or adjustments that would be helpful to better complete your work.
As with the Home page, there are certain simple adjustments that can be made, including:
Adding, removing, or reordering the fields that show up on a given list view
Renaming a list view to be more intuitive or descriptive
Adjusting filters to increase or refine the records that are displayed
If you find the provided list views to be insufficient and these customizations will not meet your needs, submit a request to have one or more list views created for general use. As with the rest of the customizations listed here, they will be generally applicable to the app and all Users therein.
Good candidates for new list views are ones that the entire group can reference or an adjustment that several people on the team have created independently.
If the list view is one only for yourself, or if you have any questions about how to use list views, refer to the guidance around list views here: Salesforce - List View Walkthrough
Light Reports
As with list views, for some use cases, certain basic reports will be included with the creation of your app. The same customizations that are available for list views will be available for those list views, including changing the fields, title, or filter of a given report. The creation of new light reports will also be available as part of the customization of an app.
A light report is…
Here are some additional resources about reports:
If you are looking for a particular customization that is not on this list, submit a request and we will will reach out to discuss your specific needs.