salesforce admin-客户列表显示相关

nangnangchuai / Salesforce

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salesforce admin-客户列表显示相关 #2

Open nangnangchuai opened 5 years ago

nangnangchuai commented 5 years ago

https://trailhead.salesforce.com/en/content/learn/modules/lex_customization/lex_customization_list?trail_id=force_com_admin_beginner 详细链接

nangnangchuai commented 5 years ago

显示全部客户

选择 App Launcher--》选择 Sales app -----》选择 the Accounts tab.---》选择工具图标---》, select New. 给列表命名为 Channel Customers.---》选择Select All users can see this list view.--》点击save

nangnangchuai commented 5 years ago

显示局部客户---》这里选择满足type是Customer - Channel的用户

点击 Add Filter.-。在下拉框中选择Type--》运算符号（operator.）选择equals--》value选择Customer - Channel--》点击done-->点击save

nangnangchuai commented 5 years ago

页面效果图：设置红色的框中显示的内容

实现配置的方法：

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_compact_layouts?trail_id=force_com_admin_beginner

setup->object manager->energry audit->compact layouts->

nangnangchuai commented 5 years ago

Customize the Fields in Your Record Details

nangnangchuai commented 5 years ago