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Salesforce App Management

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Salesforce - Creating Lightning Home Page In-App Walkthrough

<p>Lightning Home Page involves customizing the homepage layout to suit the needs of your users. The Lightning Home Page serves as the landing page for users when they log in to Salesforce. It allows one to provide a personalized and efficient workspace for users by organizing components such as charts, lists, and dashboards.&nbsp;</p>

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Salesforce - Creating Lightning App Page In-App Walkthrough

<p>Lightning app involves defining a set of components, pages, and tabs to provide a customized user experience for a specific business process or set of tasks. Lightning apps can be designed to streamline workflows, enhance productivity, and deliver a more tailored interface for users.&nbsp;</p>

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Salesforce - Creating a Task on Account In-App Walkthrough

<p>Creating a Task on an Account in Salesforce involves associating a task record with a specific Account. Tasks in Salesforce are used to track to-do items, meetings, calls, or other activities related to records&nbsp;</p>

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Salesforce - Creating a Duplicate Rule In-App Walkthrough

<p>&nbsp;Matching Rules and Duplicate Rules are features designed to help maintain data quality by identifying and preventing the creation of duplicate records. These rules work together to define criteria for identifying duplicate records and specify actions to be taken when potential duplicates are detected&nbsp;</p>

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Salesforce - Creating List view In-App Walkthrough

<p>A list view is a customizable and filterable display of records within an object (e.g., Accounts, Contacts, Opportunities) that allows users to see a subset of records based on specific criteria. List views are an essential feature for navigating and managing data within Salesforce.&nbsp;</p>

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Salesforce - Creating a Task In-App Walkthrough

<p>Task is a common action for tracking activities, such as calls, meetings, or follow-up items. Tasks are associated with records (e.g., Accounts, Contacts, Opportunities) and are used to log and manage work-related activities.&nbsp;</p>

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Salesforce - Creating Compact Layout In-App Walkthrough

<p>Compact layouts is a feature designed to provide a streamlined and user-friendly view of essential record details, making it easier for users to access key information quickly. Compact layouts are typically used to optimize the display of data in list views, search results, and related lists.&nbsp;</p>

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Salesforce - Creating Lightning Record Page In-App Walkthrough

<p>A Lightning Record Page in Salesforce involves customizing the layout and components of the page that users see when viewing a specific record, such as an Account, Contact, or Opportunity. Lightning Record Pages provide a more dynamic and user-friendly interface compared to the classic page layouts.&nbsp;</p>

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Salesforce - Creating Record In-App Walkthrough

<p>&nbsp;A record is a unit of data that represents a single instance of an object. An object, in turn, is a database table that holds specific types of information. Records are created, modified, and deleted to store and manage data within the Salesforce platform.&nbsp;</p>

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Salesforce - Creating Activities In-App Walkthrough

<p>Activities refer to the various interactions and tasks that users perform within the system to track and manage their work. Activities include events, tasks, and emails. These features are integral to Salesforce's functionality, enabling users to organize and keep track of their work-related activities.&nbsp;</p>

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Salesforce - Applying Filters to the List view In-App Walkthrough

<p>&nbsp;List view filters are criteria that one can apply to a list view to display a subset of records that meet specific conditions. List views help users organize and navigate through records by providing a way to filter and sort them based on various criteria.&nbsp;</p>

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Salesforce - Creating Record Type In-App Walkthrough

<p>Record types are a way to categorize and customize records within an object. They allow one to define different sets of picklist values, page layouts, and business processes for different categories of records within the same object.&nbsp;</p>

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