Configure your organization in F&O - Personalization (Section 7) Flashcards
Customization?
Identified a gap and identified a solution that needs to be created to address the gap
Personalization?
Changing the UI by using the built-in Personalization feature
Visual User Settings?
Color theme
Size of elements
Preferences Settings?
Default values - Company - Initial page - Default view/edit mode Language Time zone Date time Number format
Account Settings?
Contains a variety of options that control account functions
Workflow Settings?
Allows to control how notifications for workflow will be delivered
UI Elements?
FastTab
FactBox
Action Pane
Navigation Pane
Personalization page?
Hub for managing personalization at an organizational level by sys admins.
Where to find Personalization page?
System admin -> Setup -> Personalization
5 Tabs in Personalization page?
Published Views Unpublished Views Personal Views User Settings System Settings
Saved Views?
Users can save multiple sets of personalization
Where to enable Saved Views?`
Feature management workspace
Personalization toolbar?
When you want to move or hide elements or make several changes
Workspace personalizations?
Add a list
Add a tile
Add a link
Add a summary
Record templates?
Helps you to create records more quickly