I work on a commercial real estate team that specializes in the sale of apartment buildings. We just started using a Salesforce CRM platform called ReThink and are in the beginning stages of completing a data migration from our old CRM (Goldmine) to Salesforce. We are looking for some guidance/inspiration on how to customize the layout of data/fields on our main pages--contact and property. If anyone in the community has experience designing custom tabs/pages within a CRM, regardless of the CRM you use or industry you are in, we are hoping you could share some screenshots that illustrate the layout of the fields on the pages that contain the most contact/data. Thank you!
Below is my contact information to reach me directly.
Jordan Dias
댓글 2개
This might be obvious, but don;t forget you can assign pages by record type and you can dynamically display panels in Lightning based on data.
