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Editing Dashboards on the Salesforce Home Page
Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...
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Managing Permission Sets and Profiles in 8020CRM
Jump to a section Overview Before You Begin Why It Matters Step 1: Access Salesforce Setup Step 2: Navigate to Profiles and Permission...
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Creating Custom Rehab Levels in 8020CRM
Jump to a section Overview Before You Begin Why It Matters Step 1: Access Rehab Level Settings Step 2: Understand Default Rehab Levels...
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Customizing 8020CRM from Salesforce Setup
Jump to section Overview Before You Begin Why It Matters Access the Salesforce Setup Menu Use the Quick Find Box Open the Object Manager...
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