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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...
2 min read
Setting Up Custom Domains for Your 8020CRM Experience Cloud Site
Overview A custom domain gives your 8020CRM Experience Cloud site a branded, easy-to-remember web address. Instead of sending users to a default Salesforce URL, you can give them a direct link under your own domain - helping build trust, improve user adoption, and strengthen your brand. Before You Begin You’ll need System Admin access in Salesforce. Access to your domain registrar (e.g., GoDaddy, Squarespace). Your Salesforce-provided Experience Cloud domain information (ava
2 min read
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 Tools Step 3: Assign a Permission Set Group Step 4: Assign Individual Permission Sets (Optional) Step 5: Configure User Details Step 6: Activate or Deactivate a User Best Practices Learn More Overview User access in 8020CRM is controlled through a combination of Salesforce Profiles , Permission Sets , and Permission Set Groups . This guide wal
3 min read
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 Step 3: Modify Rehab Levels Step 4: Review Scope Summary and Save Best Practices Learn More Overview Rehab levels in 8020CRM help you define consistent project scopes across renovation types - from light cleanups to full remodels. Customizing these levels allows you to streamline task management, budgeting, and team alignment across multiple p
2 min read
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 Use the 'Edit Object' Shortcut Stay in Lightning Experience Best Practices Learn More Overview The Setup menu in Salesforce is where 8020CRM admins configure key platform features -like custom fields, layouts, automations, and user access. Understanding how to navigate Setup gives you the tools to align 8020CRM with your team’s workflows, pr
2 min read
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