Customizing 8020CRM from Salesforce Setup
- Mary Morales
- Sep 23, 2024
- 2 min read
Updated: May 13
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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, processes, and terminology.
Before You Begin
You must have System Admin permissions in 8020CRM to access Setup and the Object Manager.
Why It Matters
Setup is the foundation for customizing and maintaining your 8020CRM system. It allows you to:
Add custom fields or picklist values
Configure Path stages for leads, opportunities, and transactions
Manage users, permissions, and page layouts
Support automations used across lead intake, acquisitions, and dispositions
Access the Salesforce Setup Menu
Click the gear icon in the top-right corner of 8020CRM
Select Setup
| This will open a new tab with the Salesforce backend. This is different from the "My GetReal Account", which controls API credits, AI settings, and company-wide preferences.
Use the Quick Find Box
Use the Quick Find search bar to locate tools like:
Object Manager
Users
Record Types
Permission Sets
Email Settings
Flows and Process Builder
|This helps you jump straight to what you need without scrolling through menus.
Open the Object Manager
8020CRM uses both standard and custom objects.
Type | Examples |
Standard | Leads, Contacts, Opportunities, Accounts |
Custom | Properties, Property Transactions, Offers, Rehab Scopes, Campaign Tracking |
To access these:
Go to Setup
Open Object Manager
Search for the object name (e.g., “Property Transactions”)
Click the object to view:
Fields and Relationships
Record Types
Page Layouts
Lightning Record Pages
Validation Rules
Use the ‘Edit Object’ Shortcut
When viewing a record (e.g., Lead or Opportunity):
Click the gear icon
Select Edit Object
| This shortcut takes you directly to the object's settings in Setup - great for fast edits to fields or layouts.
Stay in Lightning Experience
8020CRM is fully designed for Lightning Experience, which supports:
Drag-and-drop Lightning Pages
Modern UI with mobile support
Enhanced list views and Path tools
Compatibility with all 8020CRM visual components and automations
| Salesforce Classic is no longer supported for 8020CRM customization.
Best Practices
Clone before customizing layouts or picklists
Review Field-Level Security on new fields
Align Status and Stage values to 8020CRM Paths
Use 8020CRM-provided permission sets when assigning user access
Test in a sandbox before deploying major changes
Learn More
Need a visual walkthrough of how to access and navigate Setup? Watch our 3-minute video: Salesforce Basics: How to Navigate Setup
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