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System Administration
53 articles
Mass Edit Records (Inline Editing)
Matching Rules and Duplicate Rules
View Setup Audit Trail
Storage Usage
Monitor Report Exports & User Activities
Mass Delete Records
Optimizer Report
How to Reset a User's MFA Connection
Finding Active User Count
How to Add Tabs to Page Layouts
Adjusting Field Location on Page Layout
Creating a new Page Layout
Updating Page Layouts
Creating New Record Types
Understanding the Prospecting Console Layout
Using Stacking Plans
Modifying Picklists
Field History Tracking
Creating Custom Activity Fields
Creating Custom Fields
Creating and Editing List Views
Customizing the Home Page
Activities View
Renaming Tabs and Labels
Adding and Editing Related Lists on Page Layouts
Customizing Home Page for Different Profile Types
Creating Field Dependencies - Market & Sub Market
Customizing Information in Kanban Tiles
How to Customize the Highlights Panel
Global Actions Menu
Field Accessibility and Permissions
Creating a Default Navigation Bar
Adding Report Charts to Your Home Page
Related List Enhancements from Lightning Record Page
Customizing Hover Details
Updating Picklist Values
How to Make Fields Required
Dynamic Forms
Creating Lightning Record Pages
Dynamic Actions
Creating Custom Fields: Field Types Explained
Creating Validation Rules