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System Administration
49 articles
Mass Edit Records - How to Enable Inline Editing
Matching Rules and Duplicate Rules
View Setup Audit Trail
Storage Usage
Track User Activities
Monitor Report Exports & User Activities
Mass Deleting Records
Optimizer Report
How to Add Tabs to Page Layouts
Adjusting Field Location on Page Layout
Creating a new Page Layout
Updating Record 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 Related Lists to the Task Page Layout
Customizing Home Page for Different Profile Types
Creating Field Dependencies - Market & Sub Market
Customizing Information in Kanban Tiles
How to Customize the Highlights Panel
Editing Global Actions
Field Accessibility and Permissions
Creating a Default Navigation Bar
Adding Report Charts to Your Home Page
Related List Enhancements
How to make custom text fields check boxes
Customizing Hover Details
Updating Picklist Values
How to Make Fields Required
Adding Record Ownership Information to List Views