Hey Team! ๐
Get ready for another power-packed live session TONIGHT at 8PM UK time!
Weโre diving into three essential Admin skills you MUST master:
๐ Duplicate Rules
โ Prevent users from creating duplicate records (e.g., same patient or same contact).โ Example: Block creating a second Patient with the same NHS number.
๐๏ธ Record Types
โ Show different picklist values or business processes based on user type.โ Example: Separate record types for Outpatient vs. Inpatient Visits.
๐งพ Page Layouts
โ Customize the fields and buttons users see for each record type.โ Example: Doctors and Admin staff see different layouts when viewing a Patient record.
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This is a brand-new topic, so make sure you're in the session ON TIME!
Being punctual is not just respectful โ itโs professional. Let's build those habits early!
Letโs level up your Admin skills tonight โ donโt miss out! ๐
#PathwayToSalesforce #DuplicateRules #RecordTypes #PageLayouts #AdminSkills #SalesforceBootcamp