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Report and Reduce Your Carbon Footprint with Net Zero Cloud
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          Salesforce Tips & Tricks

          Salesforce Tips & Tricks

          If you’re new to Salesforce, here are some standard Salesforce features available to navigate and use Net Zero Cloud.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions

          List Views

          The Recently Viewed list is the default. To view all the records, select All and pin it.

          Kanban Views

          A kanban board is a visual representation of a workflow process and is useful for tracking individual records through the stages of a workflow. To change from the default Table view to the kanban view, from Display As, select Kanban.

          For more information on using the kanban view, see Kanban Views in Manage the Carbon Accounting

          Page Layouts

          Page layouts control the organization of buttons, fields, and related lists on object record pages. They also determine which fields are visible, required, or read-only.

          You can change page layouts by adding, removing, or moving the location of the fields. For permission issues, seek assistance from your Salesforce admin.

           
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