You are here:
Salesforce Configuration Basics for EDA
Show new custom objects, create custom picklist values, add a lookup field, and use related lists and clone layouts to preserve your changes for EDA.
Show a New Custom Object After a Product Release
When we release new objects, they're not automatically displayed in your existing org, as not all objects are relevant to every role in the org. To make sure users see only the necessary objects, you can update object and security permissions for the profiles you assign. You can also control the visibility of these objects in your org by adding them to the App Launcher and the navigation bar.
See Also:
Add Custom Fields and Picklist Values
Customize fields and picklist values in EDA to meet the needs of your school. You can add another option to an existing field or create a custom field to capture some additional information. For example, you might want to track personal email on the Preferred Email field or alternate phone on the Preferred Phone field. To do this, create a custom email or phone field and add it as an option to the Preferred Email or Preferred Phone picklist.
To use an existing but not preconfigured field as a picklist value for Preferred Email or Preferred Phone (for example, Assistant Phone), add the existing field label as a picklist option.
See Also:
Create and Update Layouts
If you want to add a field that's not in the palette to a page layout, create a lookup relationship. By using a lookup relationship, the object can "look up" to a field on a related object. For example, to add a Language field to the course offering page layout so that you can view the language a course is taught in, create a lookup to the language object. Then you can include the related object's fields to your page layout.
Also, to include elements of an object, you must customize search layouts and compact layouts for selected objects.
See Also:
Use Related Lists to Show Related Records
A CRM shows all related information for a record in one place through related lists. For example, from a student contact's detail page, you can see the related program enrollments, course connections, relationships, attributes, and the many other details that tell the student's story. The location of these lists, either on the Related tab or in the sidebar, depends on your org's settings.
Technically, items in a related list are records with a lookup or master-detail relationship to another record. A related list is just a section of a record detail page that lists all the items related to that record. When viewing a related list, you see only the related records you have permission to see. And if you have permission to create a new record from within a related list, you can do that without ever leaving the contact detail page.
See Also:
Clone Compact Layouts to Preserve Your Changes (EDA)
To safeguard your customizations against automatic updates, create a copy of packaged compact layouts. Unlike regular page layouts, packaged compact layouts in products such as NPSP and EDA receive push upgrades that can overwrite your compact layout.
Use a cloned compact layout to protect your customizations.
-
Clone the packaged compact layout.
-
Change the cloned layout to include your custom fields.
-
Set the cloned version as the primary compact layout.
See Also:
