Configuring Standard Objects

This chapter will teach you how to configure the app to be used with standard objects like Accounts, Contacts and Leads.

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n this section you will learn to configure the standard objects included with Salesforce CRM. The Accounts and Contacts come with most editions of Salesforce CRM and the Lead object is included with the Sales Cloud. For custom objects, please see the next section of this document.

To do all of these steps, we need to switch to the “Setup” area inside Salesforce CRM.

We will display screenshots for the steps for the Account as an example. The Contact and Lead steps will be similar.

Accounts, Contacts & Leads

For standard objects we only have three steps: optionally set up field change tracking for the address fields, optionally add address fields to the layout, and add the button and history to the layouts.

Turning on Field History

Modifying Layouts

Once again, for Contacts and Leads, the steps will be similar.

Step 1:

Step 2:

After bringing in as many fields as desired, the most important and only required step is to bring in the Verify Addresses button as shown below.

You may also want to drag down the Account History related list, so that you can see the field changes.

After making these changes, save the layout and you are finished. The same basic steps apply to the contact and lead objects.

Adding Address Verification for Lists

You can set up a button to verify multiple addresses at one time from a standard Salesforce.com list. Please see the first part of Chapter 4 for instructions on setting this up.