Record Type Application Customization Page
For each record type there is an Application Customization page with links for customization tasks that you can perform for that record type.
The following table describes each of the possible sections on an Application Customization page, and lists the tasks that you can perform when you click the links in that section. The sections displayed depend on the record type and some sections are visible only if your role includes a particular privilege. For all customization procedures, the Customize Application privilege is required.
Section
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Tasks
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Additional Privilege Required
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Field Management
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Renaming fields, creating custom fields, managing picklist values, specifying default values for a field, and setting up field validation. For more information about these tasks, see:
About Field Management
About Custom Fields
Creating and Editing Fields
Renaming Fields
Using Indexed Custom Fields
Changing Picklist Values
Reverting Settings to Defaults
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None
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Advanced defining of default fields and field validation
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Advanced Field Management
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Page Layout Management
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Creating and managing static page layouts. For more information about these tasks, see:
Customizing Static Page Layouts
Renaming Field Section Titles
Creating and managing Web applets that can be used on Detail page layouts; see:
Creating Web Applets
For information about advanced page layout management, see Specifying Dynamic Page Layouts.
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None
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Cascading Picklists
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Defining and managing cascading picklists. For more information about these tasks, see:
Defining Cascading Picklists
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None
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Search Layout Management
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Specifying targeted search fields and managing layouts for search results. For more information about these tasks, see:
Managing Search Layouts
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None
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List Access and Order
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Managing default list access and the display order for each role. For more information about these tasks, see:
Managing List Access and List Order
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None
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Homepage Layout Management
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Creating and managing Homepage layouts and specifying custom reports to be displayed on the Homepages. For more information about these tasks, see:
Creating Record Homepage Layouts
Creating Homepage Custom Reports
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Customize Application – Manage Homepage Customization
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Custom Audit Trail
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Customizing the field audit trail for your company. For more information about these tasks, see:
Specifying Dynamic Page Layouts
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Administer Field Audit
This feature is available only for the Opportunity, Service Request, and Fund record types (if these record types are set up for your company)
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Dynamic Layout Management
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Creating and managing dynamic page layouts. For more information about these tasks, see:
Specifying Dynamic Page Layouts
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Customize Application - Manage Dynamic Layouts
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Lookup Window Setup
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Managing the behavior of the Lookup Windows used with smart associations. For more information about these tasks, see:
Managing the Behavior of Lookup Windows
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None
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For some record types, the Field Management and Page Layout sections contain links for that record type and also links for the related record type. For example, the Account Application Customization page contains links for the following:
- Account Field Setup
- Account Contact Field Setup
- Account Partner Field Setup
- Account Relationship Field Setup
- Account Team Field Setup
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