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Kelly Rose
Create Custom App? Or Page Layout?
I'm looking for some guidance on an executive request. Our executives want to see an overview detail of a certain Account Type, which we call strategic Partners. I want to be able to create a visual display of the most revelant data that is related to each account -- opportunity data, activity data, and also data that is related to the account through related custom objects.
A dashboard does not work for me because most (if not all) of this data will not be displayed graphically.
I want a user to be able to narrow in on a particular account, to view the revelant data for that single account.
Is this a custom app? a customized Page Layout? A custom Object? I have lots of thoughts, but can't seem to get started.
Does anyone have any advice or use cases? FYI, I am only familiar with declarative development, no code, please!
THANKS!
A dashboard does not work for me because most (if not all) of this data will not be displayed graphically.
I want a user to be able to narrow in on a particular account, to view the revelant data for that single account.
Is this a custom app? a customized Page Layout? A custom Object? I have lots of thoughts, but can't seem to get started.
Does anyone have any advice or use cases? FYI, I am only familiar with declarative development, no code, please!
THANKS!