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System Administrator Tasks

65 articles
Verify Your Email Sending Domain in Rethink or Apto
Mass Edit Records (Inline Editing)
Mass Delete Records
Matching Rules and Duplicate Rules
View Setup Audit Trail
2-Minute Tip: How to Run a Google Search on a Contact via a Custom Link
Storage Usage
Optimizer Report
Troubleshoot Performance Issues in Rethink
Object Manager 101
Global Actions Menu
How to Upgrade to the New Rethink/Apto Design Theme
Identifying How Many Records an Object Has

Fields & Page Layouts

How to Add Tabs to Page Layouts
Updating Page Layouts
Creating a new Page Layout
Adjusting Field Location on Page Layout
Customizing the Home Page
Creating and Editing List Views
Creating Custom Fields
Activities View
Creating Custom Activity Fields
Field History Tracking
Renaming Tabs and Labels
Updating Contact Group Values in Rethink
Intro to Formula Fields
How to Update Your Logo on Invoices in Rethink
Adding and Editing Related Lists on Page Layouts
Customizing Home Page for Different Profile Types
How to Add Action Plan Functionality to the List Object
Deal Stage Tracker Setup & Overview
Creating Field Dependencies - Market & Sub Market
Customizing Information in Kanban Tiles
How to Customize the Highlights Panel
Customizing Fields in List Widget
Field Accessibility and Permissions
Creating a Default Navigation Bar
Adding Report Charts to Your Home Page
Related List Enhancements from Lightning Record Page
Customizing Hover Details
Updating Picklist Values
How to Make Fields Required
Dynamic Forms
Creating Lightning Record Pages
Dynamic Actions
Creating Custom Fields: Field Types Explained
Creating Validation Rules
Creating New Record Types
Suggested On-Market Property Matching
Editing Fields on Related Record Card
Creating Compact Layouts