#SalesforceSummer24 – Arrange the Fields as Per Your Preference in Sales Cloud Everywhere

#1MinuteTip #SalesforceSummer24 As your sales reps use Sales Cloud Everywhere, they can choose the fields they want to see and arrange them the way they want to work.

Product Area: Sales Cloud

In Sales Cloud Everywhere, go to an opportunity, contact, account, or lead page. Select a record to go to the detail page. In the Key Fields section, click the edit gear.

Sales Cloud Everywhere Edit Gear

Add any available fields to the key fields section and remove the fields that aren’t important to you. Update the order of the fields, if needed, and save your choices.

Arrange fields as per your preference in Sales Cloud Everywhere

References & Useful URLs

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