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The environment is configured using the standard Salesforce Apps, Tabs and Home Page capabilities to meet the needs of the organisation’s user base.

  • Apps - the key functional areas of the organisation are represented in apps based on consultation with your team to provide a targeted user experience based on organisational roles.

  • Tabs - the key data tables are represented in the tabs that are assigned to each app to help provide efficient access to the most relevant data for that 

  • Home Pages - targeted Home Pages are configured to support visibility to key system areas (Dashboards, Chatter, Open Tasks, etc.) based on the related app.

An example of how this might be setup.

Onboarding App which focuses on Opportunities to onboard new clients.

Services App which focuses on Work Orders and Service Appointments to support service delivery.

Finance App which focuses on Invoices created from Service Delivery and Time Sheets for Payroll.

People & Culture App which focuses on management of your workforce.

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