OnePlace Admin Guide

Owned by Helen Pratley (Unlicensed)
Last updated: Jun 28, 2018
1 min read

This guide includes the following topics:

  • Objects and Record Types
  • Profiles and Users
  • Page Layouts
  • Switching from Classic to Lightning – admin tasks
  • Switching users from Classic to Lightning
  • Creating new users
  • Enable the Salesforce for Outlook panel
  • Leavers/deactivating user accounts
  • Checking spare licenses
  • Adding new list values
  • Adding help text to fields
  • Areas of Interest
  • Editing field names
  • Changing field level security
  • Default Record Types
  • Other profile settings
  • Lightning Page Layouts
  • Auditing fields
  • Setting up Relationship Types
  • Batch Processes
  • Known by Relationship and My Contacts
  • Button to run a report on a function or publication
  • Configuring Referrals

 Oneplace manual - Admin tasks - Lightning 2018.pdf