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Configuration and branding

Everything shaped on screen, without code.

Page layouts​

What it is. Choosing which fields appear, grouping them into named sections, ordering them, and choosing which related lists show underneath.

What it does. A separate, shorter field set is configured for the new-record window.

What you gain: record pages matched to how your company actually works — and a creation form short enough that people use it.

Tabs​

What it is. Which tabs exist and in what order.

What you gain: people see a portal shaped for their job rather than a directory of everything.

Apps​

What it is. Named groups of tabs, assignable per company.

What you gain: sales and support see different sets without either ignoring the other's.

Custom buttons​

What it is. Your own buttons on record pages, which can open a web address with the record loaded, start a Salesforce flow, create a linked child record, or run a background action.

What it does. Developers can add bespoke screens through a documented extension point.

What you gain: your other systems are one click away, with the record already in context.

Home page configuration​

What it is. Which cards appear on everybody's home page, with an announcement you write, and optionally a different home page per app.

What you gain: a landing screen that tells each person what needs attention today.

Name, logo and theme​

What it is. The portal's name, your logo, the browser tab icon, and colour presets or your own colours.

What you gain: people see their own company's name, not a product they have never heard of.

What it is. Top bar or side bar as the starting layout, overridable by each person.

What you gain: a sensible default without taking the choice away.

The sign-in page designer​

What it is. A block-based editor for the sign-in page — headings, text, logos, links, separators and spacers, placed across the two halves of the screen, with alignment, width, height and tone per block.

What it does. Preview on desktop and phone. Save drafts privately, publish when ready, and restore an earlier version if a change was wrong. Switch back to the standard design at any time without losing your custom one.

What you gain: the first screen customers see looks like your company, changed in minutes without a developer.

Protected credential fields​

What it is. The username box, password box and sign-in button cannot be moved, hidden or imitated by anything added in the designer.

What you gain: no design change — by anybody, deliberate or not — can turn the sign-in page into something that collects credentials elsewhere.

Automatic field setup​

What it is. The portal works out which of its own fields are missing from which objects and creates them.

What you gain: installation and upgrades do not become a list of fields to create correctly by hand.

Importing layouts from Salesforce​

What it is. Page layouts already defined in Salesforce can be pulled in as a starting point.

What you gain: you begin from the arrangement your company already uses rather than a blank page.