Build a CRM application view for a sales team

Combine menus, pages, and components in one entry point.

Learning objective

In this tutorial, you create a sales-specific CRM application view. It contains common menu items, homepage components, and an Applicable Scope limited to the sales team.

Before you begin

IMPORTANT

• Permissions: You need System Administrator permissions.
• Data: Confirm that the CRM application exists.
• Scope: Prepare the sales users, department, or role.
• Review: CRM capabilities vary by Tenant and version. Follow the menus in Setup.

Step 1: Open CRM application settings

1. In Setup, open App Center Management > App List.
2. Locate CRM Application.
3. Click Edit.

4. Confirm that Web Application Views and Mobile Application Views are available.

Step 2: Create a Web application view

1. Open the Web Application Views tab.
2. Click New Template.

3. Enter a Template Name under Basic Info.
4. Enter a Template Priority from 0 through 9.
5. Select the sales team under Applicable Scope.
6. Select a Page Layout for the sales workspace.
7. Click Next.

Setting	Example	Description
Template Name	Sales Team Workspace	Helps users identify the view.
Template Priority	5	Avoid the highest priority during a pilot.
Applicable Scope	Sales department or sales role	Limits the view to the target team.
Page Layout	Based on component quantity	Use a simple or multi-region layout as needed.

Step 2 configuration recommendations

TIP

A larger Template Priority number loads first. Start with a lower priority during testing.

Step 3: Configure menu items

1. Select objects that the sales team uses frequently.
2. Add Accounts, Contacts, Opportunities, and Orders to the right list.
3. Drag menu items into the sales workflow order.
4. Create a custom menu item before adding a chart or custom page.
5. Click Next.

To target a specific Record Type, create a custom menu item that opens that Record Type.

Step 4: Configure tools and components

1. Select up to three tools.
2. Add common, BI, or business components to the page.
3. Use Enable under Global Settings to control global search.
4. Configure the selected component under Component Settings.
5. Click Save.

Step 4 configuration recommendations

Area	Recommended Content
Toolbar	Select no more than three scenarios, tools, schedules, or tasks.
Upper page	Place frequent components such as sales briefs, to-do items, and tasks.
Middle page	Place Account profiles, Opportunity funnels, or chart components.
Lower page	Place less frequent supporting or descriptive components.

Step 5: Verify the result

1. Sign in with a sales team member account.
2. Switch to the new view in CRM.

3. Confirm that menu items appear in the configured order.
4. Confirm that homepage components load correctly.
5. Confirm that users outside the Applicable Scope cannot see the view.

Common validation points

Check	Pass criteria
Application visibility	Sales users can see the CRM application.
View visibility	Sales users can switch to the new view.
Scope isolation	Other users cannot see the view.
Menu order	Menu items follow the designed order.
Components	Components load without blank or misplaced regions.

Next steps

• Configure CRM application views
• Configure custom menu items
• Create and manage personal CRM application views