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Tile creation — Tile builder for opportunity record fields

Components

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Tile builder for opportunity record fields

Building a tile: a small form made of chosen record fields, here for an opportunity. Tiles are listed on the left, with the selected one ticked and a New tile button at the bottom.

On the right, the tile’s fields render as a working preview: account name, opportunity name, primary campaign, close date, stage and amount. The Fields menu decides what goes in, with a search to find a field fast and an asterisk on the required ones. Personal and Settings menus sit on the same line.

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