Introduction Let’s consider a scenario, you have a custom entity called Resources and you want to link Resource 1 record in any other entity using Timeline post. So here, by default, you won’t be able to link custom entity record. You can see that by default, the below list of OOB entities are allowed to… Read More: Link custom entity record with another entity using Timeline Post »
This blog will help you to customize your left navigation pane settings found on entity record. Like shown in below screen shot. You can change the order as well as label shown over here but note that this functionality will only apply on custom entity and not on system entity. This is CRM functionality where… Read More: Change left navigation lable ,display order on custom entity »
The Account entity in CRM comes along with pre-defined views for My Active Accounts. However, when you create a custom entity you will notice that by default only two views are created “Active” and “Inactive”. If you would like to add “My Active” and “My Inactive” views for custom entities, you would need to create… Read More: How to Create “My views” for custom entities »