Application Configuration and Customization
Use the Application Editor to configure data models contained in modules, to export and import configurations, visually display the nodes related to a particular record, customize your Picklist values, and the left navigation bar.
The Application Editor has following tools for this purpose:
- Module Editor - for creating and editing modules, and updating the data models of a module. For details, see the Creating and Editing Modules topic in the "User Guide."
- Picklist Editor - for changing picklist values and color associations. For details, see the Configuring Picklists and Visual Correlation Settings topic in the "User Guide."
- Navigation Editor - for modifying the navigation links and hierarchy in the left navigation bar. For details, see the Navigation Editor chapter.
- Pre-Processing Rules - for helping uses define rules to detect and drop duplicate records based on predefined criteria before storing the incoming records in the database. For details, see the Pre-Processing Rules chapter.
- Correlation Settings - for configure the display of the Visual Correlation widget. For details, see the Configuring Picklists and Visual Correlation Settings topic in the "User Guide."
- Recommendation Engine - for predicting and assigning field values based on Artificial Intelligence/Machine Learning (AI/ML). For details, see the Recommendation Engine chapter.
- Export and Import Wizards - for exporting and importing configurations across environments. For details, see the Export and Import Wizards chapter.
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To edit these settings, users must be assigned a role that has at a minimum of 'Read' and 'Update' permissions on the "Application" module. |