Create template for Salesforce Objects

TL;DR

App Launcher โ‡’ Viewer Administrator โ‡จ Qucik Start

* Quick Start Available in Viewer ver 0.19 and above

Step 1: Navigate the Viewer Administrator

To find the Viewer Administrator feature, you can navigate to the App Launcher and search for it using the provided keywords "Viewer Administrator".

Step 2: Select Primary Object and Save

Once you are in the Viewer Administrator click Quick Start, locate the option to select the primary object for the template. Once you have selected the primary object, make sure to save your selection.

Step 3: Navigate the New Template

After you have saved your primary object selection, you will see a button that allows you to Navigate the new template. Click on this button to get a preview of how your new template. 

Step 4: Rename and start Customizing the Template ๐Ÿ™ƒ

Once you have reviewed the new template, it's time to start customizing it according to your needs. You can begin by renaming the generic name of the template to something more descriptive. This will make it easier for you and others to identify the template in the future.

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