+ Start a Discussion
Kelly RoseKelly Rose 

Create Custom App? Or Page Layout?

I'm looking for some guidance on an executive request. Our executives want to see an overview detail of a certain Account Type, which we call strategic Partners. I want to be able to create a visual display of the most revelant data that is related to each account -- opportunity data, activity data, and also data that is related to the account through related custom objects. 

A dashboard does not work for me because most (if not all) of this data will not be displayed graphically. 

I want a user to be able to narrow in on a particular account, to view the revelant data for that single account. 

Is this a custom app? a customized Page Layout? A custom Object? I have lots of thoughts, but can't seem to get started.

Does anyone have any advice or use cases? FYI, I am only familiar with declarative development, no code, please! 

THANKS!