Overview of focused view

In focused view, sellers can view and manage their CRM records and their associated activities on one page. This view makes it easier for sellers to stay focused on their tasks, saving time by eliminating the need to navigate through multiple screens. It also allows sellers to better organize and prioritize their tasks.

As an administrator, you can do the following configurations for focused view:

• Configure focused view as default
• Enable focused view in your organization

To understand how users can view and manage records in focused view, see View and manage records in focused view.

Permissions required to use focused view

Provide the permissions to users as described in the following sections.

View records in focused view

• Read permission on the entity for which focused view is enabled.
• Permissions are required for all columns in the view of the entity where the focused view is enabled. More information: Understand model-driven app views

View related activities and sequence steps in focused view

• At least Read permission for the activities, including any custom activities.
• Ensure that the sequence related permissions are provided. More information: Permission requirements to manage sequences

Customize work list card

• Read, Write, and Append To permissions to Work list user setting entity.