Using Workspace Builder

Create a workspace in Workspace Builder before customizing its settings, home page, record pages, lists, and analytics.

Overview of creating a workspace

First, add a workspace and configure its settings. Then, you customize its parts, such a s the home page and record page.

Add and configure the settings of a workspace:

1. Add a workspace

   Create a workspace before customizing it.

2. Edit a workspace in Workspace Builder

   Define workspace settings to control the basic functionality of the workspace, such as name and record page navigation.

After you've created the workspace, customize how it will appear to users:

• Customize a workspace home page in Workspace Builder

  Customize what users see when first accessing the workspace, which is a dashboard.

• Add a record page for a workspace in Workspace Builder

  Use containers and components to customize the record for a workspace.

• Create lists for a workspace in Workspace Builder

  Create and customize list categories to add workspace pages that list table records.

• Enable analytics for a workspace in Workspace Builder

  Add analytics that enable users to track and analyze records and usage with dashboards, data visualizations, and insights on the instance.