Hi - I am creating a custom tab in Marketo and it seems pretty straight forward per the developers website.
here are some of the questions I have:
How flexible is the custom tab in terms of adding/deleting?
If you make a mistake can you fix it easily?
If you add fields and decide you don’t want them – can you delete them? Or is this all permanent and you should really plan ahead of time before setting it up?
I would like to play around with it but am cautious of not being able to undo anything. I am also wondering if I should I do this in sandbox first?
Any information would be helpful.
Hey Jen, are you referring to creating a custom tab in the Lead Record? If this is what you're working on, you can always make edits after you have set it up, so there isn't really a way to ***** it up.
The only downside to custom layouts is that we're only permitted one custom layout. There are several ideas for this as well as improving custom layouts in the community.