Even though Salesforce Scheduler offers the subtopic General Investing, the team wants to create a new Mutual Fund Investment subtopic under Wealth Management for greater clarity. A New Topic to Talk AboutĪn increasing number of customers are interested in discussing mutual fund investments with Cumulus Bank. You can also change the labels or tabs for other languages. Here’s an example of what it looks like.Īny change you make to the label or tab is reflected throughout the user-facing Salesforce Scheduler interface. Matt enters Appointment Topic and Appointment Topics respectively.Īll users now see Appointment Topic instead of Work Type Group throughout the user interface of Salesforce Scheduler. Enter the new tab names in both the Singular and Plural fields.Under Standard tabs, Click Edit next to the label you want to change.
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