To add branding to your CRM solution, follow the following steps:
- Go to Setting>>customization>> as shown in the following screen shot
- Click on “Themes”. The system will display “CRM Default Theme” in the grid. As the name suggests, it is the default theme for the CRM.
- Open the “CRM Default Theme” and click the Clone button on the command bar. The system will clone the default theme.
- Make the changes to the theme and click save. There are a few options available in the theme. I have made 3-4 changes to my theme for this blog.
- Click on “Preview” button to preview the changes.
- If you are happy with the changes, click “Publish Theme” to push the changes to all the users.
CRM Screen shot of with default theme
CRM Screen shot of with my theme
- Themes are not solution aware. To deploy the theme to other environments, use export to excel functionality and import it in the target environment.
- A new field named color is added to the entity customization screen. This color is used to represent the entities in the navigation bar as shown below.
Best PracticesCheck the following link for the best practices and color contrasts.