User Interface Settings in Salesforce | Techila Global Services
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User Interface Settings in Salesforce

USER INTERFACE SETTINGS IN SALESFORCE

User Interface Settings in Salesforce

In Salesforce , it is possible to modify org’s user interface by enabling or disabling user interface settings.

The available user interface settings vary according to which Salesforce Edition you have.

  • Enable Collapsible Sections

 Collapsible sections let users collapse or expand sections on their record detail pages by using the arrow icon next to the section heading. When enabling collapsible sections, make sure your section headings are displayed for each page layout. Sections remain expanded or collapsed until the user changes the settings for that tab. If your org has enabled record types, Salesforce remembers a different setting for each record type.

  • Show Quick Create

The Quick Create area on a tab home page allows users to create a record quickly with minimal information. It displays by default on the tab home pages for leads, accounts, contacts, forecasts, and opportunities. You can control whether the Quick Create area is displayed on all relevant tab home pages.

  • Enable Hover Details

Hover detail displays an interactive overlay containing record details. Details appear when users hover over a link to that record in the Recent Items list on the sidebar, or in a lookup field on a record detail page. Users can quickly view information about a record before clicking to view or edit the record. The record’s mini page layout determines which fields are included in the hover details. Users can’t customize which fields appear. This option is enabled by default. 

  • Enable Related List Hover Links 

Related list hover links display at the top of record detail pages and custom object detail pages in Setup. Users can hover over a related list link to display the list and its number of records in an interactive overlay. Users quickly view and manage the related list items from the overlay. Users can also click a related list hover link to jump to the related list without having to scroll down the patge. This option is enabled by default.

  • Enable Separate Loading of Related Lists

When enabled, users see primary record details immediately. As the related list data loads, users see a progress indicator. Separate loading can improve performance on record detail pages for orgs with large numbers of related lists. This option is disabled by default. The options for separately loading related lists don’t apply to Visualforce pages, the Self-Service portal, or other pages for which you can’t control the layout.

  • Enable Separate Loading of Related Lists of External Objects

When enabled, related lists of external objects are loaded separately from primary record details and related lists of standard and custom objects. External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org. It can take awhile to retrieve data from an external system, depending on the network latency and availability of the external system. The Enable Separate Loading of Related Lists of External Objects option is conveniently selected by default. The options for separately loading related lists don’t apply to Visualforce pages, the Self-Service portal, or other pages for which you can’t control the layout.

  • Enable Inline Editing

Inline editing lets users quickly edit field values, right on a record’s detail page. This option is enabled by default and applies to all users in your org. 

  • Enable Enhanced Lists

Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity. When enabled with the Enable Inline Editing setting, users can also edit records directly from the list, without navigating away from the page. This option is enabled by default.

  • Enable the Salesforce Classic 2010 User Interface Theme

This option is not related to Lightning Experience. In this case, “Salesforce Classic 2010 user interface theme” refers to the newer version of Salesforce Classic, which is the interface that immediately precedes Lightning Experience. Enabling this option turns on the updated Salesforce Classic look and feel. Disabling it turns on the Salesforce Classic 2005 user interface theme —the classic, classic Salesforce interface.

  • Enable Tab Bar Organizer

The Tab Bar Organizer arranges tabs in the main tab bar to prevent horizontal scrolling of the page. The Organizer dynamically determines how many tabs can display based on the width of the browser window. It puts tabs that extend beyond the browser’s viewable area into a drop-down list.

  • Enable Printable List Views

Printable list views let users easily print list views. If it’s enabled, users click the Printable View link from any list view to open a new browser window, displaying the list view in a print-ready format. The link is located next to the Help for this Page link in the colored title bar of the page.

  • Enable Spell Checker on Tasks and Events 

Available in all Editions. Enables the Check Spelling button when users create or edit tasks or events. The spell checker analyzes the Description field on events and the Comments field on tasks.

  • Enable Customization of Chatter User Profile Pages

Enables administrators to customize the tabs on the Chatter user profile page. This includes adding custom tabs or removing default tabs. If disabled, users see the Feed and Overview tabs only.

 Sidebar Settings 

  • Enable Collapsible Sidebar

The collapsible sidebar enables users to show or hide the sidebar on every page that normally includes it. When enabled, the collapsible sidebar is available to all users in your org, but each user can choose how to display the sidebar. Users can leave the sidebar visible, or they can collapse it and show it only when needed by clicking the edge of the collapsed sidebar.

  • Show Custom Sidebar Components on All Pages

If you have custom home page layouts that include components in the sidebar, this option makes the sidebar components available on all pages for all org users. If you only want certain users to view sidebar components on all pages, grant those users the “Show Custom Sidebar On All Pages” permission.

Calendar Settings 

  • Enable Home Page Hover Links for Events

Enables hover links in the calendar section of the Home tab. On the Home tab, users can hover the mouse over the subject of an event to see the details of the event in an interactive overlay. This option is enabled by default. This checkbox only controls the Home tab; hover links are always available on other calendar views.The fields available in the event detail and edit overlays are defined in a mini page layout.

  • Enable Drag-and-Drop Editing on Calendar Views

Enables dragging of events on single-user, daily and weekly calendar views. This allows users to reschedule events without leaving the page. This option is enabled by default.

  • Enable Click-and-Create Events on Calendar Views

Lets users create events on day and weekly calendar views by double-clicking a specific time slot and entering event details in an interactive overlay. The fields available in the event detail and edit overlays are defined in a mini page layout.Recurring events and multi-person events aren’t supported for click-and-create events on calendar views.

  • Enable Drag-and-Drop Scheduling on List Views

Lets users create events associated with records by dragging records from list views to weekly calendar views and entering event details in an interactive overlay. This option is disabled by default. The fields available in the event detail and edit overlays are defined in a mini page layout.

  • Enable Hover Links for My Tasks List

Enables hover links for tasks in the My Tasks section of the Home tab and on the calendar day view. This option is enabled by default. Users can hover the mouse over the subject of a task to see the details of that task in an interactive overlay.Your administrator can configure the information presented on these overlays.  

Setup Settings 

  • Enable Enhanced Page Layout Editor

When enabled, the enhanced page layout editor replaces the current interface for editing page layouts with a feature-rich WYSIWYG editor that includes several improvements.

  • Enable Enhanced Profile List Views

Enables enhanced list views and inline editing on the profiles list page. With inline editing in enhanced profile list views, you can manage multiple profiles at once.

  • Enable Enhanced Profile User Interface

Enables the enhanced profile user interface, which allows you to easily navigate, search, and modify settings for a single profile.

  • Enable Streaming API

Enables Streaming API, which lets you receive notifications for changes to data that match a SOQL query that you define in a secure and scalable way. This field is selected by default. If your Salesforce edition has API access and you don’t see this checkbox, contact Salesforce.

  • Enable Dynamic Streaming Channel Creation

Enables dynamic channel creation when using the generic streaming feature of Streaming API. When enabled, generic streaming channels get dynamically created when clients subscribe, if the channel hasn’t already been created. This field is selected by default. If your Salesforce edition has API access and you don’t see the checkbox, contact Salesforce.

  • Enable Custom Object Truncate

Enables truncating custom objects, which permanently removes all the records from a custom object while keeping the object and its metadata intact for future use.

  • Enable Improved Setup User Interface

When disabled, users with Salesforce Classic access their personal settings from the Setup menu. When enabled, users with Salesforce Classic access their personal settings from the My Settings menu, accessible from the username menu. The Setup link is also moved from the username menu to the Force.com App Menu. If you change this setting, be sure to notify all users in your org.

  • Enable Advanced Setup Search (Beta)

When enabled, users can search for Setup pages, custom profiles, permission sets, public groups, roles, and users from the sidebar in Setup. When disabled, users can search for Setup pages only.Some searchable items (such as permission sets) aren’t available in some editions. Users can’t search for items that aren’t included in their edition.

Advanced Settings 

  • Activate Extended Mail Merge

Enables Extended Mail Merge for your org. When selected, the Mass Mail Merge link is available in the Tools area on the home pages for accounts, contacts, and leads. Also, single mail merges requested from the Activity History related list on a record are performed using Extended Mail Merge functionality.

Extended Mail Merge is available by request only. Contact Salesforce Customer Support if you are interested in this feature.Always save Extended Mail Merge documents to the Documents tab

Mail merge documents generated using Extended Mail Merge are added to the user’s documents folder on the Documents tab, rather than delivered as email attachments. Users are sent confirmation emails when their mail merge requests have completed. Those emails include links for retrieving generated documents from the Documents tab. These documents count against your org’s storage limits.

Courtesy:

  https://help.salesforce.com/articleView?err=1&id=customize_ui_settings.htm&siteLang=en_US&type=0

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