This chapter’s objectives are:
- 3.1 – Distinguish between the various UI settings that and administrator controls, including the implications (e.g. UI settings, search settings, list views, home page layouts)
3.1 – Distinguish between the various UI settings that and administrator controls, including the implications (e.g. UI settings, search settings, list views, home page layouts)
Global User Interface Settings:
- To go to the UI Settings, go to Build | Customize | User Interface (last link)
Settings that can be changed (these settings are org-wide and impact all users.):
- Enable Collapsible Sections: collapse or expand sections on record detail pages by using the arrow icon next to the section heading
- Show Quick Create: as part of the sidebar of each page tab
Enable Hover Details: Details appear when users hover over a link to a record in the Recent Items list on the sidebar, or in a lookup field on a record detail page
Enable Related List Hover Links: this enables the Hover Details when you place the cursor on the links to related lists on top of page
- Enable Separate Loading of Related Lists: loads primary details first, then the rest in the related lists below showing a Loading icon.
Enable Separate Loading of Related Lists of External Objects : same related lists of external objects
- Enable Inline Editing: double click to edit, instead of clicking on edit then edit in new page
Enable Enhanced Lists: lets you edit the list display columns, and inline edit in the list
- Enable the Salesforce Classic 2010 UI Theme: this is the enhanced blue theme vs. old orange
- Enable Tab Bar Organizer: displays number of tabs based on the browser and window width. Extra are +.
- Enable Printable List Views: print-friendly version of list view result – click on Printer, opens new window
Enable Salesforce Notification Banner: the banner that appears on the top (see below)
- Disable Lightning Experience IE11 Support Deprecation Notification: hide auto-notification about “support of Lightning Experience in IE11 ending on Dec 16, 2017”.
- Enable Spell Checker on Tasks and Events: self-explanatory
- Enable Customization of Chatter User Profile Pages: Enables administrators to customize the tabs on the Chatter user profile page
- Enable Collapsible Sidebar: the sidebar on the left can be collapsed as opposed to static showing
- Show Custom Sidebar Components on All Pages: Shows any custom components on sidebar. If you want for only certain users, then grant those users the “Show Custom Sidebar On All Pages” permission
- Enable Home Page Hover Links for Events: hover mouse over subject of an event to see the details of the event in an interactive overlay.
- 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
- Enable Click-and-Create Events on Calendar Views: create events on day and weekly calendar views by double-clicking a specific time slot and entering event details in an interactive overlay
- Enable Drag-and-Drop Scheduling on List Views: 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.
- Enable Hover Links for My Tasks list: hover links for tasks in the My Tasks section of the Home tab and on the calendar day vie
- Enable Middle Names for Person Names
- Enable Name Suffixes for Person Names
- Enable Middle Names for Person Names
- Enable Enhanced
Page Layout Editor: page editor feature-rich editor that includes several improvements
- Enable Enhanced Profile List Views: inline editing in profile list views, manage multiple profiles at once
- Enable Enhanced Profile User Interface: easily navigate, search, and modify settings for a single profile
- Enable Streaming API:
- Enable Dynamic Streaming Channel Creation:
- Enable “Set Audit Fields upon Record Creation” and “Update
Records with Inactive Owners” User :Permissions
- 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, setup under your name and it includes My Settings. When enabled, setup link independent and My Settings under your name.
- Enable Advanced Setup Search (Beta): searches for Setup pages, custom profiles, permission sets, public groups, roles, and users from the sidebar in Setup. When disabled, searches for Setup pages only.
- Enable Enhanced
Tools for Ease and speed of administration:
- Force.com quick access menu: should be enabled for the user in the user settings (my settings, or Admin selecting the User link, (not Profile nor Permission set).
- It allows you to quick access admin stuff.
Advanced Setup Search (Beta): check few lines above. You should hit Enter to make the search field act as Advanced Setup Search instead of just Quick Find.
Setup – Force.com Home:
Accessed from the Setup link, and it contains:
- Getting Started (generates a basic App),
- Recent Items (shows recent metadata items that you’ve viewed, edited, or created and their related objects)
- System Overview: displays messages to remind you when your organization reaches its usage limits
- Quick Links: links for managing tools, users, apps, security, data
- Community: showcases available resources
External link in the right pane
System Overview page:
From: Monitor | System Overview
- Schema: custom objects, data storage
- Business Logic: rules, triggers, apex classes, apex code characters used (max 3M)
- UI: custom apps, custom tabs
- Most used licenses
- API Usage: API request last 24 hrs
- Access is: Build | Customize | Search | Search Settings
Global Search vs. Sidebar Search
- Side bar Search is enabled by default when Chatetr is not yet enabled. You access it via the Home Page Left Column.
- Global Search is automatically enabled when Chatter is enabled. It cannot be enabled otherwise. Position of the search bar is above the tabs
- Global Search will return more search results than sidebar search, as it indexes most custom fields and additional data (articles, documents, products, and more).
When Chatter is disabled, sidebar search is present. Sidebar search does not return personalized results. It also returns fewer search results than Global Search, as it indexes only select fields (name, address, phone, email, custom fields that are either unique or an external id).
- Check this video: Salesforce Search: Find What You’re Looking For
Search settings include:
- Settings – see screenshot
- Number of Search Results Displayed Per Object
- Enhanced lookups provide an updated lookup dialog interface that gives users the ability to filter, sort, and page through results as well as customize columns.
- Lookup auto-completion displays suggestions from the Recent Items list as you type.
- Useful words or short phrases – associated with records. Search for records using tags.
- Example, I tag many accounts with “Green Tag” to easily get these exact account
- Can be Personal Tag (only you can see) or Public (all can see)
- Personal Tags must be enabled by the Admin: Build | Customize | Tags
- When enable personal tags, you can choose to apply it to: Reports, Documents, notes and Dashboard (all other records are enabled) and you can select which page layout it will show in
- Once enabled, you can see the button Add Tags on the top right of a Record.
- You can disable Tags for Opportunity for example, by going to its Page Layout – Layout Properties (next to save)
Home Page Layouts:
- Home Page Layouts determines which components are displayed on the Narrow Left column and Wide Right column off the Home Page.
- Home page layouts are assigned based on the user’s profile: go to Home Page Layout (second link), and click on Page Layout Assignments to see list of Profile and their Home Page :
Custom components can be added for different Profiles. To create a new one, go to Build | Customize | Home
- Components: you add components like HTML, Image, and Links…
- Layouts: you organize the layout of the Home page: add the components you want, choose left Narrow column or right Wide Column and choose the order of the components in the Layout
Object Page layout:
- Page layout is the look and feel of an Object page. It contains Fields, Buttons, Custom links, Visualfore pages and related Lists
Configure Page Layout by going to the Object in question (Standard or Custom) and then Page Layout section:
- can add any field (that you already created before in the Field section of the Object)
- Can set field as read-only or Required
- Section dividers
- Custom Links
- Related Lists are all related Objects. Here you can change the column view of the related list and sort by
Page Layout assignment: after creating the page layout, you can click on “Page layout assignment” to see the layout assignment by Profile and Record Type
Filed-level security and page layout:
- Page Layout only impacts the visual interaction between user and page
- Field level security is the thing to use for proper access control to organization data
To add a section to page layout:
- To make section on the page expandable, click on section Property, and checkbox the “Detail page”.
- Make sure you enabled “Enable Collapsible Sections” in UI settings
Buttons & Links:
- There are 3 types of buttons/links display:
- Detail Page Links: Displayed under custom links below the fields on a page layout:
- Detail Page Buttons: Main buttons (e.g. New), displayed above and below fields on a page layout.
- List Buttons: Displayed within a list view or related list. List buttons allow users to select multiple items in the list and perform an action on all of them at once. To add list buttons to list views, edit the list view layout in search layouts. To add list buttons to related lists, edit the related list properties on the page layout where the Candidate related list appears.
- Custom buttons and links allow you to create links to other sites and applications (for instance, create a custom link to your billing system that passes the Salesforce account name or account id, or a Google Search on a candidate name that takes the search term as the candidate name).
- To create, edit buttons for standard objects, go to Build | Customize | Object Name| Buttons, Links and Actions
- For custom Objects, go to: Build | Create | Object | Object name – scroll to Buttons section
- Create the button, and make sure to add it to the Layout
- Buttons and Link examples Link
Applications & Tabs:
- App = Collection of Tabs and Logo
- To upload a logo, go to the Document tab (Object), and upload the photo to a Folder called Logos. Make sure to check the box “Externally available Image” to be able to be used in an App.
- To create the App: Build | Create | Apps – New Custom App, name it, select the logo, select the tabs, assign which Profiles this App is available to, and if it’s the default App. Now users can select that App from top right.
- The application influences the list of tabs displayed on top of the screen, and the logo on the top left
- User can customize tabs (order and visibility), but admin can prevent this in the App settings.
- Standard Apps cannot be deleted (can be unassigned from all profiles). Its name and logo cannot be changed
- Custom Apps can be fully customized and deleted. Therefore it is common for organizations to exclusively use custom applications
- An application includes a list of tabs that are conditionally displayed to the user when the application is selected.
- The tab is displayed according to the user’s profile and any change performed by the user (user can choose tab to show by clicking on +).
Tab visibility is controlled by the profile. Each object tab is set to:
- Default On: Displayed (unless user removes by customizing tabs) along the navigational bar IF included in the application.
- Default Off: Not displayed but can be selected and added by clicking on +
Hidden: never be shown to the user and cannot be selected by clicking on +
- Example: 2 Sales teams, Inside (mainly leads), Outside (mainly Account and Opty). 1 App for both teams, but 2 Profiles, Inside Profile has Leads tab Default On, Account and Opty Default Off, other Outside Profile has the reverse.
There are 4 types of custom tabs:
- Custom Object Tabs: Exposes data within a custom object to users: example. Lead tab. It displays on the main Object page: List View selection, Recently Viewed items and if an Object has a tab, then its records are included in Search results.
- Web Tabs: Displays a website within the Salesforce application.
- Visualforce Tabs: Displays a VisualForce page within the Salesforce application.
- Lightning Page Tabs: lets you add Lightning Pages to the Salesforce1 navigation menu.
- Use object-level security to secure access to data within Salesforce.
- Use tab visibility to control the user experience (which tabs can be selected within the user interface)
- To view an object tab, the user must have read permissions to the object (e.g. to view the leads tab the user must be able to read the leads object). Otherwise, there is no correlation between tab visibility and object-level security.
- For instance, the leads tab is hidden on the inside sales profile. However, the inside sales profile has CRED (create, read, edit, delete) privileges to the lead object, and has API access. Users assigned this profile could still access lead data via the API.
- Quickly filter a list of records
- Mass Edit
- Print Out
- Standard views are within the system, and can be edited by the Admin.
- Admin can also change settings for the Standard List Views (visibility)
- Custom views are created by the user himself
How to do it: from the Object page, select New View and enter:
- View name, Filter Criteria, Fields to display, Visibility (for Admins only)
- Only shows Records that you can see
- Admin can select which users see the List View
- List view and reports – what’s the difference? Generally speaking: A list view is used to quickly segment, and then take action on records. A report is used to summarize record data for analysis.
- A modern, productivity-boosting user experience designed to help sales reps close deals Lightning fast
- Released with Winter ’16. The name Lightning means, fast and beautiful like the storm Lightning.
- It provides a responsive UI (adapts based on device used), sales board for quickly managing opportunities, new report and dashboard visualization, real-time duplicate alerts, address auto-completion, and tons more.
- Although it is for sales only now, Lightning Experience won’t end there. It’s really just the beginning!
- Lightning Experience will transform Salesforce CRM and extend to service, apps, platform, and more
- All this change is greatly influenced by the rise of mobile.
- That’s why Lightning Experience takes the cool stuff from the mobile experience and brings it to the desktop.
- Admin should give Permission Set to users before LEX / Users can switch between LEX and Classic (top right)
- Salesforce Classic refers to the traditional (not Lightning Experience) full desktop browser user interface.
Performance Chart: lets you know how much you closed and your target
- Account Insights: recent news of your accounts
- Assistant: shows items that require actions
Opportunity Kanban: high level view of where opportunity stands in the pipeline. Can drag drop to different stages.
Drill down to the Opportunity details with the Opportunity workspace: past actions, next actin plans. Can add reminders.
So is Lightning Experience Right for Me?
- Does the stuff you get with Lightning Experience outweigh what you can’t do without Salesforce Classic?
- Lightning Experience is a new, modern user interface for your sales reps to help them sell faster and smarter. Lightning Experience includes many new feature and entirely redesigned pages, but not every Salesforce feature is supported in Lightning Experience. So the Salesforce experience you’ve known to date—called Salesforce Classic—is still available for you, and the users you enable for Lightning Experience can switch between the two at will.
Editions and Licenses:
- Supported licenses: Group, Professional, Enterprise, Performance, Unlimited, Developer Edition
- Unsupported Editions: Personal, Contact Manager, Database.com, chatter.com Editions
- Supported licenses: Salesforce, All Salesforce Platform and Force.com (excluding Force.com Free), Identity User. Company (Employee) Community
What’s Not in Lightning Experience?
- Force.com Quick Access Menu
- Custom Branding: custom colors, logo,
- Custom Help
- AppExchange Apps with Custom Objects, Visualforce Pages, and More
- Can’t edit standard fields directly from the object detail page
- Home: Items to approve, Customizable dashboards and home page components
- Accounts and Contacts: Account teams, Account and contact hierarchy, Person Account (Beta)
- Campaigns (Beta): Clone campaign members, Add and manage campaign members from a list view
- Leads: Find and merge duplicate leads
- Opportunities: Opportunity splits, Similar opportunities, Big deal alerts
- Reports: Report folder sharing and creation, Export reports, Schedule report refreshes, Cumulative Line, Multimetric, Pie, Scatter chart types, Joined reports
- Other: Inline editing in lists, Forecasting, Territory Management, SF communities, Service Cloud, Work.com
What’s not in Lightning:
Full comparison between Classic nad Lightning:
Not every business scenario is supported in Lightning Experience yet. For example, these scenarios aren’t supported:
- You’ve enabled standard quotes in Salesforce to support your field sales team, so they can generate quotes during customer visits.
- You’ve set up collaborative forecasting for your sales ops team to support the sales process and manage your company’s pipeline.
- You’ve deployed Salesforce Console for Sales for your inside sales team to help them manage multiple leads simultaneously.
Enabling Lightning Experience:
- Before migrating, you need a clear plan which helps you do things in the right order, identify key resources, communicate with everyone, and have a clear end date in mind.
For a user to access the Lightning Experience, the following must occur:
- The Lightning Experience needs to be enabled (org-wide settings).
- The user must be assigned the “Lightning Experience User” permission. Enabled by default (via profile or permission set).
Check the Migration Assistant in Setup | Lightning Experience. It will guide you on how to transition to Lightning: learn, experience features and evaluate and preview.
- Enable the Recommended Features First
Switch users who have can use Lightning. These will now have LEX UI, but can switch back to Classical
Finally, enable the LE:
Now the selected users will have LE UI, but all other users can switch to LE if their profile has the LE. permission