how to change my display in salesforce

Available in: Salesforce Classic (not available in all orgs) Available in: All editions except Database.com From your personal settings, if you’re using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. Otherwise, enter Display in the Quick Find box, then select Change My Display.

Full Answer

How to change the logo of a salesforce app?

For Standard App, like Sales, Call Center, and etc, you can't change the logo. What you can do is to add the Account tab into a custom app, and change the logo there. The blue color would still remain, but the SFDC logo would be replaced by the logo you selected. HI! Use HTML Home Page Components to set themes for Salesforce.

Where do actions display in Salesforce?

Actions display in different places, such as the highlights panel, Activity tab, and the Chatter tab. The actions are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout. Some actions aren’t supported in Lightning Experience.

How do I display a Visualforce page in Salesforce lightning experience?

Visualforce pages that you added to the page layout appear under the Details tab. Only Visualforce pages with Available for Lightning Experience, Lightning Communities, and the mobile app enabled display in Lightning Experience on Lightning pages, utility bars, and the Salesforce app.

What is the highlights panel in Salesforce?

The highlights panel contains key record fields and is the only part of a record page that you can’t customize using the page layout editor. The fields in the highlights panel are customized using a compact layout.

How do I switch to classic view in Salesforce?

Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.

How do I change my Salesforce settings?

0:093:57How to Change Your Personal Settings in Salesforce ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's click customize my tabs. Here we can add or remove the tabs at the top of the page so that weMoreLet's click customize my tabs. Here we can add or remove the tabs at the top of the page so that we only see the ones we need.

How do I change personal settings?

To change your settings, you might have to enter your password....On your Android phone or tablet, say "Hey Google, open Assistant settings." Or, go to Assistant settings.Tap Devices. your device.Under "Personalization," turn Personal results on or off.

Where is personal settings in Salesforce?

At the top of any Salesforce page, click the down arrow next to your name. Depending on your organization's user interface settings, you should see either Setup or My Settings in the menu. From the menu under your name, click Setup or My Settings.

How do I change the view in Salesforce lightning?

If you want to change any of the view settings, simply go to the gear icon. Here you can create a new view, rename an existing view, make a view private or public. You can also edit list filters which determines what data shows. You can select which fields to display as well as delete views.

How do I change my profile in Salesforce?

Click Gear icon | Setup | Users | Users.Find the User you want to edit.Click Edit next to the User's name.In the right-hand column of the User information, select your preferred profile type.Click Save.

How do I get to the Settings menu?

From the Home screen, tap Apps > the Apps tab (if necessary) > Settings . From the Home screen, tap the Menu key > Settings. Select a setting category and configure the desired settings.

Where do I find my personal settings?

1:172:18Step 1 - Personal Settings - YouTubeYouTubeStart of suggested clipEnd of suggested clipHere you can upload a profile photo. And change your name and email address or password from here. IMoreHere you can upload a profile photo. And change your name and email address or password from here. I would leave the email settings for here for the moment.

What is personal setting?

The Personal Settings of a user's profile will control many aspect of the user's interaction with their SmartSimple system. Your personal settings consist of the following: Contact details. Password. User System Setting.

Where is my profile on Salesforce?

In Salesforce Classic, your profile menu is your name. Same concept in Lightning Experience, although now you're represented by an avatar (1). Click your name to access your profile page, or click Settings to update your personal information (2).

What is personal setting in Salesforce?

Your personal settings help you customize your Salesforce experience. View or update your personal settings like your password and security question, email settings, and organize your tabs and pages.

Where is personal settings in Salesforce lightning?

Access Your Personal Settings in Lightning ExperienceAt the top of any Salesforce page, click your image.Click Settings.On the left side of the page, click a menu item to display its submenu, then click the item you want. Tip To quickly find a page, type the first few characters of its name in the Quick Find box.

Where do report charts appear in Lightning?

Report charts that you add to a page layout appear under the Details tab in Lightning Experience. When you add a report chart to a page layout, it can take a few moments before the chart appears on Lightning record pages.

Can you remove fields in Lightning Experience?

The top-down tab-key order, which allows users viewing a record detail page to move through a column of fields from top to bottom before moving focus to the top of the next column of fields, isn’t supported in Lightning Experience.

Can you edit a page layout in org?

If your org supports multiple page layouts, you can create a page layout from the Page Layouts related list on any object in the Object Manager. You can also edit or delete an object’s page layouts by clicking on a page layout in the Page Layouts related list.