Slaesforce FAQ

how to edit salesforce interface

by Claud Wehner Published 3 years ago Updated 2 years ago
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Just click Setup | Customize | User Interface. At the bottom is a check box “Enable Improved Setup User Interface”. My Personal Setup is now My Settings

The available user interface settings vary according to which Salesforce Edition you have.
...
From Setup, search for User Interface in the Quick Find box.
  1. Configure User Interface Settings. ...
  2. Set Up the User Interface in Salesforce Classic. ...
  3. Disable the Salesforce Notification Banner.

Full Answer

How to create interface in Salesforce?

How to create interface in salesforce? Where to create a interface in salesforce? AppSetup --> Develop --> Apex classes --> click new button --> copy and paste the interface code and save it. How to get the return value in VS page??

What's new in Salesforce setup?

New in the Summer ’13 release, Salesforce improved the Setup user interface with an Improved Salesforce Setup Menu Interface. Now for the experienced Admin the first time you enable the new interface it will take you back to the first days of being an Admin- at least it did for me.

How do I enable user interface testing in Salesforce?

And as a Good Salesforce Admin you should ALWAYS test in a Development or Sandbox org first. That said, it’s easy to enable. Just click Setup | Customize | User Interface .

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.

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What is user interface settings in Salesforce?

Modify your org's user interface by enabling or disabling these settings. The available user interface settings vary according to which Salesforce Edition you have....Customize User Interface Settings.User Permissions NeededTo modify user interface settings:“Customize Application”

How do I create a custom UI in Salesforce?

4:4220:24Building a Custom UI with Lightning Web Components - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can define user interface using an html. File you can write your components logic in aMoreYou can define user interface using an html. File you can write your components logic in a javascript. File this is the only file required if you are building a utility component besides the metadata.

What is Salesforce lightning interface?

Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS), Lightning app builder and Lightning Components to create modern enterprise applications.

How do I turn on sidebar in Salesforce?

Go to Setup --> Customize --> User Interface and uncheck or check "Enable Collapsible Sidebar" check box.

How do I customize Salesforce?

Customize Your Salesforce OrgFind Object Management Settings. Salesforce lets you personalize your object model with features like custom fields, page layouts, and validation rules. ... Control User Access to Fields. ... Custom Help Content. ... Tailor Business Processes to Different Users Using Record Types. ... Manage Your Translations.

How do you create UI components?

The Ultimate Guide to Building a UI Component Library—Part 1: Creating a PlanEvery company should have a standard library of UI components. ... Option 1: Choose one framework. ... Option 2: Support multiple frameworks. ... Option 3: Write framework-agnostic components.

What are the interfaces in LWC?

LWC provides a layer of specialized Salesforce services on top of the core stack, including base lightning components, Lightning Data Service, and User Interface API.

Can we implement multiple interfaces in Salesforce?

Salesforce does allow multiple interface implementation.

What is difference between classic and lightning in Salesforce?

What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.

What is Sidebar in Salesforce?

A Knowledge Sidebar is a display in a Salesforce Console that brings in relevant Salesforce Knowledge articles. Notably, the sidebar only displays for Salesforce Knowledge users once administrators set it up. The goal of the Knowledge Sidebar is to increase productivity amongst users.

How do I get rid of the side panel in Salesforce?

To Remove the Side Bar:With page open that you want to remove the sidebar from (e.g, Account), click the Setup (Gear) icon and choose Edit Page.Click on the Sidebar to select it and then click the Trash Can to remove it.

How do I add a sidebar in Salesforce lightning?

Enable the Integration on Opportunities in SalesforceGo to any Opportunity in Salesforce.Click the gear icon in the top-right.Select "Edit the page"Find "UserVoice_Feedback" in the left-hand container under the "Custom - Managed" section, and drag it where you want in the page's layout.More items...•

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.

App Manager : –

An app is a collection of items that work together to serve a particular function.

Record Types & Page Layouts

Page Layouts: – control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required.

Related Lists

Are used to see the information about all child records related to a parent records.

List Views

List view let’s you to view the filtered set of records of an object. For example, Account, Contact, Custom Object & etc.

Compact Page Layouts & Mini Page Layout

Compact page layout displays the record’s key field in a single glance in both Salesforce Mobile app and Salesforce Lightning environment.

Lightning App Builder

Lightning App Builder is a Point & Click Tool which is used to create Record, App & Home pages.

Further Learning

Here is playlist link for all recording. Please check Episode 4 to learn about Aggregating & Validating Salesforce Data .

Enabling the Improved Salesforce Setup Menu

Let me start by saying I enabled the improved interface in a Dev. org first and gave myself and other Admins a week or so to get used to it before we enabled it in our production org. And as a Good Salesforce Admin you should ALWAYS test in a Development or Sandbox org first. That said, it’s easy to enable.

My Personal Setup is now My Settings

As you can see from the graphic above Salesforce tossed out My Personal Setup and moved it to a very logical area under Your Name called My settings. Say what you will, but to me this makes sense to me. One of the issues I’ve had to deal with in terms of user adoption was getting users to click on setup to get to their settings.

Administration Setup is now Administer

With the My Personal Setup Menu out fo the way it makes sense to logically move up the Administration Setup menu and retitle it as “Administer”. As you can see in the graphic they basically left this menu alone, but pulled out a couple components that really did need their own section. So the new Administer section now has the following:

App Setup is now Build

The new Build section is basically the App Setup section with the “Deploy” section pulled out. I’m sure for Developers this makes life simpler and from an Admin training standpoint this also makes training a lot easier. So the Build Menu is now- Customize, Create, Develop.

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