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Navigation – User Interface (UI) Settings

Posted September 12th, 2008 in Certified Administrator and tagged , , by John Coppedge

Identify specific areas of the Salesforce Home Tab

The configuration of each home page component is company-wide (there isn’t much to configure, just links/messages).  Which components are displayed is determined by page layouts (profile-based).

Setup –> Customize –> Home –>Home Page Components
Setup –> Customize –> Home –> Home Page Layouts

There is a left pane and a right pane.  Components plug into each pane- each square is a component:

image

List of components:

Search
Create New
Recent Items
Messages & Alerts
Custom Links
Solution Search
Document Search
Product Search
Dashboard Snapshot
Items To Approve
Calendar
Tasks

(Tags can also be shown via Home Page Layouts)

 

Configure Search settings for your organization

Search settings are company-wide.

Setup –> Customize –> Search

Enable Object Drop-Down List for Sidebar Search: shows the filter by object above search
Enable "Limit to Items I Own" Sidebar Search Checkbox: shows checkbox

search

Auto-complete and Enhanced lookups are both configured on a per-object basis.

search options

With Enhanced Lookups enabled, when you click on the lookup dialog you will be presented with a feature more similar to the traditional:

enhanced lookup

Auto-Completion takes effect on the lookup fields where it is enabled.  Below auto-complete is enabled on accounts, so as I type into the account lookup field you can see it is enabled (blue):

auto complete

Changing the Results Displayed Per Object will change the number the maximum number of search results return per object (range is 5-50).  My example limits accounts to 5 results:

limit search results

 

Customize the Tabs a user can access or select from Tab settings

Default tabs are configured per profile.

Settings –> Manage Users –> Profiles

There are 3 settings:

Default On: tab will show unless user turns it off

Default Off: tab will not show unless user turns it on

Hidden: tab will not show, nor will it be listed under all tabs.  This does not prevent the user from viewing the data of this object type.

Users can show/hide tabs that are not marked "Hidden".  This just modifies their account; it is just a preference option.

 

Locate, identify, and explain the UI settings an administrator controls

User interface settings are company-wide.

Settings –> Customize –> User Interface

Enable Collapsible Sections: Allows you to condense page sections.

collapsible section open

Changes into

collapsible section closed

Show Quick Create: Adds quick create menu to sidebar, fields vary depending on tab selected (contact shown below).

 image

Enable Hover Details:  when you drag your mouse over a link it will provide basic information.

hover details 

Enable Related List Hover Links:  Extends the above functionality to links in related lists.

Enable Inline Editing:  This lets you edit a record without clicking the edit button before hand.  You just doubled click on the line you want to edit, and then click save.  Very handy.

in-line editing

Enable Enhanced Lists:  This will replace your default lists with an interface that will let you easily move column headers.  With both enhanced lists and inline editing editing enabled you can make changes directly while in the list.

accounts enhanced lookups

Enable Floating Report Headers (update: this option is now located under Reports & Dashboards –> User Interface Settings):  This will keep the headers of the report with the report as you scroll down multiple pages.

floating report header

Enable Printable List Views:  Enables a print friendly page from any list view.

Enable Collapsible Sidebar:  Makes the sidebar collapsible by the user (the same area as the left page of the home page).

Show Custom Sidebar Components on All Pages:  Makes any custom components added to the home page layout show all the time.  You can set "Show Custom Sidebar On All Pages" permission at the profile level to change this setting per-profile.

Enable Home Page Hover Links for Events: Same functionality as above for Home Page Links.
Enable Drag-and-Drop Editing on Calendar Views:  Lets you drag and drop calendar events to different dates/time without editing the event itself.
Enable Hover Links for My Tasks list:  Same functionality as above for Tasks.

6 Responses so far.

  1. Dave TruesdellNo Gravatar says:

    The Setup location reference for the “Locate, identify, and explain the UI settings an administrator controls” topic should read Setup> Customize> User Interface, not Setup> Customize> Search.

  2. John CoppedgeNo Gravatar says:

    Thanks Dave, updated.

  3. SunilNo Gravatar says:

    “Enable Floating Report Headers” has been moved to :

    Reports & Dashboards >> User Interface Settings

    where there is one more option “Use Auto-Complete When Choosing Dashboards”

    While some new settings added in User Interface Like

    Spell Checker
    Calender Hover settings

  4. DonNo Gravatar says:

    Quick Create is not what you show in your image. When I turn Quick Create on, I get a Quick Create section at the bottom of my left sidebar, with some field boxes. I believe it enables you to create records without inputting required fields.

  5. John CoppedgeNo Gravatar says:

    @Sunil @Don Excellent, thanks guys. Updated the post accordingly.

  6. NathanNo Gravatar says:

    The way search is configured has changed quite a bit with the release of Chatter. The old functionality, which you describe above, is disabled and instead there’s a Global Search at the very top of the page.

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