SFDC User Interface

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This document provides an overview of the Salesforce user interface and customization options. It discusses components of the home page layout, public and personal tags, search settings, and various UI settings that can be configured like collapsible sections, quick create, and hover links. Calendar functionality and drag and drop editing are reviewed. Finally, it mentions enhanced profile views and links to additional Salesforce training resources from the author.

Technology

Agenda
Home Tab
Home Page Components and Layout
Public and Personal Tags
Search Settings
UI Settings
• Collapsible Sections
• Quick Create
• Hover Details and Related List Hover Links
• Inline Editing
• Enhanced Lists
• Printable List views
Sidebar
• Collapsible Sidebar

Home Page Components and Layout
Setup | Customize | Home | Home Page Components
Setup | Customize | Home | Home Page Layouts

Public Tags
Setup | Customize | Tags | Tag Settings

Personal Tags
Setup | Customize | Tags | Tag Settings

Configure Search Settings
Setup | Customize | Search | Search Settings

Global Search
Setup | Customize | Search | Search Settings

Search Custom Layouts & Filters
Setup | Customize | Object | Accounts / Contacts / Users | Search Layouts

User Interface Settings
Setup | Customize | User Interface

Collapsible Sections
Setup | Customize | User Interface

Quick Create
Setup | Customize | User Interface

Hover Details and Related Lists Hover Links

Inline Editing
Setup | Customize | User Interface

Enhanced Lists
Setup | Customize | User Interface

Printable List Views
Setup | Customize | User Interface

Collapsible Sidebar
Setup | Customize | User Interface

Hover Links for Events and Tasks on Home Page
Setup | Customize | User Interface

Drag and Drop Editing on Calendar Views
Setup | Customize | User Interface

Click-and-Create Events on Calendar Views
Setup | Customize | User Interface

Drag-and-Drop Scheduling on List Views
Setup | Customize | User Interface

Additional Information
Look for additional SFDC Topic Reviews, Articles and Video Series on my social media
channels
LinkedIn http://de.linkedin.com/in/simeontzanev
Blog http://tzanevs.wordpress.com/
Twitter smtzanev
@ Email mail@simeontzanev.info

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SFDC User Interface

1. SFDC User Interface Simeon Tzanev

2. Agenda Home Tab Home Page Components and Layout Public and Personal Tags Search Settings UI Settings • Collapsible Sections • Quick Create • Hover Details and Related List Hover Links • Inline Editing • Enhanced Lists • Printable List views Sidebar • Collapsible Sidebar

3. Agenda Calendar • Hover Links for Events and Tasks on Home Page • Drag & Drop Editing on Calendar Views • Click & Create Events on Calendar Views • Drag & Drop Scheduling on List views Setup • Enhanced Profile List Views • Enhanced Profile User Interface

4. Home Tab

6. Public Tags Setup | Customize | Tags | Tag Settings

7. Personal Tags Setup | Customize | Tags | Tag Settings

8. Configure Search Settings Setup | Customize | Search | Search Settings

9. Global Search Setup | Customize | Search | Search Settings

10. Search Custom Layouts & Filters Setup | Customize | Object | Accounts / Contacts / Users | Search Layouts

11. Search Custom Layouts & Filters

12. User Interface Settings Setup | Customize | User Interface

13. Collapsible Sections Setup | Customize | User Interface

14. Quick Create Setup | Customize | User Interface

15. Hover Details and Related Lists Hover Links

16. Inline Editing Setup | Customize | User Interface

17. Enhanced Lists Setup | Customize | User Interface

18. Printable List Views Setup | Customize | User Interface

19. Collapsible Sidebar Setup | Customize | User Interface

20. Hover Links for Events and Tasks on Home Page Setup | Customize | User Interface

21. Drag and Drop Editing on Calendar Views Setup | Customize | User Interface

22. Click-and-Create Events on Calendar Views Setup | Customize | User Interface

23. Drag-and-Drop Scheduling on List Views Setup | Customize | User Interface

24. Enhanced Profile User Interface Setup | Customize | User Interface

25. Enhanced Profile List Views Setup | Customize | User Interface

26. Additional Information Look for additional SFDC Topic Reviews, Articles and Video Series on my social media channels LinkedIn http://de.linkedin.com/in/simeontzanev Blog http://tzanevs.wordpress.com/ Twitter smtzanev @ Email mail@simeontzanev.info

SFDC User Interface

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