To provide the best working environment to its users Salesforce enables you to Setup the different User Interface (UI) controls. This Setting is available for both Salesforce Classic and Lightning Experience. In this tutorial, we are going to discuss various User Interface (UI) controls Setup that an Admin needs to be implemented in an organization. This tutorial of Salesforce Lightning User Interface (UI) is designed for both beginners and professionals who want to gain knowledge of Salesforce Lightning User Interface (UI) and also preparing for the Salesforce Administrator certification.
What is User Interface (UI) in Salesforce Classic and Lightning?
Salesforce contains various APIs (Application programming interface) but the main problem is which API is best for your user? API is intermediary software that enables a user or application to communicate with the other such as Facebook, Twitter, Gmail, etc. Similarly in Salesforce, the user needs to communicate with the software while building a web or mobile application. It enables a user to create, view, modify and delete the data in Salesforce.
In simple words, User Interface is a screen view where a user interacts with other users or software through API.
Why Setup User Interface (UI) in Salesforce?
Salesforce provides various features to its users by setting up a User Interface. You can modify the User Interface setting as well as customize the applications to meet your customer needs. You can increase access to different layers of the Salesforce platform by setting up the User Interface.
There are various reasons to set up User Interface in Salesforce Lightning are as follows:
- Set up a Home page in both Salesforce Lightning and Classic platforms.
- Customize the record page setting
- Select the language, locale, and currency
- To define the fiscal year
- To provide Maps and Location services
- Customize the objects such as contact, chatter, report, and Dashboards
- To implement the Multi-Factor Authentication (MFA) in the Salesforce log in process
- Enable Hover details and Inline editing
- Show Quick create
- Enable Collapsible Sections
- Enable enhanced list, tab bar organizer, Salesforce notification banner, etc.
- New release updates on the Salesforce platform, etc.
How to set up User Interface in Salesforce classic?
Salesforce provides a feature of streamlined experience for viewing and managing the tasks to its users and administrators. There are some steps to Setup a User Interface as follows;
- Login to your Salesforce account.
- Click the Setup button at the top right corner of your screen.
- Enter the User Interface in the quick search box at the top left corner on the side navigation bar.
- Select User Interface
- Select Enable Improved Setup User Interface in the advanced option below of your screen.
However, you can find different items in the Setup menu with advanced setup search beta as shown in the above image.
What are various User Interface (UI) Settings in Salesforce?
As an Administrator, you can view, modify, or delete various user Interface settings in Salesforce. It is available for Salesforce Classic and Lightning Experience platforms.
There is some User Interface settings are as follows:
User Interface Setting:
Enable Collapsible Sections
You can enable a collapsible section to expand and collapse the detail page by using an array. However, it will remain the same until the setting will not be changed. Before enabling this section, the user interface is shown as mentioned in the above image. When Collapsible Section enabled, User Interface (UI) will be shown as in the below image.
Show Quick Create
Show Quick Create setting enables a user to quickly creates a record with less information. It displays automatically on home pages such as Accounts, Leads, and Opportunities but you can also customize other home pages such as Accounts, Records, Dashboards, Chatter, Files, Products, etc.
Enable Hover Detail
To make an attractive display having record detail on the sidebar, you can enable this setting. It enables you to check information without viewing and editing the record. This setting is enabled by default in all user’s accounts.
Record display when Hover Detail Enabled-
To view Hover Details user needs appropriate sharing access and field-level security access from their Administrators.
Record display when Hover Detail disabled-
Enable Related List Hover Links
To display the list of records with their numbers, you can enable Related List Hover Links setting. You can quickly view and manage related list items with their numbers, further, it enables a user to directly move on the related list without scrolling the page. When an account created, this option is enabled by default for all users.
Enable Separate Loading of Related Lists
To improve a large number of related lists loading and quick view of primary records details, you can enable Separate Loading of Related Lists.
Note– This option is only enabled in Salesforce Classic and for Lightning Experience and Visualforce pages it is disabled by default.
Enable Inline Editing
This setting enables a user to quickly editing of field values on the record detail page.
Enable enhanced list
This setting enables you to edit records directly from the list. Further, an enhanced list enables a user to quickly view, customize, and modify the list with enhanced speed.
Enable Collapsible Sidebar
This setting enables all Salesforce users to show or hide the sidebar feature on every page and users can choose how to display the sidebar also. In call centers, customer care executives can’t see incoming calls if this sidebar is collapsed.
Show Custom Sidebar Components on All Pages
This option enables a user to show a sidebar component display on all pages. As an Administrator, you can enable or disable users to use this feature by granting the permission “Show Custom Sidebar On All Pages” in the user interface section.
Enable Home Page Hover Links for Events
This option enables a user to see the detail of an event by hovering the mouse over the subject of that event. You can hover links in the calendar section of the home page.
Enable Drag-and-Drop Editing on Calendar Views
This option is enabled by default for the Salesforce Lightning platform. This section facilitates a user to reschedule an event without leaving the page.
Enable Click-and-Create Events on Calendar Views
You can create an event on the day and weekly calendar views by double-clicking for the particular time by enabling this setting.