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.
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
- 5. Home Page Components and Layout Setup | Customize | Home | Home Page Components Setup | Customize | Home | Home Page Layouts
- 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