Read to learn more about Salesforce – Global UI Customizations. Learn to work with organization wide settings as an administrator in the Classic interface. Lightening will be covered in a series of upcoming posts. Navigate to Setup > Customize >… Read More ›
Salesforce
Salesforce – Customize Home Page
This post covers a walkthrough of Salesforce – Customize Home Page features. Some content for customizing the Lightning Home Pages have already been covered, for example, by using the Chrome extension, https://blog.westmorr.com/2024/02/24/salesforce-chrome-extension/. More on Lightning page customizations will follow when… Read More ›
Salesforce – Display and Layout Customizations
There are a few Salesforce – Display and Layout Customizations available at both the per-user and org-wide level. And, not unexpectedly, there are different options available whether one is in classic vs. Lightning UI. See the screenshot below with Classic… Read More ›
Salesforce – Chrome Extension
There is a Salesforce – Chrome Extension available, “that’s designed to complement the user experience with continuous productivity feature releases. Select which features you want your users to have access to”. Looking at the UI in Setup, click the “Google… Read More ›
Salesforce – Themes
This post provides a quick review of Salesforce – Themes. More on this topic is available in the documentation here @ https://help.salesforce.com/s/articleView?id=sf.brand_your_org_in_lightning_experience.htm&type=5 Themes are found in the main organization Setup and configuration: Once here, Salesforce provides multiple OOTB themes which… Read More ›
Salesforce – Density Settings
This post on Salesforce – Density Settings demonstrates how to update the user interface density as a User and for the entire organization as an Admin. More precisely density is described as follows, from https://developer.salesforce.com/docs/platform/lwc/guide/data-display-density.html, is, “the display density setting… Read More ›
Salesforce – Following Records
This is a post highlighting an overview of Salesforce – Following Records. To start the demonstration, I’ve navigated to an Account record. Afterwards, click on the “Follow” button, which will change to “Following” after the action registers. What I found… Read More ›