Customize the Salesforce User Interface

It is rightly said that User Interface is like a joke. If you have to explain it then it’s not good enough. This episode will talk about customizing your Salesforce user interface to improve user experience. Let’s learn about how to Customize the Salesforce User Interface.

We will learn about App builder, how to create App and Tabs in Salesforce, Customizing Page Layouts using Record Types, and Mini & Compact Page Layouts.

App Manager

  • An app is a collection of items that work together to serve a particular function.
  • You can find your available custom apps in the App Launcher

Tab

Custom tabs let you display custom object data or other web content in Salesforce.

Record Types & Page Layouts

Page Layouts: – control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read-only, and required. Use page layouts to customize the content of record pages for your users.

Record Types: – let you offer different business processes, picklist values

Related Lists

  • Are used to see the information about all child records related to a parent records.
  • They are controlled by PageLayout.

List Views

List view let’s you to view the filtered set of records of an object. For
example, Account, Contact, Custom Object & etc.

Compact Page Layouts & Mini Page Layout

  • Compact page layout displays the record’s key field in a single glance in both Salesforce Mobile app and Salesforce Lightning environment.
  • You can define mini page layouts for the records that appear in the mini view of the Agent console, hover details, and event overlays

Lightning App Builder

  • Lightning App Builder is a Point & Click Tool which is used to create Record, App & Home pages.
  • In Lightning, Details pages are known as Lightning Record Pages.
  • Using Lightning App Builder, we can give users in a single place what they need.
  • With the Help of Lightning app builder, a complete application can be developer which is compatible for both mobile and lightning.

Further Learning

  1. App Customization
  2. Lightning Experience Customization
  3. Customizing the Interface for Recruiting App
  4. Lightning App Builder
  5. Lightning Experience Customization

Here is playlist link for all recording. Please check Episode 4 to learn about  Aggregating & Validating Salesforce Data .

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