User Interface

ObjectiveResourcesKey Facts
Describe the global user interface settings an administrator can control.Customizing User Interface Settings
[Must / Long / Salesforce.com]
These settings are org-wide and impact all users.
Describe the Salesforce Lightning Experience.Lightning Migration Experience Series
[Must / 8m / Salesforce.com]

Point-and-Click Customization: What's Not in Lightning Experience
[Should / Medium / Salesforce.com]

Deciding if Lightning Experience is Right for Your Company (Trailhead)
[Should / Long / Salesforce.com]

Welcome to the Lightning Experience
[Should / 1m / Salesforce.com]

Lightning Experience FAQ
[Could / Long / Salesforce.com]

Compare Lightning Experience and Salesforce Classic
[Could / Long / Salesforce.com]

Best Use Cases for Lightning Experience
[Could / Short / Salesforce.com]
The Salesforce Lightning Experience was released with Winter '16, providing a responsive user interface (adapts based on device used), sales board for quickly managing opportunities, new report and dashboard visualization, real-time duplicate alerts, address auto-completion, and tons more.

Users can toggle between the Lightning Experience and Salesforce Classic via a menu on the top right of the screen.

Administrators can change settings through the streamlined setup menu in the Lightning Experience.

Salesforce Classic refers to the traditional (not Lightning Experience) full desktop browser user interface.
Describe how to enable the Lightning Experience.Enabling Lightning Experience (Trailhead)
[Should / ~15m / Salesforce.com]

Navigating Lightning Experience and Setup (Trailhead)
[Should / ~20m / Salesforce.com]

Evaluate Your Lightning Experience Readiness
[Should / Short / Salesforce.com]

Make Lightning Experience the Only Experience
[Should / Short / Salesforce.com]

Enable Lightning Experience
[Could / Short / Salesforce.com]

Supported Editions and User Licenses for Lightning Experience
[Could / Short / Salesforce.com]

Considerations Before Transitioning to Lightning Experience
[Could / Long / Salesforce.com]
For a user to access the Lightning Experience, the following must occur:

1. The Lightning Experience needs to be enabled (org-wide settings).
2. The user must be assigned the "Lightning Experience User" permission (via profile or permission set).

Classic can be disabled using the permission "Hide Option to Switch to Salesforce Classic".
Describe the user interface components that can be used to improve ease and speed of administration.Force.com Quick Access Menu & Salesforce.com Advanced Setup Search
[Should / 4m / CertifiedOnDemand.com]

About the System Overview Page
[Could / Short / Salesforce.com]

Force.com Home Page Overview
[Could / Short / Salesforce.com]

Customizing User Interface Settings
[Repeated from above]
Review "Setup Settings" Section
Several user interface settings can be enabled to make administration faster and more intuitive. Most of these features will automatically be enabled in new orgs.

Two pages that can be helpful for administrators:
1. System Overview (Setup --> System Overview) - provides an overview against system limits (# of objects, licenses, etc.).
2. Force.com Home Page (setup --> Force.com Home) - provides a list of recently viewed setup components and links to commonly accessed functions.

Concepts referenced here (fields, validation rules, objects, etc.) will be reviewed in greater detail in each respective section in this guide.
Describe the global search settings an administrator can control.Customizing Search Settings
[Must / Short / Salesforce.com]
These settings are org-wide and impact all users.

To view the remainder of this content, you must purchase the Salesforce.com Certified Administrator Study Guide.  Please Login or purchase the study guide.

82 Responses to “User Interface”

  1. katezhukova December 9, 2017 at 7:16 pm #

    Hi John,

    I have a question about the difference between Quick Actions and Buttons. In SF Classic, I can see a new button is displayed above the fields in a record, while a Quick Action appears in the “Show Feed” dropdown above the record. However, in Lightning, it seems like both Quick Actions and Buttons appear in the top right hand corner in the same spot. What is the difference between Quick Actions and Buttons in Lightning, then?

    Additionally, I can see in SF Classic there is a standard button on the page layout labeled “Check Integration Status”, but I can’t see this button on the record itself in Classic, but I can see the button on the record in Lightning. Is there a reason certain standard buttons are hidden in Classic? Thank you!

  2. Naved December 4, 2017 at 4:29 am #

    John,
    Lightning Migration Experience Series shows only 1 video which is 2 and a half min. While you have mentioned ‘series of videos’ duration 8 min.

  3. Svetik September 28, 2017 at 9:58 pm #

    Hi John,

    I’m using study guide from SF for 201 certification and I noticed that some material on this website is not mentioned in the study guide (like this section, for example) and some of the material that is mentioned on the study guide I cant find on this website (for example, Marketing and Support applications).
    Does this website aligned with the study guide in any way, or this is kind of fundamentals that admins must know. How did you structured materials here?

    • JohnCoppedge October 2, 2017 at 1:15 pm #

      User interface would be part of standard and custom objects – I will have a complete mapping of materials to study guide with the new launch (this page can be seen on the beta site from the certification page). Marketing is in Sales Cloud and Service is in the Service Cloud section.

  4. edk June 4, 2017 at 8:54 pm #

    ‘Get Ready to Migrate to Lightning Experience’ link = 404

    http://salesforce.vidyard.com/watch/MtFKK-2fy8-a0HL8N5YMuw?html5_first=1

  5. sovike@yeah.net May 26, 2017 at 8:10 am #

    Hi John,
    About Setup => Search Settings, “Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean” this checkbox.
    Could you help give an example for what circumstance this checkbox works ?
    I tried to create some dummy data in the Leads Object and found nothing changes (include matched data’s order).
    Thanks.

    • JohnCoppedge May 26, 2017 at 5:40 pm #

      I don’t think I’m going to be able to answer than one any better than the docs:

      Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean If this setting is enabled, search is optimized for the Chinese, Japanese, and Korean languages in the sidebar search. It affects sidebar search and the account search for Find Duplicates on a lead record in sidebar search and global search.
      Note
      Enable this option only if users are searching mostly in Chinese, Japanese, or Korean, and if the text in searchable fields is mostly in those languages. Don’t enable this option if you expect content and searches to be mostly in other languages.

  6. sovike@yeah.net May 25, 2017 at 3:28 am #

    Hi John,
    I disable the “limit to items I own” search checkbox in setup search settings, but I can still see the checkbox and it still works, is it a bug?

    • sovike@yeah.net May 25, 2017 at 6:42 am #

      I think I’ve found the reason, I turned Chatter off and sidebar search appears.
      Thanks.

  7. batatawada May 10, 2017 at 3:09 am #

    Hi John ,
    In the Lighting Component framework, which third party resource can be used to fire events – Third-party web service code or Third -party Javascript code?
    Thanks

  8. sovike@yeah.net May 9, 2017 at 8:48 am #

    I want to know how admin can set a bunch of users to Lighting Experience as default in stead of users toggling themselves?

    • JohnCoppedge May 11, 2017 at 11:39 pm #

      I believe that you will have the option force the lightning experience in the summer release

  9. nitzan.marinov February 24, 2017 at 4:29 pm #

    Hi John,

    Sorry to not put all of them in one post, I just keep finding them as I go 🙂

    The Tags Overview link goes to a Document Not found page: https://help.salesforce.com/articleView?id=tag_overview.htm&language=en_US&type=0

    Thanks

  10. nitzan.marinov February 24, 2017 at 4:04 pm #

    Hi John,

    Is this still relevant? – https://resources.docs.salesforce.com/198/latest/en-us/sfdc/pdf/lex_considerations.pdf

    Thanks
    Nitzan

  11. nitzan.marinov February 24, 2017 at 3:12 pm #

    Hi John,

    I think this video is no longer relevant as it was done at the time of winter ’16 pre prelease –
    Lightning Experience: Sales Board and Custom Buttons
    [Could / 6m / Brian Kwong (the MVP with the magic hat)] – https://www.youtube.com/embed/2dnJ0VoOyKI

  12. ybiyani@hotmail.com February 17, 2017 at 1:22 pm #

    I have tried checking and unchecking “Enable Tab Organizer” in User Interface and do not see a difference. What am I missing?

    • JohnCoppedge February 18, 2017 at 3:30 pm #

      Turn it off and then shrink your screen – the list of tabs will expand across the screen creating a scroll bar. With it on it will create a tab dropdown at the end of the list of tabs (when you have more tabs than screen space)

  13. ybiyani@hotmail.com February 14, 2017 at 1:32 pm #

    Is there a video which demonstrates how these settings work

    Enable Drag-and-Drop Editing on Calendar Views
    Enable Click-and-Create Events on Calendar Views

    I found the following https://www.youtube.com/watch?v=PGWPk753UgQ for Enable Drag-and-Drop Scheduling on List Views and am looking for something similar for above two options.

    • ybiyani@hotmail.com February 14, 2017 at 1:45 pm #

      I think I got what these settings do….

      Enable Drag-and-Drop Editing on Calendar Views – When there are events on the calendar, this setting allows dragging the event on the calendar to reschedule
      Enable Click-and-Create Events on Calendar Views – Allows triple click on the calendar and create new events

  14. samirdhruva December 20, 2016 at 8:40 pm #

    Hi John,

    Can you pls update the “Describe the different types of tabs an administrator can create.” section to add the Lightning Page and Lightning Component Tab options.

  15. trpbt November 30, 2016 at 6:56 am #

    pl elaborare how to add a topic to an object. Thanks!

  16. swarok November 8, 2016 at 7:21 pm #

    Hi John

    I am debating on the following question.
    By default, search results are limited to records owned by the logged in user. My answer is True.
    If I am wrong then please let me know how is it False?
    Can you guide me?
    Thanks

    • JohnCoppedge November 16, 2016 at 11:44 pm #

      False. Search results are limited to records that the user has read access to.

  17. swarok November 8, 2016 at 7:19 pm #

    Hi John,
    Debating on following question.
    By default, search results are limited to records owned by the logged in user. Is this True or False? I think this is True.
    If I am wrong then please let me know how is it False?
    Please guide me.
    Thank you

    • Carlos Ali November 26, 2016 at 6:55 am #

      Security isn’t usually based on ownership of records, operability is. So, if you own a record ( or are higher up in a hierarchy) you can usually edit (obviously create) share and delete, permissions withstanding. But you can still search for other data that you have permission to view via permission sets, profiles, sharing rules, etc.

  18. RomanPer July 25, 2016 at 6:56 am #

    John, it seems that System Overview is only available in Setup when you turn on Enable Improved Setup User Interface setting. Without it on I couldn’t find the System Overview anywhere in the Setup menu

    • JohnCoppedge August 18, 2016 at 7:30 pm #

      Once you click setup, its on the main page (setup, no further navigation) for me with improved setup disabled

  19. Robert Thomas May 12, 2016 at 4:40 am #

    Hi John/All,
    How to enable or add records to Public Tags in Salesforce?
    I was able to Enable Personal Tag and assign Records of different objects to it.
    But couldn’t able to see Public Tag anywhere in My Developer ORG setting or anywhere.

    As i read above I disabled the Topic and tried but not able to view Public Tag anywhere.
    Is this Public Tag now not available in SF anymore?

  20. molad April 12, 2016 at 4:25 pm #

    Hello all,

    I cant seem to locate where to tag records… cant find anything on the top right hand corner.

    Am I missing something?

    • molad April 12, 2016 at 4:28 pm #

      Hello all,

      I cant seem to locate where to tag records… cant find anything on the top right hand corner.

      Am I missing something?

      Edit: Scratch that, I see that I have to enable personal tags from setup.

  21. nerd.sfdc February 28, 2016 at 8:31 am #

    When I switch to lightning I am not getting UI which is shown in trailhead I do get vertical bar but without home button and other keys

    • JohnCoppedge February 29, 2016 at 1:03 pm #

      Can you post a screenshot?

      • nerd.sfdc March 2, 2016 at 6:24 am #

        I will. Thanks. I subscribed and going through all chapters my exam is on 12th March. Thanks for all prompt responses.

  22. Agyasi Ampah February 23, 2016 at 9:06 am #

    Thanks John
    I have postponed my exam till next week

  23. Agyasi Ampah February 18, 2016 at 1:50 pm #

    Hi John

    i am going for my ADM 201 on 23/2.
    i got your mail about updates to the site great work as usual.
    I haven’t really looked at the lightning experience, but i am going to go through your UI section again.
    Do you think i will be ok with that, and if there will be any specific questions on my exams about the use of the lightning experience.

    thanks

    • JohnCoppedge February 22, 2016 at 10:03 pm #

      I would go through the UI section as you stated- I would also do the trailhead on lightning and/or configure it your developer org. It is fairly straightforward to set up, and shouldn’t take you long.

  24. ali.ansari14 January 3, 2016 at 3:55 am #

    John, at about 1:53 in your video you said that the Quick Access Menu is not dependent on Profiles or permission sets…so when I went out to enable it for myself in my company’s prod environment, I couldn’t find the option to check…..then I saw the other youtube link that you shared (https://www.youtube.com/watch?v=VnO2a3m76o4) which at about 0:22 says that this needs to be enabled at a profile level or via a permission set.

    Thank you for creating this awesome site and for the quick responses you provide for questions people have in each topic.

    • JohnCoppedge January 10, 2016 at 12:10 am #

      To use the quick access menu (which is set at the user record), you have to have the “Customize Application” permission (which is set via profile or permission set). Hope that clarifies!

  25. tejalr8@gmail.com November 28, 2015 at 10:18 pm #

    correction ….in line in applications and tab in last point
    this following line
    Otherwise, there is no correlation*(connection) between tab visibility and object-level security.
    thank u

  26. tejalr8@gmail.com November 28, 2015 at 5:29 pm #

    hi john,
    I m not able to view any videos regarding visual force …can you please check whats wrong…it says videos are removed…or can you provide any other correct link i can watch…
    thank you.
    Tejal.

  27. tejalr8@gmail.com November 24, 2015 at 9:06 pm #

    hi john,
    I really didn’t get what topic :tag is for ? lost at that topic:(
    Can u please give me an example with screenshot.
    Thanks
    Tejal.

  28. ClarSal19 November 17, 2015 at 9:08 pm #

    Hey John,
    I really like the video you created that allowed you to navigate SF and narrate at the same time. This is something that can be helpful for creating training materials. Would you mind letting me know what software you’re using for that? Would it happen to be JING? Thanks!

  29. soraya.attia@papilioconsulting.be October 30, 2015 at 4:36 pm #

    Hi John, the What is VisualForce? [Must / Medium / Salesforce.com] doesn’t seem to work.
    I get the following error the SFDC site: Oops, the page you’re trying to view isn’t here

  30. richa.midha@outlook.com September 30, 2015 at 5:54 pm #

    i AM UNABLE TO UNDERSTAND THE BELOW FEATURES EVEN AFTER ENABLING OR DISABLING THEM , ANY OTHER SOURCE FOR THESE?

    Enable Customization of Chatter User Profile Page
    Show Custom Sidebar Components on All Pages
    Enable Drag-and-Drop Scheduling on List Views
    Enable Separate Loading of Related Lists

    • JohnCoppedge September 30, 2015 at 6:41 pm #

      Enable Customization of Chatter User Profile Page
      -not sure about this one, will have to have a look
      Show Custom Sidebar Components on All Pages
      -if this is DISABLED, then CUSTOM home page components on sidebar will only be displayed on the home page. A really confusing settings actually, I leave this enabled. If disabled the sidebar will remove custom components when the home tab is not selected…
      Enable Drag-and-Drop Scheduling on List Views
      -not sure on this one
      Enable Separate Loading of Related Lists
      -allows the page to load related lists separately- this can allow a partial page load more quickly if you have a lot of related lists. Often enabled in data intensive or orgs with large sections of related info (e.g. long account page)

  31. thomas3474 August 19, 2015 at 9:14 pm #

    I think I can easily retain a high level understanding of topics like Buttons and Links. Similar the the brief descriptions you have on the right. But, am I expected to know any of the coding details for the Admin 201 exam?

    • JohnCoppedge August 19, 2015 at 10:03 pm #

      You don’t need to know the code but should be familiar with what apex and visual force are.

      • thomas3474 August 20, 2015 at 3:12 am #

        Ok, that I can do. Thanks for your quick response and also for such a useful site. I spent a lot of time looking for books, but this is even better.

  32. Lisa Hart March 25, 2015 at 10:29 am #

    Sorry – scrap that!

  33. Lisa Hart March 25, 2015 at 10:28 am #

    I am missing (or can’t seem to find) the User Interface option under Setup?

  34. Cloud Force March 24, 2015 at 12:54 pm #

    Hi John,

    How to enable public tags? Under Setup| Customize| tag settings – Enable Personal tags checkbox is available , however; Enable Public tags is not available?

    Where to check for this option?

    Thanks.

  35. Kevin Brown March 11, 2015 at 6:14 pm #

    Needs editing:

    unless user adds using by customizing tab

    …should read:

    unless user adds by using customizing tab

  36. Marc Van Auseloos February 9, 2015 at 7:30 pm #

    In the ‘Describe the basic capabilities of the Salesforce Console.’ section http://www.salesforce.com/customer-resources/releases/winter15/release-training.jsp is also working and has Communities, Chatter and Mobile included.
    Make sense to use this newer link? Thanks.

    • Marc Van Auseloos February 9, 2015 at 7:48 pm #

      oeps, disregard my remark. The part you’re referring to “Salesforce Console for Sales” is not included in the newer URL link 😉

  37. Lee Sauer February 8, 2015 at 11:07 pm #

    I was trying to check out the Tags feature, but I’m unable to turn on public tags. I understand that Public Tags aren’t there if Topics is turned on, so I tried unclicking “Enable Topics” in Setup/Build/Customize/Topics/Topics for Objects, but that doesn’t seem to have made a difference (in fact I still see the “Click to add topics” on the object bar, although it doesn’t do anything). So is it the case that Public Tags are simply no longer available?

    • JohnCoppedge February 9, 2015 at 8:06 pm #

      Check the reports tab
      If you click into a report, do you see “add a tag” under “help for this page” in the top right?
      (after enabling public tags for reports)

  38. Stephen Lee November 7, 2014 at 5:35 pm #

    Seems like a lot of content dedicated to this section on UI, given that this is only 1% of the admin cert exam. John, would you agree that UI is really only 1% of the exam as noted in the Salesforce Study Guide? Or is it common to see more than a few questions covering these topics in the admin cert exam?

    • JohnCoppedge November 13, 2014 at 4:51 am #

      I make be taking a more liberal definition of what UI constitutes and including content that may be covered in other sections of the SFDC study guide. I do believe that you should have a strong understanding of the content covered in this section, although I can’t attest to the exact % of the exam to which it pertains.

  39. Dana Genco October 7, 2014 at 8:32 pm #

    Maybe include something on Topics with Tags overview? Didn’t the public tags migrate into Topics in Spring ’14?

  40. Renato Chookolingo September 11, 2014 at 2:49 pm #

    Hi,
    In the KEY FACTS column for the text: “When an organization wants to replace standard page layout functionality with a VisualForce page, the standard button (e.g. New, Edit, etc.) must be overridden with a custom button that invokes the VisualForce page.” Is “custom button” technically correct? It looks more like we override a property of the existing standard button.

  41. anusha pudota August 5, 2014 at 9:17 pm #

    Hi John,
    I have seen mini page layouts concept somewhere, but not sure about them. What are those for? Are they covered anywhere in the tutorial? Thanks!

    • JohnCoppedge August 7, 2014 at 8:57 pm #

      Mini page layouts are referenced in console configuration – they aren’t cover in depth in this guide but would be something you would need to know for service cloud certification, for example.

  42. Barbara Hill July 3, 2014 at 5:24 pm #

    There’s a typo in the Visualforce key facts. It says “that what” rather than “than what.”

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