SFDC User Interface

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These slides describe Salesforce User Interface and all its features

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SFDC User Interface

  1. 1. SFDC User InterfaceSimeon Tzanev
  2. 2. AgendaHome TabHome Page Components and LayoutPublic and Personal TagsSearch SettingsUI Settings• Collapsible Sections• Quick Create• Hover Details and Related List Hover Links• Inline Editing• Enhanced Lists• Printable List viewsSidebar• Collapsible Sidebar
  3. 3. AgendaCalendar• 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 viewsSetup• Enhanced Profile List Views• Enhanced Profile User Interface
  4. 4. Home Tab
  5. 5. Home Page Components and LayoutSetup | Customize | Home | Home Page ComponentsSetup | Customize | Home | Home Page Layouts
  6. 6. Public TagsSetup | Customize | Tags | Tag Settings
  7. 7. Personal TagsSetup | Customize | Tags | Tag Settings
  8. 8. Configure Search SettingsSetup | Customize | Search | Search Settings
  9. 9. Global SearchSetup | Customize | Search | Search Settings
  10. 10. Search Custom Layouts & FiltersSetup | Customize | Object | Accounts / Contacts / Users | Search Layouts
  11. 11. Search Custom Layouts & Filters
  12. 12. User Interface SettingsSetup | Customize | User Interface
  13. 13. Collapsible SectionsSetup | Customize | User Interface
  14. 14. Quick CreateSetup | Customize | User Interface
  15. 15. Hover Details and Related Lists Hover Links
  16. 16. Inline EditingSetup | Customize | User Interface
  17. 17. Enhanced ListsSetup | Customize | User Interface
  18. 18. Printable List ViewsSetup | Customize | User Interface
  19. 19. Collapsible SidebarSetup | Customize | User Interface
  20. 20. Hover Links for Events and Tasks on Home PageSetup | Customize | User Interface
  21. 21. Drag and Drop Editing on Calendar ViewsSetup | Customize | User Interface
  22. 22. Click-and-Create Events on Calendar ViewsSetup | Customize | User Interface
  23. 23. Drag-and-Drop Scheduling on List ViewsSetup | Customize | User Interface
  24. 24. Enhanced Profile User InterfaceSetup | Customize | User Interface
  25. 25. Enhanced Profile List ViewsSetup | Customize | User Interface
  26. 26. Additional InformationLook for additional SFDC Topic Reviews, Articles and Video Series on my social mediachannelsLinkedIn http://de.linkedin.com/in/simeontzanevBlog http://tzanevs.wordpress.com/Twitter smtzanev@ Email mail@simeontzanev.info

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