20 Salesforce UI Features to Implement in Every Org | Salesforce Ben

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Share this article…Customizing your Salesforce UI (user interface) can have a huge impact – plus, it’s quick, free, and easy enough that even the freshest of admins can do it! User experience can truly make or break a system. There’s an incredibly high ROI on… Read More …

Here are highlights from article 20 Salesforce UI Features to Implement in Every Org | Salesforce Ben

1. Salesforce App – Adapt Your UI
– Create a dedicated Salesforce app for each group of users or personas within your organization
– Show a specific set of relevant tabs for each app
– Name the app after the group of users

2. Themes and Branding
– Customize the look and feel of Salesforce to match the branding of your organization
– Add logos, default images, and colors
– Navigate to Setup → User Interface → Themes and Branding

3. MyDomain Logo and RightFrame URL
– Customize the login page of Salesforce
– Choose to customize the login page or use the default page
– Add your company’s logo to make the login page unique and distinguishable
– The max dimensions for the logo are 250px by 125px, and no larger than 100KB

4. Lightning Pages – Homepage Customizations
– Create a Lightning homepage to improve user experience
– Include common components such as Tasks, Events, Recent Items, and Chatter
– Add unique report components for different teams or users
– Use the “Set Component Visibility” option to display reports only for relevant teams

5. Custom Hyperlink Color
– Customize the color of hyperlinks in your organization
– Navigate to Setup → User Interface → Themes and Branding
– Choose a color for hyperlinks to match your branding or design preferences

You can read it here: https://sfdc.blog/PCyIH

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