Admin: Salesforce User Interface Customizations

Various elements control user interface customizations, allowing you to tailor the Salesforce experience to meet specific organizational needs and improve user interaction.

• Page Layout: A Salesforce feature that controls the layout and organization of fields, buttons, custom links, and related elements on record pages as well as provides data control and segregation.
  • Use Case:
    • Customize the user interface to meet specific needs by determining which fields and related lists are visible, required, or read-only, including on a per-user basis.
    • Control access to data by associating a page layout with a record type. This record type would then be enabled for a profile.
  • Addional Resources: For more information on Page Layouts, see the Salesforce article Page Layouts.
• Lightning App Builder: Enables the creation of custom pages for the Lightning Experience and Salesforce mobile app using a drag-and-drop interface.
  • Use Case: Organize components like fields, buttons, and custom elements to create dynamic and responsive user interfaces.
  • Addional Resources: For more information on the Lightning App Builder, see the Salesforce article Lightning App Builder.
• Dynamic Forms: Provides the ability to add and arrange fields and sections on Lightning pages with more flexibility than traditional page layouts.
  • Use Case: Customize field visibility and layout based on user interactions and conditions.
  • Addional Resources: For more information on how to best implement dynamic forms, see the Salesforce article Break Up Your Record Details with Dynamic Forms.
• Dynamic Actions:
  • Use Case: Simplify the user experience by showing the right actions to the right users at the right time.
    • For example, show Close Deal to sales reps only when an opportunity Potential sales to new or established customers. is in its final stage.
  • Addional Resources: For more information on how to best use dynamic actions in the Lightning App Builder, see the Salesforce article Create Dynamic Actions in Lightning App Builder.
• Lightning App Builder: Enables the creation of custom pages for the Lightning Experience and Salesforce mobile app using a drag-and-drop interface.
  • Addional Resources: For more information on the Lightning App Builder, see the Salesforce article Lightning App Builder.

Next Steps

For Salesforce Data Management And Control functions, see Admin: Salesforce Data Management & Control.