Does it take you a while to find what you’re looking for in Salesforce? Or do you have too much information cluttering up your pages? Customizing your Salesforce interface can solve these problems and make it easier for you to navigate. By spending the time to customize your Salesforce interface, you can organize it to the way you work, hide functionality you do not use, and create faster page load times. Here are just a few simple ways you can customize your Salesforce interface to make it more efficient for you.
Customize Your Tabs
Your tabs are what you see across the top of every Salesforce page, such as Home, Contacts, and Reports, and they are the primary way to navigate within Salesforce. In order to easily access where you need to go within Salesforce, you can customize your tabs by selecting the Plus (+) on the far right of all the tabs. You can then click the “Customize My Tabs” button in the upper right corner and add, remove, or rearrange the tabs in your navigation bar. However, each time you switch between applications in Salesforce your tabs will change. For example, the tabs you see in the Sales app will be different than the tabs you see in the Call Center app, so you need to customize tabs for each application you use.
Change Your Homepage Dashboard Components
On your homepage, you have a Dashboard section which displays three of your dashboard components. You are not able to add more dashboard components to your homepage, but you can select which components you would like to see. When you click “Customize Page” you will see a dropdown list of every dashboard you have access to. Select the one you want and hit save, and then the top three components of that dashboard will appear on your homepage. If you would like to change the top three components of a dashboard, your system administration, or anyone with access to edit public dashboards, will need to edit the dashboard and move the components around. When viewing your dashboard components on the homepage, remember to hit the “Refresh” button – your dashboard will not automatically update when you load the page.
Customize Your Object Related Lists
Related lists are records that are related to individual records, and they appear under each object. For example, if you are viewing an account page, you will see related lists such as contacts, opportunities, and activity history. Sometimes there are more related lists on a page then you want or need, so luckily, every Salesforce user has the ability to choose which related lists appear under each object. To customize your related lists, go to “My Personal Information” in your settings and select “Change My Display”. Once there, you can select the page you want to customize. Similar to customizing your tabs, you can add and remove related lists to your page as well as adjust the order in which they appear. Adjusting your related lists is a great way to remove information that is not prevalent to you, making your pages much cleaner and easier to navigate. Removing unnecessary related lists can also help your pages load faster.
StarrData creates and supports Salesforce solutions that allow our clients to take more effective action. If you would like information on the services we offer, call us at (888) 391-4493 x103.