Salesforce Customization - Enabling UI Settings

Every organization wants customized applications for their business. Organizations using Salesforce CRM want their Salesforce-CRM to be customized so that it best fits their business processes, their scenarios, and their users. Although advanced Salesforce customization requires code changes involving Apex and Visualforce (and typically help of a Salesforce development services provider), most basic configuration and customization can be done through Salesforce-CRM's intuitive point-and-click admin interface.

A Salesforce Administrator has the required permissions and privilege to configure and customize to fulfill many common needs. Through "Personal Setup", all users can update their personal information like My Personal Information, Email, Import, Desktop Integration, and My Chatter Settings. However, if you are a Salesforce Administrator, you have many additional options at your disposal to configure and customize Application Setup and Administration setup.

App Setup:
App Setup is your doorway to Customize, Create, Develop, Deploy, Installed Packages, AppExchange Marketplace, and Critical Updates. You can customize a lot of things. One Salesforce Administrator may have the following Customize options in their Salesforce CRM: Tab Names & Labels, Home, Activities, Campaigns, Leads, Accounts, Contacts, Opportunities, Quotes, Forecasts, Cases, Self-Service, Call Center, Contracts, Solutions, Products, Partners, Ideas, Answers, Assets, Users, Console, Content Deliveries, Tags, Reports & Dashboards, Search, Chatter, and User Interface. For example, if you wanted to customize user interface for your organization's Salesforce users, you can get started from Admin User > Setup > App Setup > Customize > User Interface > ... you get the idea, right?

Administration Setup:
Similarly, Administration Setup provides a host of options. One may find options to Manage Users (Users, Roles, Profiles, Public Groups, Login History, etc), Company Profile, Security Controls, Communication Templates, Translation Workbench, Data Management, Monitoring, Mobile Administration, Desktop Administration, Email Administration, Google Apps, etc.in a typical organization's Administration Setup.

Enabling User Interface Settings:
The following are some common Salesforce customization (user interface) done by an Administrator:

• User Interface Node: This enables or disables features for all users. You may want to enable Hover Details to pop open a small balloon containing the most important information while hovering over links of records. You may to allows users to collapse or expand sections containing fields relevant to them through Collapsible Sections. You may want to allows users to double click on to a field and change the information contained therein instead of editing the whole page through Inline Editing. Or you may want to allows users, through Enhanced Lists, to change multiple records at once, to change columns, to see how many pages of records we have, etc.

• Profile Permissions: This determines how one sees Salesforce and what they can do in Salesforce. Not all profiles are created alike. You can control Tab visibility, Page layouts, and System permissions (like Report Builder) through Profile permissions.

• Chatter: Enabling feed tracking will place a Chatter feed at the top of an object page. Some of the fields (account name, account owner, opportunity name, etc) are automatically enabled when you turn on Chatter, but as an Admin you can add additional fields, too.


The above are simple examples of enabling user interface settings. Real-life Salesforce crm customization goes much beyond adjusting layouts. Expert Salesforce development service providers can help you customize and/or extend almost every aspect of your Salesforce-CRM to make it fit your way of doing business.

Mindfire Offshore Salesforce Development Services
Mindfire Solutions is a top offshore Salesforce development services provider with a fully-certified Salesforce development team and a strong track record of serving customers across diverse industries and business needs.

If you need to hire salesforce developers or you are interested to know more about our Salesforce salesforce development services, please contact us at sales[@]mindfiresolutions.com or call 1-248-686-1424. We will be glad to help you.

Salesforce.com: Top Dreamforce 2012 Takeaways

Dreamforce 2012 – Salesforce.com’s 10th annual user conference – was held in San Francisco from Sep 18-21, 2012. Referred to as “The Cloud Computing Industry Event of the Year”, this spectacle of a conference had around 750 informative sessions with more than 350 partner companies and 90,000 attendees. Bigger than ever before and possibly the largest user conference organized by any IT company in history!

Going by the response of participants sampled from across the web, many of the attendees came away feeling very satisfied and positive about Salesforce.com innovations and its future direction. Some of the key takeaways to have grabbed the most attention include the following:
1) Work.com: Salesforce.com’s re-branding of Rypple as Work.com and making it a key investment area signals the transformative effect it will have on how work is organized and managed in organizations of the future. Work.com, already adopted by Salesforce.com itself among its 7000+ workforce, will result in more flexible, network-based (and less hierarchical) organizations that sell, service, and market better.
2) Community: A new Chatter-based product called Community is going to be launched in the summer of 2013 for Salesforce.com customers and partners. Chatter, initially targeting internal collaboration, is being broad-based in significant ways to eventually become the bedrock of external facing customer and partner communities. Community will entirely replace old customer/partner portal products, make the CRM experience more social for all stakeholders, and unlock possibilities of new revenue streams for businesses.
3) Marketing Cloud: Salesforce.com’s marketing cloud – a unified social marketing suite covering social listening, social content, engagement, social ads, measurement, workflow and automation – is getting immensely powerful and becoming a well-differentiated product. This comprehensive end-to-end solution – with Buddy Media, Radian6, and CRM platform integration – will enable organizations to listen, connect, and align better.
4) Salesforce Touch: Salesforce Touch – in keeping with Salesforce’s early recognition of a multi-device and multi-context future – uses HTML5 to make its mobile strategy cross-platform. Salesforce Data.com Social Key, which unites enterprise and external contact data into a more meaningful global, is set to usher in a brand new paradigm.
5) Service Cloud Adoption: Salesforce.com’s Service Cloud is maturing into a great product (through multi-channel integration, third party app integration flexibility, social & mobile dimensions). With Service Cloud adoption steadily rising, it is well placed to gather further momentum and develop into a mega business.

In addition to the above, enhancements like Salesforce Chatterbox, Salesforce Identity, etc. seem to set the stage for great new possibilities.

We at Mindfire Solutions – a top Salesforce development services provider with a fully-certified Salesforce development team and a strong track record of serving Salesforce customers across diverse industries and business needs – are excited about the way Salesforce.com is transforming customer relationship management landscape to become the “enterprise nerve center”. If you want to customize and/or extend Salesforce Customization Services help, get in touch with Mindfire today – call 1-248-686-1424 or email sales[@]mindfiresolutions.com – to leverage the solid experience of Mindfire’s trusted Salesforce Application development team to personalize and extend capabilities and build cloud apps.