User Interface Settings

With collapsible sections, users can collapse or expand sections on their record detail pages by using the arrow icon next to the section heading. When enabling collapsible sections, verify that your section headings are displayed for each page layout. Sections remain expanded or collapsed until the user changes the settings for that tab. If your org has enabled record types, Salesforce remembers a different setting for each record type.

This setting doesn't apply to Lightning record pages when Dynamic Forms is enabled on the page. This setting applies only to record pages in Salesforce Classic and to Lightning record pages that use the Record Detail component. The Dynamic Forms expand and collapse functionality takes precedence over the Enable Collapsible Sections setting.

The Quick Create area on a tab home page helps users create a record quickly with minimal information. It appears by default on the tab home pages for leads, accounts, contacts, and opportunities. You can control whether the Quick Create area is displayed on all relevant tab home pages.

The Show Quick Create setting also affects whether users can create records from within the lookup dialog. Creating records in the lookup dialog is available only if Quick Create is available for your chosen record type. In addition, users always need the appropriate “Create” permission to use Quick Create even though it appears for all users.

Hover detail displays an interactive overlay containing record details. Details appear when users hover over a link to that record in the Recent Items list on the sidebar or in a lookup field on a record detail page. Users can quickly view information about a record before clicking to view or edit the record. The record’s mini page layout determines which fields are included in the hover details. Users can’t customize which fields appear. This option is enabled by default.

To view hover details for a record, users need the appropriate sharing access and field-level security access for the fields in the mini page layout.

With inline editing, users can quickly edit field values, right on a record’s detail page. This option is enabled by default and applies to all users in your org.

To enable enhanced lists for profiles in particular, select Enhanced Profile List Views in User Management Settings.

Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity. When enabled with the Enable Inline Editing setting, users can also edit records directly from the list, without navigating away from the page. This option is enabled by default.

To enable enhanced lists for profiles in particular, turn on Enhanced Profile List Views available in User Management Settings.

This option isn’t related to Lightning Experience. In this case, Salesforce Classic refers to the newer version of Salesforce Classic, which is the interface that immediately precedes Lightning Experience. Enabling this option turns on the updated Salesforce Classic look and feel. Disabling it turns on the Salesforce Classic 2005 user interface theme —the classic, classic Salesforce interface.

Some features, like Chatter, require the Salesforce Classic 2010 user interface theme. Disabling this theme automatically disables Chatter in both Salesforce Classic and Lightning Experience.

Only users with supported browsers see the Salesforce Classic.

Salesforce Classic isn’t supported in portals or on the Console tab.

When selected, previously open workspace tabs aren’t loaded in new console sessions. From Setup in Lightning Experience, go to the App Manager, select the console app that you want, and then select App Options. Select Clear workspace tabs for each new console session. This option applies only to Lightning Experience and is disabled by default.

Workspace tabs are restored when the browser page is refreshed, even when this option is enabled. But in Safari pages, workspace tabs aren’t restored upon refresh.

When this option is enabled, opening a new console session clears pinned and unpinned tabs.

The Tab Bar Organizer arranges tabs in the main tab bar to prevent horizontal scrolling of the page. The Organizer dynamically determines how many tabs Salesforce can show based on the width of the browser. It puts tabs that extend beyond the browser’s viewable area into a dropdown list.

• The Tab Bar Organizer isn’t available with the partner portal or Customer Portal.
• The Tab Bar Organizer is only available with the Salesforce Classic. Orgs using the Salesforce Classic can enable the feature, but it isn’t available to users until the newer theme is also enabled.
• The Tab Bar Organizer isn’t available on Internet Explorer 6.

When selected, Salesforce domains use unpartitioned storage in third-party contexts for users on Chrome 111 through 126 until September 3, 2024. After this date, Google’s storage partitioning is enabled regardless of the setting. See Storage Partitioning on Google’s Privacy Sandbox site.

Important: If you use this setting to opt out of Google Chrome storage partitioning, avoid upgrading to Chrome 127. Google’s deprecation trial ended for users on Chrome 127 on July 23, 2024. Storage partitioning is now enabled for these users regardless of the setting.

When unselected, Google Chrome storage partitioning is enabled for Salesforce domains starting in Summer ’24.

This option is unselected by default for new and existing orgs.

The collapsible sidebar enables users to show or hide the sidebar on every page that normally includes it. When enabled, the collapsible sidebar is available to all users in your org, but each user can choose how to display the sidebar. Users can leave the sidebar visible, or they can collapse it and show it only when needed by clicking the edge of the collapsed sidebar.

Call center users don’t see incoming calls if they collapse the sidebar.

If your org uses divisions, we recommend that you keep the sidebar pinned and visible so you always have access to the Divisions dropdown list.

If you have custom home page layouts that include components in the sidebar, this option makes the sidebar components available on all pages for all org users. If you only want certain users to view sidebar components on all pages, grant those users the “Show Custom Sidebar On All Pages” permission.

If the Show Custom Sidebar Components on All Pages user interface setting is selected, the Show Custom Sidebar On All Pages permission isn’t available.

This option affects only Salesforce Classic. Enables hover links in the calendar section of the Home tab. On the Home tab, users can hover the mouse over the subject of an event to see the details of the event in an interactive overlay. This option is enabled by default. This checkbox only controls the Home tab; hover links are always available on other calendar views.

The fields available in the event detail and edit overlays are defined in a mini page layout.

If you create all-day events, we recommend adding the All Day Event field to the events mini page layout.

This option affects only Salesforce Classic. You can’t disable drag-and-drop in Lightning Experience. Enables dragging of events on single-user, daily and weekly calendar views. Dragging allows users to reschedule events without leaving the page. This option is enabled by default.

Calendar views can load less quickly when this checkbox is enabled.

This option affects only Salesforce Classic. Lets users create events on day and weekly calendar views by double-clicking a specific time slot and entering event details in an interactive overlay. The fields available in the event detail and edit overlays are defined in a mini page layout.

Recurring events and multi-person events aren’t supported for click-and-create events on calendar views.

This option affects only Salesforce Classic. Enables hover links for tasks in the My Tasks section of the Home tab and on the calendar day view. This option is enabled by default. Users can hover the mouse over the subject of a task to see the details of that task in an interactive overlay.

Your administrator can configure the information presented on these overlays.

When enabled, users can search for Setup pages, custom profiles, permission sets, public groups, roles, and users from the sidebar in Setup. When disabled, users can search for Setup pages only.

• Advanced Setup Search is in beta; it’s production quality but has known limitations.
• Some searchable items (such as permission sets) aren’t available in some editions. Users can’t search for items that aren’t included in their edition.

When enabled, the Address custom field type is available in Object Manager. For more information, see Custom Address Fields in Salesforce Help.

Before you enable custom address fields, review these important considerations.

• This feature can’t be disabled.
• This feature has limitations. For details, see Custom Address Fields Requirements and Limitations in Salesforce Help.

Enables Extended Mail Merge for your org. When selected, the Mass Mail Merge link is available in the Tools area on the home pages for accounts, contacts, and leads. Also, single mail merges requested from the Activity History related list on a record are performed using Extended Mail Merge functionality.

Before users create mail merge documents using Extended Mail Merge, admins must set up the feature. First, from Setup, in the Quick Find box, enter User Interface, and then select User Interface. Under the Advanced section, select Enable Extended Mail Merge. Admins can indicate whether they want all users’ mail merge documents to be saved to Salesforce Documents, or only documents over 3 MB. After the feature is enabled, admins must create mail merge templates in Microsoft® Word, and upload mail merge templates to Salesforce.

Enables the Error Console for Lightning Experience in your org.

When this feature is enabled, recent warnings and non-fatal errors are listed in the Error Console panel, instead of interrupting users with an error dialog. Fatal errors still trigger error dialogs. See View Errors in the Error Console for details.

When selected, Visualforce pages that include <apex:slds> use the SLDS 2 stylesheet when the org activates an SLDS 2 theme.

For Visualforce pages to use SLDS 2, you must select this setting and enable an SLDS 2 theme in your org, as described in Brand Your Org in Lightning Experience. Then use the <apex:slds> tag in your Visualforce page, as described in Using the Lightning Design System in the Visualforce Developer Guide.

When selected, the default value of the escape attribute in <apex:sectionHeader> components is set to false. If escape is set to false, sensitive HTML and XML characters aren’t escaped in the output that <apex:sectionHeader> generates for the description attribute. These markup characters are evaluated.

The setting is unselected by default. When unselected, the escape attribute in <apex:sectionHeader> components isn’t set to a value. In this case, the description attribute allows commonly used, secure HTML elements. Uncommon HTML elements, insecure attributes, and JavaScript are removed.

To override the default behavior on an individual <apex:sectionHeader> component, explicitly set the escape attribute on that component.

Caution: Selecting this setting makes pages containing <apex:sectionHeader> vulnerable to cross-site scripting (XSS) attacks. We recommend that you keep this setting unselected.