The available user interface settings vary according to which Salesforce Edition you have.
User Permissions Needed
To modify user interface settings:
To change your organization's user interface settings:
From Setup, click Customize | User Interface.
Select or deselect each checkbox to modify the settings for your organization.
User Interface Settings
Enable Collapsible Sections
Collapsible sections give users the option to collapse or expand sections on their record detail pages using the arrow icon next to the section heading. When enabling collapsible sections, make sure your section headings are displayed for each page layout. Sections remain expanded or collapsed until the user changes his or her settings for that tab. If your organization has enabled record types, Salesforce remembers a different setting for each record type.
Call center users won't see incoming calls if they collapse the sidebar.
Show Quick Create
The Quick Create area on a tab home page allows users to create a new record quickly with minimal information. It displays, by default, on the tab home pages for leads, accounts, contacts, forecasts, 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 or not users can create new records from within the lookup dialog. For example, with the setting enabled, users can create a new account within the account lookup dialog while creating or editing a contact. Creating new 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 will be displayed for all users.
Enable Hover Details
Hover details display an interactive overlay containing detailed information about a record when users hover the mouse 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 View for the record's detail page or Edit for the edit page. The fields displayed in the hover details are determined by the record's mini page layout. The fields that display in document hover details are not customizable. This option is enabled by default.
To view the hover details for a record, users must have the appropriate sharing access to that record, as well as the necessary field-level security for the fields in the mini page layout.
Enable Related List Hover Links
Related list hover links display at the top of record detail pages and custom object detail pages in Setup. Users can hover the mouse over a related list hover link to display the corresponding related list and its number of records in an interactive overlay that allows users to quickly view and manage the related list items. Users can also click a related list hover link to jump down to the content of the related list without having to scroll down the page. The Enable Related List Hover Links checkbox is the default selection.
Enable Separate Loading of Related Lists
When enabled, users see primary record details immediately; as related list data loads, users see a progress indicator. Separate loading can improve performance on record detail pages for organizations with large numbers of related lists. This option is disabled by default. Note that this option does not apply to Visualforce pages, user pages, the self-service portal, or other pages for which you cannot control the layout.
Enable Inline Editing
Inline editing lets users quickly edit field values, right on a record’s detail page. This option is enabled by default and applies to all users in your organization.
This doesn't enable inline editing for profiles. Select Enable Enhanced Profile List Views under Setup.
Enable Enhanced Lists
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.
This doesn't enable enhanced lists for profiles. Select Enable Enhanced Profile List Views under Setup.
Enable New User Interface Theme
Starting with Summer '10, new organizations have the new user interface theme enabled by default.
The new user interface theme updates the look and feel of Salesforce and moves user links, such as Setup and Logout, under the user name for all users in your organization. The new user interface theme is not supported in Portals or Console tab.
Only users with supported browsers see the new user interface theme.
Enable Tab Bar Organizer
The Tab Bar Organizer automatically arranges tabs in the main tab bar to prevent horizontal scrolling of the page. It dynamically determines how many tabs can display based on the width of the browser window and puts tabs that extend beyond the browser's viewable area into a drop-down list.
Note the following limitations:
The Tab Bar Organizer isn’t available with the partner portal or Customer Portal.
The Tab Bar Organizer is only available with the new user interface theme. Organizations using the old user interface theme can enable the feature, but it won't be available for users until the new theme is also enabled.
The Tab Bar Organizer isn’t available on Internet Explorer 6.
Enable Printable List Views
Printable list views allow users to easily print list views. If enabled, users can click the Printable View link from any list view to open a new browser window, displaying the current list view in a simple, print-ready format. The link is located next to the Help for this Page link in the colored title bar of the page.
Enable Spell Checker
Available in all Editions. When enabled, the Check Spelling button appears in certain areas of the application where text is entered, such as sending an email, or when creating events, tasks, cases, notes, and solutions. Clicking the button checks the spelling of your text. Spell Checker does not support all the languages that Salesforce supports. For example, Spell Checker doesn’t support Thai, Russian, and double-byte languages, such as Japanese, Korean, or Chinese.
Enable Spell Checker on Tasks and Events
Available in all Editions. Enables the Check Spelling button when users create or edit tasks or events. The spell checker analyzes the Description field on events and the Comments field on tasks.
Enable Customization of Chatter User Profile Pages
Enables administrators to customize the tabs on the Chatter user profile page. This includes adding custom tabs or removing default tabs. If disabled, users see the Feed and Overview tabs only.
Enable Collapsible Sidebar
The collapsible sidebar gives users the ability to show or hide the sidebar on every page that normally includes the sidebar. When enabled, the collapsible sidebar becomes available to all users in your organization, but each user can choose his or her own preference for displaying the sidebar. Users can leave the sidebar visible at all times, or they can collapse the sidebar and only show it when needed by clicking the edge of the collapsed sidebar.
If your organization uses divisions, we recommend that you keep the sidebar pinned and visible at all times so you always have access to the Divisions drop-down list.
Show Custom Sidebar Components on All Pages
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 users in your organization. If you only want certain users to view sidebar components on all pages, grant those user the “Show Custom Sidebar On All Pages” permission.
If the Show Custom Sidebar Componentson All Pages user interface setting is selected, the “ShowCustom Sidebar On All Pages” permission is not available.
Enable Home Page Hover Links for Events
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. Note that 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.
Enable Drag-and-Drop Editing on Calendar Views
Enables the dragging of events on single user daily and weekly calendar views. This allows users to reschedule events without leaving the page. This option is enabled by default.
Calendar views might load less quickly when this checkbox is enabled.
Enable Click-and-Create Events on Calendar Views
Allows users to create events on day and weekly calendar views by double-clicking a specific time slot and entering the details of the event in an interactive overlay. The fields available in the event detail and edit overlays are defined in a mini page layout.
Note that recurring events and multi-person events are not supported for click-and-create events on calendar views.
Enable Drag-and-Drop Scheduling on List Views
Allows users to create events associated with records by dragging records from list views on to weekly calendar views and entering the details of the event in an interactive overlay. This option is disabled by default. The fields available in the event detail and edit overlays are defined in a mini page layout.
Enable Hover Links for My Tasks List
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.
The information presented on these overlays is configured by your administrator.
Enable Enhanced Page Layout Editor
When enabled, the enhanced page layout editor replaces the current interface for editing page layouts with a feature-rich WYSIWYG editor that contains all of the functionality of the original page layout editor as well as several improvements.
Enable Enhanced Profile List Views
Enables enhanced list views and inline editing on the profiles list page. With inline editing in enhanced profile list views, you can manage multiple profiles at once.
Enable Enhanced Profile User Interface
Enables the enhanced profile user interface, which allows you to easily navigate, search, and modify settings for a single profile.
Enable Streaming API
Enables Streaming API, which allows you to receive notifications for changes to data that match a SOQL query that you define, in a secure and scalable way. This field is selected by default. If you don’t see this checkbox, first verify that your Salesforce edition has API access. If your Salesforce edition has API access and you don’t see the checkbox, contact salesforce.com.
Enable Custom Object Truncate
Enables truncating custom objects, which permanently removes all of the records from a custom object while keeping the object and its metadata intact for future use.
Enable Improved Setup User Interface
When enabled, users’ personal settings are moved from the Setup menu to a separate My Settings menu, accessible from the username menu. Additionally, the Setup link is moved from the username menu to the Force.com App Menu. If you change this setting, be sure to notify all users in your organization.
Enable Advanced Setup Search (Beta)
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 is 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.
Activate Extended Mail Merge
Enables Extended Mail Merge for your organization. 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.
Extended Mail Merge is available by request only. Contact salesforce.com Customer Support if you are interested in this feature.
Always save Extended Mail Merge documents to the Documents tab
When enabled, all mail merge documents generated using Extended Mail Merge are added to the user's personal documents folder on the Documents tab, rather than delivered as email attachments. Users are sent confirmation emails when their mail merge requests have completed. Those emails include links for retrieving generated documents from the Documents tab. Note that these documents count against your organization's storage limits.