Customize Your Salesforce Org
You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your org. In addition, every Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition user can customize various personal display options.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| The available customization options vary according to which Salesforce Edition you have. |
| User Permissions Needed | |
|---|---|
| To view setup options: | View Setup and Configuration |
| To customize your org: | Customize Application |
Watch a Demo: 
Creating a Workflow Rule
(Salesforce Classic)
Quick demo of how to customize the way Salesforce looks for your organization.
To tailor Salesforce for your org, you can customize the display of the various tabs and other items. Select a link to get started on any task.
- Find Object Management Settings
Salesforce lets you personalize your object model with features like custom fields, page layouts, and validation rules. Depending on which experience of Salesforce you have enabled, these customizations are located in different areas of Setup. - Ways to Control User Access to Fields
Use field-level security to control user access to fields. Use page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. - Set Page Layouts and Field-Level Security
Use field-level security as the means to restrict users’ access to fields; then use page layouts primarily to organize detail and edit pages within tabs. This reduces the number of page layouts for you to maintain. For example, if a field is required in the page layout and read-only in the field-level security settings, the field-level security overrides the page layout and the field is read-only for the user. - Page Layouts
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users. - Compact Layouts
A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations. - Custom Help Content
Tailor help so that users understand how to work within your unique implementation of Salesforce. You can add learning in the flow of work in several ways. Add custom help for a page, app, object, or org level, or provide links to help in the Utility Bar, Path, or as a text box on the page. Show users custom resources in a Lightning Experience welcome mat when they first log in. Or, to reach users with important news, training, and on-boarding information, add micro-learning prompts and walkthroughs to your app. - Tailor Business Processes to Different Record Types Users
Record types let you offer different business processes, picklist values, and page layouts to different users. You can create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you can display different page layouts for your customer support cases versus your billing cases. - Manage Your Translations
If your Salesforce org has multiple languages enabled, manage translations so that your global users can use Salesforce in their language.
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