User Experience Overview
You may notice that some screens look and function differently in your org compared to others, or even compared to the screens in this Help Documentation. This is because Salesforce offers extensive customization options for the User Interface, allowing each org to tailor the experience for their specific needs. Here are some key points to understand about the User Experience (UX) in Salesforce and GoldFinch:
Key Terms and Concepts
Page Layouts
Page Layouts control the fields and their order on a page for each object. Every object has at least one Page Layout.
To view or edit a Page Layout:
Navigate to a record and click Setup.
Select Edit Object, then click Page Layouts to see all layouts for that object.
Note: If a user does not have permission to view an object or field, they will not see it on the Page Layout, even if it's included.
Pages
When viewing a record, you have two setup options:
Edit Object: Adjusts the overall structure and fields of the object.
Edit Page: Controls the layout and organization of content on the page.
The Edit Page option allows you to customize the look and feel of the record page, while the Page Layout defines the fields displayed.
Visualforce Pages
Some pages in GoldFinch, especially those that look quite different from standard pages, may be Visualforce Pages. These are custom-built pages with advanced functionality.
Visualforce Pages cannot be modified using standard Salesforce customization tools, and because GoldFinch is a Managed Package, you are unable to edit the Visualforce Pages in the package.
Additional Resources
To better understand how to customize the User Experience in Salesforce, be sure to explore the Salesforce Help Documentation and the Salesforce Trailblazer Community, where users collaborate and share insights every day.
By familiarizing yourself with these key concepts, you’ll have a better grasp of why your interface looks the way it does and how to optimize the user experience in your Salesforce org.