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User Experience Overview

You might notice that some screens look and work differently than others. You may also notice that your screens may look different than some of the screens in this Help Documentation. This is because Salesforce has many features to customize the User Interface. This allows each org to get the best User Experience possible.  

Here are some key points to be aware of when it comes to User Experience.  



Page Layouts

Each object has at least one Page Layout.  The Page Layout controls what fields are listed on a page and in what order. You can edit what is visible on a page by navigating to a record, clicking Setup and then Edit Object.  Click Page Layouts to view all layouts for that object.  Keep in mind that if a user does not have permission to view an object or a field on an object they will not see it, regardless of the page layout.  


From any record, you have two setup options:  Edit Object and Edit Page.  The Edit Page option allows you to control the look and feel of that page.  The contents of the page are defined by the layout, but the organization of the content is managed on the page. 

Visual Force Pages

You may notice that some pages look very different, specifically in GoldFinch.  These may be Visual Force pages.  These are custom pages that are designed with advanced functionality and cannot be modified through the standard page customization features.  Because GoldFinch is a Managed Package, you are unable to edit the Visual Force pages in that package. 

Also, don't forget to take advantage of the vast amount of materials you can find in both the Salesforce Help Documentation as well as the Salesforce Trailblazer Community - where people like you are corroborating every day. 

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