Collapsible sections enable your users to collapse or expand sections on record detail pages using the arrow icon next to the section heading. Sections remain expanded or collapsed until the user changes their settings for that section. Salesforce will store a different setting for each record type if the record types have been set up as shown in the following screenshot:

Clicking on the triangle icon toggles between showing and hiding the section, as shown in the following screenshot:

The Show Quick Create option adds the Quick Create fields section to the sidebar on a Record tab page to enable users to create a new record using minimal data fields, as shown in the following screenshot:

The Show Quick Create option also controls whether users can create new records from within the lookup dialogs. With the setting enabled, users see a New button in the lookup dialog screen. The following example shows the creation of a new account within the account lookup dialog while working with an opportunity record:

Clicking on the New button reveals the fields that are available in order to create the new record.

The option to create new records and the display of the New button in the lookup dialog is only available for accounts and contacts. Also, users still need the appropriate create user profile permission to enter data with Quick Create irrespective of whether the entry fields are displayed.

The Enable Hover Details option allows users to view interactive information for a record by hovering the mouse pointer over a link to that record in the Recent Items list on the sidebar or in a lookup field on the record detail page. The fields displayed in the hover details are determined by the record's mini page layout that is set at the page layout edit screen.

In the following screenshot, we are hovering the mouse pointer over a link to a record in the Recent Items list on the sidebar:

In the following screenshot, we are hovering the mouse pointer over a lookup field on the record detail page:

The Enable Related List Hover Links option enables related list hover links to be displayed at the top of standard and custom object record detail pages. It allows users to view the related list and its records by hovering the mouse pointer over the related list link. Users can also click on the related list hover link to jump down directly to the Related List section without having to scroll down the page.

The Enable Separate Loading of Related Lists option enables the separate loading of record detail pages. First, the primary record detail data loads, and then the related list data loads. This option serves to improve display performance for organizations with a large number of related lists on record detail pages. When the page is loaded, the record details are displayed immediately; afterwards, the related list data loads, during which the users see a progress indicator for the related list.

You will see that the related list sections are not loaded yet. They appear as […] while the primary record detail (for the account example) is loaded immediately, as follows:

After the primary record detail has loaded (the account page), the related lists are then loaded. You can see that the number of records for the Contacts related list is now displayed as [2].

This option does not apply to pages for which you cannot control the layout (such as user pages or Visualforce pages).

The Enable Inline Editing option allows users to change field values directly within the record detail page, avoiding the need to load the record edit page first. By double-clicking on the field to be edited within the detail page, the field changes and becomes editable. The new value can then be entered and saved, or the action can be undone using the Undo button.

First, the field is highlighted by hovering over it with the mouse to reveal the pencil icon, indicating that the field is editable, as follows:

Then, double-clicking on the field causes the field to switch from view mode to edit mode to allow a new value to be entered, as follows:

After a new value has been entered, the value is displayed in orange text and the user has the option to undo the change using the undo button, as follows:

The changed value and the detail page can then be saved in the standard way using the Save button, as follows:

This option is enabled by default. Certain fields cannot be changed using inline editing, such as system fields (created by, last modified by, and so on), calculated fields (formula, auto number, roll-up summary, and so on), read-only Fields, and special fields (such as owner and record type).

The Enable Enhanced Lists option provides users with the ability to view, customize, and edit list data, which is the resulting data section that is rendered from Views. When enabled along with the Enable Inline Editing setting, users can also edit records directly within the list without having to move away from the page, as shown in the following screenshot:

With enhanced lists enabled, users can perform the following actions:

A mass edit is performed by first selecting the records to be edited using the checkboxes and then clicking on one of the fields that are to be edited.

Upon clicking on the field, a new pop-up window is displayed, which prompts whether the change is to be made to just the selected record or to all the records that have been selected. In the following screenshot, we see an example where two account records have been selected and where one of the record's billing street fields has been clicked on. This feature only allows mass edit; users cannot mass delete.

In the Account, Contact, and Lead List views, there is an Open Calendar link at the bottom of the page that displays a weekly view of a calendar underneath the list. A record can be dragged from the list to a time slot in the calendar to create an event associated with the record.

The number of records displayed can be changed per page by setting the view for 10, 25, 50, 100, or 200 records at a time. When this setting is changed, navigation is set to the first page of list results, as shown in the following screenshot:

If users change the number of records to be displayed per page, that setting is applied to all the lists (not just the current list).

Also, if the option of displaying 200 records is selected, a warning message appears as it can reduce performance, as shown in the following screenshot:

The Enable New User Interface Theme option changes the look and feel of Salesforce from the classic theme to the new theme. It also houses links, such as Setup, Developer Console, and Logout, under the username for users in your organization.

There are still some older browsers (such as IE 6) that cannot render the new user interface theme and should be avoided.

The Enable Tab Bar Organizer option automatically arranges users' tabs in the tab bar to control the width of the CRM application pages and prevent horizontal scrolling. It dynamically measures how many of the application tabs can be displayed and puts tabs that extend beyond the browser's current width into a drop-down list that is presented on the right-hand side of the tab bar, as shown in the following screenshot:

The Enable Printable List Views option allows users to easily print list views.

If enabled, users can click on the Printable View link (the printer logo), located in the top-right corner on any list view, to open a new browser window. Within the new window, the current list view is displayed in a print-ready format, as shown in the following screenshot:

This option allows users to click on the Printable View link from any list view; this opens a new browser window that displays the current list view in a print-ready format.

When the Enable Spell Checker option is selected, the Check Spelling button appears in certain areas of the application where text is entered, such as sending an e-mail or when creating cases, notes, and solutions. Clicking on this button checks the spelling of your text, as shown in the following screenshot:

The Enable Customization of Chatter User Profile Pages option allows you to customize the tabs on the Chatter user profile. The way to customize Chatter user profile pages is described in detail later in Chapter 7, Salesforce CRM Functions.

In the following screenshot, we have customized the Chatter User Profile Page tabs and added the Learning Zone tab, which results in the modified page shown in the following screenshot:

This enables you to add custom tabs or remove default tabs such as the Feed and Overview tabs. Custom tabs are available by customizing Subtab Apps, which are described in more detail in Chapter 3, Configuration in Salesforce CRM. If this option is disabled, users only see the Feed and Overview default tabs.

When the Enable Salesforce Notification Banner option is selected, an announcement banner appears on certain pages.

Your users can exclude the banner from all pages by clicking on the Close button, or you can prevent the Salesforce Notification Banner from appearing for your entire organization by disabling this option.

The collapsible sidebar gives users the ability to show or hide the sidebar on every Salesforce page where the sidebar is included. When the Enable Collapsible Sidebar option is selected, the collapsible sidebar becomes available to all users in your organization. However, each user can set their own preference for displaying the sidebar. Users can set the sidebar to be permanently displayed, or they can collapse the sidebar and show it only when needed.

If you have custom home page layouts that include components in the sidebar, the Show Custom Sidebar Components on All Pages option displays the sidebar components on all pages in Salesforce and for all users. If only certain profiles are allowed to view sidebar components on all pages, you can assign a Show Custom Sidebar on All Pages permission to just those profiles.

The Enable Home Page Hover Links for Events option enables hover links in the calendar section of the Home tab and allows users to hover the mouse over the subject of an event to see interactive information for that event.

The Enable Drag-and-Drop Editing on Calendar Views option enables your users to drag-and-drop existing events around their daily and weekly calendar views to reschedule events without having to navigate from the page to the event creation page. The loading performance of the calendar control might suffer with this option enabled. Drag-and-drop editing is not available for either multiday events or on console calendar views. Also, this option is enabled by default.

The Enable Click-and-Create Events on Calendar Views option enables the creation of events on daily and weekly calendar views by double-clicking on a specific time slot and entering the details of the event in an interactive section. The fields presented in the interactive section are set using the mini page layout on the Event page layout screen.

The Enable Drag-and-Drop Scheduling on List Views option enables users to create events by dragging the record to be linked from the list view to the weekly calendar view. Upon dropping, an interactive section for the event detail is displayed where the available fields are set using the mini page layout.

The Enable Hover Links for My Tasks List option enables hover links for tasks in the My Tasks section of the Home tab and on the calendar day view, and allows users to hover the mouseover details of the task in an interactive section.

The Enable Enhanced Page Layout Editor option enables the Enhanced Page Layout Editor for your organization, so you can edit page layouts with a feature-rich What You See Is What You Get (WYSIWYG) editor.

The Enable Enhanced Profile List Views option enables the enhanced list views and inline editing on the profiles list page, which allows you to manage multiple profiles at once.

To go to the Profile menu, navigate to Setup | Manage Users | Profiles. Now, select a profile and click on Create New View, as shown in the following screenshot:

The following are the three steps to produce the list of profiles that allow you to modify multiple profile settings at once:

The following screenshot shows the three steps used to create a new view for profiles:

Now that the profile view has been created, we can select multiple profiles to manage all at once, as shown in the following screenshot:

You can display multiple lists of profiles that can be selected and actioned upon, as shown in the following screenshot:

You can also modify multiple profile selections to apply the setting to all the profiles, as shown in the following screenshot:

The Advanced settings of User Interface set up the screen that is currently related to the Extended Mail Merge features.

The Enable Enhanced Profile User Interface option allows you to enable the Enhanced Profile User Interface, which then offers the following features to help you:

The Enable Streaming API option enables the use of the Force.com Streaming API in your organization. The Streaming API provides near real-time streams of data from the Force.com platform. You can create topics with which applications that receive asynchronous notifications of changes to data in Force.com can subscribe.

Select the Enable Custom Object Truncate checkbox to activate 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.

Truncating custom objects is a quick way to permanently delete all of the records from a custom object, for example, if a custom object has been created and filled with test records. When testing is complete and the test data is no longer required, you can truncate the object to remove the test records but keep the object and make it ready to be deployed into production. This is quicker than batch-deleting records and recreating the custom object.

When the improved setup user interface is enabled in an organization, you might notice several differences as compared to the original user interface.

The setup menu is accessed from the Setup link in the upper-right corner of any Salesforce page. It is arranged into the following goal-based categories:

When enabled, the Advanced Setup Search option allows you to search for setup pages, custom profiles, permission sets, public groups, roles, and users from the sidebar search textbox within the setup area. When the option is disabled, you can search for setup pages only.

As you type in the sidebar Setup searchbox, any options that match your search term appear in the Setup menu. When you press Enter, you will be presented with a page that will list any matching permission sets, custom profiles, public groups, roles, or users.