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How do I change the look and feel of Salesforce CRM?

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Overview

What does it mean to change the look and feel of Salesforce CRM?
It's easy to customize Salesforce CRM.  Add your company logo, add a new custom tab, or create a new field to track information specific to your business.

Why is customizing the look and feel important?
Everyone has a setup that works best for them. Salesforce CRM lets you customize the look and feel of the application so you can find the optimal setup for you and your colleagues.

Add your company logo

In this tutorial, we’ll walk through how to add your company logo to Salesforce CRM. Note: Try to use image files smaller than 100K. (For comparison, the salesforce.com logo is around 3K.)

  1. The first step is to save your company logo in the Documents tab. Click on the Documents tab.
  2. Click New and enter the document details.
    • Enter the Document Name.
    • Select the Folder in which to save the document.
    • Click Choose File and select your logo.
    • Click Save when you’re done.
  3. Click Setup —› App Setup —› Customize —› Home —› Home Page Components
  4. Click New in the Custom Components section.
  5. Click Next on the page Understanding Custom Components.
  6. Enter the Name for your new custom component.
  7. Select the Image radial dial and click Next.
  8. Click the Insert an image button and select your image.
  9. Click Save when your image is loaded. Make sure the image is the correct size.
  10. Once the image is saved, navigate to App Seup —› Customize —› Home —› Home Page Layouts.
  11. Click New to create a new layout.
  12. You may select a layout to clone or create a new layout. Enter a Name for the layout and click Save.
  13. Select components to show. Make sure to select your new logo and then click Next.
  14. Use the arrows to order the components. Make sure you move your logo to the top left.
  15. Click Save & Assign to assign this page layout to the profiles where you’d like to have the logo displayed.

Customize your personal information

In this tutorial, we’ll walk through how to customize the way your personal information shows up in Contact Manager.

  1. Click Setup —› Personal Setup —› My Personal Information —› Personal Information
  2. Click Edit and you can edit any personal information—including your name, title, address, and any other personal information you would l ike to change.  
  3. Click Save when you’re done editing.
  4. Click Setup —› Personal Setup —› My Personal Information —› Change My Password to update your password and verification question.
  5. Click Setup —› Personal Setup —› My Personal Information —› Change My Display to customize the tabs or pages you see in each Salesforce CRM application.
  6. Click Customize My Tabs
    • Custom App – The dropdown menu on the top lets you choose the app for which you want to customize the tabs.
    • Available Tabs – Shows all the tabs you can include in your display.
    • Selected Tabs – Shows the tabs that are currently in your display.
    • Arrows – The Add / Remove arrows help add or remove tabs from the application; the Up / Down arrows change the ordering of the tabs in the display.
  7. Click Save when you’re done.
  8. Click Customize My Pages.
    • Available List – Shows which related lists you can add to the page.
    • Selected List – Shows which related lists are already selected for the page.
    • Arrows – The Add / Remove arrows help you add or remove tabs from the application.
  9. Click Save when you’re done.

Customize the setup for your company

You can also customize Salesforce CRM’s tabs and page layouts for everyone in your company.

NOTE: you must have Administrative privileges to change the user interface for your company.

  1. Click Setup —› App Setup —› Customize —› User Interface
  2. Select the settings you want. Some key settings you may want to consider using:
  3. Show Quick Create – This setting lets you create a new record quickly by entering just a few fields to create a new account or contact.
  4. Enable Hover Details – This setting displays an interactive overlay containing detailed information about a record when you hover your 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.
  5. Enable Inline Editing – This setting lets you quickly update your contact and account information while viewing a record, without having to go to an edit page first.
  6. Enable Collapsible Sidebar – This setting lets you choose to show or hide the sidebar on every Salesforce CRM page that normally includes the sidebar.
  7. Enable Drag-and-Drop Editing on Calendar View – This setting lets you drag events for rescheduling on single user daily and weekly calendar views.
  8. Click Save when you’re done.

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How do I create a custom field?

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Overview

What is a custom field?
In Salesforce CRM, “fields” are how we track specific information. For instance, for each contact in Salesforce CRM, there are different fields for information related to them. So the contact’s name would be one field, the title would be another field, and so on. A custom field is one you create specifically for your company's Salesforce CRM. That means you can create a field to track a contact’s nickname, how a person prefers to be contacted, or any other specific information you deem necessary.

Why are custom fields important?
Each business has unique needs. With custom fields, you can quickly track any information you need to run your business and track your contacts.

Add a custom field

In this tutorial, we’ll walk through how to create a custom field to add to a contact.

  1. Click Setup —› App Setup —› Customize —› Contacts —› Fields
  2. Scroll down to the Contact Custom Fields & Relationships section and click on New.
  3. Select the Field Type that is best suited to what you want to do and click Next.
  4. Enter the required details for your field. For example, if you picked the field type Number, then you would have to enter the Field Label, Length (to specify how many numbers you want people to be able to enter), and Decimal Places.
  5. Enter any optional details you want included. When you’re done, click Next.
  6. Choose the Page Layouts to which you want to add the field.
  7. Click Save when you’re done.

Quick Check: Make sure your new field is in the right place by going to the Contacts tab and clicking on any contact. You should see your new field close to the top of the left side of the page.

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How do I create a custom web tab?

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Overview

What is a custom web tab?
A web tab is a custom tab that displays web content or applications embedded in a Salesforce CRM window. For instance, you can create a tab to view your company’s intranet or a wiki that you use frequently so that you can find the information you need without leaving your Salesforce CRM.

Why are custom web tabs important?
Custom tabs enable you to create a specific set of web tabs customized for the web pages you use most frequently. 

Create a custom web tab

  1. Click Setup —› App Setup —› Create —› Tabs
  2. Click New next to Web Tabs.
  3. Choose Tab Layout and then click Next – you can either choose to have the content run across the full page width, or to include the sidebar to help you navigate your Salesforce CRM.
  4. Choose the Tab Type:
    • URL – Choose this if you want to show the content of a web page in the tab, like a map webpage or a wiki.
    • Custom S-Control – Choose this if you have previously created a custom s-control that you want displayed in the web tab. S-Controls can contain any type of content that you can display or run in a browser.
  5. Enter Label – This will be the name of the tab. It should be an easy way for people to know what the tab contains.
  6. Enter Tab Name – This is a unique name that will ensure there are no naming conflicts within Salesforce. Hover over the information button for more details.
  7. Select Tab Style – Salesforce CRM has a number of different colors and tab styles you can choose from.
  8. Enter Content Frame Height – This determines the length of the page eyou create.
  9. Click Next when you’re done filling out the information on this page.
  10. Select Merge Field – Salesforce CRM can use one or more merge fields to insert data from your Salesforce CRM into the URL in the web tab.
  11. Select Encoding – If you are based in the United States, then you can leave the Encoding selection as “Unicode (UTF-8)”. Otherwise, choose the Encoding for your web content.
  12. Click Next when you’re done filling out the information on this page.
  13. Choose the Applications to which you want to add your tab.
  14. Click Save when you’re done.

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How do I create a custom object tab?

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Overview

What is a custom object tab?
In Salesforce CRM, a tab is a home for a certain type of information. For instance, the Contacts tab in Salesforce CRM is where you go to quickly view and manage your contacts.

Why are custom object tabs important?
Each business is unique. Custom object tabs help you manage information that is important for you and your business. For example, if you’re an advertising business and you track your ad prices in a custom object, creating a custom object tab gives you a centralized place to view and manage your ad price records. 

Create a custom object tab

  1. Click Setup —› App Setup —› Create —› Tabs
  2. Click New next to Custom Object Tabs.
  3. If this is your first new tab, you will not have any “objects” in the dropdown menu and will need to create a custom object before you can create a tab. To do so, click Create a New Custom Object Now.

    Custom objects are custom Salesforce CRM database tables that let you store information unique to your organization. To take the advertising business example, if you created a custom object for tracking ad prices, you’d create a table to define ad price scenarios.

    • Enter Label – This will be the name of the tab. It should be an easy way for people to know what the tab contains.
    • Enter Plural Label – This is simply the plural form of your label.
    • Enter Description to explain what your custom object is or what it should be used for.
    • Select the Data Type that makes sense for your object.
    • Select the Optional Features you want to have on the page. For this example, select them all.
    • Select Add Notes and Attachments related list to default page layout so you can attach documents and write notes.
    • Select the Launch New Custom Tab Wizard after saving this custom object checkbox to automatically be taken into the custom tab wizard.
    • Click Save when you’re done filling out the information on this page.
  4. Select the Object you just created.
  5. Select Tab Style.
  6. Click Next.
  7. Choose the Applications to which you want to add your tab.
  8. Click Save when you’re done.

Use your custom object tab

Click on the All Tabs tab to see and use the tab you created.

To learn how to customize the page layout, watch the Page Layout tutorial in Salesforce CRM. You can find it in Setup → App Setup → Customize → Accounts → Page Layout.

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