Collapsible Sections enables 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 follows:

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 follows:

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 for creating 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 in spite 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 which 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:

This 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.

This option enables a separate loading of record detail pages. First, the primary record detail data loads, and then the related list data. This option serves to improve the 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 and 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 yet loaded. 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).

This 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 to become 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 the field causes the field to switch from a view mode to an 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).

This option provides the user 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:

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 is to be edited.

Upon clicking on the field, a new pop-up window is displayed to prompt whether the change is to be done 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 Account, Contact, and Lead List views, there is an Open Calendar link at the bottom of the page to display a weekly view of a calendar underneath the list. A record can be dragged from the list to a time slot on 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:

The New User Interface Theme changes the look and feel of Salesforce from the Classic Theme to the New Theme. It also houses the links, such as Setup, Developer Console, and Logout, under the user name 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.

Tab Bar Organizer 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 presented on the right-hand side of the tab bar as shown in the following screenshot:

This 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 follows:

This option allows users to click on the Printable View link from any list view, which opens a new browser window displaying the current list view in a print-ready format.

When this 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 collapsible sidebar gives users the ability to show or hide the sidebar on every Salesforce page where the sidebar is included. When this 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, this 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.

This 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.

This 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 may suffer with this option enabled. Drag-and-drop editing is not available for either multi-day events or on console calendar views. Also, this option is enabled by default.

This 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 mouse over details of the task in an interactive section.

This option enables the Enhanced Page Layout Editor for your organization for editing page layouts with a feature-rich WYSIWYG (What You See Is What You Get) editor.

This option enables the enhanced list views and inline editing on the profiles list page, which allows you to manage multiple profiles at once.

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

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

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 the multiple lists of profiles that can be selected and actioned as follows:

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

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

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

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 ready to be deployed into production. This is much quicker than batch-deleting records and having to recreate the custom object.

This option enables the Mass Mail Merge link to be available in the Tools area on the home pages for accounts, contacts, and leads.

When enabled, this option also sets single mail merges requested from the Activity History related list on a record to be created with the Extended Mail Merge function. The Extended Mail Merge function is activated using a wizard comprising of the following steps:

Although the document preview is editable, do not edit in Word as the changes will not be saved to your current mail merge request. You have to make a new mail merge template and upload this first.

This option stops the sending of the mail merge documents as e-mail attachments, and instead stores them in the user's personal documents folder on the Documents tab. Users are still sent e-mails as confirmation when their mail merge requests have completed, and these e-mails contain links to the documents in the Documents tab.