You can change the profile user interface in Salesforce by enabling or disabling the Enhanced Profile User Interface option, which offers a more streamlined and organized way to manage user permissions and settings.
Salesforce provides different interfaces for managing user profiles, with the Enhanced Profile User Interface being the recommended and most efficient option for administrators. Switching to this interface can significantly improve the experience of configuring user permissions, field-level security, object settings, and more.
Understanding the Enhanced Profile User Interface
The Enhanced Profile User Interface provides a more organized and modern way to view and manage profile settings compared to the classic interface. It simplifies navigation through various permissions and settings categories, making it easier for administrators to locate and configure specific access controls.
Key Benefits of the Enhanced Interface:
- Improved Navigation: Categories for permissions and settings are clearly grouped and accessible from a single page.
- Efficiency: Quickly find and modify settings without extensive scrolling.
- Modern Look and Feel: A more intuitive and user-friendly design.
- Granular Control: Better organization helps in identifying and adjusting specific permissions with precision.
Steps to Enable or Disable the Enhanced Profile User Interface
To switch between the classic and enhanced profile user interfaces, follow these simple steps:
- Navigate to Setup: From any page in Salesforce, click on the gear icon (⚙️) in the top-right corner, then select Setup.
- Access User Management Settings: In the Quick Find box on the left sidebar, type
Userand then click on User Management Settings.- Quick Tip: The Quick Find box is a powerful tool to quickly locate specific settings within Salesforce Setup.
- Locate the Enhanced Profile User Interface Option: Scroll down or look for the setting labeled Enhanced Profile User Interface.
- Toggle the Setting:
- To use the Enhanced Profile User Interface, ensure this option is set to Enabled.
- To revert to the Classic Profile User Interface, set this option to Disabled.
- Save Changes: Salesforce automatically saves this setting immediately after you toggle it.
Once enabled, when you navigate to a user profile (e.g., from Setup > Users > Profiles and click on a specific profile), you will see the enhanced layout.
Practical Implications and Examples
Enabling the Enhanced Profile User Interface primarily changes how you interact with profiles as an administrator, not the underlying permissions or user experience for end-users. It's an administrative tool designed to make your job easier.
Example Scenario:
Imagine you need to grant a specific user profile access to a new custom object and set field-level security for it. In the Enhanced Profile User Interface, you would typically:
- Navigate to the specific Profile.
- From the profile detail page, you'd see sections like "Object Settings," "Field-Level Security," "Custom App Settings," etc., organized clearly.
- Click on "Object Settings," find your new custom object, and easily configure its permissions (Read, Create, Edit, Delete).
- Then, navigate to "Field-Level Security" for that object and adjust visibility or edit access for individual fields.
This structured approach significantly reduces the time and effort required to manage complex permission sets.
Quick Comparison: Classic vs. Enhanced Profile UI
| Feature/Aspect | Classic Profile User Interface | Enhanced Profile User Interface |
|---|---|---|
| Navigation | Often requires extensive scrolling to find settings. | Organized into clear, clickable sections/categories. |
| Layout | A single, long page with all settings. | Tabbed or sectional interface for better organization. |
| Efficiency | Can be time-consuming for complex profiles. | Streamlined for quicker management of permissions. |
| User Experience | Older design, less intuitive. | Modern, intuitive, and easier to use. |
By utilizing the Enhanced Profile User Interface, administrators can manage user access and permissions more efficiently and with greater precision in Salesforce.
