Configure system settings
- UpdatedFeb 1, 2024
- 3 minutes to read
- Washington DC
- Notifications
Configure the system settings of your instance to set the UI experience that you want.
Before you begin
Role required: admin.
About this task
You can customize your general settings, theme, accessibility, lists, forms, notifications, and developer tools. You can also switch your instance UI to a previous version.
Procedure
- Navigate to User Menu > Preferences > Notifications.
-
Select the General tab and change your system
settings.
Tab System Setting General: General settings for your instance. Compact user interface: Option to display a compact user interface. Compact list date/time: Option to display a compact list date and time. Keyboard shortcuts enabled: Option to enable keyboard shortcuts. Home: Option to select Homepages or Dashboards for your instance home. Important:The functionality found in homepages, arranging information from your instance to tell a story about your data, is found in dashboards on new instances. On upgraded instances with Next Experience enabled, users can view existing homepages if they have a direct URL, but they can't create or edit them. Responsive dashboards and Analytics Center dashboards take over homepage functionality.
Use the Homepage deprecation help tool to convert the homepages on your instance to responsive dashboards.
For more information, see:Date/Time: Select Calendar, Time Ago, or Both. Time zone: Time zone displayed in your instance. Printer friendly version: Printer-friendly version of a notification. Theme: Color scheme for your instance. Option to select a color scheme for your instance. Accessibility: Accessibility features for your instance. Data visualization patterns enabled: Option to enable data visualization patterns. Accessibility enabled: Option to enable accessibility. Enable Accessibility to toggle these features.
Show tooltips on forms: Option to show tooltips on forms. Tooltips display when you point to a UI element. Show Date & Time format in field label: Option to show date and time format in field labels. Show Record Preview tooltips on Slushbucket items when available: Option to show record preview tooltips on slushbucket items when available. Tooltips display when you point to a UI element. Lists: List preferences for your instance. Wrap longer text in list columns: Option to wrap text in list columns. Forms: Form preferences for your instance. Tabbed forms: Option to enable tabbed forms. Related list loading: Select With the Form, After Form Loads, or On-demand. Notifications: Notification settings for your instance. Allow Notifications: Option to enable notifications. To receive notifications for Simple type messages, enable the notification channel. You don't need to toggle individual notifications. For more information on message types, see Configure message content.
Note: You can only enable notifications in notification channels that you have permission to access.Create Channel: Select to configure a channel. Primary email - Option to receive email notifications in your primary email.
- Configure your primary email by clicking the
configure icon (
).
Create Personal Notifications: Select to configure a personal notification. Select a parent notification from the list and click the configure icon (
). Child notifications are displayed for each entry. Toggle a notification.
Developer: Developer tools for your instance. Application: Application of your instance. Set if other than Global. Show application picker in header: Option to display the application picker in your instance header. Update Set: Update set for your instance. Select an update set if other thanGlobal. Show update set picker in header: Option to display the update set picker in your instance header. JavaScript Log and Field Watcher: Option to display the JavaScript log and field watcher. Automated Test Framework Page Inspector: Option to display the automated test framework page inspector.