Salesforce is a powerful customer relationship management (CRM) software that provides businesses with the tools they need to manage their sales, marketing, and customer service operations. However, some users may find the Enhanced Profile View feature of Salesforce distracting or unnecessary. In this article, we will explain how to turn off Enhanced Profile View in Salesforce.
What is Enhanced Profile View in Salesforce?
Enhanced Profile View is a feature in Salesforce that allows users to view additional information about their contacts, leads, and accounts directly from their profile page. This feature is designed to provide users with a quick overview of a contact’s or account’s key information without having to navigate to other pages.
Why Turn Off Enhanced Profile View?
While Enhanced Profile View can be a useful feature for some users, others may find it distracting or unnecessary. For example, if you are primarily using Salesforce for sales purposes, you may not need to see detailed information about a contact’s marketing campaigns or customer service history. Turning off Enhanced Profile View can simplify the user interface and improve your overall user experience.
Steps to Turn Off Enhanced Profile View
Here are the steps to turn off Enhanced Profile View in Salesforce:
- Log in to Salesforce.
- Click on the Gear icon in the upper-right corner of the page.
- Select “Setup” from the dropdown menu.
- In the left-hand menu, click on “User Interface.”
- Click on “Compact Layouts.”
- Select the object (Contact, Lead, or Account) that you want to modify.
- Click on “Edit” next to the layout you want to modify.
- Deselect the checkboxes for the fields that you do not want to appear in Enhanced Profile View.
- Click “Save” to apply your changes.
Additional Tips
Here are a few additional tips to help you optimize your Salesforce experience:
- Consider customizing your Compact Layouts for each object to ensure that you are only seeing the information that is relevant to your specific use case.
- Use the Salesforce App Exchange to find third-party apps and plugins that can further enhance your Salesforce experience.
- Explore Salesforce Trailhead, a free online learning platform that provides interactive tutorials and training modules to help you get the most out of Salesforce.
Also Know: What Difference Between Salesforce Classic And Lightning
Turning off Enhanced Profile View in Salesforce can help simplify the user interface and improve your overall user experience. By following the steps outlined in this article, you can easily turn off Enhanced Profile View for the objects that are not relevant to your use case. Remember to also explore additional customization options and resources to optimize your Salesforce experience.
