---
schema_version: "1"
id: bc2fcf8bab45b723ab5a42f689a33ea36bb9b422794daf75259b99013ca08b02
title: Customize Your Salesforce Org
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/customize_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.customize_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9d7b537e60dab06cf4fdf61b0a53a3c09c99ca3728b3dc825c9f7326d1438306
description: You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your org. In addition, every Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition user can customize various personal display options.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Customize Your Salesforce Org

You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your org. In addition, every Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition user can customize various personal display options.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The available customization options vary according to which Salesforce Edition you have.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d33665e58">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33665e58 ">To view setup options:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33665e58 ">View Setup and Configuration</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33665e58 ">To customize your org:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33665e58 ">Customize Application</td>

        </tr>
      </tbody>
    </table>

Watch a Demo: [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/play_btn.png) Creating a Workflow Rule (Salesforce Classic)](https://salesforce.vidyard.com/watch/IqZIFLtEx9rY7AD8QLFE3Q)

Quick demo of how to customize the way Salesforce looks for your organization.

To tailor Salesforce for your org, you can customize the display of the various tabs and other items. Select a link to get started on any task.

- **[Find Object Management Settings](https://help.salesforce.com/s/articleView?id=platform.extend_click_find_objectmgmt_parent.htm&release=264.0.0&type=5)**  
    Salesforce lets you personalize your object model with features like custom fields, page layouts, and validation rules. Depending on which experience of Salesforce you have enabled, these customizations are located in different areas of Setup.
- **[Ways to Control User Access to Fields](https://help.salesforce.com/s/articleView?id=platform.customize_layoutoverview.htm&release=264.0.0&type=5)**  
    Use field-level security to control user access to fields. Use page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal.
- **[Set Page Layouts and Field-Level Security](https://help.salesforce.com/s/articleView?id=platform.managing_page_layouts_and_field-level_security.htm&release=264.0.0&type=5)**  
    Use field-level security as the means to restrict users’ access to fields; then use page layouts primarily to organize detail and edit pages within tabs. This reduces the number of page layouts for you to maintain. For example, if a field is required in the page layout and read-only in the field-level security settings, the field-level security overrides the page layout and the field is read-only for the user.
- **[Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customize_layout.htm&release=264.0.0&type=5)**  
    Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.
- **[Compact Layouts](https://help.salesforce.com/s/articleView?id=platform.compact_layout_overview.htm&release=264.0.0&type=5)**  
    A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.
- **[Custom Help Content](https://help.salesforce.com/s/articleView?id=platform.customhelp_about.htm&release=264.0.0&type=5)**  
    Tailor help so that users understand how to work within your unique implementation of Salesforce. You can add learning in the flow of work in several ways. Add custom help for a page, app, object, or org level, or provide links to help in the Utility Bar, Path, or as a text box on the page. Show users custom resources in a Lightning Experience welcome mat when they first log in. Or, to reach users with important news, training, and on-boarding information, add micro-learning prompts and walkthroughs to your app.
- **[Tailor Business Processes to Different Record Types Users](https://help.salesforce.com/s/articleView?id=platform.customize_recordtype.htm&release=264.0.0&type=5)**  
    Record types let you offer different business processes, picklist values, and page layouts to different users. You can create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you can display different page layouts for your customer support cases versus your billing cases.
- **[Manage Your Translations](https://help.salesforce.com/s/articleView?id=platform.workbench_overview.htm&release=264.0.0&type=5)**  
    If your Salesforce org has multiple languages enabled, manage translations so that your global users can use Salesforce in their language.