Salesforce Branding & Themes PDF

Declarative Design Given a scenario, describe how to apply branding to a solution. After studying this topic, you should be able to: 1. **Define the concept of Themes and Branding within the Salesforce environment**: - Themes and Branding in Salesforce refer to the visual custo...

Declarative Design Given a scenario, describe how to apply branding to a solution. After studying this topic, you should be able to: 1. **Define the concept of Themes and Branding within the Salesforce environment**: - Themes and Branding in Salesforce refer to the visual customization options that allow organizations to personalize the appearance of their Salesforce environment, enhancing user experience and aligning it with the organization's branding guidelines. - Themes include things like colors, logos, and overall look-and-feel of the Salesforce interface, while branding typically refers to the more specific aspects like logos and brand colors. 2. **Describe the difference between built-in themes and custom themes**: - **Built-in Themes**: These are predefined themes provided by Salesforce, designed to meet standard visual design needs. They offer a simple way to apply a cohesive look without requiring custom development. - **Custom Themes**: Custom themes are user-defined, allowing organizations to fully tailor the Salesforce interface according to their unique branding requirements. This involves uploading logos, selecting colors, and adjusting other visual elements. 3. **Provide insights into Themes and Branding configuration**: - Themes and Branding can be configured in Salesforce by navigating to the *Setup* menu and accessing the *Themes and Branding* section. Here, you can choose or create a custom theme, upload a logo, and set brand colors that reflect your organization's identity. 4. **Identify where in the Salesforce setup Themes and Branding can be configured**: - In Salesforce, you can configure Themes and Branding by going to *Setup* \> *User Interface* \> *Themes and Branding*. This section allows you to select and customize themes, upload images (e.g., logos), and modify the color scheme used across the platform. 5. **Describe what the Override Accessibility Brand Color setting is**: - The *Override Accessibility Brand Color* setting is a configuration option that allows you to adjust the brand color to meet accessibility standards, ensuring that the colors used in your theme are legible and user-friendly for people with color vision deficiencies. This setting modifies the contrast between text and background colors, ensuring a better user experience for all users. **Introduction:** - **Built-in Themes**: Pre-designed visual templates in Salesforce that offer a selection of color schemes and design styles for the user interface. These themes provide a quick and easy way to update the look of Salesforce without requiring extensive customization. - **Custom Themes**: Allow organizations to create a unique, branded user experience by tailoring the interface to their specific design elements. Custom themes enable the selection of colors, logos, and other visual elements, ensuring a personalized and consistent appearance that aligns with the organization's brand identity. **Themes and Branding:** - **Override Accessibility Brand Color**:\ A feature that allows designers to replace the default accessibility-focused colors with the company's custom colors. This ensures that the interface remains visually aligned with the organization\'s brand while maintaining accessibility standards for all users. - **Custom Themes**:\ Custom themes are personalized visual configurations that allow organizations to tailor the user interface to match the specific branding and design preferences of the company. This includes selecting custom colors, logos, and other visual elements to reflect the organization's identity. - **Built-in Themes**:\ Built-in themes are predefined visual presets in Salesforce that offer a variety of color schemes and design styles for the user interface. These themes provide quick and easy options to customize the look and feel of the Salesforce org without requiring extensive customization. **Themes and Branding Overview:** Themes and Branding in Salesforce allow designers to customize the look and feel of the Salesforce org to align with a company\'s branding or design preferences. This includes adjusting colors, logos, and images to create a unique user experience. **Built-in Themes** - **Default Theme**: The default theme for Salesforce is **\'Lightning Blue\'**. - **Limitations**: Built-in themes cannot be modified or cloned. - **Mobile Apps**: Themes do not apply to the mobile app. **Custom Themes** - Designers can create **custom themes** to personalize the Salesforce UI further. - Custom themes allow customization of: - **Brand logos** - **Brand colors** - **Background and banner images** - **Up to 300 custom themes** can be configured in an org. - Custom themes can be: - Created - Cloned - Edited - Deleted - Previewed - Activated **Only One Active Theme** - Only **one theme** can be active in the org at any given time, and it applies to the entire organization. **App Override** - **Apps** have the ability to **override** the custom theme's brand image and navigation bar color. - Apps can apply their own brand image and color, independent of the organization-wide theme. **Customizing Themes and Branding** - When creating a custom theme, the following elements can be customized: - **Brand images** - **Brand colors** - **Background and banner images** - **Default avatar images** **Override Accessibility Brand Color** - **Purpose**: This feature allows designers to replace the default accessibility-focused colors with the company's custom colors. **Accessibility Considerations** - **Accessibility Issues**: Enabling the \"Override Accessibility Brand Color\" checkbox can cause accessibility problems, such as reduced text legibility in certain parts of the UI. - **UI Areas Affected**: Accessibility brand colors cannot be overridden in the **Global Navigation Divider**, **status**, and **flow components**. **Checkbox in Themes and Branding** - Designers can enable custom accessibility brand colors by checking the **\'Override accessibility brand color\'** checkbox in the **Themes and Branding** section of Salesforce setup.