Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce
Salesforce is a powerful platform with many configuration features and setup tools. In order to get the most out of Salesforce, it’s important to understand the options available to you. The Setup menu contains every single tool you need to configure a Salesforce instance to meet specific business needs.
Where Salesforce Admins Spend Their Day
The Setup is pretty much the engine room to enable the Salesforce user interface settings for optimal performance and usability. Whatever Salesforce Users see in the front end is managed through the backend, the Setup of the platform. It’s the Salesforce Admins go-to place to customize, configure and support a Salesforce instance and its Users.
Become Confident Using the Salesforce Setup Menu
In this video tutorial, I will walk you through the different options in the Setup menu and explain what each one does. You can follow-along from your own Trailhead Playground or Developer Org. Simply click the gear icon ⚙️ in the upper right corner.
VIDEO TUTORIAL WALK-THROUGH SCRIPT:
- Go to the gear icon on the top right
- You will see the main Setup item
- You may see more options such as the Service Setup. This depends on the Salesforce products you have acquired
- When you hover over the main Setup item you’ll notice a little expand icon. This will open the Setup menu in a new browser window. So let’s click on it. It will be handy for you to keep the Setup page open separately.
- On the Setup Home page you will find some handy quick links at the top.
- Click arrow to the right
- And below you will find recent pages you have been working on once you get started
- On the left is your main Setup menu which comprises of three main categories
- The ADMINISTRATION category
- This is where you manage your User [USERS >] and their data access [PROFILES]
- From here you will do things like adding new users [USERS],
- Viewing user details [user “WeLearnSalesforce”], changing passwords and monitor login history
- Under Data [DATA>] you will do data exports or set up duplicate management
- Under Email you will be creating email templates and a lot more
- Under PLATFORM TOOLS this is where most of your customization will happen
- You can modify the user interface [OBJECTS & FIELDS] and
- Deploy new features [ENVIRONMENTS/DEPLOY]
- You can manage your entire data model and create new apps
- And if something needs to be coded with programmatic tools [CUSTOM CODE], this is done here too
- The third category is the SETTINGS where you will manage your company settings [COMPANY SETTINGS>] such as business hours and fiscal year
- You can also view your org’s history [SECURITY>/Setup Audit Trail] and manage your entire security model
- You’ll notice that there are a lot of menu and sub-menu items and it might be a bit tricky to quickly find a specific section. That’s where the Quick Find box at the top will come in handy
- To the right of the Home tab, you will find the Object Manager tab. You will use the Object Manager to manage page layouts, add fields, create new Custom Objects and so on
- The Object Manager [Platform Tools/Objects and Fields/Object Manager] is also available from the main menu. However, since this is a very prominent section, Salesforce has made it easier for you to access it by adding its own tab
Key Setup Pages To Get More Familiar With
Once you start configuring a Salesforce org you will get more and more familiar and confident using the various setup items. There are a few Setup pages you will find yourself going back to regularly:
Company Information: This page gives you an overview of your Salesforce Org and includes the unique org ID, list of licenses, data and file storage.
Users: This is where you will find all User accounts and their details. Popular action items for Salesforce Admins include password resets, creating new Users as well as freezing and deactivating User accounts.
Login History: You will find this section on each User record. It will help you troubleshoot login issues such as incorrect passwords, login IP address, login date, time and more.
Profiles and Permission Sets: These pages are highly relevant to data security and what Users can see and do in a Salesforce org.
Setup Audit Trail: Troubleshooting Setup issues will also become a key element of Salesforce Administration. The Setup Audit Trail provides information about changes in the Setup, including what type, when and by whom the changes were done.
I hope you feel more comfortable with the Setup menu now. Don’t worry you will get a lot of practice throughout our Salesforce Certification course.
Is there any particular Setup area you would like to learn more about? Let me know in the comments!
This video tutorial is part of our Complete Salesforce Certification Courses. They cover everything from Salesforce Basics to advanced Salesforce features and functionalities every Salesforce professional should know about.
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