- Salesforce Tutorial
- Salesforce - Home
- Salesforce - Overview
- Salesforce - Architecture
- Salesforce - Environment
- Salesforce - Sales Cloud
- Salesforce - Service Cloud
- Salesforce - Navigating Setup
- Salesforce Objects
- Salesforce - Standard Objects
- Salesforce - Custom Objects
- Salesforce - Master Detail
- Salesforce - Lookup Relationship
- Salesforce - Schema Builder
- Data Security
- Salesforce - Control Access Org
- Salesforce - Control Access Objects
- Salesforce - Control Access Fields
- Salesforce - Control Access Records
- Salesforce - Create a Role Hierarchy
- Salesforce - Define Sharing Rules
- Process Builder
- Automate Business Processes
- Salesforce - Importing Data
- Salesforce - Exporting Data
- Salesforce - Reports
- Salesforce - Dashboards
- Salesforce - Using Formula Fields
- Visualforce
- Salesforce - Visualforce Pages
- Salesforce - Variables & Formulas
- Salesforce - Standard Controllers
- Salesforce - Records, Fields & Tables
- Salesforce - Using Forms
- Salesforce - List Controllers
- Salesforce - Static Resources
- Salesforce Useful Resources
- Salesforce - Quick Guide
- Salesforce - Useful Resources
- Salesforce - Discussion
Salesforce - Navigating Setup
The Salesforce developer uses the setup area to configure and customize the interface. It is also used to add and support other users, and build various other functionalities. There are many paths to reach the same setup button. In this tutorial, we will see the most commonly used setup paths and configurations.
The Salesforce Home page has both classic and modern Lighting User Interface. We are referring to the modern lighting interface. All most all the features are available in both The classic and Lighting User Interface come with many features that prove beneficial to the users.
Setup Location
The setup link is located in the top right corner of the page as shown in the screenshot below. Clicking on the setup home takes us to the setup home page.
Setup Home
Below page shows the setup home where we see all the options available for the developer to configure and customize the option.
Setup Options
The following table lists down the important features which are frequently used in setup activity.
| Sr.No | Setting & Purpose |
|---|---|
| 1 |
Users Create, Remove Users. Manage User profiles and Permissions. |
| 2 |
Company Settings Information related to your org. Like - Language, Maps and Locations, Domain etc. |
| 3 |
Security Expire Passwords, Access Policies, Session Management and Setup Audit Trails. |
| 4 |
Environment Jobs, Logs and Sandboxes. |
| 5 |
Objects and Fields Object Manager and Schema Builder. |
| 6 |
User Interface App Menu, Custom Labels and Lighting App Builder. |
| 7 |
Custom Code Custom Metadata Types, Email Services, Remote Access etc. |
| 8 |
Analytics Reports and Dashboards. |
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