Salesforce - Navigating Setup


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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 location

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 Home

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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