Salesforce Platform Basics Navigate Setup
Thing Manager: Object Manager is where you can see and re-try standard and custom articles in your association.
Arrangement Menu: The menu gives you smart associations with a grouping of pages that let you do everything from managing your customers to changing security settings.
Principal Window: We’re showing you the Setup point of arrival, in any case, this is where you can see whatever it is you’re endeavoring to manage.
The Setup Menu is the trickiest piece to investigate because there is so a wide scope of pages you can get to. There are two unique approaches to get where you need to go. If you as of now have an idea where to look, broaden the fitting menu and select the page you need. If you don’t have the foggiest idea where to look, use the Quick Find box to look. Suppose you expected to manage your customer assent sets. If you wind up understanding that approval sets are in the Users menu under Administration, just open that menu and snap Permission Sets. Regardless, enter Permission Sets in the Quick Find box.
Get Cozy with the Setup Menu
There are three fundamental categories in the Setup menu: Administration, Platform Tools, and Settings. How about we investigate what’s accessible.
Organization: The Administration classification is the place where you deal with your clients and information. You can do things like add clients, change consents, import and fare information, and make email formats.
Stage Tools: You do a large portion of your customization in Platform Tools. You can see and deal with your information model, make applications, alter the UI, and convey new highlights to your clients. On the off chance that you choose to take a stab at automatic turn of events, Platform Tools is the place where you deal with your code too.
Settings: Finally, Settings is the place where you deal with your organization data and organization security. You can do things like add business hours, change your region, and view your organization’s set of experiences.
QnA:
A) The Company Information page is where you can find:
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B) What are the three main categories in the Setup menu?
A.Object Management, Preferences, Groups
B.User Management, Settings, Security
C.Administration, Platform Tools, Settings
D.AppExchange, Profiles, Customizations
C) What is an easy way to find what you’re looking for in the Setup menu?
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