Get Cozy with the Setup Menu
There are three principle categories in the Setup menu: Administration, Platform Tools, and Settings. How about we investigate what’s accessible.
Organization: The Administration class is the place where you deal with your clients and information. You can do things like add clients, change authorizations, import and fare information, and make email formats.
Stage Tools: You do the vast majority 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 also.
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 area, and view your organization’s set of experiences.
Obviously, these are just a portion of the pages you can access in the Setup menu. To kick you off on the correct foot, here’s elite of our best five Setup pages to think about.
Item Why it’s an absolute necessity
1 Company Information
Initially perspective on your organization
Discover your organization ID
See your authorizing data
Screen significant cutoff points like information and record use
2 Users
Reset passwords
Make new clients and deactivate or freeze existing clients
View data about your clients
3 Profiles
Oversee who can perceive what with client profiles
Make custom profiles
4 View Setup Audit Trail
See a half year of progress history in your organization
Discover who made changes and when
Device for investigating organization design issues
5 Login History
See a half year of login history for your organization
View date, time, client, IP address, and more login information
Use for security following and reception observing
Assets
- Set Up Your Company in Salesforce
- Discover Object Management Settings in Lightning
- Discover Your Way Around Lightning Experience Setup
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?
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C) What is an easy way to find what you’re looking for in the Setup menu?
A.Type the first few letters of what you’re looking for in the Quick Find box.
B.Click headings and subheadings until you find what you’re looking for.
C.Memorize what’s in each category.
D.Click one of the main categories in the Setup menu, then look at the page to the right.
