Salesforce Navigating Setup - Salesforce

What is Salesforce Navigating Setup?

The Salesforce developer uses the setup area to arrange and modify the interface. It is as well used to add and support other users, and build numerous other functionalities. There are numerous paths to reach the similar setup button. In this lesson, we will see the most usually used setup paths and configurations.

The Salesforce Home page has together classic and modern Lighting User Interface. We are mentioning to the modern lighting interface. All most all the features are obtainable in both The classic and Lighting User Interface come with numerous features that prove helpful to the users.

Setup Location

The setup link is situated in the top right corner of the page as revealed in the screenshot below. Clicking on the setup home takes us to the setup home page.

setup_location

Setup Home

Below page displays the setup home where we see all the choices obtainable for the developer to configure and modify the option.

setup_home

Setup Options

The resulting table lists down the significant features which are regularly 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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