How to configure salesforce


Configure Salesforce Identity Information for the Domain

  • Start the Windows Azure Active Directory module of Windows PowerShell.
  • Run the $cred=Get-Credential cmdlet, and provide the Windows Azure AD credentials of your Admin account. …
  • Run the Connect-MsolService –Credential $cred cmdlet. …
  • Provide the required parameter values. …

More items…

Explore the Salesforce Setup Menu
  1. If you’re using Lightning Experience, click. , then select Setup Home.
  2. If you’re using Salesforce Classic and you see Setup in the user interface header, click it.
  3. If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.


Should I customize Salesforce or configure it?

Set up your email signature. Adjust activity reminder notifications and preferences. Customize your profile. Add to and organize the navigation bar. You’ve Got Options. If you’ve read through the previous units, your brain is probably full of big picture information, and it might feel good to change perspective.

How to configure my Salesforce integration?

How to set up your Salesforce Marketing Cloud integration

  • Select Add Component, located at the bottom of the page.
  • Choose Server-to-Server. Select Next.
  • Check the following boxes for each set of components: Channels Email Read Write Send Assets Documents and Images Read Automation Automations Read Write Execute Contacts List and Subscribers Read Write …
  • Select Save.

What are the types of custom settings in Salesforce?


  1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. …
  2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. …
  3. Replace Apex Code with SOQL Queries

How to use custom setting in Salesforce?

Custom Settings Methods

  • Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
  • Custom Setting Examples. The following example uses a list custom setting called Games. …
  • Hierarchy Custom Setting Examples. …
  • Country and State Code Custom Settings Example. …

See more


What is configuration and setup in Salesforce?

Salesforce configuration is all you can do inside the CRM system. This means you can add a new field to your Salesforce, that uses a formula or a specific rule to achieve an outcome. In simple words, configuration in Salesforce means that user-defined values will permit a certain module or feature to function.

How do I set up Salesforce for the first time?

Now that you’ve prepared, let’s get into the org and start working!Step 1: Add Your Company Logo. … Step 2: Enter Your Company Info. … Step 3: Set Security Policies. … Step 4: Set Up a Sandbox. … Step 5: Add Power of One & Case Safe ID Fields.

What comes under Salesforce configuration?

List Of Items That Can Be Configured / Customized In a Salesforce SolutionAdding objects / fields.Adding tabs/apps.Creating profiles/setting permissions.Workflows & custom reports.Validation rules.Email templates.Page layouts/record types.Integrating email clients.More items…•

Where is setup in Salesforce?

The Setup menu is accessed from the Setup link on the upper-right corner of any Salesforce page. The Setup menu is organized into goal-based categories: Administer, Build, Deploy, Monitor, and Checkout. Personal settings, which all Salesforce users can edit, are available from a separate My Settings menu.

How do I set up a business in Salesforce?

Set Up Your Company in SalesforceManage Information About Your Company. … Allow the Required Domains. … Web Request Limits. … Customize the User Interface. … Set Up the Lightning Experience Home Page. … Customize Record Page Settings. … Select Your Language, Locale, and Currency. … Define Your Fiscal Year.More items…

What is difference between customization and configuration?

Customize: “To write new code (programs, class files, scripts) to in the software that meets specific requirements.” Configure: “To use tools in the application to meet specific requirements without the use of code.”

What programming language does Salesforce use?

ApexFor server-side development, Salesforce app developers use Apex, a strongly typed object-oriented programming language with syntax similar to Java. Apex code is stored in the format of classes and triggers. Salesforce also has its own data management language SOQL, which is similar to SQL.

Can Salesforce be Customised?

Whatever the need, whatever the organisation, Salesforce provides customisable, configurable, and buildable solutions, and does so effectively, quickly, and with minimum difficulty.

What is mapping in Salesforce?

A mapping is established when objects (leads or users) with the same identifier (fields such as a customer number or email address) are found both in Intercom and in Salesforce . If duplicate objects exist, Intercom Users will be prioritized over Intercom Leads. In Salesforce, Contacts will be prioritized over Leads.

What happens if you change the owner of a lead in Salesforce?

If you change a lead’s owner in Salesforce, it will automatically update in Intercom. If you use the Salesforce app to assign owners, you won’t be able to manually change the owners in Intercom.

What happens if you can’t find a teammate in Salesforce?

If intercom cannot find a teammate in Salesforce with the correct permissions, it will fall back to the default behaviour, allowing Salesforce to determine the case owner. The “Created By” field will be populated in Salesforce with the teammate who installed the Salesforce app in Intercom.

What happens if a lead doesn’t have an account owner in Salesforce?

If a lead doesn’t have an ‘account owner’ in Salesforce, Intercom will find the ‘contact owner’. If they don’t have a ‘contact owner’, Intercom will find the ‘lead owner’. If there’s no match, the owner will fall back to the teammate who installed the Salesforce app.

Can you sync Salesforce to Intercom?

Any read-only fields in Salesforce can’t be synced from Intercom to Salesforce. Any read-only fields in Intercom can’t be synced from Salesforce to Intercom. Next, select which attribute from Intercom and which field from Salesforce you want to map. Remember to map attributes with fields that have a compatible data type.

Can you map with email address in Salesforce?

Map using an email address. If you can’t use a unique value to match your leads and contacts in Salesforce, you can choose the option “Map using email address”. If multiple leads and users have the same email address, Users will be prioritized over Leads.

Does Salesforce automatically map to Intercom?

The Salesforce app will automatically map your Salesforce users to their Intercom teammate profile to keep lead and account ownership up to date. You’ll find the mappings under “Maintain lead and account ownership” in the Salesforce app settings:

Set Up SSO

In Salesforce, from Setup, in the Quick Find box, enter Single Sign-On Settings, then select Single Sign-On Settings, and then click Edit.

Set Up an Identity Provider to Encrypt SAML Assertions

When Salesforce is the service provider for inbound SAML assertions, you can pick a saved certificate to decrypt inbound assertions from third-party identity providers. Provide a copy of this certificate to the identity provider.

Enable JIT Provisioning

In Single Sign-On Settings, select User Provisioning Enabled in the Just-in-time User Provisioning section.

Edit the SAML JIT Handler

Note If you set up Standard JIT provisioning, skip this step and test the SSO connection.

Test the SSO Connection

After you configure and save your SAML settings, test them by trying to access the identity provider’s application. Your identity provider directs the user’s browser to POST a form containing SAML assertions to the Salesforce login page. Each assertion is verified, and if successful, users can log in with SSO.

Identifying Groups of Users Within Groups of Users

One way we can deliver an amazing experience for all of our users is customizing page layouts depending on how users perform work. This is even more important for users with disabilities.

Creating Profiles

Since we need to make layouts that are optimized for how your users work, the first step is to make new profiles specific to these users.

Changes to the Page Layouts

There are two places we can help make record pages more efficient for our blind and low vision users: Object Page Layouts and Lightning Record Pages.

Changes to Lightning Record Pages

For Lightning Record Pages, the improvements depend on if the users are blind or low vision.

Blind Users

The biggest advice for blind users is to not use Tabs or Accordions in page layouts in the Lightning App Builder. Instead of placing different components in adjacent tabs, just stack them on top of each other. As we discussed earlier, screen reader users often navigate using headings.

Low Vision Users

Unlike screen reader users, the biggest advice for low vision users is to put all of the content in one accordion in one column of the page. Also, add an extra accordion section at the top that defaults to open, so that none of the components are initially visible.

About the Authors

Lee White is an Accessibility Engineer at Salesforce. They focus on the Admin Experience.

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.


Leave a Comment