- If you’re using Lightning Experience, click , then select Setup Home.
- If you’re using Salesforce Classic and you see Setup in the user interface header, click it.
- If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.
Table of Contents
How do I get to setup in Salesforce?
You can get to Setup from any page in your Salesforce org. From the gear menu at the top of the screen ( ), click Setup. Let’s get familiar with the Setup area.
How do I set up permission sets in Salesforce?
If you happen to know that permission sets are in the Users menu under Administration, just open that menu and click Permission Sets. Otherwise enter Permission Sets in the Quick Find box. There are three main categories in the Setup menu: Administration, Platform Tools, and Settings. Let’s take a look at what’s available.
How do I set up casesafeid in Salesforce?
In Setup click Customize, select an object (I chose Accounts for this demo), then Fields. Choose Formula. Label the new field CaseSafeID, select Text value, and then use the Advanced Formula Editor to select CASESAFE (ID) and click next to set field-level security.
Can I access list custom settings in Salesforce?
Salesforce automatically determines the correct value for this custom setting field based on the running user’s current context. Custom settings of type “list” aren’t available on Visualforce pages using this global variable. You can access list custom settings in Apex.
Where is setup on Salesforce lightning?
Look at the top of any Salesforce page.If you’re using Lightning Experience, click. , then select Setup Home.If you’re using Salesforce Classic and you see Setup in the user interface header, click it.If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.
How do I enable setup in Salesforce?
Navigate to Setup on the Salesforce Platform A Salesforce Administrator should navigate to Setup > Users > Profiles > Profile > System Permissions and ensure the View Setup and Configuration Permission is ticked.
How do I add a setup in Salesforce?
Read the guidelines for adding users.From Setup, in the Quick Find box, enter Users , and then select Users.Click New User.Enter the user’s name and email address and a unique username in the form of a email address. … In Professional, Enterprise, Unlimited, Performance, and Developer Editions, select a Role .More items…
Where is setup in trailhead?
Trailhead prompts us to navigate to our Trailhead Playground and click on Setup from the gear menu at the top of our screens. Here’s a reminder on some key terminology involved with Setup: Object Manager: where you can view and customize standard and custom objects in your Org.
What is setup in Salesforce?
Setup is where you make the magic happen. As a Salesforce admin or developer, you spend a lot of time using Setup. It’s where you customize and configure your organization, support users, build functionality, and more.
How do I turn off setup in Salesforce?
Salesforce Classic:Click on “Setup”Expand the “Manage Users” by clicking the arrow icon before it.Click on “Profiles”Select the Profile you want to edit by clicking its name.Click on “Edit”Uncheck the “View Setup and Configuration” under the Systems Permission section.Click “Save”
Where do you navigate in setup to create users?
To create a user account:Navigate to Settings > Users.Click New.Enter the user’s full name.If you want the user to be able to receive email notifications and/or set their own password, enter their email address:In the Language drop-down list, select the user’s preferred language.More items…•
Where is Object Manager Salesforce?
To open the Object Manager: Click on the Gear Icon at the top of the page and choose Setup. Click on the Object Manager The standard and custom objects are displayed in a list.
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.
Where is customize in setup Salesforce?
Object Manager: Object Manager is where you can view and customize standard and custom objects in your org. Setup Menu: The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.
What is tracked in setup audit trail?
The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security, sharing, data management, development, and more of your Salesforce organization.
How do I navigate in Salesforce?
9:2322:28getting started navigating salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe view pick list can be used to change the way you view the records on a tab clicking. The helpMoreThe view pick list can be used to change the way you view the records on a tab clicking. The help for this page.
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.
Setup: Your New Work Home
Earlier, we mentioned that you’ll spend a lot of time in Setup during your time as a Salesforce administrator. And we weren’t kidding. Setup is your one-stop-shop for customizing, configuring, and supporting your org.
Get Cozy with the Setup Menu
There are three main categories in the Setup menu: Administration, Platform Tools, and Settings. Let’s take a look at what’s available.
System Requirements
Before you begin, review these system requirements to get the most out of Salesforce CLI and developer tools.
CLI Version Support
Salesforce supports only the most current version of Salesforce CLI. See the Salesforce CLI Release Notes for the latest version information.
Does Salesforce use a command prompt?
Salesforce CLI works best within the native Windows command prompt ( cmd.exe) and the Microsoft Powershell. We don’t recommend using Salesforce CLI with a Linux terminal emulator, such as Windows 10 Subsystem for Linux, cygwin, or MinGW, because support for bugs is limited.
Can you use npm to install Salesforce?
If you’ve installed Node.js on your computer, you can use npm to install Salesforce CLI. This method lets you install Salesforce CLI from the command line and can be especially useful for continuous integration (CI) use cases.
