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Salesforce Notes 8 May

The document outlines the configuration and setup options available in Salesforce, including company information, fiscal year settings, language settings, user interface customization, and security controls. It details user licenses, permission sets, and organization-wide default sharing settings that govern user access and permissions. Additionally, it covers the management of profiles and the organization-wide defaults that determine record access for users.

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jburange513
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5 views

Salesforce Notes 8 May

The document outlines the configuration and setup options available in Salesforce, including company information, fiscal year settings, language settings, user interface customization, and security controls. It details user licenses, permission sets, and organization-wide default sharing settings that govern user access and permissions. Additionally, it covers the management of profiles and the organization-wide defaults that determine record access for users.

Uploaded by

jburange513
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as ODT, PDF, TXT or read online on Scribd
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Salesforce Notes

Configuration & Setup


 Company Information
o Default Time Zone setting controls all timestamps on records and
what the system sees as the time.
o Default Language

o Used Data Space & Used File Space show how much of each
space is used and the % used.
o API Requests shows the last 24 hours of requests and displays the
maximum allowed requests for that same period. Default maximum
is 15k requests.
o Primary Contact

o Salesforce.com Organization ID shows the organizations custom


ID, usually needed for connecting apps or verifying which
organization you’re looking at.
o Organization Name

o Organization Edition shows the edition of your salesforce


instance (Unlimited, Enterprise, Developer, etc.)
o Activate Multiple Currencies checkbox option

o User Licenses a section that shows all salesforce related licenses


displayed as displays total licenses, used licenses, and remaining
licenses (these are not licenses for add-ins or apps on top of
salesforce). You can also find license usage on the System Overview
page.
o Permission Set Licenses some permission sets require licensing,
and you can view those in this section which displays total licenses,
used licenses, and remaining licenses.
o Feature Licenses are licenses that must be assigned to a user
using checkboxes on the user’s profile to enable them to use that
functionality.
 Marketing User
 Knowledge User
 Flow user
 Service Cloud user
 Fiscal Year
o Standard Fiscal Year

 Goes off Gregorian calendar


 Can only have fiscal year start on the 1st day of the month
 Can start the fiscal year in any month of the year
o Custom Fiscal Year

 Follows a custom structure you define


 An example is 4 quarters with 13 weeks per quarter in a 4-4-5
pattern
 Language Settings
o Can update/change the available languages here for your
organization, these are in addition to the default language in
company information
 My Domain
o You can check availability on domain names for salesforce and
change your company’s salesforce domain here
o You can also change what your login page looks like: logo,
background color, and authentication service
 User Interface
o This area of setup allows you to enable/disable some global user
interface settings
 Enable in-line editing
 Enable Enhanced Lists
 Enable Middle Names to Person Names
 Enable Name Suffixes to Person Names
 Enable "Set Audit Fields upon Record Creation" and "Update
Records with Inactive Owners" User Permissions
 Themes and Branding can be set here
 Security Controls
o Session Settings

 Allows you to manage login timeout limits, enforce IP


ranges, and make MFAs required.
 Manage New User Email link expiration time, only options
are 1 day, 7 days, or 180 days. Default is 7 days.
o View Setup Audit Trail

 Here you can see a log of all system changes that were done
in Setup, it shows when the change was made, what was
changed, who did it, and what section of Setup the setting is
in. Only the last 20 changes are shown, you can download a
csv file of the last 6 months of changes.
 The setup audit trail only tracks changes done in Setup,
nothing more
o Sharing Settings

 Here you can set organization wide default sharing settings


for objects
 Private
 Controlled by Parent
 Public Read/Write
 Profiles
o Controls what tabs a user can see, apps users can access, objects
users can access, and what users can do with object records
(Create, Read, Edit, Delete)
o Login hours and IP Ranges can be set for profiles

o Always think object level access for profiles and permission sets

 Organization-Wide Defaults
o These determine the default access to records for all users

o Always think record level access for org wide defaults and role
hierarchies
o Public Read/Write/Transfer is only available for cases/leads and
allows non-owners to view, edit, and change ownership of a record
o Public Read/Write allows non-owners to view and edit all records
of the object
o Public Read Only allows non-owners to view all records of an
object
o Controlled by Parent defers access rules to the parent object

o Private makes it so users who don’t own a record cannot see the
record with the exception being any users above them in their role
hierarchy

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