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.
Where is the Setup menu 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 enable setup in Salesforce?
Enable the Improved Setup User Interface: Setup > Customize > User Interface > Enable Improved Setup User Interface.
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...
What is an easy way to find what you're looking for in the setup menu in Salesforce?
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 view setup and configuration in Salesforce?
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 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”
What is user setup in Salesforce?
User Setup – Admin Certification Imp points to remember – One user can be assigned with only a single profile and a single role, but multiple permission sets can be assigned. – We cannot delete the user record in Salesforce, but we can freeze a user or deactivate.
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...•
Can't find communities in setup Salesforce?
To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.
What is an easy way to find what you're looking for in the setup menu Mcq?
3)What is an easy way to find what you're looking for in the Setup menu? I)Type the first few letters of what you're looking for in the Quick Find box. II)Click headings and subheadings until you find what you're looking for. III)Memorize what's in each category.
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.
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.
Enabling the Improved Salesforce Setup Menu
Let me start by saying I enabled the improved interface in a Dev. org first and gave myself and other Admins a week or so to get used to it before we enabled it in our production org. And as a Good Salesforce Admin you should ALWAYS test in a Development or Sandbox org first. That said, it’s easy to enable.
My Personal Setup is now My Settings
As you can see from the graphic above Salesforce tossed out My Personal Setup and moved it to a very logical area under Your Name called My settings. Say what you will, but to me this makes sense to me. One of the issues I’ve had to deal with in terms of user adoption was getting users to click on setup to get to their settings.
Administration Setup is now Administer
With the My Personal Setup Menu out fo the way it makes sense to logically move up the Administration Setup menu and retitle it as “Administer”. As you can see in the graphic they basically left this menu alone, but pulled out a couple components that really did need their own section. So the new Administer section now has the following:
App Setup is now Build
The new Build section is basically the App Setup section with the “Deploy” section pulled out. I’m sure for Developers this makes life simpler and from an Admin training standpoint this also makes training a lot easier. So the Build Menu is now- Customize, Create, Develop.
