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. Object Manager: Object Manager is where you can view and customize standard and custom objects in your org.
- 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 you set up Salesforce?
Salesforce went one better and experimented with meeting-free ... The first few days were a bit jarring for some, particularly those who have a daily stand-up meeting to prioritize workloads and update team members. "Daily stand-ups are really important ...
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How to create custom setting in Salesforce?
Note
- Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
- 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. ...
- Replace Apex Code with SOQL Queries
How to setup live agent in Salesforce?
Set Up Web Chat
- Log in to your organization, and if you’re in Salesforce Classic, switch to Lightning Experience.
- Click the Setup gear icon and select Service Setup.
- Under Recommended Setup, click View All.
- Enter Chat in the search box and select Chat with Customers.
- Read the prompt to learn about what this flow sets up, then click Start.
See more
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.
Where is setting in Salesforce?
At the top of any Salesforce page, click the down arrow next to your name. Depending on your organization's user interface settings, you should see either Setup or My Settings in the menu. From the menu under your name, click Setup or My Settings.
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...•
What is setup home in Salesforce?
Well, consider this your own personal docent tour of Salesforce Setup Home in Lightning Experience. Setup Home is a launchpad for getting you where you want to go super fast. As you become familiar with the Setup area, there's no need to memorize click paths. Instead, we've made it easy: It's all about shortcuts.
How do I enable view setup and configuration 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.
What is service setup in Salesforce?
Service Setup is where you connect your customers to your service center. Think of it as a dashboard for all things service. Whether you need to turn emails into cases, integrate with Twitter and Facebook, enable a knowledge base, or create a self-service help center, you do it all in Service Setup.
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.
What is the 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.
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.
How do I navigate to an Object Manager in 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.
Where is navigation menu in Salesforce?
In the property editor, click Navigation Menu. In the menu editor overlay, you can edit or delete existing menu items, or add new ones. To add a menu item: Click Add Menu Item.
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.
