Setup Options
| Sr.No | Setting & Purpose |
| 1 | Users Create, Remove Users. Manage User ... |
| 2 | Company Settings Information related to ... |
| 3 | Security Expire Passwords, Access Polici ... |
| 4 | Environment Jobs, Logs and Sandboxes. |
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.
Where is setup in Salesforce lightning?
Navigating Setup From any page in Lightning, you can click the gear icon in the upper right corner and select Setup Home (same place it is in Classic!). You'll notice that this looks different than Classic, but you have access to all the same tools in Lightning with an improved navigation menu at the left.
How do I get to Salesforce setup?
Look at the top of any Salesforce page. , 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.
What is setup and 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.
What are the 3 main categories in the setup menu?
There are three main categories in the Setup menu: Administration, Platform Tools, and Settings.
What is setup home in Salesforce?
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.
What is setup object in Salesforce?
Use setup objects to interact with metadata for declarative development. For example, you can create your own version of Setup, or restrict the amount of data required to push to an app to a mobile phone. BusinessProcess. Represents a business process.
Where is the Salesforce service setup?
You—the fearless admin—head to the Service Setup Assistant page in Setup. Enter your main support email address and add agents, and the Assistant creates your Service app. If you have licenses for Omni-Channel, Chat, Messaging, or Knowledge, the Assistant can also set up these key features for you.
How do I setup a service cloud?
Go to Setup => Search as 'Users' => List of users will be displayed. List of users is displayed => Click the 'Edit' link beside it. Enable Service Cloud User checkbox and click the 'Save' button. Then provide visibility to the Service Console.
How do I enable service setup in Salesforce?
To enable the service console:On the Salesforce Setup page, navigate to Administer > Manage Users > Users.Click the Edit link for the desired user.Select the Service Cloud User checkbox; then click Save. ... In the Search box, search for Apps and click on the Apps link.Select the Console option and then click Next.More items...•
What is Salesforce setup menu?
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 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.
What is Trailhead in Salesforce?
Trailhead Is the Fun Way to Learn Learn In-Demand Skills. Get hands-on and learn the Salesforce, digital, and soft skills you need to succeed from anywhere for free. Earn Resume-Worthy Credentials. Prove your skills and earn globally-recognized credentials that demonstrate your expertise to current and future employers ...
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.
Syntax
Test setup methods are defined in a test class, take no arguments, and return no value. The following is the syntax of a test setup method.
Example
The following example shows how to create test records once and then access them in multiple test methods. Also, the example shows how changes that are made in the first test method are rolled back and are not available to the second test method.
Test Setup Method Considerations
Test setup methods are supported only with the default data isolation mode for a test class. If the test class or a test method has access to organization data by using the @isTest (SeeAllData=true) annotation, test setup methods aren’t supported in this class.
