- Look at the top of any Salesforce page. If you're using Lightning Experience, click. ...
- Enter the name of the Setup page, record, or object that you want in the Quick Find box, then select the appropriate page from the menu.
Where can I find the object manager in Salesforce lightning experience?
In Lightning Experience, most object settings, such as fields, layouts, record types, buttons, and links, are available from the Object Manager in Setup. Always check the Object Manager if you can’t find what you want in Quick Find. For more information, see Find Object Management Settings in Lightning Experience in Salesforce Help.
What is Salesforce setup home in lightning experience?
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.
Where is the chatter feed in Salesforce lightning experience?
In Salesforce Classic, Show Feed (1) controls whether a record’s Chatter feed is visible. In Lightning Experience, the record’s feed and the feed composer are always available on the Chatter tab (1). All of a record’s fields and sections are grouped together on the Details tab (2).
How do I search for a specific setup in Salesforce?
To take advantage of this super cool shortcut, enter the name of the Setup record in global search and press Enter. You’ll be taken to a search results page that lists Setup records with name fields that match your search term. See results for different Setup objects by clicking through the search navigation below global search.
How do I turn on Quick Access menu in Salesforce lightning?
How to enable Quick Access Menu in Salesforce?Go to My Settings.Select Personal and Advanced User Details.Click "Edit".Enable "Force.com Quick Access Menu".
Where is find settings 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 is the Setup menu 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.
What is $setup in Salesforce?
Usage. Use $Setup to access hierarchical custom settings and their field values using dot notation.
Where is personal settings in Salesforce lightning?
Access Your Personal Settings in Lightning ExperienceAt the top of any Salesforce page, click your image.Click Settings.On the left side of the page, click a menu item to display its submenu, then click the item you want. Tip To quickly find a page, type the first few characters of its name in the Quick Find box.
How do I find the Salesforce Object Manager?
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 Quick Find box?
Quick Find (1) is your tool for getting where you need to go quickly. Enter a search term in the Quick Find box to filter the list of pages by what you've entered. Find what you're looking for faster than you would by browsing through the Setup pages.
Which of the following can you locate using quick find in setup?
Use Quick Find to Locate a Setup Page Quick Find lets you navigate to any Setup page using a keyword. You can search for pages related to users and data, user interface modification, org security, and more. Quick Find is the best way to find what you're looking for if you know its name.
How do I search in Salesforce?
0:252:50Search in Salesforce (Lightning Experience) - YouTubeYouTubeStart of suggested clipEnd of suggested clipRecord he clicks into the search box at the top of the page. When he does he sees a list of the fiveMoreRecord he clicks into the search box at the top of the page. When he does he sees a list of the five items he's used most recently he doesn't see Jason in the list. So he begins typing his name as.
How do I get to setup page in Salesforce?
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.
Which are setup objects in Salesforce?
Setup objects are those which interacts with metadata like User, Profile, Layout etc. All other object (Standard and Custom) are non setup object. One important note is that we cannot perform DMLs on setup and non setup objects in same transaction.
What are the three main categories in the setup menu?
There are three main categories in the Setup menu: Administration, Platform Tools, and Settings.
Quick Find
You’re probably already familiar with Quick Find. It’s the fastest way to find a page within Setup because you don’t need to remember where the page you’re looking for falls in the menu. And, no scrolling! Just start typing in the Quick Find box. As you type, the list only shows the pages that match your search term.
Object Manager
In Lightning Experience, most object settings, such as fields, layouts, record types, buttons, and links, are available from the Object Manager in Setup. Always check the Object Manager if you can’t find what you want in Quick Find. For more information, see Find Object Management Settings in Lightning Experience in Salesforce Help.
Global Search
At first glance, you might just see the usual global search, which lets you search records across multiple objects in Salesforce. But, if you take a closer look, you’ll notice that you can search Setup records with global search. You might be wondering how this is any different from Quick Find.
Create shortcut
As a Salesforce Admin, you’ve got a lot going on. You don’t have time to be messing around. So we’ve included a Create shortcut. You’re just one click away from being on the road to creating users, custom objects, custom tabs, email templates, and workflow processes.
Carousel
Everyone loves a good carousel ride. The carousel of quick-access tiles is way more than the latest and greatest feature offering from Salesforce. With the tiles, you get an easy way to:
Most Recently Used
Ever find yourself needing to quickly go back to a page in Setup? The Most Recently Used list at the bottom of the page shows some, but not all, of the Setup records that you recently viewed, edited, or created. Use it to quickly jump back to what you were working on with a single click.
