Navigating Setup

-Based on Salesforce Trailheads-

Developers and administrators spend a lot of time in the Setup area. It’s where you customise and configure your org, support users, build functionality and more. Often things can be reached in several different ways; so it’s more important to know what you’re looking for than to memorise specific click paths.

Setup is always found at the top right of the screen; in the header. In Classic it’s a button called Setup. In Lightning it’s a cog symbol.

The key part of the setup menu is the sidebar. It’s divided into sections and consists of collapsible/expandable lists. There is a great many items here and it will probably take some time to familiarise oneself with the menu.

An important feature is the setup search bar. With this you can simply search for whatever you’re looking for and it will filter out everything else. However, you will have to at least have in idea what the item you’re looking for is called to use the setup search effectively.

Advanced search can be enabled. This searches for records as well as setup menu items.

SalesforceA is the mobile app that allows you to perform administrative tasks “on the go”. For example, you can reset passwords, freeze users and view current system status. Logging into SalesforceA essentially requires the same details as logging into an org on a computer.

A good use case of SalesforceA is if you’re away from the computer and receive word that someone’s account has been compromised. In this case you can log on and freeze their user profile without delay, minimising the chances of data breech.

Adminster sections contains a suite of items generally considered to be “administrative” by nature. Things like Security, Managing Users etc.

The Build section is used often as well; generally considered more on the development side of things. Customise contains options for standard objects. Create and Develop allow you to customise using declarative and programmatic means. There are too many features in these menu items to go into here.

Top 10 most important pages in Setup:

  1. Company Information. Summary of your company info, subscription information etc.
  2. Users. Shows all users and presents options for managing them.
  3. Profiles, Permission Sets. These pertain to managing access to data.
  4. View Setup Audit Trail. Tracks changes made on org.
  5. Login History. Shows detailed history of who has logged into org.
  6. Sandboxes. Displays everything regarding Sandboxes.
  7. Scheduled Jobs. A log of “jobs” that the system will run in the future, allows you to manage them to some degree.
  8. Apex Jobs. Monitors Apex jobs.
  9. Schema Builder. Visual / graphical representation of data model. Allows rudimentary app building.
  10. Storage Usage. Monitors storage against limits.

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