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Salesforce for Beginners - Second Edition

You're reading from  Salesforce for Beginners - Second Edition

Product type Book
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Pages 532 pages
Edition 2nd Edition
Languages
Concepts
Authors (2):
Sharif Shaalan Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon Timothy Royer
View More author details

Table of Contents (24) Chapters

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Navigating to the Setup page

Setup is the key to the administrator kingdom. Once you have access to this page, you can look under the hood of your system and make the changes needed to help drive business processes. Let’s take a look at how to get to this page.

We start off on the home page of Salesforce, as shown:

Graphical user interface, text, application, email  Description automatically generated

Figure 9.1: Finding the Setup page from the gear icon at the top-right of the screen

Click on the gear icon at the top of the page (1) and then click on Setup (2).

The following screenshots show the landing page after clicking on Setup:

Graphical user interface, website  Description automatically generated

Figure 9.2: Setup landing page with highlighted sections

Graphical user interface  Description automatically generated

Figure 9.3: Setup landing page continued

As you can see in the preceding screenshots, there are several areas of interest:

  • The Home tab (1) contains all of the settings related to administration outside of the Object Manager tab.
  • The Object Manager tab (2) contains all of the administration options related to standard...
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