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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

Understanding the SETTINGS section

The last of the three main sections of the Setup home tab is SETTINGS. This section contains various settings that were not captured in the ADMINISTRATION and PLATFORM TOOLS sections. The following screenshot shows you where you can find the SETTINGS section:

Graphical user interface, website  Description automatically generated

Figure 9.11: The SETTINGS section of the Home tab

Let’s take a look at what settings are included here.

Company Settings

The Company Settings subsection includes settings related to the organization. Some of the use cases for this section include finding your org ID for a Salesforce case, setting up your fiscal year, and setting up company holidays. Let’s look at all of these settings:

  • Business Hours: This setting allows you to set your organization’s business hours.
  • Calendar Settings: This item allows you to add public calendars and resources for your company.
  • Company Information: This contains all of your basic company settings...
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