Navigate Setup – Salesforce Platform Basics

Learning Objectives

In the wake of finishing this unit, you’ll have the option to:

Find Setup and recognize its key components.

Distinguish significant menus for tweaking your organization.

Utilize Quick Find to get to menu things.

Setup: Your New Work Home

Prior, we referenced that you’ll invest a ton of energy in Setup during your time as a Salesforce manager. What’s more, we weren’t joking. Setup is your all-inclusive resource for modifying, arranging, and supporting your organization.

Since there’s such a lot you can do in the Setup zone, it’s critical to get settled with exploring it. There are a couple of approaches to move toward it. As you realize what’s accessible to you, you’ll get more open to discovering the things you need.

You can get to Setup from any page in your Salesforce organization. From the stuff menu at the highest point of the screen ( The stuff symbol to open Setup.), click Setup. How about we get comfortable with the Setup region.

The standard perspective on Setup’s landing page.

Article Manager: Object Manager is the place where you can see and redo standard and custom items in your organization.

Setup Menu: The menu gives you speedy connections to an assortment of pages that let you do everything from dealing with your clients to adjusting security settings.

Primary Window: We’re showing you the Setup landing page, yet this is the place where you can see whatever it is you’re attempting to deal with.