The Salesforce developer uses the setup area to configure and customize the interface. it’s also wont to add and support other users, and build various other functionalities. There are many paths to succeed in an equivalent setup button. during this section, we’ll see the foremost commonly used setup paths and configurations.
The Salesforce Home page has both classic and modern Lighting interface. We are pertaining to the fashionable lighting interface. All most all the features are available in both the classic and Lighting interface accompany many features that prove beneficial to the users.

Setup Location

The setup link is found within the top right corner of the page as shown within the screenshot below. Clicking on the setup home takes us to the setup home page.

Salesforce - Navigating Setup — Salesforce – Navigating Setup

Setup Home

Below page shows the setup home where we see all the choices available for the developer to configure and customize the choice .

Setup Options

The following table lists down the important features which are frequently utilized in setup activity.
Sr.No Setting & Purpose
1 Users
Create, Remove Users. Manage User profiles and Permissions.
2 Company Settings
Information related to your org. Like – Language, Maps and Locations, Domain etc.
3 Security
Expire Passwords, Access Policies, Session Management and Setup Audit Trails.
4 Environment
Jobs, Logs and Sandboxes.
5 Objects and Fields
Object Manager and Schema Builder.
6 User Interface
App Menu, Custom Labels and Lighting App Builder.
7 Custom Code
Custom Metadata Types, Email Services, Remote Access etc.
8 Analytics
Reports and Dashboards.

Sr.No Setting & Purpose
1 Users
Create, Remove Users. Manage User profiles and Permissions.
2 Company Settings
Information associated with your org. Like – Language, Maps and Locations, Domain etc.
3 Security
Expire Passwords, Access Policies, Session Management and Setup Audit Trails.
4 Environment
Jobs, Logs and Sandboxes.
5 Objects and Fields
Object Manager and Schema Builder.
6 User Interface
App Menu, Custom Labels and Lighting App Builder.
7 Custom Code
Custom Metadata Types, Email Services, Remote Access etc.
8 Analytics
Reports and Dashboards.

So, this brings us to the end of blog. This Tecklearn ‘Salesforce – Navigating Setup’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

Salesforce Certification Training: Admin 201 and App Builder

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

Why Should you take Salesforce Admin 201 and App Builder Training?

• As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
• More than 200,000 companies worldwide use Salesforce platform. Salesforce leads the CRM market with 19.5 percent of market share – Forbes.
• The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista.

What you will Learn in this Course?

Salesforce Fundamentals

• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform

Understanding Salesforce Platform

• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification

Introduction to Sales Cloud

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management

Security Model, User Management and Its Features

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Object, Record and Field Level Features

• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs

Data Handling and Processing

• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool

Deployment

• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets

Application Cycle

• Milestones
• Sandboxes
• Change Sets
• Packages

Reports and Dashboards

Declarative Implementation in Salesforce

Salesforce Development and Apex Programming

• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing

Lightning in Salesforce

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Visual Force in Salesforce

• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components

WorkFlows in Salesforce

• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules

About Preparation of Salesforce 201 and App Builder Certification exams

Got a question for us? Please mention it in the comments section and we will get back to you.

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