Configure organizational settings, user interface, users, roles, profiles, and security controls (20% of exam).
Covers organizational setup including company settings and user interface configuration. Includes user setup and management with roles, profiles, and permission sets. Also covers security and access controls such as object-level, field-level, and record-level security settings.
5 minutes
5 Questions
Configuration and Setup in Salesforce refers to the foundational administrative tasks that establish how your Salesforce org operates and how users interact with the platform. This domain is crucial for Platform Administrators as it encompasses the core settings that define your organization's Salesforce environment.
Company Settings form the backbone of your org configuration. This includes defining your company's fiscal year, business hours, language settings, currency management, and default locale. These settings ensure Salesforce aligns with your organization's operational requirements and geographic considerations.
User Setup involves creating and managing user accounts, assigning appropriate licenses, and configuring user settings. Administrators must understand how to set up users with proper profiles, permission sets, and role hierarchies to control data access and functionality. Password policies and login settings also fall under this category, ensuring security compliance.
The User Interface configuration allows administrators to customize how Salesforce appears to users. This includes enabling or adjusting features like Lightning Experience, setting up list views, configuring search settings, and managing themes and branding to create a consistent user experience.
Setup Menu navigation is essential knowledge for administrators. The Setup area serves as the command center where all administrative tasks are performed. Understanding how to efficiently locate settings, use the Quick Find search, and navigate between different configuration areas saves valuable time.
Global Search and App Menu configurations help users find information quickly and access relevant applications. Administrators configure these features to optimize productivity across the organization.
Additionally, administrators must understand how to read and utilize Company Information, monitor storage usage, and manage org-wide defaults. Release updates and seasonal features also require attention to keep the org current with Salesforce's three annual releases.
Mastering Configuration and Setup ensures a well-organized, secure, and user-friendly Salesforce environment that supports business processes effectively.Configuration and Setup in Salesforce refers to the foundational administrative tasks that establish how your Salesforce org operates and how users interact with the platform. This domain is crucial for Platform Administrators as it encompasses the core settings that define your organization's Sale…