Salesforce developers utilize the setup area extensively to configure and customize the interface, manage user access, and implement various functionalities. Accessing the setup button can be done through multiple paths, each serving different configuration needs.
On the Salesforce Home page, you’ll find both the classic and modern Lightning User Interface options. This tutorial focuses on the modern Lightning interface, which offers a user-friendly experience. Both interfaces provide a range of beneficial features designed to enhance user productivity and customization.
Setup Location
The setup link is located in the top right corner of the page as shown in the screenshot below. Clicking on the setup home takes us to the setup home page.
Setup Home
Below page shows the setup home where we see all the options available for the developer to configure and customize the option.
Setup Options
The following table lists down the important features which are frequently used in setup activity.
| Sr.No | Setting & Purpose |
|---|---|
| 1 | UsersCreate, Remove Users. Manage User profiles and Permissions. |
| 2 | Company SettingsInformation related to your org. Like – Language, Maps and Locations, Domain etc. |
| 3 | SecurityExpire Passwords, Access Policies, Session Management and Setup Audit Trails. |
| 4 | EnvironmentJobs, Logs and Sandboxes. |
| 5 | Objects and FieldsObject Manager and Schema Builder. |
| 6 | User InterfaceApp Menu, Custom Labels and Lighting App Builder. |
| 7 | Custom CodeCustom Metadata Types, Email Services, Remote Access etc. |
| 8 | AnalyticsReports and Dashboards. |
