Navigate Salesforce Settings

Learning objectives Navigate Salesforce Settings

After completing this unit, you will be able to:

  • Locate Settings and identify their key elements.
  • Identify important menus to customize your organization.
  • Use Quick Find to access menu items.

Configuration: Your new starting point for work

We mentioned earlier that you will spend a lot of time in Setup during your role as a Salesforce administrator. And we are not kidding. Configuration is your one-stop shop for customizing, configuring, and covering your organization.

Since there are many things you can do in the Settings area, it is important to be comfortable navigating it. There are a few ways to think about it: As you learn what is available to you, you will become more comfortable finding the things you need.

You can get to Settings from any page in your Salesforce org. From the gear menu at the top of the screen (

El icono del engranaje para abrir Configuración.), click Settings. Let’s get familiar with the Settings area.

Navigate Salesforce Settings
  1. Object Manager: The Object Manager is where you can view and customize standard and custom objects in your organization.
  2. Settings Menu : The menu gives you quick links to a collection of pages that allow you to do everything from managing your users to modifying security settings.
  3. Window main: We’re showing you the Settings home page, but this is where you can see what you’re working on.

The Settings menu is the trickiest part to navigate, as it has many different pages that you can access. There are two ways to get where you want to go. If you already have an idea of ​​where to look, expand the appropriate menu and select the page you want. If you’re not sure where to look, use the Quick Find box to search. Let’s say you want to manage your users’ permission sets. If you know that permission sets are in the Users menu under Administration, just open that menu and click Permission Sets. You can also enter Permission Sets in the Quick Find box.

Relax with the Settings menu

There are three main categories in the Settings menu: Administration, Platform Tools, and Settings. Let’s take a look at what we have available.

  • Administration: The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, as well as create email templates.
  • Platform tools: Most of your customizations are done in Platform Tools. You can view and manage your data model, create applications, modify the user interface, and implement new features for your users. If you decide to try programmatic development, Platform Tools is where you also manage your computing code.
  • Configuration Finally, Configuration is where you manage your company information and the security of the organization. You can do things like add your business hours, change your locale, and view your organization’s history.

Of course, these are just a few of the pages you can access in the Settings menu. To get you off on the right foot, here’s a list of our top five Settings pages to know about.

No.ElementWhy it is important
1Company informationQuick view of your organization Find your organization ID View your license information Monitor limits important such as data and file usage
2UsersReset passwords Create new users and disable or freeze existing users View information about your users
3ProfilesManage who can see what with user profiles Create custom profiles
4View configuration audit trailView 6 months of your organization’s change history Determine who made changes and when Configuration troubleshooting tool organization
5Login historyView 6 months of login history your organization’s ion View date, time, user, IP address and more login details Used for security tracking and adoption monitoring