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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Understanding the SETTINGS section

The last of the three main sections of the Setup home tab is SETTINGS. This section contains various settings that were not captured in the ADMINISTRATION and PLATFORM TOOLS sections. The following screenshot shows you where you can find the SETTINGS section:

Graphical user interface, website  Description automatically generated

Figure 9.11: The SETTINGS section of the Home tab

Let’s take a look at what settings are included here.

Company Settings

The Company Settings subsection includes settings related to the organization. Some of the use cases for this section include finding your org ID for a Salesforce case, setting up your fiscal year, and setting up company holidays. Let’s look at all of these settings:

  • Business Hours: This setting allows you to set your organization’s business hours.
  • Calendar Settings: This item allows you to add public calendars and resources for your company.
  • Company Information: This contains all of your basic company settings...
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