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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Company Information setup

In the last chapter, we went through ways of setting up a developer account. Now it's time to move forward to the next step. Company Information contains all basic information about your company, such as local address, fax number and phone numbers.

A business scenario: Universal Containers just brought Salesforce Lightning Unlimited Edition (LUE). Richard Gall has been working as the Salesforce administrator for two years, and he knows how to update the company's basic information, such as the company contact information, the default time zone, and the address.

Just to remind you, once the company has purchased the Salesforce organization, the company has to set up the company profile. Under the heading Setup (gear icon) | Setup | SETTINGS | Company Settings | Company Information, there are various setups available, as shown in the following screenshot:

Company Information setup

At any time, the system administrator can update the company information in Salesforce. The...

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