There are two alternative ways to access the Salesforce setup menu in Salesforce CRM, and these are controlled by the user interface settings for the organization.

One way to access the Salesforce setup menu is by directly clicking the Setup link in the top-right corner of the screen, as shown in the following screenshot:

The other way to access the Salesforce setup menu, if the Setup link is not present in the top-right corner of the screen, is by first clicking on your name and then clicking on the Setup option in the drop-down list, as shown in the following screenshot:

This setting is controlled by the Enable Improved Setup User Interface setting, which, when set, provides the direct Setup link at the top right of the screen. This and other setup options that control the user interface are covered later in this chapter.

The company profile contains core information for your organization within Salesforce, some of which is captured during the initial system sign-up, and includes the following:

• Company information and primary contact details
• Default language, locale, and time zone
• License information
• Fiscal year settings
• Currencies and exchange rates

We'll take a look at some of the information and explain them in the following sections.

When your organization is first set up by Salesforce, various information about your company or enterprise will already be displayed on the Company Information page. This page can be accessed by navigating to Setup | Company...

Organizations have several methods of accessing the Salesforce CRM application. Access can be gained from either the UI (using a web browser), the API (for example, using an integrated client application or the Apex Data Loader), a desktop client (for example, Salesforce for Outlook), or from a mobile client application.

Whenever a login attempt is made to Salesforce using any of these methods, the user's login request is authorized by the system using the following sequence of checks:

• Does the user's profile have any login restrictions?
• Is the user's IP address present in the list of trusted IP addresses?
• Has the user record previously been activated from this IP address?
• Does the user's web browser have a valid browser cookie from Salesforce stored?

The user is denied access to Salesforce CRM if their login attempt is not from...

At the time of writing, there are three user interface themes. There are two classic themes, namely Classic 2005 and Classic 2010, and there is the new theme called Lightning Experience.

Browser support and functionality varies depending on which UI is being used. There are some limitations and considerations for both Salesforce Classic and Lightning Experience, and these are described in more detail later in this section.

All screenshot captures and setups in this book show the Classic 2010 user interface theme.
The difference in the classic themes can be seen in the following screenshot, which appears when you attempt to change from Classic 2005 to Classic 2010:

Not only does the new...

With the onset of various data protection and privacy laws around the world, Salesforce has taken the initiative in providing features to help manage data privacy preferences within the Salesforce CRM system.

Data privacy laws dictate that organizations are responsible for honoring their customers' and users' wishes regarding what information can be stored about them. These data privacy laws include the Gramm-Leach-Bliley Act (GLB Act or GLBA) for the United States, the General Data Protection Regulation (GDPR) for the European Union, and Canada's Anti-Spam Legislation (CASL) for Canada.

Even if you are not required to be compliant with these data protection and privacy regulations, Salesforce provides the mechanisms for managing data privacy records that help you record and track your customers' and users' data privacy consent...

You will now be presented with questions about the key features of Salesforce CRM administration in the areas of organization setup and the global UI that have been covered in this chapter. The answers can be found at the end of the chapter.

We present six questions to verify your understanding of the user login and authentication mechanism, the company profile, fiscal years, and the UI.

A new field-based salesperson has joined WidgetsXYZ and started using Salesforce for the first...

This chapter looked at the mechanisms in place to help manage login access to the Salesforce CRM application and how organization-wide settings can be set to determine your company-specific information within Salesforce.

We also looked at the options to set up and configure the look and feel of the application, along with the details of the methods for searching for information in Salesforce.

Notes and tips gained from the experience of Salesforce CRM system administration were outlined to help guide and improve the implementation and understanding of these features.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of user login and authentication, organization setup, and the global UI.

Having looked at these core customization feature sets, in the next chapter, we will now look at how profiles and...