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Salesforce Setup Page - (BCA / B.Tech)

What is Setup in Salesforce?

In Salesforce, "Setup" is the central hub from where you can perform all customization, configuration, and administration tasks for your Salesforce organization. It is the "backend" where admins and developers work to customize the system.

Key Features of Setup in Salesforce:

Configuration: Set up objects, fields, validation rules, and workflows.
Security: Manage profiles, permission sets, roles, and sharing settings.
Data Management: Handle data import, export, and duplicate management.
User Management: Create and manage users, profiles, and roles.
Apps and Objects: Build custom apps, tabs, and objects.
Automation: Set up automation tools like workflow rules and Process Builder.

Personal Setup in Salesforce

Personal Setup is where users can customize and manage their individual settings to tailor their Salesforce experience.

Application Setup in Salesforce

Application Setup deals with the creation, customization, and management of an application and its functionality for users.

Administration Setup in Salesforce

Administration Setup is the area where administrators control and configure the organization's settings, security, data management, and user administration to ensure smooth daily operations.

Salesforce Setup Page

Personal Setup in Salesforce

Application Setup in Salesforce

Administration Setup in Salesforce

In this Chapter