AdvoLogix Help

Administration Setup Menu

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AdvoLogix system administrators can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts.  AdvoLogix system administrators can also customize search results, tagging, and user interface options for their organization.  In addition, every AdvoLogix user can customize various personal display options.

Administration Setup Overview

Click Your Name | Setup | Administration Setup to open the Administration Setup page. It contains setup and customization options to help you set up your Salesforce organization.

Manage Users

Expand the Manage Users folder under Administration Setup to access the following options:

Users - Create, edit, and deactivate users.

Mass Email Users - Send an email to several of your users at once.

Roles - Define your organization’s role hierarchy.

Profiles - Set user profiles to control users’ permissions, login access,and field-level security.

Public Groups - Add, update, or delete public groups.

Queues - Add, update, or delete queues for cases, leads, and custom objects.

Login History - View when your users are logging in.

Training History - View which users have taken online training.

Company Profile

Expand the Company Profile folder under Administration Setup to access the following options:

Company Information - Update your company's information and set up multiple currencies.

Fiscal Year - Set up fiscal years for your organization.

Business Hours - Set up business hours for your customer support team.

Holidays - Set up holidays during which business hours for your customer support team don't apply.

My Domain - Set up a custom Salesforce domain name, which appears in the URLs that you use to login to and use the application.

Security Controls

Expand the Security Controls folder under Administration Setup to access the following options:

Sharing Settings - Define how your users share data.

Field Accessibility - View the access that users have to specific fields based on profile and record types.

Password Policies - Define password policies for security.

Session Settings - Lock users’ sessions to an IP address or change session timeout settings.

Network Access - Define IP addresses from which users can log in to your organization.

Certificate and Key Management - Create and manage Salesforce key pairs and certificates for your organization.

View Setup Audit Trail - View which users have recently changed your organization’s setup.

Expire All Passwords - Expire passwords for all users in the organization.

Delegated Administration - Enable standard users to perform some administrative duties.

Remote Site Settings - Specify the Web addresses that your organization can invoke from Salesforce. You must specify a site before call-outs to them from Visualforce pages, Apex, or the AJAX proxy will function correctly.

HTML Documents and Attachments Settings - Restrict users from uploading HTML files as attachments or to the Documents tab.

Communication Templates

Expand the Communication Templates folder to access the following options:

Letterheads - Create branded letterheads for HTML emails.

Email Templates - Create email templates to standardize communication.

Mail Merge Templates - Upload templates for mail merge documents.

Your administrator can create and maintain templates for defining letterheads, sending outbound email, and generating mail merge documents.

Letterheads define the look and feel of your HTML email templates. Your HTML email templates can inherit the logo, color, and text settings from a letterhead.

Email templates allow users to send email to contacts, leads, and others using predefined templates.

Mail merge templates allow users to create custom documents using the information from your records. For example, you can create a customized thank you letter to a specific lead.

Translation Workbench

The Translation Workbench lets you specify languages you want to translate, assign translators to languages, create translations for customizations you have made to your Salesforce organization, and override labels and translations from managed packages.

Data Management

Expand the Data Management folder under Administration Setup to access the following options:

Analytic Snapshots - Enable users to automatically run reports and save report results to fields on custom objects for further customization.

Import Accounts/Contacts, Import Person Accounts, Import Leads, Import Solutions, and Import Custom Objects - Import your organization’s accounts, contacts, custom objects,leads, person accounts, and solutions.

Data Export - Export your organization’s data.

Storage Usage - View how much data storage and file storage your organization is using.

Mass Transfer Records - Transfer multiple records at one time.

Mass Delete Records - Delete multiple records at one time.

Mass Transfer Approval Requests - Transfer multiple approval requests at one time.

Mass Update Addresses - Update the Country or State/Province field on all records with an address. These include addresses in accounts, contacts, contracts, invoices, leads, and orders.

Data Loader - Download a client application that allows you to import, update,delete, and export large quantities of records.


Expand the Monitoring folder under Administration Setup to access the following options:

Imports - An administrator can check the Import Queue to view details about an import or to cancel an organization import.

Outbound Messages - An administrator can view the Outbound Message queue to check the status of outbound messages related to workflow or approval processes.

Time-Based Workflow - Specify criteria for monitoring the workflow queue, which contains pending actions triggered by workflow rules.

Case Escalations - Specify criteria for monitoring the case escalation queue, which contains pending actions triggered by case escalation rules.

API Usage Notifications - Define a notification process that automatically sends email to a specified user when API requests for an organization exceed the specified limit.

Debug Logs - Specify the users for whom you want to retain the Apex debug logs in your organization.

Scheduled Jobs - View all the jobs scheduled to run by users, such as analytic snapshots and dashboard refreshes.

Email Log Files - Request detailed summaries of email sent from Salesforce over the last 30 days.

Bulk Data Load Jobs - Monitor the status of current and recent bulk data load jobs.

Mobile Administration

Expand the Mobile Administration folder under Administration Setup to create mobile configurations for your wireless users. Mobile configurations are sets of parameters that determine which data Salesforce transmits, and which users receive that data on their mobile devices.

Desktop Administration

Expand the Desktop Administration folder under Administration Setup to manage desktop configurations for Connect Offline and Connect for Outlook.

Outlook Configurations - Define the behavior of Salesforce for Outlook for your users, including the Salesforce options that appear in the Outlook user interface, the data that syncs between Salesforce and Outlook,and which users receive that data.

Offline Briefcase Configurations - Define the behavior of Connect Offline for your offline users. Offline briefcase configurations are sets of parameters that determine which data Salesforce transmits and which users receive that data in Connect Offline.

Email Administration

Expand the Email Administration folder under Administration Setup to configure the following email options for your organization:

Deliverability - Set up email delivery options that affect your entire organization.

Organization-Wide Addresses - Associate an email alias with each available user profile.

Compliance BCC Email - If your organization evaluates all outbound email messages for compliance, you can enable compliance BCC emails to automatically send a hidden copy of each outbound email message to an email address you specify. Enabling compliance BCC emails prevents users from editing the BCC field on any email and disables their Automatic Bcc setting under My Email Settings.

Test Deliverability - Verify your organization can receive email from every Salesforce IP address.

Email To Salesforce - Automatically log emails you send from third-party email accounts as activities on lead and contact records in Salesforce.

Delete Attachments Sent as Links - Find and delete email attachments sent as links.

Email Footers - Create footers for outgoing email.

Google Apps

Expand the Google Apps folder under Administration Setup to integrate Salesforce with Google Apps: a suite of on-demand communication and collaboration tools hosted by Google and designed for business users.

Dev/Trial Users: Google Apps Overview

Active users: Google Apps Overview

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