App Setup Menu

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.

App Setup Overview

The App Setup page, accessed by clicking Your Name | Setup | App Setup, contains options to customize Salesforce, and build, deploy, and manage applications.

  • Customize - Customize the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization.
  • Create - Use point-and-click tools to customize Salesforce and build your own applications to meet the needs of your business. These tools do not require any programming knowledge.
  • Develop - Use Salesforce development tools to customize Salesforce and build your own applications. These tools may require some programming knowledge.
  • Deploy - Monitor the deployments of setup configuration from Force.com IDE, Force.com Migration Tool, and other clients.  Note:Force.com IDE is a resource provided by salesforce.com to support its users and partners, but is not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
  • Schema Builder - Schema builder provides a drag-and-drop interface that lets you add new custom objects, fields, and relationships to your schema.
  • Installed Packages - View and manage the packages that have been installed from AppExchange.
  • AppExchange MarketplaceBrowse and search AppExchange.
  • Critical UpdatesControl when critical updates are enabled in your organization.

App Setup: Customize

You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization.  To tailor for your organization, you can customize the display of the various tabs and other items.  Click Your Name | Setup | Customize and then select a link to view the following customization options:

  • Tab Names and Labels - Rename the labels for standard Salesforce tabs and fields.
  • Home - Add a logo, dashboard, or links to the Home tab and create additional home page layouts for different users.
  • Activities - Customize various options for tasks and events such as fields, page layouts, record types, validation rules, search layouts, and buttons. Also, enable or disable functionality like activity reminder popups and recurring events.
  • Campaigns - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also configure Campaign Influence.
  • Campaign Member - (Located under Campaigns) Edit fields, create validation rules and triggers, control the layout, and create custom buttons and links.
  • Leads - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set up lead queues, assignment rules, lead settings, and online lead capture.
  • Accounts - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and for Enterprise, Unlimited, and Developer Edition organizations, create record types and set up account teams.
  • Person Accounts - (Located under Accounts) Control the layout of fields, related lists, and custom links, and manage record types.
  • Contacts - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations.
  • Opportunities - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and for Enterprise, Unlimited, and Developer Edition organizations, create record types and set up team selling.
  • Opportunity Products - (Located under Opportunities) Customize the standard fields, create custom fields, and control the layout of fields on product pages within the Opportunities tab.
  • Quotes - Customize the standard picklists, create custom fields and custom links, and control the layout of fields, related lists, and custom links, and create PDF templates and terms and conditions.
  • Quote Line Items - (Located under Quotes) Customize the standard fields, create custom fields, and control the layout of fields on quote line item pages.
  • Forecasts - Customize your fiscal year settings, forecast period, default view, and forecast hierarchy. These options are only available if your organization has enabled customizable forecasting.
  • Cases - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set up case queues, case contact roles, assignment, auto-response, and escalation rules, and support settings.
  • Case Team - (Located under Cases) Define case teams and case team roles for your organization.
  • Email Messages - (Located under Cases) Create triggers for Email-to-Case or On-Demand Email-to-Case messages.
  • Case Comments - (Located under Cases) Create triggers for case comments.
  • Case Milestones - (Located under Cases) Create validation rules for case milestones.
  • Entitlement Management - Set up entitlement management so that support reps can verify if customers are eligible for support and provide the correct service levels to your customers.
  • Entitlements - (Located under Entitlement Management) Customize the standard fields, create custom fields and custom links, control the layout of fields, related lists, custom links, and create record types and templates.
  • Entitlement Contacts - (Located under Entitlements) Customize the standard fields.
  • Service Contracts - (Located under Entitlement Management) Customize the standard fields, create custom fields and custom links, control the layout of fields, related lists, custom links, and create record types.
  • Contract Line Items - (Located under Service Contracts) Customize the standard fields, create custom fields and custom links, control the layout of fields, related lists, custom links, and create record types.
  • Self-Service - Set up your public solutions, online case capture, and the Self-Service portal.  Note:  Starting with Spring ’12, the Self-Service portal isn’t available for new organizations. Existing organizations continue to have access to the Self-Service portal.
  • Call Center - Configure the Salesforce CRM Call Center by defining call centers, adding directory numbers, and customizing SoftPhone layouts.
  • Service Cloud Console - Customize, extend, or integrate the footer, sidebars, highlights panels, and interaction logs of the Service Cloud console using Visualforce.
  • Contracts - Customize the standard picklist, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set the contract expiration notices for your organization and configure auto-calculation of contract end dates.
  • Solutions - You can customize the standard solution picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations.
  • Products - For Enterprise, Unlimited, and Developer Edition organizations, set up price books, products, and schedules.
  • Partners - Configure your partner portal.
  • Salesforce to Salesforce - Enable Salesforce to Salesforce business collaboration both within and across Salesforce organizations.
  • Connection Finder - (located under Salesforce to Salesforce) Enable the ability to email partners a survey asking if they use Salesforce. Also, customize default template used for the email and logo used for the survey.
  • Customer Portal - Enable the Customer Portal for your organization.
  • Chatter Answers - Enable Chatter Answers and configure a Force.com site and Customer Portal to host Web communities for your customers.
  • Ideas - Customize the standard picklists, create custom fields, and control the layout of fields for Enterprise, Unlimited, and Developer Edition organizations. You can also establish comment validation rules and manage your communities.
  • Assets - Customize the standard fields, create custom fields, control the layout of fields on asset pages, set search results layouts, and create custom links.
  • Territories - For Enterprise, Unlimited, and Developer Edition organizations, create and edit custom territory fields.
  • Users - Create custom fields and custom links for users.
  • Console - Create console layouts that display pertinent information to users.
  • Tags - Enable personal and public tags for your organization. You can also delete personal tags.
  • Reports & Dashboards - Customize user interface and email settings for reports and dashboards.
  • Search - Optimize search settings for your organization.
  • Social Accounts and Contacts - Enable and configure Social Accounts and Contacts for your organization.
  • User Interface - Enable Quick Create, collapsible page sections, related list hover links, and customize the sidebar for your organization, among other options.

App Setup: Create

You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization. In addition, every Contact Manager, Group, Professional, Enterprise, and Unlimited Edition user can customize various personal display options.  To tailor Salesforce for your organization, you can customize the display of the various tabs and other items. Click Your Name | Setup | Customize and then select a link to view the following customization options:

  • The platform includes innovative point-and-click app builder tools that give you the power to customize Salesforce to meet the needs of your business. You can also build your own applications to share and store information that is important to you. These tools do not require any programming knowledge. Click Your Name | Setup | Create to access the following options.
  • Apps - Build your own applications by defining groups of standard and custom tabs.
  • Custom Labels - Create custom text values that can be used in multilingual apps.
  • Interaction Log Layouts - Create notes that appear on records when using the Service Cloud console. Available in Enterprise, Unlimited, and Developer Editions only.
  • Objects - Create custom data and custom related lists to store and display information unique to your organization.
  • Packages - Create collections of items such as apps, objects, workflow rules, or email templates, and upload them on Force.com AppExchange to be shared with others.
  • Report Types - Available in Professional, Enterprise, Unlimited, and Developer Editions only. Create custom report types so that your users have more power and flexibility while building custom reports.
  • Tabs - Create tabs to display and edit the data in your custom objects or embed web content and applications within the user interface.
  • Workflow and Approvals - Available in Enterprise, Unlimited, and Developer Editions only. Create automated business processes that send email alerts, assign tasks, update fields, and set outbound messages to external services.

These tools do not require any programming knowledge.

App Setup: Develop

Click Your Name | Setup | App Setup | Develop  and then select a link to view the following customization options:

  • Apex Classes - Available in Developer, Enterprise, and Unlimited Editions only. Define Apex classes that you can use to add additional business logic to your custom applications.
  • Apex Triggers - Available in Developer, Enterprise, and Unlimited Editions only. View all Apex triggers defined for your organization.
  • Working with Apex Test Execution - Available in Developer, Enterprise, and Unlimited Editions only. Run Apex unit tests and view test results.
  • API - Available in Enterprise, Unlimited, and Developer Editions only. Download WSDL files that allow you to integrate external applications with Salesforce.
  • Components - Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Define custom Visualforce components that you can use in one or more Visualforce pages.
  • Custom Settings - Available in Group, Personal, Developer, Enterprise, and Unlimited Editions. Create and manage custom data for your organization.
  • Email Services - Available in Developer, Enterprise, and Unlimited Editions. Define Apex classes that can process inbound email.
  • Pages - Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Define Visualforce pages that display your own custom user interfaces.
  • S-Controls - Edit Java applets or Active-X controls for use in dynamic custom links or Web tabs.  Important: S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created s-controls, as well as new organizations, won't be allowed to create them. Existing s-controls will remain unaffected, and can still be edited.
  • Sites - Available in Developer, Enterprise, and Unlimited Editions. Create public websites and applications that are integrated into Salesforce.
  • Static Resources - Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, stylesheets, JavaScript programs, and other files.
  • Remote Access - Available in all editions. Create and manage a remote access application. A remote access application is an application external to Salesforce that uses the OAuth protocol to verify both the Salesforce user and the external application.
  • Tools - Available in Developer, Enterprise, and Unlimited Editions only. Download tools that can assist you with building, debugging, testing, and deploying Apex.

These tools require programming knowledge.

App Setup: Deploy

Click Your Name | Setup | Deploy | Monitor Deployments

To track the status of deployments that are in progress or completed in the last 24 hours for these tools or other clients that are deploying metadata:

  • Monitor the deployments  - of setup configuration from Force.com IDE, Force.com Migration Tool, and other clients.
    • Note:  Force.com IDE is a resource provided by salesforce.com to support its users and partners, but is not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
  • View Installed Packages -  View and manage the packages that have been installed from Force.com AppExchange.
  • Critical Updates -  Control when critical updates are enabled in your organization.