Application Setup & Custom Menus

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.

Navigate to Setup

Click Your Name

Choose Setup

Personal Setup Overview

Personal Setup Overview

The Personal Setup section contains setup and customization options to help each Advologix User to personalize much of the Advologix application for their use.

Personal Setup ~ My Personal Information

Personal Setup ~ My Personal Information

Expand the My Personal Information folder under Personal Setup to access the following options:

· Personal Information—Edit your user information,create quotas, view login history, and more.

· Change My Password—Change your password.

· Reset My Security Token—Reset the security token that you may need to log into Salesforce from outside your company's trusted network.

· My Groups—Add, update, or delete your personal groups.

· Change My Display—Customize your display of tabs and related lists.

· Grant Login Access—Allow salesforce.com Customer Support representatives or your administrator to log in to your account.

· Calendar Sharing—Allow other users, personal and public groups, roles, or roles and subordinates to view your calendar.

· Reminders—Set your personal preferences for activity reminders.

· Record Type Selection—Set your preferences for automatic selection of default record types.

Personal Setup ~ Email

Personal Setup ~ Email

Expand the Email folder under Personal Setup to access the following options:

· My Email Settings—Set your outbound email settings.

· My Templates—Create and edit your own email templates.

· My Stay-in-Touch Settings—Set your preferences for emails requesting contact information updates.

· My Mass Emails—View the status of my Mass Emails

Personal Setup ~ Import

Personal Setup ~ Import

Expand the Import folder under Personal Setup to access the following options:

· Import My Accounts & Contacts—Import accounts and contacts that you own.

Personal Setup ~ Desktop Integration

Personal Setup ~ Desktop Integration

Expand the Desktop Integration folder under Personal Setup to access the following options:

· Check for Updates—See what desktop client versions you have and install update.

· Salesforce for Outlook—Install Salesforce for Outlook to integrate your data with Microsoft® Outlook.

· Force.com Connect Offline—Install Connect Offline to work remotely when you are not online.

· Chatter Desktop—Chatter Desktop is a free desktop application that lets you collaborate in Chatter without a browser. Use Chatter Desktop to post and comment in Chatter, and receive updates about the people, records, and files you follow and your groups. Chatter Desktop also displays Chatter updates in popup notifications.

Personal Setup ~ My Chatter Settings

Personal Setup ~ My Chatter Settings

Chatter Desktop is enabled for most organizations, but administrators can control access to Chatter Desktop as follows:

 

Expand the My Chatter Settings folder under Personal Setup to access the following options.

  • My Feeds

~ Automatically follow records you created

~ Receive approval request as private Chatter posts

  • Chatter Email SettingsConfigure when and how frequently you want Chatter to send you emails

Personal Setup ~ My Social Accounts and Contacts Settings

Personal Setup ~ My Social Accounts and Contacts Settings

The Social Accounts and Contacts feature lets you view social network profiles and other social information for your accounts, contacts, and leads, directly in Salesforce. Easy access to this information provides your sales users with social sales intelligence that they can use to better meet existing and potential customers’ needs.

App Setup Overview

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 Marketplace

Browse and search AppExchange.

Critical Updates

Control when critical updates are enabled in your organization.

App Setup ~ Customize

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

App Setup ~ Create

These tools do not require any programming knowledge.

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.

App Setup ~ Develop

App Setup ~ Develop

These tools require programming knowledge

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.

 

App Setup ~ Deploy

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.

Administration Setup Overview

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.

For more information, see Force.com

Administration Setup ~ Manage Users

Administration Setup ~ 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.

For more information, see Force.com

Administration Setup ~ Company Profile

Administration Setup ~ 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.

For more information, see Force.com

Administration Setup ~ Security Controls

Administration Setup ~ 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.

For more information, see Force.com

Administration Setup ~ Communication Templates

Administration Setup ~ 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

Translation Workbench

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

Administration Setup ~ Data Management

Administration Setup ~ 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.

For more information, see Force.com

Administration Setup ~ Monitoring

Administration Setup ~ Monitoring

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.

For more information, see Force.com

Administration Setup ~ Mobile Administration

Administration Setup ~ 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.

For more information, see Force.com

 

Administration Setup ~ Desktop Administration

Administration Setup ~ 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.

For more information, see Force.com

Administration Setup ~ Email Administration

Administration Setup ~ 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.

For more information, see Force.com

Administration Setup ~ Google Apps

Administration Setup ~ 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.

See Force.com's Documentation

Dev/Trial Users: Google Apps Overview

Active users: Google Apps Overview