Thursday, January 21, 2016

Salesforce Platform Basic: Navigation Setup

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself.

#ItemWhat it is and why you shouldn’t miss it
1Company Information
  • At-a-glance view of your org overall
  • Find your org ID
  • See your licenses in use and how many you have available
  • Monitor important limits, including APIrequests, data usage, and file usage
2Users
  • Reset passwords
  • Manage user licenses, profiles, and permission sets
  • Create new users and deactivate or freeze existing users
3Profiles & Permission Sets
  • Assign permissions for your overall org
  • View standard profiles and permission sets, and create your own custom ones as needed
4View Setup Audit Trail
  • 6 months of history on changes made to your org
  • Date, time, and user stamped on who made the change
  • Although not all changes are tracked, this is an essential tool for troubleshooting issues and finding root cause
5Login History
  • 6 months of history on who logged into your org
  • View date, time, user, IP address, browser, application, and other important data
  • Important for both security tracking purposes and adoption
6Sandboxes
  • At-a-glance view of sandbox types, including how many are available and in use
  • List of sandboxes, their last copy (“refresh”) date, and links to log in, delete, edit, and if available, refresh
  • Sandboxes are a vital tool for administrators and developers and a worthwhile investment; if budgets absolutely do not permit, consider development in a free Developer Edition org
7Scheduled Jobs
  • View all future jobs, including Apex jobs, dashboard refreshes, and reporting snapshots
  • Monitor a job in progress
  • Delete future jobs
8Apex Jobs
  • Monitor the status of all Apex jobs
  • Abort a job in progress
  • Create a custom list view to see only future methods or Apex batch jobs
9Schema Builder
  • Visual, interactive display of your standard and custom objects
  • Create objects and fields on the fly
  • Create and modify relationships between objects, all from one screen
10Storage Usage
  • Monitor your overall file and data usage
  • View a granular list of storage by object, and top users in your org who are consuming storage limits
Source:Navigation Setup

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