Admin Beginner - Salesforce Platform Basics

Setup menu: Company Information

-At-a-glance view of your org -Find your org ID -See your licensing information -Monitor important limits like data and file usage

Setup menu: Profiles

-Manage who can see what with user profiles -Create custom profiles

Setup menu: Users

-Reset passwords -Create new users and deactivate or freeze existing users -View information about your users

Setup menu: View Setup Audit Trail

-See 6 months of change history in your org -Find out who made changes and when -Tool for troubleshooting org configuration issues

Setup menu: Login History

-See 6 months of login history for your org -View date, time, user, IP address, and more login data -Use for security tracking and adoption monitoring

App

An app in Salesforce is a set of objects, fields, and other functionality that supports a business process. You can see which app you're using and switch between apps using the App Launcher.

Declarative Development

Developing without code is known as declarative development. With declarative development, you use forms and drag-and-drop tools to perform powerful customization tasks.

Fields

Fields are columns in object database tables. Both standard and custom objects have fields. On our Property object, we have fields like Address and Price.

Object Manager

Object Manager is where you can view and customize standard and custom objects in your org.

Objects

Objects are tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property object you see in the graphic.

Settings

One of the three main categories in the Setup menu: Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org's history.

Administration

One of the three main categories in the Setup menu: The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.

Platform Tools

One of the three main categories in the Setup menu: You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well.

Org

Org is short for organization, and it refers to a specific instance of Salesforce.

Records

Records are rows in object database tables. Records are the actual data associated with an object. Here, the 211 Charles Street property is a record.

Setup Menu

The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.

Main Window

This is where you can see whatever it is you're trying to work on.