Domain 115% of scored content
Configuration and Setup
Org-wide settings, users and licenses, and the layered security model that decides who can log in, what they can do, and which records they can see.
3 topics
About 9 minutes of reading
- 1.1Company settings and the Setup menuSetup is the admin's home. Company settings define the org's defaults: its locale, time zone, currencies, fiscal year, and working hours. Several of these choices are hard or impossible to reverse, so they deserve a plan before anyone clicks Save.3 min read
- 1.2Users, profiles, and permission setsEvery user has one license and one profile. Salesforce now recommends a lean profile plus permission sets and permission set groups for everything else. Login controls such as login hours, IP ranges, and multi-factor authentication decide when and from where people can get in.3 min read
- 1.3Record access and the sharing modelObject permissions say what a user can do with a type of record; sharing says which individual records they can reach. Start from the most restrictive baseline the business needs (organization-wide defaults), then open access with the role hierarchy, sharing rules, teams, and manual sharing. Field-level security hides individual fields.3 min read