Professional Documents
Culture Documents
Salesforce Admin Material by Satish Myla Capital Info Solutions
Salesforce Admin Material by Satish Myla Capital Info Solutions
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PREFACE
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This book has been developed especially from the idea of glance look learning. This book helps
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for individuals who want to learn things with in short time. From this idea I started writing this
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book which will be helpful to the professionals to learn quickly without missing the things.
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While writing this book I faced many difficulties in which reduction of 3000 pages to 200 pages
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is the main. After all my hard work from the 3 months I was able to bring this book in front of
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you to use it responsibly. Bringing easier way of learning to the students is the idea behind
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making complex things to simpler. I would like to thank all the people who inspired and helped
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me in writing this book.
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First way of creating a Profile:
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Go to Administration Setup Manage Users Click on Profiles
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Second way of creating a profile: Cloning the existing profile
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Click on Clone link for cloning the profile
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Assigning Permission Sets to Users:
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6
Data Loader Overview:
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Data Loader is an application for the bulk import or export of data. Data Loader is used to insert, update,
upsert(insert+update), delete, or export Salesforce records.
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When importing data, Data Loader reads, extracts and loads data from comma separated values (CSV)
files When exporting data, it outputs CSV files
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Important Points:
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1. It Supports all the Standard Objects and Custom Objects
2. Supports upto 1 million records
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1. Go to the following path to install the Data Loader. Your Name> Setup > Data Management > Data
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4. Click on "Next" button.
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9. To start Data Loader, double-click the Data Loader icon on your desktop.
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Start Data Loader by double click on the Data Loader icon and Choose Settings > Settings
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existing data in mapped fields.
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Server host: Enter the URL of the Salesforce server with which we want to communicate. For example, if
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Once you enter the Organization, we need to give following settings (Mandatory)
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1. Proxy Host
2. Proxy Port
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3. Proxy Username
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2. Update ---> This operation is used for updating the existing records in Salesforce.
3. Upsert ----> This operation is the combination of Insert and Update. This operation is used to inserting
the records and updating the existing records in salesforce.
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4. Delete ----> This opration is used for deleting the records from salesforce.
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5. Export ----> This operation is used for extract all the records from salesforce into CSV files.
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6. Export All ----> This operation is used for extract all the records from salesforce i.e including records in
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Recycle Bin also.
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Go to the following path
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Your Name ---> Setup--->Personal Setup--->My Personal Information---> Click on Reset My Security
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+ Security Token.
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selecting the path for CSV file to
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query. Review the generated query and edit if necessary.
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Optionally, select conditions to filter the data set. If don't select any conditions, all the data to which we
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Click on "Finish"
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Click on "Yes" button
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for confirming the
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After the operation completes, a confirmation window summarizes results. Click "View Extraction" to
view the CSV file, or click OK to close.
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Procedure for "Insert" operation using Data Loader:
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1. Double click on Data Loader icon at your desktop and Click on "Insert" operation for loading the
records into salesforce.com
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loader and clicking on "Next" button similar to above screenshots mentioned in the Procedure for
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6
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Click "Browse" button, to select the source CSV file from the computer for inserting records into
salesforce.
64
Click on "Next" Button
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Select "Show all Salesforce
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Click on Create or Edit a Map button
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column header
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Step 4:
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Click on "Browse" button for selecting the directory where success and error files will be saved. Click on
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The following window shows the successful inserts and errors after loading completed.
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Procedure for "Update" operation using Data Loader:
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Update --->This operation is used for modifying the existing records.
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Note: For updating the existing records, we need Salesforce record ID(15 digits or 18 digits)
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1. Double click on Data Loader icon at your desktop and Click on "Update" operation for loading the
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This step consists of Entering username, password and clicking on "Log in" button to login into data
loader and clicking on "Next" button similar to above screenshots mentioned in the Procedure for
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salesforce.
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Click on Next
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Step 3: Mapping
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Delete --->This operation is used for deleting the existing records from salesforce.com.
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Note: For deleting the existing records, we need Salesforce record ID(15 digits or 18 digits)
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Step 1: Salesforce Settings
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loader and clicking on "Next" button similar to above screenshots mentioned in the Procedure for
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Step 2: Select the Data Object and CSV file.
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list, check "Show all Salesforce objects" to see a complete list of objects that we can access.
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Click "Browse" button, to select the source CSV file from the computer which contains records which we
want to delete from salesforce.(Make sure that your CSV contains Id column)
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Step 3: Mapping
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In this step, map fields(CSV columns) to the salesforce object. Click on "Create or Edit a Map" button for
28
doing the mapping and then click on the "Auto Match Fields to Columns" button(Make sure that the Id
field is mapped) and then click on OK button
64
Click on "Auto-Match
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Step 4: Click on "Browse" button to select the directory where your success and error files will be saved.
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success and error files will be saved
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Click on "Yes" button in the dialog box to confirm deleting records from salesforce.com
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i.e insert + update
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Note: For updating the existing records, we need Salesforce record ID(15 digits or 18 digits)
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For inserting the new records, no need Salesforce record ID. Once the records inserted, salesforce
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Same as the above mentioned screenshots.
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Same as the above mentioned screenshots.
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Note: The CSV file should be like the following screenshot
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These Records is for
update purpose
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External ID:
External ID is a flag that can be added to a custom field to indicate that it should be indexed and treated
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as an ID.
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Email
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Procedure for Import Accounts/Contacts in Salesforce.com:
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Before importing records into salesforce.com, prepare the csv file as per the below screen shot
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In the following csv file, the column headers indicates the field names in salesforce.com
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Click on Import
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Button
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6
Note: Some of fields(CSV column headers) already mapped with Salesforce fields because column
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header have same name as in salesforce.
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Already mapped with
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the name was same
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If we map the Import field with Salesforce field, then the field value that is there in csv file will be stored
in the salesforce, otherwise the value will be blank.
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Select the field in import file that should be imported into each salesforce.com field. Once we finished the
mapping of Contact fields, click on "Next" button
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the mapping of Custom
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Select the field in import file that should be imported into each salesforce.com field. Once we finished the
mapping of Contact Phone and Address fields, click on "Next" button
VR
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7. In this step, we can learn about how to map account fields(Mapping between the column headers in csv
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existing account
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values checkbox
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Account fields, Click
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Click on Import
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11. The import Request has been submitted and they will notified by email when our import completed.
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13. Once check the Record Count of Accounts and Contacts after inserting from the following path
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Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Storage Space
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Storage Space gives the Organization's Storage usage.
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Record Count ---> The Record Count gives the number of records that are in the salesforce
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Storage ---> The Storage gives the size of all the records
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Procedure for Import Custom Objects in Salesforce.com:
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1. Go to the following path for importing Custom Objects in salesforce.com
28
Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Import Custom Objects
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Click on Import Custom
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Step 2: Prevent Duplicates
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Use the first checkbox in the following screen for no prevent duplicates i.e this option insert all the
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Amount Currency
Status Picklist Draft, Submitted, Approved,
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Step 5: Do the field mapping from the following screen, use the drop-down lists below to specify the
28
salesforce.com fields that correspond to the columns in import file
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Click on "Next" button Click on Next
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Step 6: Click on "Import Now!" button for importing the records into salesforce.com
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Procedure for Mass Delete Records in Salesforce.com:
64
1. Go to the following path for Mass Deleting Records in salesforce.com
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Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Mass Delete Records
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Click on Mass Delete
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Approval Processes:
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An approval process is an automated process that organization can use to approve records in Salesforce.
An approval process specifies the steps necessary for a record to be approved and who must approve it
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at each approval step.
A step can apply to all records included in the process, or just records that have certain attributes.
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An approval process also specifies the actions to take when a record is approved, rejected, recalled, or
first submitted for approval.
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The Approval Process determines the delegated approver, if necessary. And it also Determines if users
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Note: Workflow Rules and Approval Processes can be used together.
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Comparison of Workflow Rules and Approval Process:
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Workflow Rules Approval Processes
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1. Are triggered upon Save 1. Are triggered only when a user clicks Submit
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Approval Actions: An approval action is an action that occurs as a result of an approval process. There
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Task: Assigns a task to a user we specify. we can specify the Subject, Status, Priority, and Due Date of the
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Email Alert: Uses an email template we specify to send an email to a designated recipient.
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Field Update: Changes the value of a selected field. we can specify a value or create a formula for the
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Outbound Message: Sends a message to an endpoint we designate. we can also specify a username and
the data we want to include in the message.
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Approval Request: An approval request is an email notifying the recipient that a record was submitted
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for approval and that his or her approval is requested.
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Approval Steps: Approval steps assign approval requests to various users and define the chain of
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approval for a particular approval process.
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Subsequent steps in the process also allow us to specify what happens if an approver rejects the
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Assigned Approver: The assigned approver is the user responsible for approving an approval request.
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Delegated Approver: A delegated approver is a user appointed by an assigned approver as an alternate
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reject approval requests.
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Initial Submission Actions: Initial submission actions are the actions that occur when a user first submits
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a record for approval. By default, an action to lock the record runs automatically on initial submission.
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to In Progress.
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Final Approval Actions: Final approval actions are the actions that occur when all required approvals
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outbound messages. For example, a final approval action can change the status to Approved and send
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an email notification.
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Final Rejection Actions: Final rejection actions are the actions that occur when an approver rejects the
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request and it goes to the final rejection state. Final rejection actions can include email alerts, field
updates, tasks, or outbound messages. For example, a final rejection action can change the status to
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Recall Actions: Recall actions are the actions that occur when a submitted approval request is recalled.
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Record Locking: Record locking is the process of preventing users from editing a record, regardless of
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Users must have the Modify All object-level permission for the given object, or the Modify All Data
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Configuring approval processes:
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To create an approval processes, follow the steps below:
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Go to the following path
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Your Name
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Setup
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Create
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The Jump Start Wizard is provided as a quick way to create simple approval processes that have a single
step. To simplify the settings, the Salesforce CRM application automatically determines some default
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options for us with this option.
Standard Setup Wizard
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The Standard Setup Wizard enables the creation of complex approval processes. This option provides
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the mechanisms to define process and then use a setup wizard to define each step within that process.
Step 1: Enter Process Name, Unique Name and Description. And click on "Next" button.
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Step 2: Specify Entry Criteria
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To specify entry criteria, which is an optional step in the Step 2. Specify Entry Criteria page and is used to
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determine the records that enter the approval process. Here, we can choose from either the formula
logic or we can select certain fields, operators and values to specify when the desired criteria are met.
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Click on "Next" button
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the value in the user field. For example, we may want to automatically send approval requests to a
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user's manager as specified in the user's Manager field.
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To allow users to manually choose another user that will approve any approval requests, leave the field
Next Automated Approver Determined By blank.
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By selecting the Use Approver Field of Record Owner checkbox we can set the approval process to use
the standard Manager field or a custom field on the record owner's user record instead of the
submitting user's record.
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Select the appropriate Record Editability Properties and click on Next.
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Administrators ONLY can edit records during the approval process ----> Select this option if we want only
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users with the Modify All object-level permission for the given object, or the Modify All Data
permission, to be able to edit records that are pending approval.
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Administrators OR the currently assigned approver can edit records during the approval process-->Select
this if we want the assigned approver to be able to edit the records too. The assigned approver must
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also have edit access to the record through both their permissions and the organization-wide sharing
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defaults for the given object. When a record is submitted for approval, it is automatically locked to
prevent other users from editing it during the approval process.
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We can choose a custom e-mail template to be used when notifying an approver that an approval
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request has been assigned to them. Alternatively, by leaving this field blank, a simple default
e-mail template is used.
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The approval page is where an approver approves or rejects a request and it is on Step 5. Select Fields to
Display on Approval Page Layout of configuring the approval process where we can carry out the
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following:
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1. Select and sort the fields we want to display on the approval request page.
2. Select Display approval history information in addition to the field selected above to include the
Approval History related list which displays the columns Date; Status; Assigned To, Actual Approver,
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Comments, and Overall Status.
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3. To specify how approvers can access an approval page, select either Allow approvers to access the
approval page only from within the application (Recommended) or select Allow approvers to access
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the approval page from within the salesforce.com application, or externally from a wirelessenabled
mobile device, and then click on Next.
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Specify Initial Submitters as shown in the following screenshot. i.e Specify which users are allowed to
submit records for approval.
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Optionally, select Add the Approval History related list to all [object name] page layouts. This will
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automatically update all the page layouts for this object and include a related list that allows users to
view and submit approval requests.
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Optionally, select Allow submitters to recall approval requests to give submitters the option to
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Note: When the Allow submitters to recall approval requests option is selected the Recall Approval
Request button in the Approval History related list is visible for the users that have submitted the
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record as well as system administrator. When a user clicks on Recall Approval Request, the pending
approval request for the record is withdrawn and recall actions are run.
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Now Click on "Save" button
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Note: We unable to activate the process until we have created at least one approval step for the
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approval process.
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Approval steps in Salesforce CRM set the flow of the record approval process that associates the
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participating users at each chain of approval. For each approval step, we set Who - can approve requests
for the records; What - must the record contain to meet the criteria, and Why should the record be
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Click on the New Approval Step button from the Approval Steps related list section
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Step 1: Enter the Name, a Unique Name, and an optional Description for the approval step
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Enter a step number that positions the step in relation to any other step in the approval process as
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shown next and click on Next button
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If we specified filter criteria or entered a formula, choose what should happen to records that do not
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approve record to automatically approve the request and perform all final approval actions.
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reject record to automatically reject the request and perform all final rejection actions.
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This option is only available for the first step in the approval process.
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In this page Select Assigned Approver where we specify the user who should approve records that enter
this step and optionally choose whether the approver's delegate is also allowed to approve these
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requests. EN
Select Approver Options are:
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Let the submitter choose the approver manually which prompts the user to manually select
the next approver
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Automatically assign to a queue Assigns the approval request to a particular queue. Queues
are only available on specific objects (or)
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Automatically assign using the user field selected earlier Assigns the approval request to the user in the
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custom field that is displayed next to this option. This custom field was selected during the configuration
of the approval process.
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Automatically assign to approver(s) which allows us to assign the approval request to one or
more users or related users as shown.
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step.
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If we specify multiple approvers in the Automatically assign to approver(s) option, choose one of the
following:
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Approve or reject based on the FIRST response ---> The first response to the approval request
determines whether the record is approved or rejected.
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Require UNANIMOUS approval from all selected approvers --> The record is only approved if all of the
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approvers approve the request. The approval request is rejected if any of the approvers reject the
request.
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Optionally, select The approver's delegate may also approve this request. A delegate is the user listed
in the Delegated Approver field on the assigned approver's user detail page. Delegated approvers can't
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reassign approval requests; they can only approve or reject approval requests.
Click on the "Save" button.
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If this is not the first step in the approval process, we must specify what will happen if the approver
rejects a request in this step, as shown in the following example,
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Automatically rejects the request completely regardless of any previous steps that were approved.
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Salesforce performs all rejection actions specified for this step and all final rejection actions.
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Perform ONLY the rejection actions for this step and send the approval request back to the
most recent approver. (Go Back 1 Step)
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Automatically rejects the request and returns the approval request to the previous approver. Salesforce
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Now click on Save and specify any workflow actions we want to set within this step using the options:
Yes, I'd like to create a new approval action for this step now.
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Yes, I'd like to create a new rejection action for this step now.
No, I'll do this later. Take me to the approval process detail page to review what I've just
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created.
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Process Visualizer
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The process visualizer provides a read-only representation of saved approval processes. It can be
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accessed by clicking on the View Diagram button from within the saved approval process as shown in
the following screenshot:
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Having the process set out diagrammatically can help in the understanding of:
The steps necessary for a record to be approved
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The specific actions taken when a record is approved, rejected, recalled, or first submitted for
approval
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Important Points about the Approval Process
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1. Activating the Approval Process:
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Your Name --> Setup --> App Setup --> Create --> Workflow & Approvals --> Click on "Approval
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Processes" ---> There a list of both active and inactive approval processes is displayed
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Go to the Inactive Approval Processes section and click on "Activate" link next to the "Edit" link.
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2. Approval processes result in approval history being automatically tracked which is not applied to
workfklow rules.
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3. When an approval is initiated, the record is "locked down" and cannot be changed by someone other
than the approver or system administrator until the record has completed the approval process.
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Parallel approval processes allow a record to be sent for approval to up to 25 different users
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simultaneously. i.e The ability to send approval requests to multiple approvers in a single step
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When setting up the processes, developers choose the approvers, as well as whether the record
requires unanimous approval or whether the record should be approved/rejected based on the first
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response.
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Dynamic approval processes routes approval request to users listed in lookup fields on the record
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requiring approval.
Dynamic approval routing allow records to be routed based on complex approval matrices.
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User Interface Settings:
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The User Interface settings is used for Modify organization's user interface with the following settings:
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1. Click Your Name ---> Setup--->App Setup ---> Customize ---> Click on the User Interface
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Select or deselect each
checkbox to modify the
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user interface settings for
Organization
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Click on
Save button
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Collapsible sections enables users to collapse or expand sections on record detail pages using
the arrow icon next to the section heading. Sections remain expanded or collapsed until the user
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collapse or expand sections
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Show Quick Create
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The Show Quick Create option adds the Quick Create fields section to the sidebar on a Record tab page
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to enable users to create a new record using minimal data fields:
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The Show Quick Create option also controls whether users can create new records from within lookup
dialogs.
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With the setting enabled, users see a New button in the lookup dialog screen.
The following example shows the creation of new account within the account lookup dialog while
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Click lookup dialog next to Account Name field, in the popup window, we can select the existing account
and also we can create new account by clicking on "New" button if we select "Show Quick Create"
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The "Enable Hover Details" option allows users to view interactive information for a record by
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hovering the mouse pointer over a link to that record in the Recent Items list on the sidebar or in a
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lookup field on the record detail page. The fields displayed in the hover details are determined by the
record's mini page layout which is set at the page layout edit screen.
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The following screenshot shows the hovering the mouse pointer over a link to a record in the Recent
Items list on the sidebar:
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The following screenshot show the hovering the mouse pointer over a lookup field on the record detail
page:
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We can customize the fields in the small window by going through mini page layout in the Page Layouts
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Enable Related List Hover Links
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This option enables related list hover links to be displayed at the top of standard and custom object
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record detail pages.
It allows users to view the related list and its records by hovering the mouse pointer over the related list
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link.
Users can also click the related list hover link to jump down directly to the Related List section without
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having to scroll down the page. EN
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This option enables the separate loading of record detail pages. First, the primary record detail data
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loads, and then the related list data. This option serves to improve the display performance for
organizations with a large number of related lists on record detail pages. When the page is loaded, the
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record details are displayed immediately and afterwards, the related list data loads during which the
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This option allows users to change field values directly within the record detail page avoiding the clicking
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of "Edit" button. By double-clicking the field to be edited within the detail page, the field changes to
become editable. The new value can then be entered and saved or the action can be undone using an
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undo button.
First, the field is highlighted by hovering over it with the mouse to reveal the pencil icon indicating that
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the field is editable:
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Then double-clicking the field causes the field to switch from a view mode to an edit mode to allow a
new value to be entered:
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The changed value and the detail page can then be saved in the standard way using the Save button:
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Note: Certain fields cannot be changed using inline editing such as System Fields (Created By, Last
Modified By, and so on)
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Calculated Fields (Formula, Auto Number, Roll-Up Summary, and so on)
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Read-Only Fields and Special Fields (such as Owner, Record Type, and so on)
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Enable Enhanced Lists
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This option provides the user with the ability to view, customize, and edit list data. When enabled along
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with the Enable Inline Editing setting, users can also edit records directly within the list without having
to move away from the page:
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Here we can change Billing State/Province for selected accounts using enhanced lists without going to
that record.
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Enter the value in the field and select the appropriate Apply changes to option
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The Tab Bar Organizer automatically arranges tabs in the main tab bar to prevent horizontal scrolling of
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the page. It dynamically determines how many tabs can display based on the width of the browser
window and puts tabs that extend beyond the browser's viewable area into a drop-down list.
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Enable Printable list views
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This option allows users to easily print list views. If enabled, users can click the Printable View link
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(printer logo) located at the top-right corner on any list view to open a new browser window:
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Within the new window, the current list view is displayed in a print-ready format:
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Enable Spell Checker
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When this option is selected the Check Spelling button appears in certain areas of the application where
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text is entered, such as sending an e-mail, or when creating cases, notes, and solutions. Clicking on this
button checks the spelling of your text:
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This option enables the appearance of the Check Spelling button when users create or edit tasks or
events. Spelling is checked on the Description field on events and the Comments field on tasks.
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Sidebar Settings:
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The collapsible sidebar gives users the ability to show or hide the sidebar on every Salesforce page
where the sidebar is included. When this option is selected, the collapsible sidebar becomes available to
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all users in your organization. However, each user can set their own preference for displaying the
sidebar. Users can set the sidebar to be permanently displayed or they can collapse the sidebar and
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If we have custom home page layouts that include components in the sidebar, this option displays the
sidebar components on all pages in Salesforce and for all users. If only certain profiles are to view
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sidebar components on all pages, we can assign a Show Custom Sidebar On All Pages permission to just
those profiles.
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Enable Home Page Hover Links for Events
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This option enables hover links in the calendar section of the Home tab and allows users to hover the
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mouse over the subject of an event to see interactive information for that event.
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This option enables hover links for tasks in the My Tasks section of the Home tab and on the calendar
day view and allows users to hover the mouse over details of the task in an interactive section.
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This option enables the enhanced page layout editor for your organization for editing page layouts with
a feature-rich WYSIWYG (What-You-See-Is-What-You- Get) editor. When we edit any page layout, The
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This option enables the enhanced list views and inline editing on the profiles list page which allows us to
manage multiple profiles at once.
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Select this checkbox to activate the enhanced profile user interface, which allows us to easily navigate,
search, and modify settings for a single profile.
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We may grant access to users , so that they have ability to login as you and access your data. We can
also access the other users data if they give grant login access to administrators.
Path for Grant Login Access is
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Your Name---> Setup--->Personal Setup---> Click on "Grant Login Access"
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Select the Access Duration from the drop down values. Click on "Save" button
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The following screenshots shows the one user(Second, Anil) having different profile other than System
Administrators gave access to System Administrators. Then System Administrators can able to see
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By Clicking on "Login" link, any administrators can able to login into Second, Anil user and access his
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data.
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Note: Mainly this will happen when we are doing testing with number of profile users. We have to test
functionality of an application with different users having different profiles.
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Company Profile:
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The company profile contains core information for organization within Salesforce
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Default language, locale, and time zone
Language Settings
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License information
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Business Hours
Fiscal year settings
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Manage Currencies
My domain
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Company information and primary contact details
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When company signs up with Salesforce, the information provided is displayed on the Company
Information page.
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Go to the following path to access the company information page:
Your Name
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Setup EN
Administration Setup
Company Profile
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Company Information.
From the Company Information page, we can edit the company default localization settings and primary
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The company information settings for language, locale, time zone can affect how key data is handled for
the organization.
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License information
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A user license determines user to different functionality within Salesforce and determines the profiles
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available to the user.
Salesforce bills an organization based on the total licenses and not on active users.
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Go to the following path for checking User Licenses:
VR
Your Name Setup Administration Setup Company Profile Click on Company Information
Go to the User Licenses Section
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Business Hours:
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Using Business Hours, we can select the days and hours that support team is available. These
hours, when associated with escalation rules, determine the times at which cases can escalate.
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If we enter blank business hours for a day, which means organization does not operate on that
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day.
Go to the following path for Business Hours:
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Your Name Setup Administration Setup Company Profile Click on Business Hours
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Manage Currencies and conversion rates:
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Currency settings are organization-wide within Salesforce and can be set using either a single currency
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option using the Currency Locale setting on the Company Profile (or) as a multiple currencies option
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where we can add currencies and set conversion ratesusing the Manage Currencies link within the
Company Profile section.
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Note: Multiple currencies can only be enabled by request to Salesforce customer support. When
activated, the Currency Locale field and its value is passed to a new field Corporate Currency also on the
Company Profile.
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The corporate currency reflects the currency in which company reports revenue and is used as the rate
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that all other currency conversion rates are based. This is initially set by Salesforce.com when the
Salesforce application is activated.
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Single currency
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Salesforce users cannot set individual currency locales.
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Multiple currencies:
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In a multiple currency organization, we can set the corporate currency instead of the currency locale and
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Salesforce users can also set their individual currency by following the path
Your Name Setup Personal Setup My Personal Information Personal Information.
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Note: 1. Currency becomes a required field on records where it has been added or was originally defined
and so must be considered when activating the Multiple Currencies option and then importing data
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currency can be set by system administrator, on the organization profile or by users on their individual
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user records or on data records in currency field.
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Manage currencies:
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The Manage Currencies section enables us to maintain the list of active currencies and their conversion
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rates in relation to the corporate currency and can be accessed by following the path
Your Name Setup Administration Setup Company Profile Manage Currencies.
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Note: Changing the conversion rates will update all existing records with the new conversion rates even
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the closed opportunities. As a result we will not be able to measure financial changes due to the effects
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of currency fluctuations unless we have implemented Advanced Currency Management which stores
dated exchange rates.
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We cannot delete a currency once we activate it.
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Click on "Change Corporate" button for changing the currency type.
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Fiscal Years:
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A Fiscal Year is a period of time that an organization uses for financial planning purposes, such as
forecasting. Fiscal years usually contain smaller fiscal periods. There are two types of Fiscal Years
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Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first
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day of any month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure
and is used throughout much of the world.)
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Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in
to custom fiscal periods based on their financial planning requirements.
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Define once, use everywhere
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Pre-defined commonly used financial year structures
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To View the Fiscal Years, go to the following path,
Your Name --> Setup --> Administrative Setup --> Company Profile --> Click on "Fiscal Year" ---> Click on
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"New" button
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Holidays:
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Holidays are dates and times at which business hours are suspended. Business hours are the days and
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Enter the dates and times at which to suspend business hours and escalation rules associated with
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The Language Settings feature allows us to specify the acceptable languages that can be used within the
Salesforce CRM application.
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This feature can be set by following the path EN
Your Name --> Setup --> Administration Setup --> Company Profile --> Language Settings.
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Then choose the languages that we want to make available to users by selecting them from the
Available Languages picklist, and then clicking on Add.
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In the example shown next, we have added Spanish and French along with English, and these appear in
the Displayed Languages list.
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Now the languages that appear in the Displayed Languages list are then shown as available options in
the Languages picklist section on user's Personal Information pages as shown below:
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Feature Personal Contact Group
Edition Manager Edition
Active Validation Rules N/A 20 per object 20 per object
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Custom Fields 5 per object 25 per object 100 per object
Custom Apps N/A 1 1
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Custom Labels N/A N/A N/A
Custom Objects N/A 5 50
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Custom Objects: Maximum Number N/A 8 8
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of Master-Detail Relationships
Documents: Maximum Size of Custom 20 KB 20 KB 20 KB
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App Logo
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to Upload
Email Templates: Maximum Size 384 KB for text 384 KB for text, 384 KB for text,
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email templates HTML, and HTML, and
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custom HTML custom HTML
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templates and templates and
1 MB for 1 MB for
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EN Visualforce Visualforce
templates templates
Email to Salesforce: Maximum Size of 5 MB 5 MB 5 MB
a Single File Attachment
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Fiscal Years
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Formulas: Maximum Formula Size (in 4,000 bytes 4,000 bytes 4,000 bytes
Bytes) When Saved
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Active Rules N/A N/A N/A
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Total Rules Allowed(Limits apply to any N/A N/A N/A
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Professional Enterprise Unlimited Developer
Edition Edition Edition Edition
20 per object 100 per object 500 per object 100 per object
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28
100 per object 500 per object 800 per object 500 per object
5 10 unlimited 10
64
5000 5000 5000 5000
50 200 2000 400
8
8 8 8 8
86
20 KB 20 KB 20 KB 20 KB
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5 MB 5 MB 5 MB 5 MB
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384 KB for text, 384 KB for text, 384 KB for text, 384 KB for text,
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HTML, and HTML, and HTML, and HTML, and
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custom HTML custom HTML custom HTML custom HTML
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templates and templates and templates and templates and
1 MB for 1 MB for 1 MB for 1 MB for
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Visualforce Visualforce Visualforce Visualforce
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templates templates templates templates
5 MB 5 MB 5 MB 5 MB
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10 MB 10 MB 10 MB 10 MB
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10 10 10 10
N/A 15 steps per 15 steps per 15 steps per
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28
25 approvers 25 approvers 25 approvers
per step per step per step
64
500 approval 500 approval 500 approval
processes per processes per processes per
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object object object
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1,000 processes 1,000 processes 1,000 processes
per organization per organization per organization
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50 per object 50 per object 50 per object 50 per object
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300 per object 300 per object 300 per object 300 per object
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1,000 per 1,000 per 1,000 per 1,000 per
organization organization organization organization
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