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Organization Setup, Users, and UI
Company settings, fiscal setup, currencies, and user lifecycle management.
⏱️ Estimated reading time: 35 minutes
Global Settings and Fiscal Year
Company settings determine the framework of the organization.
Fiscal Year:
- Standard: Follows the Gregorian calendar but can start any month.
- Custom: Allows structures like 4-4-5 weeks. CAUTION! Once Custom Fiscal Year is enabled, it cannot be disabled and will permanently impact Forecasting reports.
Business Hours and Holidays:
Defines when the support team is available. Business Hours directly affect when Case escalation rules are triggered.
Fiscal Year:
- Standard: Follows the Gregorian calendar but can start any month.
- Custom: Allows structures like 4-4-5 weeks. CAUTION! Once Custom Fiscal Year is enabled, it cannot be disabled and will permanently impact Forecasting reports.
Business Hours and Holidays:
Defines when the support team is available. Business Hours directly affect when Case escalation rules are triggered.
🎯 Key Points
- ✓ The 15-character Org ID is found in 'Company Information'
- ✓ Holidays must be associated with Business Hours to suspend support processes
- ✓ The Corporate Currency is the base for all exchange rates in Multi-Currency orgs
- ✓ Advanced Currency Management allows 'Dated Exchange Rates' for historical opportunities
My Domain and Access Security
My Domain is required to use Lightning Experience. It allows you to customize your org's URL (e.g.,
Benefits:
- Highlight company branding on the login page.
- Requirement for Single Sign-On (SSO) and custom Lightning components.
- Allows blocking access from
company.lightning.force.com).Benefits:
- Highlight company branding on the login page.
- Requirement for Single Sign-On (SSO) and custom Lightning components.
- Allows blocking access from
login.salesforce.com to force use of the corporate URL.🎯 Key Points
- ✓ My Domain is necessary to use third-party AppExchange components
- ✓ Allows configuring different authentication methods on the login page
- ✓ If you change the My Domain name, old links will stop working after a redirection period
License Types in Detail
Many admins fail by not distinguishing between the 3 types of licenses:
1. User Licenses: The top level (Salesforce, Platform, Identity). Determines which Profiles the user can use.
2. Feature Licenses: Grants access to extra features not included in the base license (e.g., Marketing User, Knowledge User).
3. Permission Set Licenses: Allows assigning specific permissions to users incrementally.
1. User Licenses: The top level (Salesforce, Platform, Identity). Determines which Profiles the user can use.
2. Feature Licenses: Grants access to extra features not included in the base license (e.g., Marketing User, Knowledge User).
3. Permission Set Licenses: Allows assigning specific permissions to users incrementally.
🎯 Key Points
- ✓ The 'Salesforce Platform' license does not have access to standard CRM objects like Leads or Opportunities
- ✓ A user can only have one User License assigned at a time
- ✓ Feature Licenses are marked as checkboxes on the user record
User Interface and Einstein Search
Salesforce allows customizing how users interact with data.
UI Settings: Allow enabling features like 'In-line editing' or 'Enhanced Lists'.
Einstein Search: Provides an intelligent global search.
- Personalized Results: Based on user activity.
- Natural Language Search: (e.g., 'My closed opportunities in Madrid').
- Instant Actions: Edit a record directly from the search bar.
UI Settings: Allow enabling features like 'In-line editing' or 'Enhanced Lists'.
Einstein Search: Provides an intelligent global search.
- Personalized Results: Based on user activity.
- Natural Language Search: (e.g., 'My closed opportunities in Madrid').
- Instant Actions: Edit a record directly from the search bar.
🎯 Key Points
- ✓ Einstein Search is free and enabled at the org level
- ✓ Search Layouts determine which fields the user sees in search results
- ✓ Global search does not search in 'Long Text Area' or 'Encrypted' fields
Permission Set Groups (Advanced)
Introduced to simplify permission management.
How do they work? You bundle several Permission Sets into a single Group. This allows assigning a full job function (e.g., 'Senior Sales Rep') with a single click.
Muting Permission Set: A special component within a group used to *remove* a specific permission that one of the sets in the group grants, without modifying the original set.
How do they work? You bundle several Permission Sets into a single Group. This allows assigning a full job function (e.g., 'Senior Sales Rep') with a single click.
Muting Permission Set: A special component within a group used to *remove* a specific permission that one of the sets in the group grants, without modifying the original set.
🎯 Key Points
- ✓ A user can belong to multiple Permission Set Groups
- ✓ The Muting Permission Set only affects the group it is in, not individual Permission Sets
- ✓ Best practice: Use groups for roles and individual sets for specific skills