As a Salesforce administrator—that is, a user assigned to the Administrator profile—you’re responsible for setting up your online organization, which means adding users and configuring the system for your needs.

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

IN THIS SECTION:

Try Out Salesforce

Use a trial Salesforce org to evaluate Salesforce before you subscribe. Your trial org includes sample data and various Salesforce features, and you can use it to easily subscribe to Salesforce when you're ready.

Available in: All Editions

Plan Your Salesforce Rollout

Before you roll up your sleeves and start setting up Salesforce, take a look at the resources available to help you plan your rollout.

Set Up Your Company in Salesforce

Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce. You can also manage your licenses and entitlements. This page contains the information that was provided when your company signed up with Salesforce.

User Management

In Salesforce, each user is uniquely identified with a username, password, and profile. Together with other settings, the profile determines which tasks a user can perform, what data the user can see, and what the user can do with the data.

Control Who Sees What

Salesforce provides a flexible, layered data sharing design that allows you to expose different data sets to different sets of users, so users can do their job without seeing data they don't need to see. Use permission sets and profiles to specify the objects and fields users can access. Use organization-wide sharing settings, user roles, sharing rules to specify the individual records that users can view and edit.

Revoking Permissions and Access

Who Has Access to Account Records?

Cache Force.com Data

Using the Platform Cache can enable applications to run faster because they can store reusable data in memory. Applications can quickly access this data, removing the need to duplicate calculations and requests to the database on subsequent transactions.

Protect Your Salesforce Organization

Salesforce is built from the ground up to protect your data and applications. You can also implement your own security scheme to reflect the structure and needs of your organization. Protecting your data is a joint responsibility between you and Salesforce. The

Salesforce security features enable you to empower your users to do their jobs safely and efficiently.

Monitor Your Organization

Salesforce provides a variety of ways to keep tabs on activity in your Salesforce organization so you can make sure you're moving in the right direction.

Enable Your Users to Work on Mobile Devices

Salesforce provides several mobile apps to keep you and your users connected and productive, no matter where you are.

Enable Salesforce Desktop for Your Organization

Set Up and Maintain Your Salesforce Organization Try Out Salesforce

Learn More About Setting Up Salesforce

In addition to online help, Salesforce creates guides and tip sheets to help you learn about our features and successfully administer

Salesforce.

Try Out Salesforce

As the person who signed up, you become the Salesforce admin. You can add another admins when you add more users.

Note:

Features in your trial org depend on the edition that you purchase.

EDITIONS

Available in: Salesforce

Classic

Available in: Professional and Enterprise Editions

IN THIS SECTION:

Start a New Trial

When you sign up for Salesforce, you can choose an industry-specific template with sample data. During your trial period, you can start a new trial with a blank template. To start a new trial abandon your current trial, including all data and customizations. Only usernames are preserved.

Delete Trial Data

When you sign up for Salesforce, your Salesforce org is initially populated with sample data. During your trial period, Salesforce admins can delete the sample data and all your org’s data by using the Delete All Data link.

Start a New Trial

When you sign up for Salesforce, you can choose an industry-specific template with sample data.

During your trial period, you can start a new trial with a blank template. To start a new trial abandon your current trial, including all data and customizations. Only usernames are preserved.

You can start a new trial if you have:

•

Fewer than 1,000 rows of data

•

No additional user licenses added by Salesforce

•

No additional functionality enabled by Salesforce

1. From Setup, enter

Start a New Trial

in the

Quick Find

box, then select Start a

New Trial. This link is available only during your trial period.

2. Select your language and template preferences.

3. Enter the requested text stating that you want to abandon your current trial org and all its data, including sample data and data that you’ve entered.

4. To confirm that all of your current data will be lost, select the checkbox.

5. Click Submit.

6. When the confirmation page appears, click Submit.

EDITIONS

Available in: Salesforce

Classic

Available in: Professional and Enterprise Editions

USER PERMISSIONS

User Permissions Needed

To start a new trial:

•

Modify All Data

Set Up and Maintain Your Salesforce Organization Delete Trial Data

Delete Trial Data

Delete All Data link.

EDITIONS

Note: The Delete All Data link is visible only when all these conditions are met.

•

The user has the “Modify All Data” user permission.

•

The org is in a trial state.

•

The org doesn’t have portals enabled.

•

The user isn’t a Partner Administrator, acting on another user’s behalf.

Available in: both Salesforce

Classic and Lightning

Experience

Available in: Professional and Enterprise Editions

USER PERMISSIONS

1. From Setup, enter

Delete All Data

in the

Quick Find

box, then select Delete All

Data.

2. Enter the requested text stating that you understand that all data in your org will be deleted, including sample data and data that you entered. Your user and admin setup isn’t affected.

3. Click Submit.

To delete trial data:

•

Modify All Data

Note:

If data storage limits prevent you from deleting all your trial data this way, use Mass Delete Records to delete your accounts.

Then use Delete All Data to delete your remaining trial data. For instructions for using Mass Delete Records, see Delete Multiple

Records and Reports on page 486.

Plan Your Salesforce Rollout

Before you roll up your sleeves and start setting up Salesforce, take a look at the resources available to help you plan your rollout.

If you're wondering how to get started, you might consider working with a consulting partner to take full advantage of the product.

Consulting partners are firms that employ Salesforce-certified consultants. Consultants work with you to learn what your company needs, design and build your Salesforce organization to meet those needs, and test the organization before you roll it out to your teams.

Consulting partners have one goal in mind: Your success with Salesforce.

Rolling out an effective Salesforce organization takes time and thoughtful planning. Working with a partner can help your company harness the power of Salesforce in a way that can be difficult and time-consuming without expert guidance.

Not sure if your company needs expert guidance? Consider how you would respond to the following questions about your company’s sales goals.

•

Does your company have the internal resources with the time, expertise, and experience to develop the appropriate Salesforce features to solve your business needs?

•

Is your company expanding into new business, countries, or industries?

•

Do you need a decisive, objective perspective when making business decisions?

•

Do you want to see results in weeks, not years?

Still on the fence? Check out this comparison between rolling out Salesforce yourself and rolling out Salesforce with a partner.

Compare

Qualifications

Rolling out Salesforce Yourself

Sometimes companies have

Salesforce-certified employees who can assist with setup.

Rolling out Salesforce with a Partner

Consultants are Salesforce-certified.

Set Up and Maintain Your Salesforce Organization Plan Your Salesforce Rollout

Compare

Experience

Availability of resources for setup

External support

Time commitment

Salesforce adoption by your sales teams

Training resources

Rolling out Salesforce Yourself

Usually employees have little or no

Salesforce experience.

Rolling out Salesforce with a Partner

Consultants have set up many Salesforce organizations and are knowledgeable about best practices.

Usually setup competes with your employees’ other projects and priorities.

Consultants commit to and deliver on a scope of work for your Salesforce rollout.

Salesforce offers basic support for all

Salesforce organizations. Support includes access to self-help (online help articles) and

Customer Support agents (guaranteed to respond within 2 days).

Consultants are experienced and well-connected, and can offer personalized support to companies during setup and rollout.

Usually rolling out Salesforce yourself is a significant time commitment unless experienced resources are available.

Usually rolling out Salesforce with a partner is faster, because experienced resources are fully engaged in your project.

When Salesforce isn’t rolled out properly, companies run the risk that their sales teams don’t recognize the products’ value, and don’t adopt the product wholeheartedly.

When consultants roll out Salesforce, there is a greater chance that sales teams adopt the product from the start because its value is obvious.

Companies are required to customize and roll out their own training plans for employees without mentorship from expert resources.

Salesforce partners can offer experienced mentorship and pre-designed training materials.

To learn more about consulting partners and how to connect with one, check out our website, Successfully Implement with Salesforce

Partners.

SEE ALSO:

Successfully Implement with Salesforce Partners

Set Up and Maintain Your Salesforce Organization Set Up Your Company in Salesforce

Set Up Your Company in Salesforce

In sandbox orgs, you can use this page to match provisioned licenses in production to your sandbox organization. The matching process updates your sandbox organization with licenses from production and deletes any licenses in sandbox that aren’t in production.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in all editions

IN THIS SECTION:

Manage Information About Your Company

The Company Information page shows all the important information about your company

(listed here in alphabetical order). The page also includes the user and feature licenses purchased for your organization.

Allow the Required Domains

To enable your users to access Salesforce, you must add the standard Salesforce domains to your list of allowed domains.

USER PERMISSIONS

To view company information:

•

View Setup and

Configuration

To change company information:

•

Modify All Data

Customize the User Interface

Give your users the best working experience you can by designing setting up the user interface to meet their needs.

Set Up the Lightning Experience Home Page

Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types of users and assign custom pages for different profiles.

Select Your Language, Locale, and Currency

The Salesforce settings for language, locale, time zone, and currency can affect how objects, such as Accounts, Leads, or Opportunities, are displayed.

Define Your Fiscal Year

Specify a fiscal year that fits your business needs.

Set Up and Manage Search

Find out which objects and fields are searchable. Customize search settings, search result filters, and lookup search. Learn how to improve the search experience for users.

Provide Maps and Location Services

Maps and location services uses Google Maps to display maps on standard address fields, enables creation of Visualforce maps, and helps users enter new addresses with autocomplete.

Customize Reports and Dashboards

Set up reports and dashboards to deliver information to your users in the ways that work best for them.

Respond to Critical Updates

Salesforce periodically releases updates that improve the performance, logic, and usability of Salesforce, but may affect your existing customizations. When these updates become available, Salesforce lists them in Setup at Critical Updates and displays a message when administrators go to Setup.

Organize Data with Divisions

Divisions let you segment your organization's data into logical sections, making searches, reports, and list views more meaningful to users. Divisions are useful for organizations with extremely large amounts of data.

Set Up and Maintain Your Salesforce Organization Manage Information About Your Company

Salesforce Upgrades and Maintenance

Salesforce reserves up to five minutes of service interuption for major upgrades, but you have access your data during other maintenance events, like splits and migrations.

Permissions for UI Elements, Records, and Fields

To access UI elements, records or fields in Salesforce requires specific permissions. At a minimum, you must have the “Read” permission to view a tab, record, record field, related list, button, or link. To edit a record or record field, you must have the “Edit” permission.

How Do I Discontinue Service?

If the service doesn’t meet your needs, you should cancel it.

SEE ALSO:

Feature Licenses Overview

Permission Set Licenses

Usage-based Entitlements

Manage Information About Your Company

The Company Information page shows all the important information about your company (listed here in alphabetical order). The page also includes the user and feature licenses purchased for your organization.

Field

Address

Admin Newsletter

API Requests, Last 24 Hours

City

Corporate Currency

Country

Created By

Description

Street address of the organization. Up to 255 characters are allowed in this field.

Allow administrators in your organization to choose whether they want to receive administrator-targeted promotional emails from

Salesforce.

The total number of API requests issued by the organization in the last 24 hours. The maximum number of requests depends on your Edition.

City in which organization is located. Up to 40 characters are allowed in this field.

The currency in which the organization's corporate headquarters reports revenue. Serves as the basis for all currency conversion rates.

Only for organizations that use multiple currencies.

Country portion of user’s address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field.

User who signed up the organization, including creation date and time. (Read only)

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

The available fields vary according to which

Salesforce Edition you have.

Set Up and Maintain Your Salesforce Organization

Field

Currency Locale

Default Language

Default Locale

Default Time Zone

Division

Fax

Fiscal Year Starts In

Hide Notices About System Downtime

Manage Information About Your Company

Description

The country or geographic region in which the organization is located. The setting affects the format of currency amounts. For single currency organizations only.

The default language that is selected for new users in the organization. This setting determines the language used for the user interface text and help. In all editions except Personal Edition and Database.com, individual users can separately set the language for their own login, which overrides the organization setting. In

Group Edition, this field is called

Display Language

This setting also determines the language in which all customizations—such as custom fields, tabs, and user interface options—are stored. For customizations, individual users' language settings don’t override this setting.

If you edit or clone existing filter criteria, check that this setting matches the default language that was configured when the filter criteria was originally set. Otherwise, the filter criteria can be evaluated differently than expected.

The default country or geographic region that is selected for new users in the organization. This setting determines the format of dates, times, and names in Salesforce. In Contact Manager, Group,

Professional, Enterprise, Unlimited, Performance, and Developer

Edition organizations, individual users can set their personal locale, which overrides the organization setting. In Group Edition, this field is called

Locale

Primary time zone in which the organization is located. A user's individual

Time Zone

setting overrides the organization's

Default Time Zone

setting.

Note: Organizations in Arizona typically select “Mountain Standard

Time,” and organizations in parts of Indiana that don’t follow

Daylight Savings Time usually select “Eastern Standard Time.”

Group or division that uses the service, for example, PC Sales Group.

Up to 40 characters are allowed in this field.

Fax number. Up to 40 characters are allowed in this field.

If using a standard fiscal year, the starting month and year for the organization’s fiscal year. If using a custom fiscal year, the value is

“Custom Fiscal Year.”

Select this checkbox to prevent advance notices about planned system downtime from displaying to users when they log in to

Salesforce.

Set Up and Maintain Your Salesforce Organization

Field

Hide Notices About System Maintenance

Modified By

Newsletter

Organization Edition

Organization Name

Phone

Primary Contact

Restricted Logins, Current Month

Salesforce Licenses

Salesforce Organization ID

State/Province

Streaming API Events, Last 24 Hours

Zip

Used Data Space

Manage Information About Your Company

Description

Select this checkbox to prevent advance notices about planned system maintenance from displaying to users when they log in to

Salesforce.

User who last changed the company information, including modification date and time. (Read only)

Allow users in your organization to choose whether they want to receive user-targeted promotional emails from Salesforce.

Edition of the organization, such as Developer Edition or Enterprise

Edition.

Name of the organization. Up to 80 characters are allowed in this field.

Main phone number at organization. Up to 40 characters are allowed in this field.

Person who is main contact or administrator at the organization.

You can enter a name, or select a name from a list of previously defined users. Up to 80 characters are allowed in this field.

Number of restricted login users who have logged in during the current month.

This value resets to zero at the beginning of each month. The maximum number of restricted login users for the organization is in parentheses.

Number of Salesforce user accounts that can be defined for access to the service. This number represents the Salesforce user licenses for which the organization is billed, if charges apply.

Code that uniquely identifies your organization to Salesforce.

State or province portion of user’s address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field.

The total number of Streaming API events used by the organization in the last 24 hours. The maximum number of events depends on your edition.

Zip or postal code of the organization. Up to 20 characters are allowed in this field.

Amount of data storage in use. The value is expressed as a measurement (for example, 500 MB) and as a percentage of the total amount of data storage available (for example, 10%).

Set Up and Maintain Your Salesforce Organization Allow the Required Domains

Field

Used File Space

Description

Amount of file storage in use. The value is expressed as a measurement (for example, 500 MB) and as a percentage of the total amount of file storage available (for example, 10%).

SEE ALSO:

Set Up Your Company in Salesforce

Allow the Required Domains

To enable your users to access Salesforce, you must add the standard Salesforce domains to your list of allowed domains.

If you’ve disabled third-party cookies (typically enabled by default in all major browsers), you must accept them for Salesforce to function properly.

If your users have general access to the Internet, no action is required.

Salesforce uses these domains to deliver content.

•

*.content.force.com

•

*.force.com

•

*.salesforce.com

•

*.salesforceliveagent.com (used with Live Agent, Omni-Channel, and SOS)

•

*.bluetail.salesforce.com

•

In addition, these domains are used to deliver content in the right frame of your login screen.

•

*.sfdcstatic.com

•

secure.eloqua.com

•

www.google.*

•

*.doubleclick.net

•

www.facebook.com

•

ssl.google-analytics.com

The right frame content is displayed in the followings URLs.

•

test.salesforce.com

•

<yourInstance>.salesforce.com

•

A My Domain URL without custom branding (for example, norns.my.salesforce.com)

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

Available in: All Editions.

Set Up and Maintain Your Salesforce Organization Allow the Required Domains

52.44.146.48

34.225.107.166

34.206.188.121

54.210.4.174

54.208.220.233

52.73.79.3

52.22.254.22

34.193.204.122

52.4.158.80

52.3.73.106

34.205.234.140

107.23.108.83

54.82.148.169

52.4.238.209

107.21.49.246

34.200.8.4

Allow Network Access for News, Account Logos, and Automated Account Fields

If your company has policies to restrict certain IP addresses or Salesforce domains, you need to whitelist the following domain and IP addresses before you can use the News, Account Logos, and

Automated Account Fields features.

1. Whitelist the domain *.bluetail.salesforce.com.

2. Whitelist the following IP addresses.

34.224.144.232

52.21.43.255

EDITIONS

News, Account Logos, and

Automated Account Fields are available in: Group,

Professional, Enterprise,

Performance, Unlimited

Editions

34.197.49.208

52.54.5.76

54.236.191.28

52.21.109.221

107.23.62.176

107.23.102.197

54.87.200.56

52.86.60.223

34.200.157.195

52.205.154.40

52.54.242.233

54.175.157.145

34.195.58.231

34.196.109.221

52.22.224.140

52.72.252.194

52.203.119.68

107.23.29.15

Set Up and Maintain Your Salesforce Organization Customize the User Interface

Customize the User Interface

Give your users the best working experience you can by designing setting up the user interface to meet their needs.

From Setup, search for

User Interface

in the

Quick Find

box.

IN THIS SECTION:

User Interface Settings

Modify your org's user interface by enabling or disabling these settings.

Set Up the User Interface in Salesforce Classic

The improved Setup user interface provides a streamlined experience for viewing and managing personal and administrative setup tasks.

Disable the Salesforce Notification Banner

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

The available user interface settings vary according to which Salesforce Edition you have.

USER PERMISSIONS

To modify user interface settings:

•

Customize Application

User Interface Settings

Modify your org's user interface by enabling or disabling these settings.

EDITIONS

User Interface Settings

Enable Collapsible Sections

Collapsible sections let users collapse or expand sections on their record detail pages by using the arrow icon next to the section heading. When enabling collapsible sections, make sure your section headings are displayed for each page layout. Sections remain expanded or collapsed until the user changes the settings for that tab. If your org has enabled record types, Salesforce remembers a different setting for each record type.

Show Quick Create

The Quick Create area on a tab home page allows users to create a record quickly with minimal information. It displays by default on the tab home pages for leads, accounts, contacts, forecasts, and opportunities. You can control whether the Quick Create area is displayed on all relevant tab home pages.

Available in: both Salesforce

Classic and Lightning

Experience

The available user interface settings vary according to which Salesforce Edition you have.

USER PERMISSIONS

To modify user interface settings:

•

Customize Application

Note: The

Show Quick Create

setting also affects whether users can create records from within the lookup dialog. Creating records in the lookup dialog is available only if Quick Create is available for your chosen record type. In addition, users always need the appropriate “Create” permission to use Quick Create even though it displays for all users.

Enable Hover Details

Hover detail displays an interactive overlay containing record details. Details appear when users hover over a link to that record in the Recent Items list on the sidebar, or in a lookup field on a record detail page. Users can quickly view information about a record before clicking to view or edit the record. The record's mini page layout determines which fields are included in the hover details.

Users can’t customize which fields appear. This option is enabled by default.

Note: To view hover details for a record, users need the appropriate sharing access, and field-level security access for the fields in the mini page layout.

Set Up and Maintain Your Salesforce Organization Customize the User Interface

Enable Related List Hover Links

Related list hover links display at the top of record detail pages and custom object detail pages in Setup. Users can hover over a related list link to display the list and its number of records in an interactive overlay. Users quickly view and manage the related list items from the overlay. Users can also click a related list hover link to jump to the related list without having to scroll down the patge.

This option is enabled by default.

Enable Separate Loading of Related Lists

When enabled, users see primary record details immediately. As the related list data loads, users see a progress indicator. Separate loading can improve performance on record detail pages for orgs with large numbers of related lists. This option is disabled by default. The options for separately loading related lists don’t apply to Visualforce pages, the Self-Service portal, or other pages for which you can’t control the layout.

Enable Separate Loading of Related Lists of External Objects

When enabled, related lists of external objects are loaded separately from primary record details and related lists of standard and custom objects. External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org. It can take awhile to retrieve data from an external system, depending on the network latency and availability of the external system. The

Enable Separate Loading of Related Lists of External Objects

option is conveniently selected by default. The options for separately loading related lists don’t apply to Visualforce pages, the Self-Service portal, or other pages for which you can’t control the layout.

Enable Inline Editing

Inline editing lets users quickly edit field values, right on a record’s detail page. This option is enabled by default and applies to all users in your org.

Note: This option doesn't enable inline editing for profiles. Select

Enable Enhanced Profile List Views under Setup.

Enable Enhanced Lists

Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity. When enabled with the

Enable Inline Editing

setting, users can also edit records directly from the list, without navigating away from the page. This option is enabled by default.

Note: To enable enhanced lists for profiles in particular, select

Enable Enhanced Profile List Views

under

Setup.

Enable the Salesforce Classic 2010 User Interface Theme

This option is not related to Lightning Experience. In this case, “Salesforce Classic 2010 user interface theme” refers to the newer version of Salesforce Classic, which is the interface that immediately precedes Lightning Experience. Enabling this option turns on the updated Salesforce Classic look and feel. Disabling it turns on the Salesforce Classic 2005 user interface theme —the classic,

classic Salesforce interface.

Warning:

Some features, like Chatter, require the Salesforce Classic 2010 user interface theme. Disabling this theme automatically disables Chatter in both Salesforce Classic and Lightning Experience.

Only users with supported browsers see the Salesforce Classic 2010 user interface theme.

The Salesforce Classic 2010 user interface theme is not supported in portals or on the Console tab.

Enable Tab Bar Organizer

The Tab Bar Organizer arranges tabs in the main tab bar to prevent horizontal scrolling of the page. The Organizer dynamically determines how many tabs can display based on the width of the browser window. It puts tabs that extend beyond the browser's viewable area into a drop-down list.

Note: Note the following limitations:

•

The Tab Bar Organizer isn’t available with the partner portal or Customer Portal.

Set Up and Maintain Your Salesforce Organization Customize the User Interface

•

The Tab Bar Organizer is only available with the Salesforce Classic 2010 user interface theme. Orgs using the Salesforce

Classic 2005 user interface theme can enable the feature, but it isn’t available to users until the newer theme is also enabled.

•

The Tab Bar Organizer isn’t available on Internet Explorer 6.

Enable Printable List Views

Printable list views let users easily print list views. If it’s enabled, users click the Printable View link from any list view to open a new browser window, displaying the list view in a print-ready format. The link is located next to the Help for this Page link in the colored title bar of the page.

Enable Spell Checker on Tasks and Events

Available in all Editions. Enables the Check Spelling button when users create or edit tasks or events. The spell checker analyzes the

Description

field on events and the

Comments

field on tasks.

Enable Customization of Chatter User Profile Pages

Enables administrators to customize the tabs on the Chatter user profile page. This includes adding custom tabs or removing default tabs. If disabled, users see the Feed and Overview tabs only.

Sidebar Settings

Enable Collapsible Sidebar

The collapsible sidebar enables users to show or hide the sidebar on every page that normally includes it. When enabled, the collapsible sidebar is available to all users in your org, but each user can choose how to display the sidebar. Users can leave the sidebar visible, or they can collapse it and show it only when needed by clicking the edge of the collapsed sidebar.

Note:

Call center users won't see incoming calls if they collapse the sidebar.

Tip: If your org uses divisions, we recommend that you keep the sidebar pinned and visible so you always have access to the

Divisions drop-down list.

Show Custom Sidebar Components on All Pages

If you have custom home page layouts that include components in the sidebar, this option makes the sidebar components available on all pages for all org users. If you only want certain users to view sidebar components on all pages, grant those users the “Show

Custom Sidebar On All Pages” permission.

Note: If the

Show Custom Sidebar Components on All Pages

user interface setting is selected, the “Show

Custom Sidebar On All Pages” permission is not available.

Calendar Settings

Enable Home Page Hover Links for Events

Enables hover links in the calendar section of the Home tab. On the Home tab, users can hover the mouse over the subject of an event to see the details of the event in an interactive overlay. This option is enabled by default. This checkbox only controls the Home tab; hover links are always available on other calendar views.

The fields available in the event detail and edit overlays are defined in a mini page layout.

Note: If you create all day events, we recommend adding the

All Day Event

field to the events mini page layout.

Enable Drag-and-Drop Editing on Calendar Views

Enables dragging of events on single-user, daily and weekly calendar views. This allows users to reschedule events without leaving the page. This option is enabled by default.

Note:

Calendar views can load less quickly when this checkbox is enabled.

Set Up and Maintain Your Salesforce Organization Customize the User Interface

Enable Click-and-Create Events on Calendar Views

Lets users create events on day and weekly calendar views by double-clicking a specific time slot and entering event details in an interactive overlay. The fields available in the event detail and edit overlays are defined in a mini page layout.

Recurring events and multi-person events aren’t supported for click-and-create events on calendar views.

Enable Drag-and-Drop Scheduling on List Views

Lets users create events associated with records by dragging records from list views to weekly calendar views and entering event details in an interactive overlay. This option is disabled by default. The fields available in the event detail and edit overlays are defined in a mini page layout.

Enable Hover Links for My Tasks List

Enables hover links for tasks in the My Tasks section of the Home tab and on the calendar day view. This option is enabled by default.

Users can hover the mouse over the subject of a task to see the details of that task in an interactive overlay.

Your administrator can configure the information presented on these overlays.

Setup Settings

Enable Enhanced Page Layout Editor

When enabled, the enhanced page layout editor replaces the current interface for editing page layouts with a feature-rich WYSIWYG editor that includes several improvements.

Enable Enhanced Profile List Views

Enables enhanced list views and inline editing on the profiles list page. With inline editing in enhanced profile list views, you can manage multiple profiles at once.

Enable Enhanced Profile User Interface

Enables the enhanced profile user interface, which allows you to easily navigate, search, and modify settings for a single profile.

Enable Streaming API

Enables Streaming API, which lets you receive notifications for changes to data that match a SOQL query that you define in a secure and scalable way. This field is selected by default. If your Salesforce edition has API access and you don’t see this checkbox, contact

Salesforce.

Enable Dynamic Streaming Channel Creation

Enables dynamic channel creation when using the generic streaming feature of Streaming API. When enabled, generic streaming channels get dynamically created when clients subscribe, if the channel hasn’t already been created. This field is selected by default.

If your Salesforce edition has API access and you don’t see the checkbox, contact Salesforce.

Enable Custom Object Truncate

Enables truncating custom objects, which permanently removes all the records from a custom object while keeping the object and its metadata intact for future use.

Enable Improved Setup User Interface

When disabled, users with Salesforce Classic access their personal settings from the Setup menu. When enabled, users with Salesforce

Classic access their personal settings from the My Settings menu, accessible from the username menu. The Setup link is also moved from the username menu to the Force.com App Menu. If you change this setting, be sure to notify all users in your org.

Enable Advanced Setup Search (Beta)

When enabled, users can search for Setup pages, custom profiles, permission sets, public groups, roles, and users from the sidebar in Setup. When disabled, users can search for Setup pages only.

Note:

•

Advanced Setup Search is in beta; it is production quality but has known limitations.

Set Up and Maintain Your Salesforce Organization Customize the User Interface

•

Some searchable items (such as permission sets) aren’t available in some editions. Users can’t search for items that aren’t included in their edition.

Advanced Settings

Activate Extended Mail Merge

Enables Extended Mail Merge for your org. When selected, the Mass Mail Merge link is available in the Tools area on the home pages for accounts, contacts, and leads. Also, single mail merges requested from the Activity History related list on a record are performed using Extended Mail Merge functionality.

Extended Mail Merge is available by request only. Contact Salesforce Customer Support if you are interested in this feature.

Always save Extended Mail Merge documents to the Documents tab

Mail merge documents generated using Extended Mail Merge are added to the user's documents folder on the Documents tab, rather than delivered as email attachments. Users are sent confirmation emails when their mail merge requests have completed.

Those emails include links for retrieving generated documents from the Documents tab. These documents count against your org's storage limits.

Set Up the User Interface in Salesforce Classic

The improved Setup user interface provides a streamlined experience for viewing and managing personal and administrative setup tasks.

When the improved Setup user interface is enabled in an organization, you see several differences from the original user interface.

EDITIONS

Available in: Salesforce

Classe

•

The Setup menu is accessed from the Setup link on the upper-right corner of any Salesforce page.

•

The Setup menu is organized into goal-based categories: Administer, Build, Deploy, Monitor, and Checkout.

•

Personal settings, which all Salesforce users can edit, are available from a separate My Settings menu.

Available in: All editions except Database.com

To access My Settings, click your name in the upper-right corner of any Salesforce page, then click My Settings. You can also access

My Settings from your Chatter profile page: in the right pane, click My Settings.

•

The My Settings home page includes quick links for easily accessing the most commonly used personal settings tools and tasks.

Important:

When enabled, the improved Setup user interface is activated for every user in an organization. Be sure to notify your organization before enabling or disabling this setting.

To enable the improved Setup user interface, from Setup, enter

User Interface

in the

Quick Find

box, then select User

Interface, then select Enable Improved Setup User Interface.

Note: The improved Setup user interface:

•

Is not supported in Internet Explorer version 6

•

Is available only when the new user interface theme is enabled

Set Up and Maintain Your Salesforce Organization Customize the User Interface

IN THIS SECTION:

Find Items in Setup with Advanced Setup Search (Beta)

With Advanced Setup Search, users can search for many types of items in Setup. These items including approval items, custom objects and fields, custom profiles, permission sets, workflow items, users, and so on.

SEE ALSO:

Personalize Your Salesforce Experience

Explore the Salesforce Setup Menu

Find Items in Setup with Advanced Setup Search (Beta)

Note: Advanced Setup Search is in beta. It is production quality but has known limitations.

To use Advanced Setup Search, verify that the Advanced Setup Search user interface setting is enabled. From Setup, enter

User Interface

in the

Quick Find

box, then select User

Interface, then scroll to

Enable Advanced Setup Search (Beta)

. If Advanced Setup

Search is disabled, the Setup search box returns the titles of pages in the Setup menu, but not individual items that you created or edited in Setup.

Advanced Setup Search is multipurpose, allowing you to use it in different ways.

•

To find Setup pages, type part or all of a Setup page name in the Setup Search box. As you type in this box, you immediately see Setup pages whose names match what you’re typing. Click the name of the page to open it.

•

To find Setup records or objects, enter at least two consecutive characters of the item you want and click or press Enter. In the Setup Search Results page that appears, select the item you want from the list.

Note: Some searchable items (such as permission sets) aren’t available in some editions.

Users can’t search for items that aren’t included in their edition.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

USER PERMISSIONS

To enable Advanced Setup

Search:

•

Customize Application

To search Setup:

•

View Setup and

Configuration

Example:

For example, let’s say you want to see all the installed packages in your organization. Enter

inst

. As you enter letters, the Setup menu shrinks to include only the menus and pages that match your search terms. You quickly see the link for the page you want (Installed Packages).

Next, perhaps you want to change the password for one of your users, Jane Smith. Enter

smit

and click . From the Setup

Search Results page, click the Jane Smith result to go directly to her user detail page.

IN THIS SECTION:

Setup Search Results Page (Beta)

The Setup Search Results page displays various types of items in Setup that match your search terms, including approval items, custom objects and fields, custom profiles, permission sets, workflow items, users, and so on.

Set Up and Maintain Your Salesforce Organization Set Up the Lightning Experience Home Page

Setup Search Results Page (Beta)

EDITIONS

Note:

Advanced Setup Search is in beta. It is production quality but has known limitations.

In the Setup Search Results page:

•

The left pane shows each category with the number of results in parentheses.

–

Click any category to see only that category’s results.

–

If you’ve filtered your results by category, click All Results to show all search results.

•

Click a result name to open it or click Edit.

•

Use the search box at the top of the page to search Setup again.

Available in: Salesforce

Classic

Available in: Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

Note: Search terms that match a user’s name or community nickname (the

Nickname

field in the user detail page) return results that show the user’s name only. If the nickname doesn’t match the username, the result might not be obvious. For example, if a user who’s named Margaret Smith has the nickname Peggy, a search for

peg

returns Margaret Smith.

Tip: When viewing setup search results, bookmark the results page in your Web browser to easily perform the same search in the future. For example, if you often search for “smit”, you can bookmark the results page to perform the same search again. The URL for this bookmark would be something like https://MyCompany.salesforce.com/ui/setup/SetupSearchResultsPage?setupSearch=smit

Set Up the Lightning Experience Home Page

Give your users everything they need to manage their day from the Home page in Lightning

Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types of users and assign custom pages for different profiles.

Create and edit Home pages from the Lightning App Builder. From Setup, enter

Lightning

App Builder

in the

Quick Find

box, then select Lightning App Builder. Click New to create a Lightning Home page, or edit an existing page.

You can also access the Lightning App Builder directly from the Home page. Click and select

Edit Page to create a copy of the current Home page to edit.

EDITIONS

Available in: Lightning

Experience

Available in: Essentials,

Group, Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

IN THIS SECTION:

Set a New Default Home Page

Set a new default Home page to surface the information that’s most relevant for your users. All users see the default Home page unless they have profiles that are assigned to another Home page.

Assign Custom Home Pages to Specific Profiles

Assign pages to different profiles to give your users access to a Home page perfect for their role.

Set Up and Maintain Your Salesforce Organization Set Up the Lightning Experience Home Page

Lightning Experience Home Permissions and Settings

Give your users access to opportunity details and other permissions so they can get the most out of the Home page.

Set a New Default Home Page

Set a new default Home page to surface the information that’s most relevant for your users. All users see the default Home page unless they have profiles that are assigned to another Home page.

You can set the default Home page in two places.

•

Lightning App Builder—From Setup, enter

Lightning App Builder

in the

Quick

Find

box, then select Lightning App Builder.

After you save a page, click Activate from the Page Saved dialog, or click Activation later.

•

Home in Setup—From Setup, enter

Home

in the

Quick Find

box, then select Home.

Click Set Default Page and select a page. To restore the standard Home page, select System

Default.

EDITIONS

Available in: Lightning

Experience

Available in: Essentials,

Group, Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

USER PERMISSIONS

To create and save Lightning

Pages in the Lightning App

Builder

•

Customize Application

To view Lightning Pages in the Lightning App Builder

•

View Setup and

Configuration

Assign Custom Home Pages to Specific Profiles

Assign pages to different profiles to give your users access to a Home page perfect for their role.

You can set page assignments by profile in two places. You can use the Lightning App Builder to assign profiles to a single Home page, but Setup offers more control over page assignments.

•

Lightning App Builder—From Setup, enter

Lightning App Builder

in the

Quick

Find

box, then select Lightning App Builder.

After you save a page, click Activate from the Page Saved dialog, or click Activation and select

Assign this Home page to specific profiles

•

Home in Setup—From Setup, enter

Home

in the

Quick Find

box, then select Home.

Click Set Page Assignments or click next to a profile and select Change Assignment.

EDITIONS

Available in: Lightning

Experience

Available in: Essentials,

Group, Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

USER PERMISSIONS

To create and save Lightning

Pages in the Lightning App

Builder

•

Customize Application

To view Lightning Pages in the Lightning App Builder

•

View Setup and

Configuration

Set Up and Maintain Your Salesforce Organization Set Up the Lightning Experience Home Page

Lightning Experience Home Permissions and Settings

Give your users access to opportunity details and other permissions so they can get the most out of the Home page.

For information about adding news to the Home page, see “Account Settings” in the Salesforce

Help.

Today’s Events shows the next five meetings scheduled today. Today’s Tasks shows the next five tasks due today.

The performance chart and Top Deals display opportunity information about a rep’s sales team if they have an associated team. Otherwise, the chart displays opportunities owned by the rep.

Note: The performance chart isn’t compatible with custom fiscal years. If you have custom fiscal years enabled in your org, create your own reports and dashboards to display on the

Home page.

To populate the performance chart, Top Deals, and the Assistant, users must have:

Table 1: Required Permissions for Home Features

Permission or Setting Performance Chart

Read access to the Opportunity object and sharing access to relevant opportunities

Read access to the Opportunity object’s Amount field

EDITIONS

Available in: Lightning

Experience

Available in:

Essentials,Group,

Professional, Enterprise,

Performance, Unlimited, and Developer Editions

Top Deals Assistant

Read access to the Opportunity object’s Probability field

“Run Reports” user permission enabled for users

Closed opportunities or open opportunities with a probability over 70% during the current fiscal quarter

Read access to the Lead object

For information about configuring action buttons in the Assistant, see “View Important Updates with the Assistant” in the Salesforce

Help.

SEE ALSO:

Set Up Accounts

Track Your Sales Performance

View Important Updates with the Assistant

Set Up and Maintain Your Salesforce Organization Select Your Language, Locale, and Currency

Select Your Language, Locale, and Currency

The Salesforce settings for language, locale, time zone, and currency can affect how objects, such as Accounts, Leads, or Opportunities, are displayed.

In a single currency organization, Salesforce administrators set the currency locale, default language, default locale, and default time zone for their organizations. Users can set their individual language, locale, and time zone on their personal settings pages.

In a multiple currency organization, Salesforce administrators set the corporate currency, default language, default locale, and default time zone for their organizations. Users can set their individual currency, language, locale, and time zone on their personal settings pages.

Note: Single language organizations cannot change their language, although they can change their locale.

Setting

Currency

Corporate Currency

Currency Locale

Default Currency ISO Code

Default Language

Default Locale

Default Time Zone

Information Currency

Language

Locale

Time Zone

EDITIONS

Available in: Salesforce

Classic

Available in: Group,

Professional, Enterprise,

Performance, Unlimited, and Developer Editions

Who can edit the setting

User in a multiple currency organization

Administrator in a multiple currency organization

Administrator in a single currency organization

Not editable

Administrator

Not editable

User

IN THIS SECTION:

Language Settings Overview

Supported Locales

The Salesforce locale settings determine the display formats for date and time, users’ names, addresses, and commas and periods in numbers. For single-currency organizations, locales also set the default currency for the organization when you select them in the

Currency Locale

picklist on the Company Information page.

Supported Time Zones

You can find a list of Salesforce supported times zones and codes for your organization under your personal settings.

Set Your Personal or Organization-Wide Currency

If you have a single-currency organization, you can set the default currency for your organization. Multi-currency organizations don’t have a default currency. Instead, change your corporate currency or your personal currency.

Set Up and Maintain Your Salesforce Organization Select Your Language, Locale, and Currency

Edit Conversion Rates

You can manage static exchange rates between your active and inactive currencies and the corporate currency by editing the conversion rates. These exchange rates apply to all currency fields used in your organization. In addition to these conversion rates, some organizations use dated exchange rates for opportunities and opportunity products.

Supported Currencies

Language Settings Overview

The Salesforce Web user interface, Salesforce for Outlook, Connect Offline, and Connect for Office

are available in multiple languages

The Salesforce Web user interface has two language settings:

•

Personal language—All on-screen text, images, buttons, and online help display in this language.

Edit your personal information to change this setting.

•

Default organization language—This applies to all new users until they select their personal language. This setting also determines the language in which all customizations—such as custom fields, tabs, and user interface options—are stored. For customizations, users' personal language settings don't override this default setting. Some setup items that are manually entered by an administrator can be translated in the Translation Workbench.

Administrators can change this setting by editing the company information.

Text entered by users remains in the language in which it was entered.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: All Editions except Database.com

IN THIS SECTION:

Supported Languages

Salesforce offers three levels of language support: fully supported languages, end-user languages, and platform-only languages.

Supported Languages

Salesforce offers three levels of language support: fully supported languages, end-user languages, and platform-only languages.

A two-character language code identifies each language, such as en

, or a five-character locale code, such as en_AU.

Note: Setting a default locale is different from setting a default language.

In addition to the Salesforce language support, you can localize your org in two ways. Use the Translation Workbench to specify languages you want to translate, assign translators to languages, translate your text customizations, and override labels and translations from managed packages. You can translate everything from custom picklist values to custom fields so that your global users can use Salesforce in their language.

The second option is to rename tabs and fields in Salesforce. If your custom application uses only a few standard Salesforce tabs and fields, you can translate them.

Set Up and Maintain Your Salesforce Organization Select Your Language, Locale, and Currency

Fully Supported Languages

You can change the language for all features, including Help, to one of the following fully supported languages from the Setup page.

Enter

Company Information

in the Quick Find box, select Company Information, then select Edit.

•

Chinese (Simplified): zh_CN

•

Chinese (Traditional): zh_TW

•

Danish: da

•

Dutch: nl_NL

•

English: en_US

•

Finnish: fi

•

French: fr

•

German: de

•

Italian: it

•

Japanese: ja

•

Korean: ko

•

Norwegian: no

•

Portuguese (Brazil): pt_BR

•

Russian: ru

•

Spanish: es

•

Spanish (Mexico): es_MX

•

Swedish: sv

•

Thai: th

Note:

•

Spanish (Mexico) falls back to Spanish for customer-defined translations.

•

Even though the Salesforce user interface is fully translated to Thai, Help remains in English.

End-User Languages

End-user languages are useful if you have a multilingual organization or partners who speak languages other than your company’s default language. For end-user languages, Salesforce provides translated labels for all standard objects and pages, except administrative pages, Setup, and Help. When you specify an end-user language, labels and Help that aren’t translated appear in English. End-user languages are intended only for personal use by end users. Don’t use end-user languages as corporate languages. Salesforce doesn’t provide customer support in end-user languages.

End-user languages include:

•

Arabic: ar

•

Bulgarian: bg

•

Croatian: hr

•

Czech: cs

•

English (UK): en_GB

•

Greek: el

•

Hebrew: iw

•

Hungarian: hu

Set Up and Maintain Your Salesforce Organization Select Your Language, Locale, and Currency

•

Indonesian: in

•

Polish: pl

•

Portuguese (European): pt_PT

•

Romanian: ro

•

Slovak: sk

•

Slovenian: sl

•

Turkish: tr

•

Ukrainian: uk

•

Vietnamese: vi

Note: Salesforce provides limited support for right-to-left languages—Arabic and Hebrew—for the following features.

•

Live Agent

•

Cases

•

Accounts

These features are not supported in Lightning Experience, the Salesforce app, any other mobile app or mobile browser, or any user interface except Salesforce Classic. There is no guarantee that right-to-left languages function correctly with any other Salesforce features. There are no plans to expand the list of supported features.

Features that aren’t supported for right-to-left languages include, but are not limited to, the following.

•

Report Builder

•

Generating quote PDFs

•

Customizable forecasting

•

Emails

•

Salesforce Knowledge

•

Feeds

•

Communities

•

Certain search features, including lemmatization and synonym groups

The absence of a feature from this list does not imply support. Only Live Agent, Cases, and Accounts are supported with right-to-left languages.

Platform-Only Languages

In situations where Salesforce doesn’t provide default translations, use platform-only languages to localize apps and custom functionality that you’ve built on the Salesforce App Cloud. You can translate items such as custom labels, custom objects, and field names. You can also rename most standard objects, labels, and fields. Informative text and non-field label text aren’t translatable.

Platform-only languages are available in all places where you can select a language in the application. However, when you select a platform-only language, all standard Salesforce labels default to English or, in select cases, to an end-user or fully supported language.

When you specify a platform-only language, labels for standard objects and fields fall back to English, except:

•

Dutch (Belgium) falls back to Dutch

•

English (Australia), English (India), English (Malaysia), and English (Philippines) fall back to English (UK).

•

French (Belgium), French (Canada), French (Luxembourg), and French (Switzerland) fall back to French.

•

German (Austria), German (Belgium), German (Luxembourg), and German (Switzerland) fall back to German.

•

Italian (Switzerland) falls back to Italian.

Set Up and Maintain Your Salesforce Organization

•

Romanian (Moldova) falls back to Romanian.

•

Montenegrin falls back to Serbian (Latin).

•

Portuguese (European) falls back to Portuguese (Brazil).

The following platform-only languages are currently supported.

•

Albanian: sq

•

Arabic (Algeria): ar_DZ

•

Arabic (Bahrain): ar_BH

•

Arabic (Egypt): ar_EG

•

Arabic (Iraq): ar_IQ

•

Arabic (Jordan): ar_JO

•

Arabic (Kuwait): ar_KW

•

Arabic (Lebanon): ar_LB

•

Arabic (Libya): ar_LY

•

Arabic (Morocco): ar_MA

•

Arabic (Oman): ar_OM

•

Arabic (Qatar): ar_QA

•

Arabic (Saudi Arabia): ar_SA

•

Arabic (Sudan): ar_SD

•

Arabic (Syria): ar_SY

•

Arabic (Tunisia): ar_TN

•

Arabic (United Arab Emirates): ar_AE

•

Arabic (Yemen): ar_YE

•

Armenian: hy

•

Basque: eu

•

Bosnian: bs

•

Bengali: bn

•

Catalan: ca

•

Chinese (Simplified—Singapore): zh_SG

•

Chinese (Traditional—Hong Kong): zh_HK

•

Dutch (Belgium): nl_BE

•

English (Australia): en_AU

•

English (Canada): en_CA

•

English (Hong Kong): en_HK

•

English (India): en_IN

•

English (Ireland): en_IE

•

English (Malaysia): en_MY

•

English (Philippines): en_PH

•

English (Singapore): en_SG

•

English (South Africa): en_ZA

•

Estonian: et

Select Your Language, Locale, and Currency

Set Up and Maintain Your Salesforce Organization

•

French (Belgium): fr_BE

•

French (Canada): fr_CA

•

French (Luxembourg): fr_LU

•

French (Switzerland): fr_CH

•

Georgian: ka

•

German (Austria): de_AT

•

German (Belgium): de_BE

•

German (Luxembourg): de_LU

•

German (Switzerland): de_CH

•

Hindi: hi

•

Icelandic: is

•

Irish: ga

•

Italian (Switzerland): it_CH

•

Latvian: lv

•

Lithuanian: lt

•

Luxembourgish: lb

•

Macedonian: mk

•

Malay: ms

•

Maltese: mt

•

Romanian (Moldova): ro_MD

•

Montenegrin: sh_ME

•

Romansh: rm

•

Serbian (Cyrillic): sr

•

Serbian (Latin): sh

•

Spanish (Argentina): es_AR

•

Spanish (Bolivia): es_BO

•

Spanish (Chile): es_CL

•

Spanish (Colombia): es_CO

•

Spanish (Costa Rica): es_CR

•

Spanish (Dominican Republic): es_DO

•

Spanish (Ecuador): es_EC

•

Spanish (El Salvador): es_SV

•

Spanish (Guatemala): es_GT

•

Spanish (Honduras): es_HN

•

Spanish (Nicaragua): es_NI

•

Spanish (Panama): es_PA

•

Spanish (Paraguay): es_PY

•

Spanish (Peru): es_PE

•

Spanish (Puerto Rico): es_PR

•

Spanish (United States): es_US

Select Your Language, Locale, and Currency

Set Up and Maintain Your Salesforce Organization Select Your Language, Locale, and Currency

•

Spanish (Uruguay): es_UY

•

Spanish (Venezuela): es_VE

•

Tagalog: tl

•

Tamil: ta

•

Urdu: ur

•

Welsh: cy

Enable and Disable the Translation Workbench

Supported Locales

Currency Locale picklist on the Company Information page.

Name Code

Albanian

(Albania) sq_AL

Arabic

(Algeria) ar_DZ

Arabic

(Bahrain) ar_BH

Default currency

Date and time format

Albanian

Lek: ALL

2008-02-28

4.30.PM

Time format

6.00.PD

Algerian

Dinar:

DZD

Bahraini

Dinar:

BHD

/ / :

Number format

Name format

1.234,56 Ms.

FName

LName

Ms.

FName

LName

Ms.

FName

LName

Address format

Address

Line 1,

Address

Line 2

City, State

ZipCode

Country

Address

Line 1,

Address

Line 2

City, State

ZipCode

Country

Address

Line 1,

Address

Line 2

City, State

ZipCode

EDITIONS

Available in: Salesforce

Classic

Available in: Group,

Professional, Enterprise,

Performance, Unlimited,

Database.com, and

Developer Editions

USER PERMISSIONS

To view company information:

•

View Setup and

Configuration

To change company information:

•

Customize Application

The available personal setup options vary according to which

Salesforce Edition you have.

Set Up and Maintain Your Salesforce Organization

Name Code

Arabic (Egypt)

Arabic (Iraq)

Arabic (Jordan)

Arabic (Kuwait)

Arabic

(Lebanon)

Arabic (Libya)

Arabic

(Morocco) ar_EG ar_IQ ar_JO ar_KW ar_LB ar_LY ar_MA

Select Your Language, Locale, and Currency

Default currency

Date and time format

Time format Number format

Egyptian

Pound: EGP

Iraqi Dinar: IQD

Jordanian

Dinar: JOD

Kuwaiti Dinar:

KWD

Lebanese

Pound: LBP

Libyan Dinar:

LYD

Moroccan

Dirham: MAD

/ / : PM

Name format

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Address format

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

Set Up and Maintain Your Salesforce Organization

Name Code

Arabic (Oman)

Arabic (Qatar)

Arabic (Saudi

Arabia)

Arabic (Sudan)

Arabic (Syria)

Arabic (Tunisia) ar_OM ar_QA ar_SA ar_SD ar_SY ar_TN

Select Your Language, Locale, and Currency

Default currency

Date and time format

Time format Number format

Omani Rial:

OMR

Qatar Rial: QAR

Saudi Arabian

Riyal: SAR

Sudanese

Pound: SDG

Syrian Pound:

SYP

Tunisian Dinar:

TND

/ / : PM

Name format

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address format

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Set Up and Maintain Your Salesforce Organization

Name Code

Arabic (United

Arab Emirates) ar_AE

Arabic (Yemen)

Armenian

(Armenia)

Azerbaijani

(Azerbaijan)

Basque (Spain)

Belarusian

(Belarus)

Bengali

(Bangladesh) ar_YE hy_AM az_AZ eu_ES be_BY bn_BD

Default currency

UAE Dirham:

AED

Yemen Riyal:

YER

Armenian

Dram: AMD

Azerbaijanian

New Manat:

AZN

Euro: EUR

Belarussian

Ruble: BYR

Bangladesh

Taka: BDT

Select Your Language, Locale, and Currency

Date and time format

/ / : PM

Time format Number format

/ / : PM

25.10.2016,

17:00

2008-02-28

16:30

2008-02-28

16:30

28.2.2008

16.30

/ / : PM

06:00

6.00

1234,56

1.234,56

1 234,56

Name format

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Ms. FName

LName

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Address format

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Address Line 1,

Address Line 2

City, State

ZipCode

Country

Set Up and Maintain Your Salesforce Organization Select Your Language, Locale, and Currency

Name

Bosnian

(Bosnia and

Herzegovina)

Bulgarian

(Bulgaria)

Burmese

(Myanmar

[Burma])

Catalan (Spain,

Euro) ca_ES_EURO

Catalan (Spain)

Chinese (China,

Pinyin

Ordering)

Code

bs_BA bg_BG my_MM ca_ES zh_CN_PINYIN

Default currency

Date and time format

Time format Number format

Convertible

Marks: BAM

Bulgarian Lev:

BGN

Myanmar Kyat:

MMK

Euro: EUR

Chinese Yuan:

CNY

28.02.2008.