Set Up and Maintain Your Salesforce Organization Delete Trial Data
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.
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 Deleting Multiple
Records and Reports on page 445.
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.
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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
Successfully Implement with Salesforce Partners
4
Set Up and Maintain Your Salesforce Organization Set Your Company Up in Salesforce
Set Your Company Up in Salesforce
Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce. This is where you can manage your licenses and entitlements. The information here is what was provided when your company signed up with 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), including 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 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.
5
Set Up and Maintain Your Salesforce Organization Manage Information About Your Company
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), including the user and feature licenses purchased for your organization.
Field
Address
Admin Newsletter
API Requests, Last 24 Hours
City
Corporate Currency
Country
Created By
Currency Locale
Default Language
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)
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
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
The available fields vary according to which
Salesforce Edition you have.
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Set Up and Maintain Your Salesforce Organization
Field
Default Locale
Default Time Zone
Division
Fax
Fiscal Year Starts In
Hide Notices About System Downtime
Hide Notices About System Maintenance
Modified By
Manage Information About Your Company
Description
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 will override 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 do not override this setting.
If you edit or clone existing filter criteria, make sure this setting matches the default language that was configured when the filter criteria was originally set. Otherwise, the filter criteria may not be evaluated as 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 should select “Mountain Standard
Time,” and organizations in parts of Indiana that do not follow
Daylight Savings Time should 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 will be “Custom Fiscal Year.”
Select this checkbox to prevent advance notices about planned system downtime from displaying to users when they log in to
Salesforce.
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)
7
Set Up and Maintain Your Salesforce Organization
Field
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
Used File Space
Manage Information About Your Company
Description
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 is the number of 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%).
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 Your Company Up in Salesforce
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