JPs Blog

Hi All,

So in our previous talk, we learned how to start our journey in salesforce. Now let’s dig more into it.

For the 1^st time when you enter your login id and password, you will land on the Salesforce Home setup page. This is the default landing page.

Note: You can change all the standard behavior as per your business need.

I have given the number to each section/option we have on the home-setup page. I have tried to cover all the important sections we need to know as a piece of basic knowledge. Once we explore more, we will get to know more.

0. Instance: This is the instance of your environment. The instance your organization uses is indicated in the browser’s address bar.

Salesforce resides in the multitenant cloud. Multitenancy is the fundamental technology that clouds use to share IT resources cost-efficiently and securely.

Salesforce groups together multiple customers together into a POD (Point Of Deployment). A POD is otherwise called an Instance. This instance is a self-contained unit that contains all resources required to run a Salesforce.

As of 26/02/2020, there are 1148 instances in Salesforce (EMEA – 164, Americas – 933, Asia Pacific – 51).

Now I have used two terminologies, ‘Environment’ and ‘Organization’. Let’s discuss what they are.

Salesforce Org/Organization: Salesforce Org/Organization is an identifier that represents a customer version of Salesforce and its data within an instance. One can find the Org Id on the Company information page. While raising any ticket with Salesforce, this ID is very important information to share.

Environment: Now coming to the environment, when you purchase the Salesforce license you get a Production Org, then you can create multiple Sandboxes as per the activity you are going to perform. Activities like development, Integration testing, User testing, etc. So here Production Org can be called a live environment, and the rest of the sandboxes can be called Dev environment, test environment, etc.

1. This pointer shows your DP (J), Name, and your org URL.
2. Settings: You can update your personal information (like user details, address, work information, etc.) in Salesforce.
3. Logout: One can log out/sign out from the current login session.
4. Add Username: Suppose you have two sandboxes, then by this option you can log in to both of the sandboxes and easily switch between the environments when required.
   1. Switcher: Use this link (Switch to salesforce classic) to switch between classic and lightning experience.
5. Here you will see your application logo. By default, it’s a Salesforce logo. Using Lightning App Builder, one can upload a new image and update the branding style of the application.
6. Home: this is the Setup Home tab to access all setups available in your Org (Administration, Platform-tools, Settings, etc.).
7. Object manager: Use this tab to access your salesforce objects and related functionalities (both standard and custom build). There is a down arrow in the tab which allows to quickly create a new object.
8. App Launcher: From here you can access all available Apps and tabs.
9. Quick Find: This search box enables you to find the setup you are looking for. Just type a few letters and you will get relevant results.
10. You will find all configuration/development-related tools here. Starting from application setup to complex trigger.
11. This wrench icon has many options like,
    1. Setup – The general setup, where you will find all options to configure/customize to build a business application
    2. Service Setup – It’s the Service Cloud setup. Service Setup is where you connect your customers to your service center. Activities like turning emails into cases, integrating with Twitter and Facebook, enabling a knowledge base, or creating a web community, you do all in Service Setup.
    3. Developer Console – It’s the actual gem you will find in salesforce. The Developer Console is an integrated development environment (IDE) where you can create, debug, and test apps in your org.
12. Search setup – This gives the flexibility to search anything from Setup. Like if you start typing ‘Process Builder’, you will see the setup for Process Builder.