Salesforce Locale, Language, and Organization ID

Default Locale

• Locale controls language and format for date, time, address, currency, name, and number fields.
• Defaults are under Company Information.
• Personal settings override the company default in Language & Time Zone settings.
• The company administrator sets the default locale.

Language

• Salesforce supports 3 language levels:
  • Fully supported: all features available.
  • End-user: translations for standard objects, but no help or setup support.
  • Platform: translations possible for custom and standard objects, but no help or setup support.
• There are 18 fully supported languages.
• 17 end-user languages are available.
• There are 100+ platform languages.
• Personal language settings can be changed via: My Settings → Personal → Language & Time Zone.

Organization ID

• The Organization ID is a unique 15-character identifier for each Salesforce organization.
• It can be found in the Company Information page.
• This ID is unique across all environments.
• Users provide this ID when requesting support.

Licenses

• Licenses define available features and services.
• Types of licenses include:
  • User Licenses for baseline features.
  • Feature Licenses for additional features.
  • Permission Sets for gradually granting user access to license features.

Salesforce API

• API stands for Application Programming Interface.
• It allows programmatic access to Salesforce, such as through Data Loader or Informatica.
• There are limits on API requests within 24 hours, based on edition and number of licenses.
• API is available for Enterprise, Unlimited, Developer, and Performance editions (EUDP).
• EUDP stands for Every Unicorn Dancing Passionately.
• API usage is monitored under Company Information page.

Time Zone

• Time and date fields display according to the time zone setting.
• It is set on the Company Information Page and used as the default for new users.
• Users can set their own time zone, which overrides the organization setting via: My Settings → Time Zone.
• Time & Date fields will display according to the user's time zone setting.

Currencies

• Organizations can have single or multiple currencies.
• The default currency can be accessed via Company Information → Currency Locale.
• Single currency is the default.
• Enabling multiple currencies allows recording amounts in different currencies on records.
• Multiple currencies must be enabled in Company Information.
• A corporate currency must be defined.
• The corporate currency is set on the Company Information page.
• For multiple currencies, each currency must be made active for use.
• Users can set individual currencies in Advanced User Details once the multiple currency setting is enabled.
• Exchange rates between active currencies can be set in Manage Currencies page.
• For dated exchange rates, go to Advanced Currency Management.
• Once multiple currencies are enabled, they cannot be disabled.
• Reports support multiple currencies, which are classified as primary or secondary.
  • Primary: Corporate currency
  • Secondary: Personal default currency or a currency specified in the report

Business Hours and Holidays

• Business hours determine when users are available to support customers.
• Business hours form the basis for the computation of support process hours.
• Business hours determine when to escalate a case.
• They also determine when to commence the entitlement process and run milestones.
• Multiple business hours can be defined, but one must be selected as the default.
• Holidays are excluded from the time used to calculate case escalation.

Fiscal Year Configurations

• Fiscal Year defines the Business Year, also known as the Accounting Year.
• Can use standard or custom fiscal years.
• Standard fiscal years follow the Gregorian calendar
  • Configured to start on the first day of any month, and can be named after the starting or ending year.
• Custom Fiscal Year:
  • Defined based on custom periods and templates, with predefined structures like 4 quarters/year, 13 weeks/quarter, or 13 periods/year.
  • They impact forecasting, reports, and quotas. Once enabled, cannot revert to standard.
  • A standard fiscal year can be mimicked using the Gregorian calendar template.
• Fiscal Year settings are accessed via Setup → Fiscal Year.

Data and File Storage

• Data Storage:
  • Storage for creation of records like Accounts, Contacts, and Opportunities.
  • Most records use 2KB of storage, except Person Account (4KB), Campaigns (8KB), and Email Messages (storage determined by email size).
• File Storage:
  • Salesforce stores files in attachments, the Documents tab, the Files tab, Content, Chatter (including user photos), and Site.com assets.
• Limits:
  • Enterprise edition provides 10GB of data storage plus 20MB per user license and 10GB of file storage plus 2GB per user license.
  • Organizations using Big Objects can store up to 1 million big object records.
  • Additional capacity can be purchased via licenses.
• Storage usage can be viewed in Storage Usage under Setup.

UI Features: UI Settings

• Configuration and Setup 2 covers UI Features and UI Settings.

Default Record Page View

• There are two options for specifying a default record page view at the organization level: Full View and Grouped view.
• The configuration can be accessed in Setup → Record Page Settings.
• A custom Lightning record page can be created and activated to override the default view, using Lightning App Builder.
  • It can be activated selectively by Lightning app, record type, or profile or override the org default.

User Interface Settings

• User interface settings are found in Setup → User Interface.
• The User Interface page contains a list of features that can be enabled or disabled to modify the org's user interface.

Compact Layout Settings

• The first few fields on the compact page layout determine which fields are included in the hover details.

Related List Hover Links

• Related List Names are clickable links that redirect users to the complete list view of related object records.
• When hovered over, the list is displayed with records, which are also clickable links.
• In Lightning Experience, the Related List Quick Links component can be added to the record page in Lightning App Builder.

Printable View

• Once Printable View has been activated, the button is automatically enabled on applicable list views.

Lightning Experience Navigation Bar

• The Lightning App navigation bar can contain:
  • Standard objects, custom objects, Lightning component tabs, web tabs, utilities like Lightning Voice, Lightning page tabs, Canvas apps, and Visualforce tabs.
• Each app in lightning experience has a horizontal navigation bar used to access the app's items and functionality.
• The Lightning app navigation bar is customizable.
• Apps can be created and customized by navigating to App Manager in Setup.
• Items visible in the navigation bar can be selected and rearranged.
• Utility bar in the footer can be enabled by adding a utility item to the app.
• The navigation bar color and logo can be customized for each Lightning app.
• App access: the app can be assigned to user profiles.

App Manager

• The App Manager is used to view, create, and customize apps available in the organization.
• System Administrators can personalize their Salesforce apps and match some aspects of their companies' branding.
  • App logo and highlight color for its navigation bar can be selected.
• Apps can be assigned to profiles to allow visibility to designated users.

Utility Bar

• The Utility Bar allows easy access to productivity tools such as Notes, History, and Omnichannel.
• Items placed in the Utility Bar appear near the bottom of the screen.
• It can be set to display on the bottom left or right of the screen.

Temporary Tabs

• Opened when a user clicks an item without a parent object in the navigation bar.
• Temporary tabs can be used to access relevant items from the navigation bar.
• Can be made permanent in the navigation bar by selecting Add to Nav Bar.
• Appear in the navigation bar with an asterisk (*).

Lightning Experience App Launcher

• The App Launcher in Lightning Experience allows users to switch between apps.
• Apps appearing on the Lightning Experience App Launcher can be changed by navigating to App Menu in Setup.
• Users can immediately open or search for an app after clicking on the App Launcher icon.
• The apps that users see in their App Launcher and app menu depend on each app's visibility settings and user permissions.
• Profile or permission sets can be used to authorize users to see apps.
• Individual apps can be made visible or hidden in the App Launcher for all users in the Org.
  • Access to apps can be controlled through profiles or by creating a permission set.
• App tiles can be dragged and sorted by users based on personal preference.
• Apps show up as large tiles under All Apps, while other items such as custom objects, tasks, events, and the feed show up under All Items.
• AppExchange is accessible from AppLauncher.

Lightning Experience Themes

• Themes and Branding
• The ability to use custom images and colors are available through themes to promote branding and org personalization.
• Admins can choose from built-in themes; the 'Lightning Blue' theme is used by default and does not apply to the mobile app.
• Admins can create custom themes and add brand logos, brand colors, backgrounds, and banner images.
• Themes apply to the entire organization, with only one active at any given time.
• Apps can override a custom theme's brand image and navigation bar color with the app's brand image and color.
• Custom themes can be created, previewed, and activated from the Setup page dropdown menu: Setup → Themes and Branding.
• Background, banner, and default avatar images can be personalized.

In-App Guidance

• In-App Guidance can create interactive tours to guide users through onboarding or feature introduction via step-by-step prompts.
• Walkthroughs can be placed on object record pages, object home pages (including Home), and supported Setup pages.
• Also for the list view dropdown menu, pin, and buttons in the header, App name, App Launcher, and items in the navigation bar.
• Including Record tabs and subtabs, Record highlight panel components and buttons and new, edit, and clone record page, including dialogs.
• Can be added to Record fields on a record page, dynamic form, or the Create window in a targeted prompt.
• All In-App guidance in an org can be managed by navigating to the Settings in the In-App Guidance Setup page.
• An in-app guidance can be assigned to a specified record type, on a specific page or app, or any page and app.
• To create prompts and walkthroughs, need the Design and Deliver In-App Guidance permission.
• A myTrailhead subscription is required so users can be assigned the permission to view more than three custom walkthroughs.
• In-App Guidance Builder:
  • Contains a canvas where an admin can author a single prompt or walkthrough guidance.
  • Inside the builder canvas, the admin can navigate to the app and page where the walkthrough needs to be added.
• Prompt Types:
  • Floating: Position can be changed to where the users' attention is needed.
  • Docked
  • Targeted.
  • Still images and animated .gifs can be added to in-app guidance.
  • Custom walkthrough themes can be customized from the In-App Guidance builder.
• In-App Guidance Settings:
  • Users can modify the schedule, profiles, permissions, and details.
  • Existing In-app guidance can be assigned to a specific record type for layout-specific help.
  • Single Prompt = one-time welcome message for new users
  • Walkthrough: multiple steps can be added
• Direct Link to In-App Guidance:
  • A direct link to prompts and walkthroughs can be sent to users or the URL can be added to the help menu.
  • The URL will immediately open the in-app guidance, as long as the guidance is active.
  • If the API name of the in-app guidance is changed, the URL will also change
  • Can copy the link from within the in-app guidance builder (on the Details dialog) or from the row-level action menu of the walkthrough.

Guidance Center

• The guidance center guides administrators in setting up and enhancing the Salesforce org. It provides recommendations tailored for the org and the admin's experience level.
• It also incorporates a Salesblazer segment with content authored by sales leaders, sellers, and sales operation experts.

UI Features: Search Settings

• Admins can configure search results of global search and lookup search.

Search Overview

• Global Search results: appear when users search using the global search bar at the top.
• Lookup Search Results: appear when users search using the lookup fields of a record.
• Search Type: Each search type searches a unique set of fields for each object.
• Encrypted, formula, and lookup fields cannot be searched.
• Field-level security is enforced when users search; restricted fields do not return data.
• In Lightning Experience, records in search results depend on the record's object type and field searchability.
• Lists of records are also searchable using the list view search bar.

Global Search

• The global search box lists auto-suggested records for multiple object types.
  • Global search results can be refined by setting the number and/or date ranges.
• Other primary fields can also be used such as record name, owner, or email.
• Instant Results: Allow accessing a record before performing a full search.
• Recent Items: Lists recently viewed items matching the search term.
• Suggested Records: Lists up to five records with names matching the search term.
• Full Search: Searches across searchable objects, taking the user to the 'Top Results' page.
• Full Object Specific Search: Searches within the current object.
• Limit Search To: Limits the search to an object entered in the search box.

Lookup Search

• Lookup Search: lets a user search for a record of an object and associate it to another object using a lookup field.
• Lookup Field: associates two records.
• Lookup Search Instant Results: shows a dynamic list of suggested matches instantly when typing in the lookup field.
• Search Term: The instant results match the record's name, but a full search can match all searchable fields.
• Secondary Field: A secondary field is displayed under the primary record name for more contextual information.
• Lookup Filters: Restrict valid values and lookup dialog results for relationship fields.
• Dependent lookups: A lookup field includes a lookup filter referencing fields on the source object record.

List View Search

• Only the first 2000 records are searched. This can be overcome by using more specific terms or changing the filters and sorting order.

Federated Search

• Configuring federated search allows users to search data in external repositories from the Salesforce interface.
  • Users can use global search and see results from an external search engine. Salesforce offers services to connect to external search providers easily.
  • Federated search can be configured in Experience Cloud sites.

Search Layouts

• The search layout determines which fields users can view, filter on, and sort by on the search results page for global and lookup search.
• The search layout of an object can be configured to select the fields that should be shown as columns.
• Secondary Field: The secondary field is always the related account for contacts and opportunities shown in recent items.
• Search layouts can be created for individual objects.
• The following can be customized in the Search Layout:
  • Fields in a record's instant results preview.
  • Fields that can be filtered.
  • Fields shown in a recommended result.
  • The secondary field in instant results.
• Configuring Search Results layout:
  • Setup menu or Object Manager
  • Standard Users cannot customize the Search Results layout
  • Search layouts for a particular object can be accessed from the Object Manager in Setup
• Profile-specific layouts can be created for each object.
• Users can filter search results by adding fields to the search layout; encrypted fields cannot be filtered.
• Configuring Classic advanced search filter fields will not affect the Lightning Global Search filter fields

Einstein Search

• Enabled by default; provides search personalization, natural language search, and instant actionable results.
• Search personalization: search results are based on the records most relevant to the user.
• Available for Accounts, Cases, Contacts, Leads, and Opportunities and Tasks.
• Instant Actionable Results: Suggested searches and record previews are immediately seen; actions can also be completed as search terms are typed.
• Natural Language Search: Common words and phrases can be used; Einstein Search automatically turns them into usable search filters.
• Einstein Search features are enabled by default and available in Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions.
• Search Manager: can be accessed in Setup to view all searchable objects and the status of each field. Filters can be used to narrow the search.

UI Features: List Views

• Record List Display Types display summaries of records in a single view on the object's home page.

1. List View: A list or summary of records meeting defined criteria.
2. Kanban View: A graphical view of records.

• List Views: A list or summary of records that meet defined criteria.
  • Components of list views:
  • Filters: Display only object records that meet a defined set of criteria.
  • Fields displayed: Personalized field order and selection.
  • Search bar: Keyword search within the view.
  • Show charts: Displays data for an object as a chart in the list view interface.
  • Charts: Adds a horizontal bar, vertical bar, or donut chart to a list view.
  • Kanban View: Displays records as cards in columns.

List Views Customization

• Inline Editing: Directly edit record details from a list view.
• Filters: Apply multiple filters for precision.
• Import: Access the Import Wizard from the List View interface.
• List Email: Send emails to individual leads, contacts, and campaigns in a list view.
• Record and field visibility in a list view depends on access:
• Record Visibility: Only records a user has access to are displayed (e.g., owned or has access to). -Field Visibility: Display according to field-level security.
• Configuring a List View Button Layout: The List View Button Layout is edited in the Object Manager.
  • Customization Options: Select or remove standard buttons and create custom list buttons. List view actions can be selected.
  • Custom actions and most standard actions added to the list view search layout also appear on the ‘Recently Viewed’ list view
• Steps to create a custom list view:
  1. Create and name a new list view or clone an existing list view.
  2. Select the List View sharing.
  3. Add List View filters.
  4. Select the fields to display.
  5. Optionally create a list view chart.
  6. Use Sharing Settings to adjust visibility if required.
• List View sharing: Restricts visibility to specific Users or User Groups.
  • 3 options for viewing:
  • Only for the user that created the view.
  • All users (including Partner and Customer Portal users).
  • Shared with a group of users.
  • A public list view can be accessed by all users.
• Salesforce Administrators often create the public list views.
  • To create a public list view, the user needs the Manage Public List views permission.
  • Only users with the View Roles and Role Hierarchy permission can edit the visibility of public list views.
• List View Filter: Returns records that meet defined criteria.
  • Records can also be filtered by Owner and Filter Logic can also be defined.
  • The List view field order can be changed and rearranged. Up to 15 different fields to display can be selected.
• Pinned lists allow users to make any list the new default pin.
  • The default pinned list for all objects is ‘Recently Viewed.’
  • Any view can be 'pinned' to make a new default.
• List Emails: Available for Contacts, Leads, and Campaign list views; sends individual emails. Split View: Switches list view display to efficiently work with multiple records without frequent page changes
• Users can see a list view and a record side by side.
• Also can perform applicable mass actions on the records.
• Kanban View: Provides a visual summary for a selection of records in console apps and standard navigation.
  • Records are displayed based on the selected list view and separated by record type.
  • Select the fields on which columns and summaries should be created.
  • Using the List View search bar, records can be searched in the selected list view.
  • This is available for most objects in Lightning Experience as an alternative to the default table view.
  • From Kanban Settings, users can choose fields to group and summarize a list.

Kanban Customization

• Kanban View can be further customized by determining summary and group fields.
• The List View search bar can be used to search for records in the Kanban view.
• View Deal Changes:
  • Opportunity deal change highlights can be used to show recent changes to amounts and close dates in the Kanban view, and this feature is also available in list views.
  • This feature can be turned on or off from the Opportunity Settings page in Setup.
  • Change Indicator: Text colors and arrows indicate changes in amounts and close dates from the last 7 days. Users can hover over an arrow to view details. This feature is only available in Lightning Experience and Unlimited Edition.

UI Features: Lightning App Builder

• Lightning App Builder is a one-stop, point-and-click tool to customize Lightning apps.
• Can build and configure responsive Lightning apps and custom pages for Lightning Experience and the Salesforce mobile app using a template.
• Management includes Lightning app settings such as branding, navigation, options, and assigned Lightning pages.
  • Components can be added to custom Lightning pages based on user needs. Standard, custom, and third-party components can be added.
  • Can convert The Related List from a Single Standard to a Dynamic Related List component, which provides additional capabilities for row limits, sorting, and filtering. The Lightning App Builder can customize Lightning Apps; Lightning Pages (managed with the Pages menu)

Lightning App Builder Customization

• The 'Pages' menu allows users to navigate and edit the pages of a Lightning app.
• Visibility Rules.
  • Set visibility rules for components in the Lightning app, home, and record pages dynamically. You can include related fields and other objects.
• Component Visibility:
  • Component visibility can be set based on permissions by configuring component visibility filters.
  • Achieve this vis the Set Component Visibility filters of the component
  • Collapsible Sections: Group components into collapsible sections using the 'Accordion' component (up to 25 sections).
  • Pinned regions can be created for console apps and remain displayed as a user navigates subtabs in a Lightning console app.
• Creating a Record Page
• Can create in the: Lightning App Builder (ex. Grouped Header and One Region, Header and Left Sidebar)

Dynamic Forms

• Dynamic Forms break up record details into fields and sections in Lightning App Builder
  • Configuration: can be configured with components
  • Fields and sections can be placed wherever required and use visibility rules
  • Supported Objects: Is supported on leads, opportunity, on standard and LWC enabled custom objects.
  • Can be used by creating a new Lightning page dragging the Field and Field Section components or opening existing page.
• Dynamic Forms is compatible with the majority of standard LWC-enabled objects
  • They are not supported for a specific object if Fields tab is not available in the components panel (ex. Campaigns, Products, and Tasks use info in page layout).
• Devices:
  • You can adjust and control them
  • In the Properties pane, create visibility rule, the Device context will know if you are desktop or phone
• Horizontally Aligned Fields: Can prevent in multicolumn, multi section, from collapsing upawards

Dynamic Forms

• Dynamic Forms on Mobile:
  • Users can access Dynamic Forms on mobile devices for pages that has Dynamic Forms enabled, and by default for new orgs.
• Conditional Formatting for Dynamic Form Fields:
  • Highlight key record details with dynamic icons and colors
• Dynamic Highlights: Add custom icons in Dynamic Forms
• Rule-Based Formatting:
  • Apply conditional formatting based on Object manager.
• Dynamic Interactions
• Enable LWC that can communicate with one another through the system

Dynamic Interactions

• Dynamic Interactions enable Lightning web components (source) to communicate with other custom Lightning components (target) that exist on the same Lightning App page.
  • Ex: a button is clicked which signals the data is to be communicated
  • while the target is a Aura Component or LWC, but for the source you MUST use LWC
• Source and Target Components need programatic customization
  • The LWC uses target component that is specified by is specified in the Lightning App builder
  • It has an interaction tab in its properties panel on Lightning that lists available or exposed by the source component.

Interaction Details

• This information is found the interaction details tab that is opened from an add interactions button
  • The interaction details defines target component and data
  • Also shows the event and components
• There are two parts of this to value the property: Static Value vs Expression

UI Features: Homepage Layouts

• This is the first page that the user looks at by custominzing the lightning app builder
  • In the Lightnigh Experience, there is an org and profile combinations
• The home pages can be assigned different levels such as application display, app override etc
• Home pages can be created by lightning app builders

Lightning Homepage

• Set up a new home page through either:
  • Create new home page
  • Standard or custom template
• Then:
  • The templates will determine layout
  • Standard and custom tools dragged and dropped pages:
    • Find related Objects on he side
• Label: A user can change label
• Dynamic can change values
• Component settings can change values
• Make all components dynamically visible

Setting up your Lighting Home Page

• Set as default
• The org is asigned to app or profile combination
• Set the system and save
• Can track user activity with lighting

Lightning Page Analysis

• Page performance
• Reccommendations

UI

• App and nagiation bar can be customized for each
• Nagiation bar uses Lightning to access Components
• Records and List items
• More Navigation bar items
• Change Icon
• Change by adding an icon

App Manager

• All the apps
• Configuration