Salesforce Locale, Language and Organization ID

Default Locale

• Locale dictates the language and format of Date, Time, Address, Currency, Name and Number fields
• Defaults for locale are found under Company Information settings
• Company administrators set the Default Locale
• Personal settings allow users to override the company default via Language & Time Zone settings

Language

• There are 3 levels of language support
• If a language is fully supported, all features in Salesforce are available in that language
• In the end-user level of support, translations exist for standard objects, but Help and Setup do not have support
• With the Platform level, translations are possible for custom and standard objects, however, Help and Setup have no support
• Salesforce supports 18 fully supported languages, 17 end-user languages, and 100+ platform languages
• Personal language settings can be adjusted via My Settings → Personal → Language & Time Zone

Organization ID

• Each Salesforce org has a unique 15-character identifier
• The Organization ID is located in the Company Information page
• This ID is unique across all environments
• Users must provide this ID when requesting support

Licenses

• Licenses define the features and services available to an org
• There are 3 license types:
  • User Licenses cover baseline features.
  • Feature Licenses provide access to additional features
  • Permission Sets grant gradual user access to license features

Salesforce API

• API stands for Application Programming Interface
• It enables programmatic access to Salesforce such as Data Load and Informatica
• The number of API requests within 24 hours are limited based on the Salesforce edition and number of licenses
• The API is available in Enterprise, Unlimited, Developer, and Performance editions (EUDP)
• EUDP stands for Every Unicorn Dancing Passionately
• API usage can be monitored on the Company Information page

Time Zone

• Time and date fields are displayed according to the time zone setting
• The time zone is set on the Company Information Page and used as the default for new users
• Users have the ability to set their own time zone, overriding the Organization Setting via My Settings → Time Zone
• Time and Date fields reflect the users time zone setting

Currencies

• Organizations can operate with single or multiple currencies
• The default currency is accessed via Company Information → Currency Locale
• Single currency is set as a default
• Enabling multiple currencies allows the recording of amounts in various currencies on records
  • Multiple currencies must be enabled in Company Information
  • A corporate currency must be defined
  • Corporate currency is set on the Company Information page
  • Currencies must be activated for use
  • Users can set individual currencies in Advanced User Details after the multiple currency setting is enabled
  • Exchange rates between active currencies can be managed in the Manage Currencies page
  • Dated exchange rates are found in Advanced Currency Management settings
  • Once enabled, multiple currencies cannot be disabled
• Reports support multiple currencies, classified as primary or secondary
  • Primary currency is the corporate currency
  • Secondary currency is the personal default or a currency specified in the report

Business Hours and Holidays

• Business hours determine when assistance is available to customers
• Business hours are used to calculate support process hours and case escalation times
• Also determine when to begin the entitlement process and run milestones
• One can define multiple business hours, but only one can be selected as the default
• Holidays are excluded when calculating case escalations

Fiscal Year Configurations

• The accounting year is also known as the Business Year for a company
• Standard or custom fiscal years can be used
• Standard fiscal years follow the Gregorian calendar
  • They can start on the first day of any month
  • Can be named for its starting or ending year
• Custom fiscal years are defined based on custom periods
  • Can be created from existing or modified templates
  • Templates are available for quarters/year, weeks/quarter and periods/year
  • Impact forecasting, reports, and quotas
• A custom fiscal year cannot revert to standard once enabled
  • Implementation of a standard fiscal year is possible by using a Gregorian calendar template
• Access Fiscal Year settings via Setup → Fiscal Year

Data and File Storage

• Data storage involves the creation of records
• Most records use 2KB of storage space
  • Person Account = 4KB
  • Campaigns = 8KB
  • Email storage is size determined
• File storage locations in Salesforce: attachments, Documents tab, Files tab, Content, and Chatter
  • Chatter includes user photos and Site.com assets
• Storage limits are as follows:.
  • Enterprise edition provides 10GB data storage plus 20MB per user license and 10GB file storage plus 2GB per user license
• Organizations using Big Objects is limited to 1 million big object records
• Additional data storage capacity can be purchased via licenses
• Storage usage can be viewed under Storage Usage in Setup

UI Features: UI Settings

• The location to find user interface settings is Setup → User Interface

Default Record Page View

• At the organization level, the default record page presentation is set
• The options are: Full View and Grouped View
• The above configuration are accessed via Setup → Record Page Settings
• Lightning App Builder is used to create a custom Lightning record page for a specified object and activated to override the default view
  • A custom Lightning record page, once created, can be activated using Lightning app, record type, or profile to override the org default

User Interface Settings

• Functionality to modify the organization's user interface can be enabled or disabled on the User Interface page
• Settings for the compact layout can be located on a page

Compact Layout Settings

• Determines fields appearing in hover details

Related List Hover Links

• Redirects users to the complete list view of the corresponding related object records
• When hovered over, the list is displayed with the records, which are also clickable links
• The Related List Quick Links component is added to record pages inside Lightning App Builder

Printable View

• The button is automatically enabled on applicable list views

Lightning Experience Navigation Bar

• Standard objects, custom objects, Lightning components, web tabs,Lightning Voice utilities, Lightning page tabs, canvas Apps and Visualforce tabs appear on the navigation bar

Horizontal Navigation Bar

• Navigational access to various components and functionality is provided within each lightning experience application
• The Lightning app navigation bar fits user needs
• Apps are created and customized via App Manager in Setup
• Objects are selected and rearranged and the Utility bar in the footer enabled via adding a utility

App Manager

• Viewing, creating, and customizing available applications is done through App Manager
• System Administrators can personalize their Salesforce apps and match some aspects of their companies branding
• An apps logo, and highlight color, for the navigation bar can be selected
• An app can be assigned for visibility to designated users via profiles

Utility Bar

• Common productivity tools such as Notes, History, and Omnichannel are located on the Utility Bar
• The location of items placed on the Utility Bar is near the bottom of the screen
• Its display is set to either the bottom left or the bottom right of the screen

Temporary Tabs

• Access items that do not have a parent object placed in the navigation bar
• Relevant items from the navigation bar are accessed via Temporary tabs
• Permanently add to the navigation bar by selecting Add to Nav Bar
• They appear in the navigation bar with an asterisk (*)

Lightning Experience App Launcher

• Users switch between apps using the App Launcher
• Navigation to App Menu in Setup is required to change apps appearing in the App Launcher
• A user can immediately open or search for an app after selecting the App Launcher icon
• Profile or permission sets authorize app access, depending on the app visibility settings
• Individual apps are made visible or hidden in the App Launder for all users within an Organization
• Control of app access is done through Profiles or by creating a permission set for those requiring access
• Dragging and sorting of app tiles is based on personal preference
• Apps show up as large tiles under All Apps, while custom objects, tasks, events, and the feed show up under All Items
• The AppExchange is accessed from the App Launcher

Lightning Experience Themes

• Custom images and colors can be customized for branding and org personalization themes
• Admins can select built-in themes
• The 'Lightning Blue' theme is the default with no mobile app application
• Admins can add brand logos, brand colors, background, and banner images if necessary
• Active only one at a time across the entire organization
  • Apps can override the brand image alongside the navigation bar color from custom themes
• The Setup page dropdown menu provides custom theme creation, preview and activation options via Setup à Themes and Branding
• Background, banner, and default avatar images can be personalized

In-App Guidance

• Use for interactive tours that guide users to use either step-by-step onboarding or feature introduction prompts
• Placement locations for walkthroughs include:
  • Object record pages and object home pages
  • Supported Setup pages
  • List view dropdown menus
  • Pins and buttons in headers
  • App Names and App Launchers
  • Items found in the navigation bar alongside dropdown menus
  • Record tabs and subtabs
  • Record highlight panel components
  • Buttons and New, Edit, and Clone record page dialogs
  • Record fields on a record page, dynamic form, and Create windows for targeted prompts
• All in-app guidance in an organization is managed within Configuration in Settings for In-App Guidance through Setup
  • An in-app guidance is assigned to a specific record type, page, or application
• Create Prompts and Walkthroughs which require certain permission levels via the Design and Deliver In-App Guidance permission
  • A myTrailhead subscription allowing users to view more than three custom walkthroughs is required
• Canvas with admin-written guidance is required
  • Inside the canvas with guidance, admin can navigate to the selected application
• Prompt types are either floating, meaning their position is changeable, or docked with targeted still and moving images
• Theme in custom walkthroughs are accessed in the in-app setup
  • Modify schedule, profiles, permissions, and details if necessary
• In-app guidance is assigned to certain record types for customized messages
• A straightforward one-time welcome will appear for new users
• Add multiple steps throughout the walkthroughs
• Share Direct Link to In-App Guidance with a link on help documents
  • The active URL is opened immediately
  • API names are also named
  • Detail windows are copied to new walkthroughs

Guidance Center

• Provides admins the resources to enhance the Salesforce organization
• Provides Salesblazers content created by Sales Leaders and others

UI Features: Search Settings

• Admin configures search results of global and lookup searches

Search Overview

• Global: Global search bar at the top is configured when a search request is initiated
• Lookup: Field results while searching with Lookup fields are configured
• Each Search Type searches a unique set of fields for each object
• Formula and Lookup fields cannot be searched
• Field level security remains
• Object type and field searchability determine Lightning Searches
• The list view search bar searches lists

Global Search

• The Global Search box auto-suggests records for multiple object types
  • Can refine with number or date by record name or mail
  • Allows immediate Accessing before searching
  • Displays items matching the search terms
  • Names are displayed up to five records that include matching terms
  • Full Search searches results to ‘Top Results’
  • Specifically Searching an Object results in that particular result
  • Or searched from Limit To functions

Lookup Search

• Allows searching within a certain object
• Can be setup with a lookup field
• Instant results: dynamic list with the searched terms
• Secondary Field display results with contextual awareness
• Lookup Filters are restricted for relationship fields
• Dependent Lookups are referenced from the other record

List View Search

• The first 2,000 records are searched
  • Overcome limitations through more specificity and filter sorting
• Users Search external Salesforce locations with Federated Search
  • Use global search
  • Salesforce is preconfigured for easy access to other services
  • Federated is configured for Cloud Sites

Search Layouts

• Determines fields and filtering in searches
• Columns displayed for page results are edited under layout configurations
• Always related to corresponding records

Global Search

• Individual object searches are provided for the Search Layout
  • The following are customizable:
    • Record’s instant previews.
    • Fields that can be filtered.
    • Recommended Results.
    • Secondary Field.
  • A setup menu with Setup options for management with the option to access particular objects with the Object Manager
  • Standard users may not manage access and encrypted fields are not filtered

Einstein Search

• Has actionable, customized, and Natural language for quick results.
• Search Personalization is done to provide relevant records based on the following accounts, cases, contacts, leads, tasks and opportunities.
• Results are returned based on actions being typed
• Default enablement is provided in the following enterprise types: Necessities, Professionals, Enterprises, Performances, and beyond
• Filters narrow with Setup with management.

List View: UI features

• Records are displayed on home screen in record types

  • The former meets user criteria, the latter represents a graphical interpretation

• Filter component types display defined criteria with preferences that apply to keyword searches for data to display

• Charting with the potential to use a horizontal bar, vertical or donut visuals

• Kanban visually lines records in columns for records to edit with filters and precision

• The List View interface accesses the Import Wizard, enabling personalized email contacts.

• All viewable edits are set within the same securities

• Layouts edit the object manager to customize buttons

  • Selecting and or removing standardized buttons offers new actions
  • Personalized configurations are added to the Viewed lists
    • View and creation for new lists are accessible via cloning

• Personalization has 3 options:

  • User only option
  • all users
  • or a share group

• Accessing or creating public views requires administrative permission

• Changing field organization displays the 15 available for change, otherwise Pinned records add any record

  • Otherwise ‘Recently Viewed’ pins the new default

• Contacts, cases and Campaigns have email enabled

• Split views allow efficient action

Kanban View

• A visual summary which can be more customized based on the List View Search Bar
• Actions for opportunities can be turned on and customized with colors and limited editions

Lightning App Builder: UI features

• Tool that utilizes customization to alter apps while building responsive Lightning features for Salesforce Mobiles
• Configuration is managed on the app builder with added Lightning pages that are also component customizable
• Features include visibility rules, related fields, and other objects or a standard feature for filtering by component visibility with access controls

Dynamic Functions

• Forms are divided and sectioned using Lightning while other lightning components may be required
• Standard objects are supported
• Lighting from scratch and Field Sections require dragging
• Customization has new mobile layouts that have conditional formatting to rulesets set in the object manager
• Dynamic Interactions components function on lightning web components

Home Page Layout

• The homepage is customizable for Lightning, combining profiles with personalized rules.

Actions: Configuration

• With an activated webpage, a number of options are available
  • Standard and personalized actions can be added with an editor
  • Or fields can be related, distinguished, or translated
    • The latter are known as custom component labels to see a chosen language
• The actions and values in a defined criteria can be matched
  • Visibility is set from Lighting App and homepages
• The Lightning Usage App assists while editing and testing new pages
  • This has analytics and quick navigation, along with tools
• To analyze a custom Lightning Component there must be Lightning Record Page
  • This also displays recommendations

App Menu: UI Features

• The horizontal nav bar functions for app items
• Branding makes user identity easy with Lightning, and allows users to create and share recently shared records
• More items can be added to users, but admins must change the default settings in the Tab settings of Salesforce

App Manager

• Including config settings it has accessible administration

Lightning Apps

• Are selectively configurable on Phone
  • Quick set-up and cloning from an existing layout is also possible
  • Can be personified, although standard features show some utility: A bar to add a lightning component with personalized profiles

Global Actions

• Record settings, the action layout editor, and other publisher components function under Quick Actions
  • Automatic actions link automatically with enabled chatter
  • Custom actions are object specific with light web components.

Record Relationship

• Actions include logging and automatic components

Global Publisher Layouts

• Actions under this tab will create customized views for lightning by creating: Standard fields Campaign, Task

Quick Actions

• It has all features of its mobile cousin and includes setting where it can be directly found or an automatic association.
• Create emails with it along with customized fields while defining actions over custom links

Sandbox & Change Sets

• Sandboxes are test copies that do not effect actual product
  • Partial copying requires an admin to perform this for a partial copy
  • After which all deployments are tested under tools to manage and establish connections.
  • An API will require admin permission, be accessible for download and be customized for developer orgs.
• Before being deployed changes are tested with several levels
• Edition types alter certain components