Settings

The Setup area gives users and administrators the ability to configure the platform and access advanced features. Other than normal application usage, all other functionality regarding the platform can be performed in Setup, such as all user information is configured, company information can be set, data can be imported or exported, objects can be customized, etc.

Roles and Access to Setup Options

The Setup options available to you depend on your assigned Role.

Learn more: Role Based Access Permissions

Accessing Your Platform Settings

1. Click Settings in the Navigation Bar
2. Click the [+] icons in the UI to expand the option list, revealing the options below.

Personal Setup

• My Information
• My Email-to-
• Password Information
• Security Question
• Personalize
• Workspace Preference
• Manage Theme
• Request Update Settings
• Outlook Sync
• Outlook Email Edition

Administration

• Users - Manage users
• Teams - Manage user teams
• Access Profiles
• Application Access
• Password Policy
• Team Data Sharing Policies
• Tenant Data Sharing Policies
• External Email Tracking
• Subscription Summary
• Company Information
• Company Logo
• Single Sign on Settings
• Document Storage
• Company Messages
• Views and Reports
• Audit Logs

Data Management

• Import Data
• Export Data
• Mass Update Data
• Mass Ownership Change
• Mass Delete Data
• Job Scheduler

Monitor

• Import Queue
• Export Queue
• Mass Operation Status
• Storage Usage
• API Calls Log
• Scheduled Job Log
• Case Process Monitor

Global Resources

• System Objects

Customize the System Objects:

• Tasks
• Appointments
• Documents
• Users
• Teams

• Resource Sharing
• Global Picklists
• Developer Configuration
• Debug Log
• Translation Workbench
• Packages

Recycle Bin

• Recycle Bin