August 2017
Beginner to intermediate
402 pages
8h 32m
English
Once you log into Salesforce, click on the gear icon in the top-right corner of the window, then click on the Setup link. This will open the Setup page in a new tab of the web browser.

In the left panel, there are many links for you to configure Salesforce. These links can be categorized into three main categories: ADMINISTRATION, PLATFORM TOOLS, and SETTINGS. Each category has many menus. For each menu, start with arrow >, click on the menu to open the submenu.
If you are not a system admin, you may see fewer menu options in the Setup page, or you may not even see the Setup page at all--it depends on the permission ...
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