When you end-up being a Salesforce Admin accidentally or you are in a small company and they do not have a dedicate full time job as an admin so you need to be in that role. The problem is many people who are in that position do not have time to learn Salesforce in a proper class room. You do not have time to learning by doing on TrailHead. These blog series will help you get there.
Salesforce Release new features every year and they are there but it does not automatically turn on until an admin turn it on so you need to be aware and know how to enable them.
Quick Search in the Setup screen of the admin is able to search in the entire org not just only things in setup. Most of the stuff below are applied in Classic View.
If you want to make ‘Setup’ as the primary page when log-in. Go to “Setup->User” and find your user, and set the following options:
- Make Setup My Default Landing Page
- Force.com Quick Access
Salesforce New Release you need to enable yourself
Setup -> User Interface
Setup section: this will help a better views (more effective)
- Enable Enhance Profile List Views
- Enable Enhance Profile User Interface
Setup -> Search Setting -> Enhanced Lookups (turn them on), Lookup Auto-Completion (turn them on).
Change Layout of Recent Views
Select Object -> Search Layouts -> Tab (you can add more fields to show).
Setup Audit Logs (it does not impact data storage) – 180 days back
Setup -> Object -> Field -> Set History Tracking (20 fields max)
(Turn-on) Setup -> Object -> Page Layout -> Edit -> Related object -> Add Account History
Report -> Account History will be created automatically.
Setup -> Search – Rename
Setup -> Tab Names -> We can change name of the tab to other names. All places will be changed except in the setup menu. We can also change the name of the fields. Do not create a new object or new fields if you do not like the name. You can change the name on rename functionality. Standard Object have almost everything for you. You create a new customer object/field only when need.