Set Up Your Company in Salesforce

In sandbox orgs, you can use this page to match provisioned licenses in production to your sandbox organization. The matching process updates your sandbox organization with licenses from production and deletes any licenses in sandbox that aren’t in production.

• Manage Information About Your Company
  The Company Information page shows all the important information about your company (listed here in alphabetical order). The page also includes the user and feature licenses purchased for your organization.
• Allow the Required Domains
  To enable your users to access Salesforce, you must add the standard Salesforce domains to your list of allowed domains.
• Web Request Limits
  Limits for concurrent usage on web requests.
• Customize the User Interface
  Give your users the best working experience you can by setting up the user interface to meet their needs.
• Personalize Your Org with Themes and Branding
  A theme is a collection of visual styles that defines the look and feel of a user interface, and it sets the tone for your users’ Salesforce experience. You can choose one of the built-in Salesforce themes, or create your own custom theme that reflects your brand with just a few clicks.
• Set Up the Lightning Experience Home Page
  Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types of users and assign custom pages to different apps and app-and-profile combinations.
• Discover and Set Up Features with Salesforce Go
  Save time and effort exploring and setting up features with Salesforce Go. With rich filtering, find the exact features and feature sets you want to set up. Access helpful content resources and links to learn about features and get configuration assistance. Discover more features and products that are available based on your Salesforce edition, and quickly purchase add-on licenses for new products.
• Custom Record Page Settings
  Customize the experience users have when working with records in Lightning Experience.
• Language, Locale, and Currency Settings
  The Salesforce settings for language, locale, time zone, and currency can affect how objects, such as Accounts, Leads, or Opportunities, are displayed.
• Define Your Fiscal Year
  Specify a fiscal year that fits your business needs.
• Add AI Solutions to Your Setup
  Some Einstein features require you to accept terms and review usage limitations before turning them on. Also, review which data is used for global models.
• Set Up Einstein Search
  Find out which objects and fields are searchable. Customize search settings, search result filters, and lookup search. Learn how to improve the search experience for users.
• Provide Maps and Location Services
  Maps and location services uses Google Maps to display maps on standard address fields, enables creation of Visualforce maps, and helps users enter new addresses with autocomplete.
• Customize Reports and Dashboards
  Set up reports and dashboards to deliver information to your users in the ways that work best for them.
• Organize Data with Divisions
  Divisions let you segment your organization's data into logical sections, making searches, reports, and list views more meaningful to users. Divisions are useful for organizations with extremely large amounts of data.
• Release Updates
  Salesforce periodically releases updates that improve the performance, security, logic, and usability of your Salesforce org, but that can affect your existing customizations. When these updates become available, Salesforce shows them in the Release Updates node in Setup.
• Salesforce Upgrades and Maintenance
  Salesforce reserves up to five minutes of service interuption for major upgrades, but you have access your data during other maintenance events, like splits and migrations.
• Errors in Lightning Experience
  Errors, while unfortunate and hopefully uncommon, are a normal part of using Salesforce, or any software system. Here’s an explanation of the various types of errors that you can encounter, and various options for handling them.
• Permissions for UI Elements, Records, and Fields
  To access UI elements, records or fields in Salesforce requires specific permissions. At a minimum, you must have the “Read” permission to view a tab, record, record field, related list, button, or link. To edit a record or record field, you must have the “Edit” permission.
• Deactivate a Developer Edition Org
  When a Developer Edition org has outlived its usefulness and it’s time to move on, you can deactivate it or allow it to expire.
• Developer Org Expiration
  Developer Edition (DE) orgs that haven’t been logged into for 45 days are deleted immediately. Developer Edition (Legacy) orgs that haven’t been logged into for 180 days are queued for deletion. When a Developer Edition org is flagged as inactive, Salesforce sends an email to warn you that the DE org is about to expire. You have a window of time to log in before the org is deleted.
• Salesforce Release Manager (Beta)
  Preview and test features that are in development. With Salesforce Release Manager, you can provide feedback on features that are available only in the Development (Dev) channel for sandboxes. Opt in to Dev channel and switch back to production (Standard channel) at any time.
• How Do I Discontinue Service?
  If the service doesn’t meet your needs, cancel it.