Set Up and Maintain Your Salesforce Organization
As a Salesforce administrator—that is, a user assigned to the Administrator profile—you’re responsible for setting up your online organization, which means adding users and configuring the system for your needs.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: All Editions |
- Try Out Salesforce
Use a trial Salesforce org to evaluate Salesforce before you subscribe. Your trial org includes sample data and various Salesforce features, and you can use it to easily subscribe to Salesforce when you're ready. - Plan Your Salesforce Rollout
Before you roll up your sleeves and start setting up Salesforce, take a look at the resources available to help you plan your rollout. - Set Up Your Company in Salesforce
Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce. You can also manage your licenses and entitlements. This page contains the information that was provided when your company signed up with Salesforce. - Setup with Agentforce (Beta)
Salesforce's new agent-driven Setup experience streamlines administrative tasks with the help of an AI assistant. Powered by the Atlas Reasoning Engine, its conversational interface allows you to ask questions or give commands using natural language. Activities such as creating objects, Lightning pages, and flows; managing users and user access; and troubleshooting formulas are more efficient and intuitive, with reduced navigation and fewer clicks. - Manage Your Salesforce Account
Add products and licenses, manage your contracts and renewals, view and download invoices, access the Go-To-Market app, and get account support right in your org with the Your Account app. - Manage Users and Data Access
One of the most important administrative tasks is setting up and keeping your users up to date with the permissions and access that they require to perform their everyday tasks. Salesforce provides a variety of features and tools so that you can customize your data access setup for internal and external users. - Back Up Metadata to Protect and Restore Your Customizations
Protect your org’s customizations, such as custom fields, custom Apex code, page layouts, reports, and permission sets, by backing up your metadata. - Data Management Resource File
Reusable content for data import, export, and Salesforce Backup Help content. - Back Up and Recover Data with Salesforce Backup & Recover Next
Use Salesforce Backup & Recover Next to protect your Salesforce data from loss or corruption, recover from data incidents quickly, and simplify your overall data management strategy. Protect your organization from permanent data loss and corruption by automatically generating backups. Manage what data to back up, identify changes easily, and use precise data restoration tools to recover data affected by integration issues, system errors, or user error in just a few clicks. - Back Up Data with Salesforce Backup and Recover
To maintain the integrity of your org, Saleforce Backup and Recover creates daily backups of data, attached files, metadata, managed packages, and sandboxes. Backup and Recover also highlights unusual data activity so you can quickly find and fix data errors or mismanagement incidents. - Protect Your Data with Salesforce Backup
Use Salesforce Backup to prevent data loss, recover from data incidents quickly, and simplify your overall data management strategy. Protect your organization from permanent data loss and corruption by automatically generating backups. You can create backup policies for high-value and regulated data, and restore that data in just a few clicks. - Get More Accurate Trend Analysis and Operational Reporting with Salesforce Discover
Using your company’s historical data, Salesforce Discover helps you forecast buying patterns, uncover sales trends, and unlock customer insights to answer key business questions and drive smarter decisions. Optimized data extraction and transformation means that you can scale efficiently without escalating costs. - Find Documentation for Archive Products
Learn how to identify which data archiving product is active in your Salesforce org and where to find documentation for each product. Salesforce has three products for archiving data: the Archive app, the Archive managed package, and the legacy Salesforce Archive. Each product helps you manage data and improve system performance by moving old or inactive data into storage. In this way, you keep only important and reliable information in production. - Archive App
Manage growing data volumes and improve system performance by archiving old or inactive data. The Archive app not only enhances system performance by reducing data volume but also helps you maintain accurate and consistent data. You keep only important and reliable information in production. - Store Data Externally with Legacy Salesforce Archive
Legacy Salesforce Archive is your external storage solution for records and files. Reduce storage consumption in your org and boost performance by archiving historical or nonessential data. Comply with privacy regulations by maintaining customer records in a secure, low-cost environment. For on-demand access to archived records, you can set up your data store with Salesforce Connect. - Cache Lightning Platform Data
Using the Platform Cache can enable applications to run faster because they can store reusable data in memory. Applications can quickly access this data, removing the need to duplicate calculations and requests to the database on subsequent transactions. - My Domain
Showcase your company’s brand with a customer-specific subdomain name in your Salesforce org URLs. With My Domain, you can include your company name in your URLs, for example, https://mycompany.my.salesforce.com. With these org-specific URLs, you can set up a custom login page, set a custom login policy, offer single sign-on, and allow users to log in with a social account. My Domain also allows you to work in multiple Salesforce orgs in the same browser at the same time. - Protect Your Salesforce Organization
Salesforce is built from the ground up to protect your data and applications. You can also implement your own security scheme to reflect the structure and needs of your organization. Protecting your data is a joint responsibility between you and Salesforce. The Salesforce security features enable you to empower your users to do their jobs safely and efficiently. - Technical Requirements and Performance Best Practices
Review the recommended technical requirements and performance best practices to optimize your Salesforce implementation. - Monitor Your Organization
Salesforce provides a variety of ways to keep tabs on activity in your Salesforce organization so you can make sure you're moving in the right direction. - History Tracking Enhancements in the Shield Extension
The Shield Extension managed package includes Field History Explorer and History Retention Policy Manager features. Each provides detailed insights into data changes. Use these features to conduct thorough audits and quickly take action to resolve any unauthorized activities. - Transition from Salesforce Classic to Lightning Experience
Salesforce Lightning is the current generation of Salesforce, delivering an intuitive user interface (Lightning Experience), a powerful platform for fast and easy app development, and the AppExchange ecosystem for ready-to-install solutions. The Salesforce Classic user interface isn’t going away yet, but all new Salesforce innovation is available in Lightning Experience only. Get the features and functionality you’re entitled to by transitioning your org off Salesforce Classic. Check out the resources and guidance we’ve prepared to help you and your users make the change to Lightning Experience. - Learn More About Setting Up Salesforce
In addition to online help, Salesforce creates guides and tip sheets to help you learn about our features and successfully administer Salesforce.
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