In this lesson, we access and get introduced to the Setup Menu. I share the enormity of the Setup Menu and discuss the dreaded Imposter Syndrome as well. We compare and contrast the Setup menu in Lightning Experience as compared to Salesforce Classic.
I visit the Customize and Create menu options inside of Setup in Salesforce Classic as well.
Resources:
https://trust.salesforce.com
https://status.salesforce.com
In this lesson, I show you where to set an organization’s fiscal year setting. By default, an org’s fiscal year is set to the default fiscal start of January. We walk through the process of how to set a Fiscal Year to a Custom one, but we don’t save our changes.
I also discuss some of the warnin...
In this lesson, we change the default Business Hours for our Salesforce Org from being open every day and 24 hours a day to instead be open Monday through Friday from 8 AM to 5 PM in our local time zone.
We also create a new Holiday in our orgs and set the Holiday to a recurring one.
In this lesson, we enable multiple currencies in our org.
WARNING:
Do not enable multiple currencies in a workplace Salesforce org. Only follow along and enable Multiple Currencies if you are in a free Salesforce account that is intended for training purposes. I repeat, do not enable multiple c...
