According to force.com, environment or organisation is the work area for a specific login. In general explanation - If you sign up to a Gmail account, you will have a unique username and password. The same way, if you subscribe to force.com cloud computing, you will be provided with a unique username and password to work in your specified cloud computing area or the environment or Org.
Below mentioned are few basic features every user has by default:
We have different types of environments. They are broadly classified into three categories and they are:
Perform the initial check-in Salesforce Environment:
Let us discuss in detail:
Login to Salesforce Environment with provided credentials.
Let us have a look at the home page and Salesforce Work-area.
To the top left corner, you can see the “logo” which, is used for branding purpose. Let me explain it, if your customer is naukri.com you can upload the logo of the naukri.com.
Next, to the “Logo“, you can see the “Global Search” bar for search purpose which gives the total information related to reports(which is used already with the projects).
Next, to the “Global Search” you can see “Switch To Lightning Experience” If you click on this you will change the view from “Salesforce Classic View to Salesforce Lightning View”.
Next to the “Switch To Lightning Experience” you can see the “User Profile”. In this, you can customise your email notification, time-zone, language etc.
Next to the “User Profile”, you can see the “Setup”. In this you can perform ‘n’ number of activities, depending on your profile as Salesforce developer, Salesforce admin, Senior admin, Senior developer. It is the importance of all, say for example in your entire tenure in salesforce 80% of the time you will be spending on these and the remaining 20% in remaining works related to Salesforce.
Next, to the “Setup”, you can see “Help & Training”, It is used to find the require help docs and support to resolve if any issue occurs.
Steps To Follow: Open the SF screen→ Click On “Setup”→ Scroll down→ To the Bottom Left corner you can find “Monitor”→ (under that)”System Overview”→ Click on it.
The screen will be displayed as shown below.
Look at the data storage section highlighted. It is the storage assigned to this particular user.
Look at the highlighted area, and this specifies that all the user licence
If you want to check for all the user licenses, then click on “Show All”→ In the figure as shown below.
The list of all user licenses will be displayed as shown in the below figure.
Steps To Follow: Open the Salesforce screen→ Click On “Setup”→ Scroll down→ To the Bottom Left corner you can find “Deploy”→ (under that)”Sandboxes”→ Click on it.
The below figure describes the available sandboxes for this specific user.
In the next topics, we will discuss in detail about them, “The Salesforce App Development”. Keep following us for more info on salesforce administration.
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Arogyalokesh takes complex technical ideas and distills them into user-friendly visuals to improve digital marketing campaigns for companies. He is a Content Writer at Mindmajix spreading nuggets of content related to Technology. Proceeded to work in a fast upscale environment, assuring client delight in content writings