An environment, often known as an organization, is a Force.com platform instance. Salesforce Environments enable users to access, deploy, and create applications with a variety of feature sets, based on the environment's setup. Read on to learn more about the characteristics, types, and uses of Salesforce's environment in this post
According to force.com, An overview of the salesforce development environment or organization is the work area for a specific login. In general explanation - If you sign up for a Gmail account, you will have a unique username and password. In 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:
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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:
Log in to Salesforce Environment with provided credentials:
Let us have a look at the home page and Salesforce Work area:
In the top left corner, you can see the “logo” which, is used for branding purposes. Let me explain it, if your customer is naukri.com you can upload the logo of naukri.com.
Next, to the “Logo“, you can see the “Global Search” bar for search purposes 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 customize 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 required help docs and support to resolve if any issue occurs.
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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:
Scroll down:
Look at the highlighted area, and this specifies that all the user license
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:
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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, The Salesforce App Development. Keep following us for more info on salesforce administration.
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Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.