Exploring Setup Pages in Salesforce: Hidden Gems for Admins

June 15, 2020in Salesforce

Navigating through the multitude of options within a Salesforce org’s Setup can be overwhelming and a continual learning process, and admins might overlook valuable features amidst the vast array of possibilities. While Salesforce setup pages admins are often well-acquainted with their daily tools like report types, Setup might not be the immediate go-to for discovering what’s new or enhancing efficiency.

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In this insight, Tectonic digs into a selection of Setup pages, showcasing both newer and older functionalities that can significantly benefit your organization.

1. Process Automation Settings

Often overlooked, the Process Automation Settings offer a crucial option not available in production environments. Enabling the ability to “Run Flow as Another User” in sandbox environments ensures thorough testing of Flows before deploying to production. This feature proves beneficial for validating user access and functionality.

2. User Management Settings

A time-saving feature, Field-Level Security for Permission Sets During Field Creation is a game-changer. Found in User Management Settings, this functionality streamlines the process of configuring object and field permissions for users, especially when creating or editing fields.

3. Deployment Status

The Deployment Status page in Salesforce Setup provides real-time monitoring of deployment progress, whether through change sets or Metadata API deployments. Visual representations display the number of processed components, failures, and Apex test results. Admins can dive into errors for failed deployments, facilitating quick adjustments before retrying.

4. Email Deliverability

Though mainly relevant during development and sandbox testing, Email Deliverability settings are essential. Admins should be aware of these settings, especially in sandboxes, to control the access to send emails. Understanding the implications of different settings ensures effective testing and prevents unintended outbound emails.

5. Organization-Wide Email Addresses

Addressing the need for shared email addresses, the Organization-Wide Email Addresses page in Setup is a vital resource. Admins can define email addresses accessible to users with specific profiles or permission sets, catering to scenarios like support teams requiring a shared address for communication.

These Setup pages offer valuable tools for Salesforce Admins to optimize workflows, save time, and deliver robust solutions. As enhancements continue, staying informed about future releases ensures admins can leverage the latest features for organizational success.