SFDC Organization SetupSimeon Tzanev
Agenda• Company Information• Used Data & File Space• API• Org ID• Licensing Information• Fiscal Year Configuration• Busine...
Company Information• Set Org Name, Primary Contact, Division, Address, Phone• Default Locale• affects the following displa...
Company Information• Currency Locale• For Single Currency Organizations only• The setting affects the Format of Currency a...
Used Data & File Space• Breakdown of your Storage usage• Data Storage: records (Opportunities, Accounts, Contacts)• File S...
Salesforce API• The Salesforce API (Application Programming Interface) allows programsexternal to Salesforce to interact w...
Salesforce Org ID• Unique for every Salesforce Org• regardless of Edition, Sandbox or Production• Often referenced for Sup...
Licensing Information• When new employees join your company: see how many remaining Userand Feature Licenses you have• Sal...
Fiscal Year Configuration• Used for Organization’s Financial Planning• Impacts Forecasts, Quotes and Reports• Example: sel...
Standard Fiscal Years• Follows Gregorian Calendar (4 Quarters per Year, 3 months per Quarter)• Can start at the beginning ...
Custom Fiscal Years• For companies that break down their fiscal years, quarters, and weeks intocustom fiscal periods• Exam...
Custom Fiscal Years• Enabling Custom Fiscal Years is not reversible• However, you can define your Custom Fiscal Years to h...
Business Hours and Holidays- Business Hours used for triggering Case Escalation Rules- Use different Business Hours Sets f...
My Domain- Allows Login via customized domain- Normal Login: https://login.salesforce.com- My Domain Login: https://optimi...
Language SettingsThe Salesforce Web User interface has two language settings:- Default Org Language:- Applies to all new u...
Language SettingsSalesforce.com offers 3 levels of Language Support:- Fully Supported Languages (English, German, French, ...
Language SettingsAside from the 3 levels of Language Support, there are two ways you can actuallylocalize your organizatio...
Language Settings
Language Settings
Currency Configuration
Currency Configuration• International Organizations make use of Multiple Currencies• Multiple Currencies represent the cou...
Currency Configuration
Currency Configuration
• You can manage Exchange Rates between your Active and InactiveCurrencies and the Corporate Currency by editing the Conve...
Currency Configuration
• Organization may also use Dated Exchange Rates for Opportunities andOpportunity Products• Administrator must activate AC...
Additional InformationLook for additional SFDC Topic Reviews, Articles and Video Series on my social mediachannelsLinkedIn...
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SFDC Organization Setup

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SFDC Organization Setup

  1. 1. SFDC Organization SetupSimeon Tzanev
  2. 2. Agenda• Company Information• Used Data & File Space• API• Org ID• Licensing Information• Fiscal Year Configuration• Business Hours & Holidays• My Domain• Language Settings• Currency Configuration
  3. 3. Company Information• Set Org Name, Primary Contact, Division, Address, Phone• Default Locale• affects the following display formats for new users in the organization:– Date and Time– User’s Name– Addresses– Commas and Periods in Numbers• User’s individual Locale overrides the Org Default Locale• Default Language• All Text and Online Help are displayed in this language• User’s individual Language overrides the Organization Default Language• Default Time Zone• Primary time zone in which the organization is located• User’s individual Time Zone setting overrides the Organization’s DefaultTime Zone
  4. 4. Company Information• Currency Locale• For Single Currency Organizations only• The setting affects the Format of Currency amounts
  5. 5. Used Data & File Space• Breakdown of your Storage usage• Data Storage: records (Opportunities, Accounts, Contacts)• File Storage: Attachments, Chatter Files, Documents
  6. 6. Salesforce API• The Salesforce API (Application Programming Interface) allows programsexternal to Salesforce to interact with Salesforce data• Common example of API usage is Data Loader’s Data Operations• API usage is limited, while using the Salesforce Web User Interface is not• The limit depends on which edition of Salesforce you are using and howmany User Licenses you have• Use “API Requests, Last 24 Hours” to monitor external Data Usage• You can always check if External Data Usage limit is reached
  7. 7. Salesforce Org ID• Unique for every Salesforce Org• regardless of Edition, Sandbox or Production• Often referenced for Support Cases such as Feature activation (e.g.Multiple Currencies)
  8. 8. Licensing Information• When new employees join your company: see how many remaining Userand Feature Licenses you have• Salesforce.com bills on Total Licenses, not on Active Users• EE/UE Editions come with free Marketing User and Offline User Licenses
  9. 9. Fiscal Year Configuration• Used for Organization’s Financial Planning• Impacts Forecasts, Quotes and Reports• Example: selecting a Current FY or Current FQ date filter on OpportunityReports is influenced by Fiscal Year configuration• Choose between Standard and Custom Fiscal Year
  10. 10. Standard Fiscal Years• Follows Gregorian Calendar (4 Quarters per Year, 3 months per Quarter)• Can start at the beginning of any month you choose• FY: Jan 2013 – Dec 2013• FY: Mar 2013- Feb 2014Q1 Q2 Q3 Q4Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec
  11. 11. Custom Fiscal Years• For companies that break down their fiscal years, quarters, and weeks intocustom fiscal periods• Example: 4 Quarters per Year, 13 weeks per Quarter (4-4-5)• Example: 13 Periods per Year, 4 weeks per Period (3-3-3-4)Q1 Q2 Q3 Q4Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeksQ1 Q2 Q3 Q4Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec Jan4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks4weeks
  12. 12. Custom Fiscal Years• Enabling Custom Fiscal Years is not reversible• However, you can define your Custom Fiscal Years to have the samestructure as Standard Fiscal Years• Changing Fiscal Year Configuration can result in Data Loss
  13. 13. Business Hours and Holidays- Business Hours used for triggering Case Escalation Rules- Use different Business Hours Sets for different teams (24x7 for Team 1,Mo-Fr 08:00 – 17:00 for Team 2)- Use blank Business Hours if Org does not operate on this day- Set (reoccurring) Holidays and add them to Business Hours Sets
  14. 14. My Domain- Allows Login via customized domain- Normal Login: https://login.salesforce.com- My Domain Login: https://optimizingsalesforce.my.salesforce.com
  15. 15. Language SettingsThe Salesforce Web User interface has two language settings:- Default Org Language:- Applies to all new users until they select their Personal language- Personal Language- Users can overwrite the Default Org Language and set their own PersonalLanguage
  16. 16. Language SettingsSalesforce.com offers 3 levels of Language Support:- Fully Supported Languages (English, German, French, Spanish etc.)- all Features including Help are translated- End-User Languages- all Standard Objects and Pages except Administration Setup and Help aretranslated- Platform-Only Languages- When you want to localize Custom Functionality (Apps) that you’ve built on theSalesforce platform
  17. 17. Language SettingsAside from the 3 levels of Language Support, there are two ways you can actuallylocalize your organizations:- The Translation Workbench- create translations for Customizations you’ve made to your Salesforce Org- Everything from Custom Picklist Values to Custom Fields can be translated so your globalusers can use all of Salesforce in their language- If your Custom Application uses a small number of Salesforce’s Standard Tabs andFields, you can translate them by renaming Tab and Field LabelsLanguages cannot be disabled if currently used by a user
  18. 18. Language Settings
  19. 19. Language Settings
  20. 20. Currency Configuration
  21. 21. Currency Configuration• International Organizations make use of Multiple Currencies• Multiple Currencies represent the countries in which the Organization doesbusiness• Multiple Currencies is a feature that must be requested• Multiple Currencies are used in Opportunities, Forecasts, Reports and otherCurrency fields• The Administrator sets the Corporate Currency• The Corporate Currency is the Currency in which the CorporateHeadquarters reports revenue• All Conversion Rates are based on the Corporate Currency
  22. 22. Currency Configuration
  23. 23. Currency Configuration
  24. 24. • You can manage Exchange Rates between your Active and InactiveCurrencies and the Corporate Currency by editing the Conversion Rates• When you change the Conversion Rates, Currency Amounts are updatedusing the new Rates• Active Currencies can be defined at:– Company profile (Organization Setup)– User record (Personal Setup)– Opportunity (Record)• Currency is a required field on all Salesforce Objects and must beconsidered during Import and Custom Object creation• Accounts and associated Contacts must use the same Default CurrencyCurrency Configuration
  25. 25. Currency Configuration
  26. 26. • Organization may also use Dated Exchange Rates for Opportunities andOpportunity Products• Administrator must activate ACM (Advanced Currency Management) inorder to create Dated Exchange Rates• Dated Exchange Rates allow you to map an Exchange Rate to a specificDate RangeCurrency Configuration
  27. 27. Additional InformationLook for additional SFDC Topic Reviews, Articles and Video Series on my social mediachannelsLinkedIn http://de.linkedin.com/in/simeontzanevBlog http://tzanevs.wordpress.com/Twitter smtzanev@ Email mail@simeontzanev.info

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