Setup navigator
Salesforce setup paths
78 setup destinations across 12 areas. Find where anything lives in Salesforce Setup: search for a feature and see the breadcrumb that gets you there.
78 setup paths
- 3 levels
App Manager
Create, edit, and manage Lightning apps and Classic apps - configure tabs, utility bars, and navigation.
Setup›Apps›App Manager - 4 levels
Installed Packages
View and manage packages installed from AppExchange or other sources.
Setup›Apps›Packaging›Installed PackagesView definition → - 3 levels
Lightning App Builder
Create custom Lightning pages with drag-and-drop components for record, app, and home pages.
Setup›User Interface›Lightning App BuilderView definition → - 3 levels
Tabs
Create custom tabs for custom objects, Visualforce pages, Lightning components, or web pages.
Setup›User Interface›Tabs - 3 levels
Global Actions
Create actions available from anywhere in Salesforce - quick create records, log calls, send emails.
Setup›User Interface›Global ActionsView definition → - 3 levels
Custom Labels
Create custom text labels that can be translated and accessed from Apex, Visualforce, and LWC.
Setup›User Interface›Custom Labels - 3 levels
Company Information
View and edit your org's name, address, locale, currency, license counts, and org ID.
Setup›Company Settings›Company Information - 3 levels
Fiscal Year
Configure your organization's fiscal year start month and define custom fiscal periods.
Setup›Company Settings›Fiscal Year - 3 levels
Business Hours
Define operating hours used for case escalation rules, milestones, and entitlement processes.
Setup›Company Settings›Business HoursView definition → - 3 levels
Holidays
Create holiday records that suspend business hour calculations for escalation and entitlements.
Setup›Company Settings›Holidays - 3 levels
Language Settings
Enable end-user languages and configure the platform language and default locale.
Setup›Company Settings›Language Settings - 3 levels
Apex Classes
View, create, and manage Apex classes - server-side business logic written in Salesforce's Java-like language.
Setup›Custom Code›Apex ClassesView definition → - 3 levels
Apex Triggers
View and manage triggers that execute Apex code before or after record DML operations.
Setup›Custom Code›Apex TriggersView definition → - 3 levels
Visualforce Pages
Create and manage Visualforce markup pages for custom user interfaces (legacy UI framework).
Setup›Custom Code›Visualforce PagesView definition → - 3 levels
Lightning Components
View deployed Lightning Web Components and Aura components in your org.
Setup›Custom Code›Lightning ComponentsView definition → - 3 levels
Static Resources
Upload and manage files (JS, CSS, images, ZIP) that can be referenced in Visualforce or Lightning.
Setup›Custom Code›Static ResourcesView definition → - 3 levels
Email Services
Create inbound email services that process incoming emails using Apex classes.
Setup›Custom Code›Email Services - 3 levels
Custom Permissions
Define custom permissions to control access to custom processes or apps without modifying profiles.
Setup›Custom Code›Custom PermissionsView definition → - 3 levels
Platform Events
Define event-driven messaging channels for real-time integration and communication.
Setup›Integrations›Platform EventsView definition → - 3 levels
Data Import Wizard
Import accounts, contacts, leads, solutions, and custom objects using a step-by-step wizard.
Setup›Data›Data Import WizardView definition → - 3 levels
Data Export
Schedule or manually export your org's data as a set of CSV files for backup purposes.
Setup›Data›Data Export - 3 levels
Mass Delete Records
Bulk delete activities, leads, accounts, contacts, cases, solutions, or products.
Setup›Data›Mass Delete Records - 4 levels
Duplicate Rules
Define rules that alert or block users when they create duplicate records.
Setup›Data›Duplicate Management›Duplicate RulesView definition → - 4 levels
Matching Rules
Define the criteria used to identify duplicate records (used by Duplicate Rules).
Setup›Data›Duplicate Management›Matching Rules - 3 levels
Storage Usage
Monitor data storage and file storage consumption across your entire org.
Setup›Data›Storage Usage - 3 levels
Organization-Wide Addresses
Configure shared email addresses that appear as the From address for outbound emails.
Setup›Email›Organization-Wide Addresses - 3 levels
Deliverability
Control email deliverability access levels - restrict outbound email to specific domains or allow all.
Setup›Email›Deliverability - 3 levels
Classic Email Templates
Create and manage text, HTML, Visualforce, and custom email templates for Classic experience.
Setup›Email›Classic Email TemplatesView definition → - 3 levels
Enhanced Email Templates
Create Lightning email templates with rich text, merge fields, and drag-and-drop editing.
Setup›Email›Enhanced Email TemplatesView definition → - 3 levels
Custom Notifications
Create notification types that can be sent via flows, Apex, or REST API to desktop and mobile.
Setup›Notification Builder›Custom Notifications - 3 levels
Sandboxes
Create and manage sandbox copies of your production org for development, testing, and training.
Setup›Environments›SandboxesView definition → - 4 levels
Outbound Change Sets
Bundle metadata components and deploy them from one org to another connected org.
Setup›Environments›Change Sets›Outbound Change SetsView definition → - 4 levels
Inbound Change Sets
View, validate, and deploy change sets received from other connected orgs.
Setup›Environments›Change Sets›Inbound Change SetsView definition → - 4 levels
Deployment Status
Monitor the status of metadata deployments via change sets, Metadata API, or CLI.
Setup›Environments›Deploy›Deployment Status - 2 levels
DevOps Center
Manage source-driven development with built-in version control, work items, and deployment pipelines.
Setup›DevOps CenterView definition → - 2 levels
Object Manager
Browse and customize all standard and custom objects - fields, relationships, page layouts, and more.
Setup›Object ManagerView definition → - 3 levels
Schema Builder
Visually design your data model with a drag-and-drop interface showing objects and relationships.
Setup›Object Manager›Schema BuilderView definition → - 3 levels
Custom Settings
Create sets of custom data accessible application-wide without repeated SOQL queries.
Setup›Custom Code›Custom SettingsView definition → - 3 levels
Custom Metadata Types
Define deployable, packageable application metadata that can be used in formulas, flows, and Apex.
Setup›Custom Code›Custom Metadata TypesView definition → - 3 levels
Picklist Value Sets
Create global picklist value sets that can be shared across multiple custom picklist fields.
Setup›Objects and Fields›Picklist Value SetsView definition → - 3 levels
Field Accessibility
View a matrix of field-level access across all profiles and permission sets for any object.
Setup›Security›Field Accessibility - 4 levels
Page Layouts
Customize which fields, related lists, and buttons appear on record detail and edit pages.
Setup›Object Manager›(Object)›Page LayoutsView definition → - 4 levels
Record Types
Define different business processes, picklist values, and page layouts for the same object.
Setup›Object Manager›(Object)›Record TypesView definition → - 3 levels
Flows
Build, manage, and activate screen flows, auto-launched flows, and scheduled flows.
Setup›Process Automation›FlowsView definition → - 3 levels
Workflow Rules
Legacy automation: create if/then rules that trigger field updates, email alerts, and outbound messages.
Setup›Process Automation›Workflow RulesView definition → - 3 levels
Process Builder
Legacy visual tool for building automated processes with multiple criteria and actions (migrate to Flow).
Setup›Process Automation›Process BuilderView definition → - 3 levels
Approval Processes
Define multi-step approval workflows with approvers, email notifications, and field updates.
Setup›Process Automation›Approval ProcessesView definition → - 3 levels
Next Best Action
Configure AI-driven recommendation strategies that suggest actions to users on record pages.
Setup›Process Automation›Next Best ActionView definition → - 3 levels
Paused and Failed Flow Interviews
Monitor, resume, or delete paused screen flows and troubleshoot failed flow executions.
Setup›Process Automation›Paused and Failed Flow Interviews - 3 levels
Email Alerts
Create email notification actions that can be triggered by workflow rules, flows, or approval processes.
Setup›Process Automation›Email Alerts - 5 levels
Opportunity Settings
Configure opportunity defaults, prompt behaviors, and big deal alerts for the sales team.
Setup›Feature Settings›Sales›Opportunities›SettingsView definition → - 5 levels
Lead Assignment Rules
Automatically route new leads to users or queues based on criteria like geography or source.
Setup›Feature Settings›Marketing›Lead›Lead Assignment RulesView definition → - 4 levels
Web-to-Lead
Generate HTML forms that capture leads from your website directly into Salesforce.
Setup›Feature Settings›Marketing›Web-to-LeadView definition → - 5 levels
Products Settings
Enable and configure product schedules, multi-currency, and quantity/revenue schedules.
Setup›Feature Settings›Sales›Products›Products SettingsView definition → - 5 levels
Territory Settings
Enable and configure Enterprise Territory Management for territory-based forecasting and assignment.
Setup›Feature Settings›Sales›Territories›Territory SettingsView definition → - 3 levels
Sharing Settings
Define organization-wide defaults, sharing rules, and external sharing settings for all objects.
Setup›Security›Sharing SettingsView definition → - 3 levels
Field-Level Security
Control which fields are visible, read-only, or hidden for each profile across all objects.
Setup›Security›Field-Level SecurityView definition → - 3 levels
Password Policies
Set password complexity requirements, expiration periods, lockout policies, and login IP ranges.
Setup›Security›Password Policies - 3 levels
Named Credentials
Store authentication credentials for external service callouts securely in one place.
Setup›Security›Named CredentialsView definition → - 3 levels
Certificate and Key Management
Create and manage certificates and keys used for SSL, single sign-on, and encrypted communications.
Setup›Security›Certificate and Key Management - 3 levels
Auth. Providers
Configure external authentication providers like Google, Facebook, or custom OAuth providers for SSO.
Setup›Identity›Auth. Providers - 3 levels
Single Sign-On Settings
Enable and configure SAML-based single sign-on to let users log in with corporate credentials.
Setup›Identity›Single Sign-On SettingsView definition → - 3 levels
Session Settings
Configure session timeout values, login IP restrictions, and session security levels.
Setup›Security›Session Settings - 5 levels
Case Assignment Rules
Automatically assign incoming cases to users or queues based on criteria like origin or priority.
Setup›Feature Settings›Service›Case›Case Assignment RulesView definition → - 5 levels
Case Escalation Rules
Automatically escalate cases that haven't been resolved within a specified time period.
Setup›Feature Settings›Service›Case›Escalation RulesView definition → - 5 levels
Knowledge Settings
Enable Salesforce Knowledge and configure article types, data categories, and search settings.
Setup›Feature Settings›Service›Knowledge›Knowledge SettingsView definition → - 4 levels
Entitlement Management
Define support levels, milestones, and entitlement processes for service level agreements.
Setup›Feature Settings›Service›Entitlement ManagementView definition → - 5 levels
Omni-Channel Settings
Enable and configure intelligent work routing across channels - chat, email, cases, and custom objects.
Setup›Feature Settings›Service›Omni-Channel›Omni-Channel SettingsView definition → - 4 levels
Web-to-Case
Generate HTML forms that capture support cases from your website directly into Salesforce.
Setup›Feature Settings›Service›Web-to-CaseView definition → - 4 levels
Users
View, create, and manage user accounts including licenses, profiles, and login credentials.
Setup›Administration›Users›UsersView definition → - 4 levels
Permission Sets
Create and manage permission sets to grant additional access to users without changing their profiles.
Setup›Administration›Users›Permission SetsView definition → - 4 levels
Permission Set Groups
Bundle multiple permission sets together into a single group for easier assignment.
Setup›Administration›Users›Permission Set GroupsView definition → - 4 levels
Profiles
Define default permissions, record type access, page layout assignments, and field-level security for users.
Setup›Administration›Users›ProfilesView definition → - 4 levels
Roles
Set up the role hierarchy to control record visibility through the organization's reporting structure.
Setup›Administration›Users›RolesView definition → - 4 levels
Queues
Create queues to prioritize, distribute, and assign records to teams instead of individuals.
Setup›Administration›Users›QueuesView definition → - 4 levels
Public Groups
Create groups of users, roles, or other groups to simplify sharing rules and folder access.
Setup›Administration›Users›Public GroupsView definition → - 4 levels
Login History
View the last 6 months of successful and failed login attempts for all users in the org.
Setup›Administration›Users›Login History - 4 levels
User Management Settings
Configure enhanced profile management, login forensics, and other user management options.
Setup›Administration›Users›User Management Settings