Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
DictionarySSettings
AdministrationAdvanced

Settings

Settings in Salesforce Setup refers to the broad collection of configuration pages organized under the Setup menu where administrators control how the platform and its features behave for the entire org.

§ 01

Definition

Settings in Salesforce Setup refers to the broad collection of configuration pages organized under the Setup menu where administrators control how the platform and its features behave for the entire org. These are grouped into categories such as Company Settings (company info, fiscal year, business hours), Security Settings (password policies, session settings, field-level security), User Management Settings, Feature Settings (Sales, Service, Marketing feature controls), Platform Settings (custom code, API, environments), and many more. Each individual settings page controls specific aspects of the platform's behavior.

§ 02

In plain English

👋 Study buddy

Settings in Salesforce Setup is the broad collection of configuration pages where admins control how the platform and its features behave for the whole org. It's the admin control panel covering everything from company info to feature-specific configuration.

§ 03

Worked example

scenario · real-world use

An admin at Hollowmoor Software spends most of her day in Settings - the umbrella term for the configuration pages organized under Setup. She manages Company Settings (fiscal year, business hours, time zone), Security Settings (password policies, session timeouts, IP restrictions), User Management Settings (profiles, permission sets, roles), Feature Settings (Sales, Service, Marketing-specific configs), and Platform Settings (custom code, API access, environments). Each Settings page controls a specific aspect of how the platform behaves for her org. Settings is the broad term covering hundreds of individual configuration pages - collectively, the admin's full control surface.

§ 04

Why Settings matters

Settings in Salesforce Setup refers to the broad collection of configuration pages organized under the Setup menu where administrators control how the platform and its features behave for the entire organization. Settings span everything from company information and security policies to feature-specific configurations and user interface preferences.

The Settings area in Setup is extensive, covering hundreds of configuration options across every Salesforce feature. Mature admins develop familiarity with the most commonly-used settings while knowing how to find less-common ones when needed. The Setup search bar is the practical way to navigate to specific settings rather than browsing through the menu hierarchy.

§ 05

How organizations use Settings

BrightEdge Solutions

Trains admins on using Setup search to find specific settings quickly.

NovaScale

Documents the most commonly changed settings for their admin team.

Cobalt Ventures

Reviews security-related settings periodically as part of governance.

Was this entry helpful?
Help us write better definitions. Quick reactions or detailed edit suggestions.
§

Test your knowledge

Q1. What are Settings in Salesforce?

Q2. How do admins navigate to specific settings?

Q3. What do settings cover?

§

Discussion

Loading…

Loading discussion…