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PREFACE
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This book has been developed especially from the idea of glance look learning. This book helps
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for individuals who want to learn things with in short time. From this idea I started writing this
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Data Loader Overview:
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Data Loader is an application for the bulk import or export of data. Data Loader is used to insert, update,
upsert(insert+update), delete, or export Salesforce records.
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When importing data, Data Loader reads, extracts and loads data from comma separated values (CSV)
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files When exporting data, it outputs CSV files
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Important Points:
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1. It Supports all the Standard Objects and Custom Objects
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1. Go to the following path to install the Data Loader. Your Name> Setup > Data Management > Data
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Settings in Data Loader

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operations. Note that when we are updating records, this option instructs Data Loader to overwrite any
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Server host: Enter the URL of the Salesforce server with which we want to communicate. For example, if
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Once you enter the Organization, we need to give following settings (Mandatory)
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1. Proxy Host
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3. Proxy Username
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2. Update ---> This operation is used for updating the existing records in Salesforce.
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the records and updating the existing records in salesforce.
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4. Delete ----> This opration is used for deleting the records from salesforce.
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5. Export ----> This operation is used for extract all the records from salesforce into CSV files.
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6. Export All ----> This operation is used for extract all the records from salesforce i.e including records in
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Recycle Bin also.
How to generate Security Token:
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Go to the following path
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Your Name ---> Setup--->Personal Setup--->My Personal Information---> Click on Reset My Security
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2.
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Step 1: Enter salesforce Username and Password. Click "Log in" button to log in. This is applicable when
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+ Security Token.
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selected object
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selecting the path for CSV file to
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export of data
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After the operation completes, a confirmation window summarizes results. Click "View Extraction" to
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salesforce.
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The following window shows the successful inserts and errors after loading completed.
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Procedure for "Delete" operation using Data Loader:

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Click on "Finish" button

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Click on "Yes" button in the dialog box to confirm deleting records from salesforce.com
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Click on "Yes"
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Procedure for "Upsert" operation using Data Loader:

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Note: The CSV file should be like the following screenshot
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These Records is for
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 If the external ID is not matched multiple times, then an error is reported.

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Procedure for Import Accounts/Contacts in Salesforce.com:
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Before importing records into salesforce.com, prepare the csv file as per the below screen shot
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In the following csv file, the column headers indicates the field names in salesforce.com
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Field Name of salesforce
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1. Click on Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Import
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Click on Import
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Account/Contacts
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Click on Start the
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Click on Next Button in Step 1 EN
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Note: Some of fields(CSV column headers) already mapped with Salesforce fields because column
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If we map the Import field with Salesforce field, then the field value that is there in csv file will be stored
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mapping of Contact Phone and Address fields, click on "Next" button
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Check Overwrite
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existing account
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Account fields, Click
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mapping of Account Phone and Address fields, click on "Next" button

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The column header that we button
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Click on Import
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11. The import Request has been submitted and they will notified by email when our import completed.
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Click on "Finish" button

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Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Storage Space
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Storage Space gives the Organization's Storage usage.
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Record Count ---> The Record Count gives the number of records that are in the salesforce
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Storage ---> The Storage gives the size of all the records
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Procedure for Import Custom Objects in Salesforce.com:
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1. Go to the following path for importing Custom Objects in salesforce.com
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Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Import Custom Objects
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Click on Import Custom
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Click on Next
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Object Name: Loan

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Field Name Data Type Values

Amount Currency
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Start Date Date

End Date Date
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7.
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Step 5: Do the field mapping from the following screen, use the drop-down lists below to specify the
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Click on "Next" button Click on Next
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Step 6: Click on "Import Now!" button for importing the records into salesforce.com
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Procedure for Mass Delete Records in Salesforce.com:
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1. Go to the following path for Mass Deleting Records in salesforce.com
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Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Mass Delete Records
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Click on Mass Delete
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Records from here
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Approval Processes:
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An approval process is an automated process that organization can use to approve records in Salesforce.
An approval process specifies the steps necessary for a record to be approved and who must approve it
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at each approval step.
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A step can apply to all records included in the process, or just records that have certain attributes.
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An approval process also specifies the actions to take when a record is approved, rejected, recalled, or
first submitted for approval.
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The Approval Process determines the delegated approver, if necessary. And it also Determines if users
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can edit records that are awaiting approval.
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The Approval Process decide if records should be auto-approved or rejected.
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Note: Workflow Rules and Approval Processes can be used together.
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Comparison of Workflow Rules and Approval Process:
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Workflow Rules Approval Processes
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1. Are triggered upon Save 1. Are triggered only when a user clicks “Submit
for Approval” button
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2. Consist of one set of criteria and actions 2. Consist of multiple steps

Have an entry criteria, step criteria and step
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actions
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Have Initial submission actions, rejection and

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approval actions and actions for each step

3. Can be modified or deleted 3. Some attributes can’t be modified , processes
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Approval Process Terminology

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Approval Actions: An approval action is an action that occurs as a result of an approval process. There
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are four types of approval actions:
Task: Assigns a task to a user we specify. we can specify the Subject, Status, Priority, and Due Date of the
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Email Alert: Uses an email template we specify to send an email to a designated recipient.
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Field Update: Changes the value of a selected field. we can specify a value or create a formula for the
new value.
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Outbound Message: Sends a message to an endpoint we designate. we can also specify a username and
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the data we want to include in the message.
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Approval Request: An approval request is an email notifying the recipient that a record was submitted
for approval and that his or her approval is requested.
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Approval Steps: Approval steps assign approval requests to various users and define the chain of
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approval for a particular approval process.
Each approval step specifies the user who can approve requests for those records, and whether to allow
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Subsequent steps in the process also allow us to specify what happens if an approver rejects the
request.
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Assigned Approver: The assigned approver is the user responsible for approving an approval request.
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Delegated Approver: A delegated approver is a user appointed by an assigned approver as an alternate
for approval requests. Delegated approvers can't reassign approval requests; they can only approve or
reject approval requests.
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Initial Submission Actions: Initial submission actions are the actions that occur when a user first submits
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a record for approval. By default, an action to lock the record runs automatically on initial submission.
Initial submission actions can include any approval actions such as email alerts, field updates, tasks, or
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outbound messages. For example, an initial submission action can update a custom approval status field
to “In Progress.”
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Final Approval Actions: Final approval actions are the actions that occur when all required approvals
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have been given for a record. Final approval actions can include email alerts, field updates, tasks, or
outbound messages. For example, a final approval action can change the status to “Approved” and send
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an email notification.
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Final Rejection Actions: Final rejection actions are the actions that occur when an approver rejects the
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request and it goes to the final rejection state. Final rejection actions can include email alerts, field
updates, tasks, or outbound messages. For example, a final rejection action can change the status to
“Rejected,” send an email notification, and unlock the record so that users can edit it before
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resubmitting.
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Recall Actions: Recall actions are the actions that occur when a submitted approval request is recalled.
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By default, an action to unlock the record runs automatically on recall. Recall actions can include email
alerts, field updates, tasks, or outbound messages. For example, a recall action can change the status of
a request from “In Progress” to “Not Submitted.”
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Record Locking: Record locking is the process of preventing users from editing a record, regardless of
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field-level security or sharing settings. Salesforce automatically locks records that are pending approval.
Users must have the “Modify All” object-level permission for the given object, or the “Modify All Data”
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permission, to edit locked records.

The Initial Submission Actions, Final Approval Actions, Final Rejection Actions, and Recall Actions related
lists contain Record Lock actions by default. we cannot edit this default action for initial submission and
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recall actions.
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Configuring approval processes:
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To create an approval processes, follow the steps below:
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Your Name
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Setup
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App Setup
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Create
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Workflow & Approvals
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Click on "Approval Process"
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Select the Object type from the "Manage Approval Process For:" option. And to create a new approval
process, click "Create New Approval Process" then select Use Jump Start Wizard to set up approval
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process in a few short steps. Or, select Use Standard Wizard to configure all approval options.
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Jump Start Wizard
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The Jump Start Wizard is provided as a quick way to create simple approval processes that have a single
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step. To simplify the settings, the Salesforce CRM application automatically determines some default
options for us with this option.
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Standard Setup Wizard
The Standard Setup Wizard enables the creation of complex approval processes. This option provides
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the mechanisms to define process and then use a setup wizard to define each step within that process.
Click on the Standard Setup Wizard

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Step 1: Enter Process Name, Unique Name and Description. And click on "Next" button.
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Step 2: Specify Entry Criteria
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To specify entry criteria, which is an optional step in the Step 2. Specify Entry Criteria page and is used to
determine the records that enter the approval process. Here, we can choose from either the formula
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logic or we can select certain fields, operators and values to specify when the desired criteria are met.
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Step 3: Specify Approver Field and Record Editability Properties

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In the above step, using the Next Automated Approver Determined By picklist, select a user field if we
want the Salesforce CRM application to automatically assign approval requests to an approver based on
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the value in the user field. For example, we may want to automatically send approval requests to a
user's manager as specified in the user's Manager field.
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To allow users to manually choose another user that will approve any approval requests, leave the field
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Next Automated Approver Determined By blank.
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By selecting the Use Approver Field of Record Owner checkbox we can set the approval process to use
the standard Manager field or a custom field on the record owner's user record instead of the
submitting user's record.
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Select the appropriate Record Editability Properties and click on Next.
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Administrators ONLY can edit records during the approval process ----> Select this option if we want only
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users with the “Modify All” object-level permission for the given object, or the “Modify All Data”
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permission, to be able to edit records that are pending approval.
Administrators OR the currently assigned approver can edit records during the approval process-->Select
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this if we want the assigned approver to be able to edit the records too. The assigned approver must
also have edit access to the record through both their permissions and the organization-wide sharing
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defaults for the given object. When a record is submitted for approval, it is automatically locked to
prevent other users from editing it during the approval process.
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Step 4: Select Notification Templates

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We can choose a custom e-mail template to be used when notifying an approver that an approval
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request has been assigned to them. Alternatively, by leaving this field blank, a simple default
e-mail template is used.
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Step 5: Select Fields to Display on Approval Page Layout

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The approval page is where an approver approves or rejects a request and it is on Step 5. Select Fields to
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Display on Approval Page Layout of configuring the approval process where we can carry out the
following:
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1. Select and sort the fields we want to display on the approval request page.
2. Select Display approval history information in addition to the field selected above to include the
Approval History related list which displays the columns Date; Status; Assigned To, Actual Approver,
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Comments, and Overall Status.
3. To specify how approvers can access an approval page, select either Allow approvers to access the
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approval page only from within the application (Recommended) or select Allow approvers to access
the approval page from within the salesforce.com application, or externally from a wirelessenabled
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mobile device, and then click on Next.
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Step 6: Specify Initial Submitters

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Specify Initial Submitters as shown in the following screenshot. i.e Specify which users are allowed to
submit records for approval.
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Optionally, select Add the Approval History related list to all [object name] page layouts. This will
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automatically update all the page layouts for this object and include a related list that allows users to
view and submit approval requests.
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Optionally, select Allow submitters to recall approval requests to give submitters the option to
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withdraw their approval requests

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Note: When the Allow submitters to recall approval requests option is selected the Recall Approval
Request button in the Approval History related list is visible for the users that have submitted the
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record as well as system administrator. When a user clicks on Recall Approval Request, the pending
approval request for the record is withdrawn and recall actions are run.
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Now Click on "Save" button
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Note: We unable to activate the process until we have created at least one approval step for the
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approval process.
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Creating Approval Steps:

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Approval steps in Salesforce CRM set the flow of the record approval process that associates the
participating users at each chain of approval. For each approval step, we set Who - can approve requests
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for the records; What - must the record contain to meet the criteria, and Why should the record be
allowed to be approved (in the case of a delegated approver).
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To create an approval step, follow the path

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Your Name --> Setup --> App Setup --> Create --> Workflow & Approvals --> Approval Processes -->
select the name of the approval process, and then carry out the following:
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Click on the New Approval Step button from the Approval Steps related list section
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Step 1: Enter the Name, a Unique Name, and an optional Description for the approval step
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Enter a step number that positions the step in relation to any other step in the approval process as
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shown next and click on Next button
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Step 2: Specify Step Criteria

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If we specified filter criteria or entered a formula, choose what should happen to records that do not
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meet the criteria or if the formula returns "False" where the

options are:
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• approve record to automatically approve the request and perform all final approval actions.
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• reject record to automatically reject the request and perform all final rejection actions.
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This option is only available for the first step in the approval process.
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Step 3: Select Assigned Approver
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In this page Select Assigned Approver where we specify the user who should approve records that enter
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this step and optionally choose whether the approver's delegate is also allowed to approve these
requests. EN
Select Approver Options are:
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• Let the submitter choose the approver manually which prompts the user to manually select
the next approver
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• Automatically assign to a queue Assigns the approval request to a particular queue. Queues
are only available on specific objects (or)
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Automatically assign using the user field selected earlier Assigns the approval request to the user in the
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custom field that is displayed next to this option. This custom field was selected during the configuration
of the approval process.
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• Automatically assign to approver(s) which allows us to assign the approval request to one or
more users or related users as shown.
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Use Add Row and Remove Row to change the number of approvers. There is a limit of 25 approvers per
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step.
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If we specify multiple approvers in the Automatically assign to approver(s) option, choose one of the
following:
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Approve or reject based on the FIRST response ---> The first response to the approval request
determines whether the record is approved or rejected.
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Require UNANIMOUS approval from all selected approvers --> The record is only approved if all of the
approvers approve the request. The approval request is rejected if any of the approvers reject the
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request.
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Optionally, select The approver's delegate may also approve this request. A delegate is the user listed
in the Delegated Approver field on the assigned approver's user detail page. Delegated approvers can't
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reassign approval requests; they can only approve or reject approval requests.
Click on the "Save" button.
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If this is not the first step in the approval process, we must specify what will happen if the approver
rejects a request in this step, as shown in the following example,
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where the options are:

• Perform all rejection actions for this step AND all final rejection actions. (Final Rejection)
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Automatically rejects the request completely regardless of any previous steps that were approved.
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Salesforce performs all rejection actions specified for this step and all final rejection actions.
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• Perform ONLY the rejection actions for this step and send the approval request back to the
most recent approver. (Go Back 1 Step)
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Automatically rejects the request and returns the approval request to the previous approver. Salesforce
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performs all rejection actions specified for this step.

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Now click on Save and specify any workflow actions we want to set within this step using the options:
• Yes, I'd like to create a new approval action for this step now.
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• Yes, I'd like to create a new rejection action for this step now.
• No, I'll do this later. Take me to the approval process detail page to review what I've just
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created.
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Finally, click on Go! to complete the approval process.

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Process Visualizer
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The process visualizer provides a read-only representation of saved approval processes. It can be
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accessed by clicking on the View Diagram button from within the saved approval process as shown in
the following screenshot:
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Having the process set out diagrammatically can help in the understanding of:
• The steps necessary for a record to be approved
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• The designated approvers for each step

• The criteria used to trigger the approval process
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• The specific actions taken when a record is approved, rejected, recalled, or first submitted for
approval
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Important Points about the Approval Process
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1. Activating the Approval Process:
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Go to the following path for activating an Approval Process
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Your Name --> Setup --> App Setup --> Create --> Workflow & Approvals --> Click on "Approval
Processes" ---> There a list of both active and inactive approval processes is displayed
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Go to the Inactive Approval Processes section and click on "Activate" link next to the "Edit" link.
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2. Approval processes result in approval history being automatically tracked which is not applied to
workfklow rules.
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3. When an approval is initiated, the record is "locked down" and cannot be changed by someone other
than the approver or system administrator until the record has completed the approval process.
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Parallel Approval Process:

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Parallel approval processes allow a record to be sent for approval to up to 25 different users
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simultaneously. i.e The ability to send approval requests to multiple approvers in a single step
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When setting up the processes, developers choose the approvers, as well as whether the record
requires unanimous approval or whether the record should be approved/rejected based on the first
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response.
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Dynamic Approval Process:

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Dynamic approval processes routes approval request to users listed in lookup fields on the record
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requiring approval.
Dynamic approval routing allow records to be routed based on complex approval matrices.
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User Interface Settings:
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The User Interface settings is used for Modify organization's user interface with the following settings:
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1. Click Your Name ---> Setup--->App Setup ---> Customize ---> Click on the User Interface
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Select or deselect each
checkbox to modify the
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user interface settings for
Organization
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Enable Collapsible Sections

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Collapsible sections enables users to collapse or expand sections on record detail pages using
the arrow icon next to the section heading. Sections remain expanded or collapsed until the user
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changes their settings for that section

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Click on the arrow icon to
collapse or expand sections
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Show Quick Create
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The Show Quick Create option adds the Quick Create fields section to the sidebar on a Record tab page
to enable users to create a new record using minimal data fields:
EN
VR
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The Show Quick Create option also controls whether users can create new records from within lookup
dialogs.
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The following example shows the creation of new account within the account lookup dialog while
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working with an opportunity record:

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Click on the Opportunity Tab and click on "New" button

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Click lookup dialog next to Account Name field, in the popup window, we can select the existing account
and also we can create new account by clicking on "New" button if we select "Show Quick Create"
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option at the user interface settings

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Enable Hover Details
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The "Enable Hover Details" option allows users to view interactive information for a record by
hovering the mouse pointer over a link to that record in the Recent Items list on the sidebar or in a
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lookup field on the record detail page. The fields displayed in the hover details are determined by the
record's mini page layout which is set at the page layout edit screen.
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The following screenshot shows the hovering the mouse pointer over a link to a record in the Recent
Items list on the sidebar:
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The following screenshot show the hovering the mouse pointer over a lookup field on the record detail
page:
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We can customize the fields in the small window by going through mini page layout in the Page Layouts
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Enable Related List Hover Links
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This option enables related list hover links to be displayed at the top of standard and custom object
record detail pages.
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It allows users to view the related list and its records by hovering the mouse pointer over the related list
link.
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Users can also click the related list hover link to jump down directly to the Related List section without
having to scroll down the page. EN
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Enable Separate Loading of Related Lists

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This option enables the separate loading of record detail pages. First, the primary record detail data
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loads, and then the related list data. This option serves to improve the display performance for
organizations with a large number of related lists on record detail pages. When the page is loaded, the
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record details are displayed immediately and afterwards, the related list data loads during which the
users see a progress indicator for the related list.
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We can see that the related list sections are not yet loaded. They appear as […] while the primary
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record detail (for the account example) is loaded immediately:

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Enable Inline Editing
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This option allows users to change field values directly within the record detail page avoiding the clicking
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of "Edit" button. By double-clicking the field to be edited within the detail page, the field changes to
become editable. The new value can then be entered and saved or the action can be undone using an
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undo button.
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First, the field is highlighted by hovering over it with the mouse to reveal the pencil icon indicating that
the field is editable:
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EN
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new value to be entered:
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The changed value and the detail page can then be saved in the standard way using the Save button:
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Note: Certain fields cannot be changed using inline editing such as System Fields (Created By, Last
Modified By, and so on)
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Calculated Fields (Formula, Auto Number, Roll-Up Summary, and so on)
Read-Only Fields and Special Fields (such as Owner, Record Type, and so on)
42
Enable Enhanced Lists
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This option provides the user with the ability to view, customize, and edit list data. When enabled along
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with the Enable Inline Editing setting, users can also edit records directly within the list without having
to move away from the page:
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Here we can change Billing State/Province for selected accounts using enhanced lists without going to
that record.
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Enable Tab Bar Organizer
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The Tab Bar Organizer automatically arranges tabs in the main tab bar to prevent horizontal scrolling of
the page. It dynamically determines how many tabs can display based on the width of the browser
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window and puts tabs that extend beyond the browser's viewable area into a drop-down list.
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Enable Printable list views
This option allows users to easily print list views. If enabled, users can click the Printable View link
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(printer logo) located at the top-right corner on any list view to open a new browser window:
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Within the new window, the current list view is displayed in a print-ready format:
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Enable Spell Checker
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When this option is selected the Check Spelling button appears in certain areas of the application where
text is entered, such as sending an e-mail, or when creating cases, notes, and solutions. Clicking on this
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button checks the spelling of your text:
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Enable Spell Checker on tasks and events

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This option enables the appearance of the Check Spelling button when users create or edit tasks or
events. Spelling is checked on the Description field on events and the Comments field on tasks.
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Sidebar Settings:
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Enable Collapsible Sidebar:

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The collapsible sidebar gives users the ability to show or hide the sidebar on every Salesforce page
where the sidebar is included. When this option is selected, the collapsible sidebar becomes available to
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all users in your organization. However, each user can set their own preference for displaying the
sidebar. Users can set the sidebar to be permanently displayed or they can collapse the sidebar and
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show it only when needed.

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If we have custom home page layouts that include components in the sidebar, this option displays the
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sidebar components on all pages in Salesforce and for all users. If only certain profiles are to view
sidebar components on all pages, we can assign a Show Custom Sidebar On All Pages permission to just
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those profiles.
Enable Home Page Hover Links for Events

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This option enables hover links in the calendar section of the Home tab and allows users to hover the
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mouse over the subject of an event to see interactive information for that event.
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Enable Hover Links for My Tasks List

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This option enables hover links for tasks in the My Tasks section of the Home tab and on the calendar
day view and allows users to hover the mouse over details of the task in an interactive section.
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Enable Enhanced Page Layout Editor

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This option enables the enhanced page layout editor for your organization for editing page layouts with
a feature-rich WYSIWYG (What-You-See-Is-What-You- Get) editor. When we edit any page layout, The
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Enable Enhanced Profile List Views
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This option enables the enhanced list views and inline editing on the profiles list page which allows us to
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manage multiple profiles at once.
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Enable Enhanced Profile User Interface

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Select this checkbox to activate the enhanced profile user interface, which allows us to easily navigate,
search, and modify settings for a single profile.
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Go to the profiles, and click on any existing profile name

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Grant Login Access:
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We may grant access to users , so that they have ability to login as you and access your data. We can
also access the other users data if they give grant login access to administrators.
42
Path for Grant Login Access is
Your Name---> Setup--->Personal Setup---> Click on "Grant Login Access"
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Select the Access Duration from the drop down values. Click on "Save" button
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Administrators gave access to System Administrators. Then System Administrators can able to see
"Login" link next to edit link of that user.
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By Clicking on "Login" link, any administrators can able to login into Second, Anil user and access his
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data.
Note: Mainly this will happen when we are doing testing with number of profile users. We have to test
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functionality of an application with different users having different profiles.

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Company Profile:
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The company profile contains core information for organization within Salesforce
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 Company information and primary contact details
 Default language, locale, and time zone
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 Language Settings
 License information
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 Business Hours
 Fiscal year settings
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 Manage Currencies
 My domain
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Company information and primary contact details
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When company signs up with Salesforce, the information provided is displayed on the Company
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Information page.
Go to the following path to access the company information page:
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Your Name
Setup EN
Administration Setup
Company Profile
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Company Information.
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From the Company Information page, we can edit the company default localization settings and primary
contact details:
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Default language, locale, and time zone

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The company information settings for language, locale, time zone can affect how key data is handled for
the organization.
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Your Name  Setup Administration Setup Company Profile Company Information click on
“Edit” button
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License information
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A user license determines user to different functionality within Salesforce and determines the profiles
available to the user.
Salesforce bills an organization based on the total licenses and not on active users.
EN
Go to the following path for checking User Licenses:
VR
Your Name  Setup  Administration Setup Company Profile Click on Company Information 
Go to the User Licenses Section
6,K
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Business Hours:
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 Using Business Hours, we can select the days and hours that support team is available. These
hours, when associated with escalation rules, determine the times at which cases can escalate.
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 If we enter blank business hours for a day, which means organization does not operate on that
day.
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Go to the following path for Business Hours:

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Your Name  Setup  Administration Setup  Company Profile  Click on Business Hours
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Manage Currencies and conversion rates:
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Currency settings are organization-wide within Salesforce and can be set using either a single currency
option using the Currency Locale setting on the Company Profile (or) as a multiple currencies option—
EN
where we can add currencies and set conversion rates—using the Manage Currencies link within the
Company Profile section.
VR
Note: Multiple currencies can only be enabled by request to Salesforce customer support. When
activated, the Currency Locale field and its value is passed to a new field Corporate Currency also on the
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Company Profile.
The corporate currency reflects the currency in which company reports revenue and is used as the rate
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that all other currency conversion rates are based. This is initially set by Salesforce.com when the
Salesforce application is activated.
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Single currency
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In a single currency organization, we can set the organization-wide currency locale for company and
Salesforce users cannot set individual currency locales.
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Multiple currencies:
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In a multiple currency organization, we can set the corporate currency instead of the currency locale and
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Salesforce users can also set their individual currency by following the path
Your Name  Setup  Personal Setup  My Personal Information Personal Information.
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Note: 1. Currency becomes a required field on records where it has been added or was originally defined
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and so must be considered when activating the Multiple Currencies option and then importing data
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2. Only active currencies can be used in currency amount fields
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Active Currencies:
The list of active currencies represent the countries or regions in which company trades. Only an active
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currency can be set by system administrator, on the organization profile or by users on their individual
user records or on data records in currency field.
42
Manage currencies:
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The Manage Currencies section enables us to maintain the list of active currencies and their conversion
86
rates in relation to the corporate currency and can be accessed by following the path
Your Name  Setup  Administration Setup  Company Profile  Manage Currencies.
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Note: Changing the conversion rates will update all existing records with the new conversion rates even
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of currency fluctuations unless we have implemented Advanced Currency Management which stores
dated exchange rates.
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We cannot delete a currency once we activate it.
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Click on the “New” button for creating the new currency by entering Currency Type, Conversion Rate,
and Decimal Places.
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Click on "Change Corporate" button for changing the currency type.
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Ex: Indian Rupee to U.S Dollar

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Fiscal Years:
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A Fiscal Year is a period of time that an organization uses for financial planning purposes, such as
forecasting. Fiscal years usually contain smaller fiscal periods. There are two types of Fiscal Years
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• Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first
day of any month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure
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and is used throughout much of the world.)

• Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in
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to custom fiscal periods based on their financial planning requirements.

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 Forecasting can NOT be used with Custom Fiscal Years

 Customizable Forecasting must be enabled for use with Custom Fiscal Years
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• What is a Custom Fiscal Year?
 Flexibly define fiscal year and other time periods
86
 Define once, use everywhere
 Pre-defined commonly used financial year structures
42
To View the Fiscal Years, go to the following path,
86
Your Name --> Setup --> Administrative Setup --> Company Profile --> Click on "Fiscal Year" ---> Click on
"New" button
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Click on "Continue" button and click on Save button

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Holidays:
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Holidays are dates and times at which business hours are suspended. Business hours are the days and
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Go to the following path for creating Holidays for the Organization

Your Name --> Setup --> Administration Setup --> Company Profile --> Holidays ---> Click on "New"
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button
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Enter the dates and times at which to suspend business hours and escalation rules associated with
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business hours. And click on "Save" button

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Language Settings
The Language Settings feature allows us to specify the acceptable languages that can be used within the
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Salesforce CRM application.
This feature can be set by following the path EN
Your Name --> Setup --> Administration Setup --> Company Profile --> Language Settings.
VR
Then choose the languages that we want to make available to users by selecting them from the
Available Languages picklist, and then clicking on Add.
6,K
In the example shown next, we have added Spanish and French along with English, and these appear in
the Displayed Languages list.
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Now the languages that appear in the Displayed Languages list are then shown as available options in
the Languages picklist section on user's Personal Information pages as shown below:
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Feature Personal Contact Group
Edition Manager Edition
Active Validation Rules N/A 20 per object 20 per object
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Custom Fields 5 per object 25 per object 100 per object
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Custom Apps N/A 1 1
Custom Labels N/A N/A N/A
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Custom Objects N/A 5 50
Custom Objects: Maximum Number N/A 8 8
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of Master-Detail Relationships
Documents: Maximum Size of Custom 20 KB 20 KB 20 KB
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App Logo
Documents: Maximum Size of Document 5 MB 5 MB 5 MB
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to Upload
Email Templates: Maximum Size 384 KB for text 384 KB for text, 384 KB for text,
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email templates HTML, and HTML, and
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templates and templates and
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templates templates
Email to Salesforce: Maximum Size of 5 MB 5 MB 5 MB
a Single File Attachment
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Email to Salesforce: Total Maximum Size 10 MB 10 MB 10 MB

of File Attachments
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Field History Tracking: Maximum Number N/A 20 20

of Standard or Custom Fields Tracked for
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Standard or Custom Objects

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Fiscal Years: Maximum Number of Custom 250 250 250

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Formulas: Maximum Number of Characters3,900 characters 3,900 characters 3,900 characters

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Formulas: Maximum Formula Size (in 4,000 bytes 4,000 bytes 4,000 bytes
Bytes) When Saved
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Permission sets N/A N/A N/A

Sharing Rules N/A N/A N/A
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Users: Maximum Number of Users Created1 5 10

Custom Report Types N/A N/A 50
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Scheduled Reports N/A N/A N/A

Relationship Fields No Additional Limit 25 25
Roll-up Summary Fields No Additional Limit 10 10
Approval Processes N/A N/A N/A
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Active Rules N/A N/A N/A
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Total Rules Allowed(Limits apply to any N/A N/A N/A
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auto-response, and escalation rules, both
active and inactive.) EN
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Professional Enterprise Unlimited Developer
Edition Edition Edition Edition
20 per object 100 per object 500 per object 100 per object
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