The document outlines the key configuration settings for an Salesforce organization including company information, data storage limits, API access, licensing details, fiscal year and currency setup, business hours, my domain, language settings, and provides additional resources for learning more about Salesforce administration. It provides an overview of how to configure an organization's basic information and policies to support business needs.

1. SFDC Organization Setup
Simeon Tzanev

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. 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 Default
Time Zone

4. Company Information
• Currency Locale
• For Single Currency Organizations only
• The setting affects the Format of Currency amounts

5. Used Data & File Space
• Breakdown of your Storage usage
• Data Storage: records (Opportunities, Accounts, Contacts)
• File Storage: Attachments, Chatter Files, Documents

6. Salesforce API
• The Salesforce API (Application Programming Interface) allows programs
external 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 how
many 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. 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. Licensing Information
• When new employees join your company: see how many remaining User
and 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. 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 Opportunity
Reports is influenced by Fiscal Year configuration
• Choose between Standard and Custom Fiscal Year

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 2014
Q1 Q2 Q3 Q4
Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec

11. Custom Fiscal Years
• For companies that break down their fiscal years, quarters, and weeks into
custom 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 Q4
Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec
4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks
Q1 Q2 Q3 Q4
Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec Jan
4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks
4
weeks

12. Custom Fiscal Years
• Enabling Custom Fiscal Years is not reversible
• However, you can define your Custom Fiscal Years to have the same
structure as Standard Fiscal Years
• Changing Fiscal Year Configuration can result in Data Loss

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. My Domain
- Allows Login via customized domain
- Normal Login: https://login.salesforce.com
- My Domain Login: https://optimizingsalesforce.my.salesforce.com

15. Language Settings
The 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 Personal
Language

16. Language Settings
Salesforce.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 are
translated
- Platform-Only Languages
- When you want to localize Custom Functionality (Apps) that you’ve built on the
Salesforce platform

17. Language Settings
Aside from the 3 levels of Language Support, there are two ways you can actually
localize 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 global
users can use all of Salesforce in their language
- If your Custom Application uses a small number of Salesforce’s Standard Tabs and
Fields, you can translate them by renaming Tab and Field Labels
Languages cannot be disabled if currently used by a user

18. Language Settings

19. Language Settings

20. Currency Configuration

21. Currency Configuration
• International Organizations make use of Multiple Currencies
• Multiple Currencies represent the countries in which the Organization does
business
• Multiple Currencies is a feature that must be requested
• Multiple Currencies are used in Opportunities, Forecasts, Reports and other
Currency fields
• The Administrator sets the Corporate Currency
• The Corporate Currency is the Currency in which the Corporate
Headquarters reports revenue
• All Conversion Rates are based on the Corporate Currency

22. Currency Configuration

23. Currency Configuration

24. • You can manage Exchange Rates between your Active and Inactive
Currencies and the Corporate Currency by editing the Conversion Rates
• When you change the Conversion Rates, Currency Amounts are updated
using 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 be
considered during Import and Custom Object creation
• Accounts and associated Contacts must use the same Default Currency
Currency Configuration

25. Currency Configuration

26. • Organization may also use Dated Exchange Rates for Opportunities and
Opportunity Products
• Administrator must activate ACM (Advanced Currency Management) in
order to create Dated Exchange Rates
• Dated Exchange Rates allow you to map an Exchange Rate to a specific
Date Range
Currency Configuration

27. Additional Information
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