This lesson will show you how to set up critical information regarding your organization, utilizing the Home page 'Navigation' function.
Navigate to the Quick Start Tab

Step 1: Firm's Information

1. Click Read More to open additional data
2. Click Go There Now to Enter your firm's address, time zone, currency and language.
3. Optionally, you can Click the second Go There Now to Create or update holidays during which business hours do not apply.
See: HOLIDAYS below
Edit your Firms Details

Select EDIT to add or modify your Firm's information
Firm's Information (Organizational Detail)

- Enter General Information (name, phone, fax, etc.)
- Enter Company Address data
- Enter Local Settings (timezone, language, etc.)
- Choose to receive Salesforce.com specific newsletters (*if applicable permissions are in place)
- Set Login Notifications (*if applicable permissions are in place)
- Click SAVE button
HOLIDAYS

- Click EDIT or DELETE to modify existing Holidays
- Click NEW to add a New Holiday
Enter Holiday Information

- Enter a name for the holiday.
- Enter a date for the holiday.
- Optionally, you can specify the exact times at which the holiday takes place by deselecting the All Day checkbox next to the Time field and entering the exact times.
- If you want the holiday to span more than one day, Select the Recurring Holiday checkbox.
- Enter the first day of the holiday in the Start Date field.
- Deselect the No End Date checkbox in the End Date field.
- Enter the last day of the holiday in the End Date field.
- Optionally, you can:
- In the Frequency field, select the frequency at which the holiday recurs. When you click the Daily, Weekly, or Monthly fields, more options display that allow you to refine frequency criteria.
- In the Start Date and End Date fields, specify the dates during which you wish the holiday to recur.
- The following error message displays if you select a start date and end date that does not correspond with the frequency you selected: The recurring holiday has no occurrence.
- Optionally, you can:
- Click Save.