AdvologixPM

Setup Organizational Information

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This article is an introduction to Salesforce Setup.


System setup is accessed from the Setup link at the top of the screen

Getting help for all Setup operations are available throughout the Setup link page and are fully documented online in the application.

Company Profile

Company Profile

Start with Company Information. Correct information will allow ease of use in many facets of the system including document templates, correct event/meeting times across time zones and other benefits.

  1. Set the general and address information.
  2. Ensure the correct Default Time Zone is selected

If necessary, set the Fiscal Year under Company Profile, if different from the calendar year, business hours and holidays.

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