You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization. In addition, every Contact Manager, Group, Professional, Enterprise, and Unlimited Edition user can customize various personal display options.
Personal Setup Overview

The Personal Setup page, accessed by clicking Your Name | Setup, contains setup and customization options to help you personalize the application for your personal use.
My Personal Information

Expand the My Personal Information folder under Personal Setup to access the following options:
- Personal Information—Edit your user information,create quotas, view login history, and more.
- Change My Password—Change your password.
- Reset My Security Token—Reset the security token that you may need to log into Salesforce from outside your company's trusted network.
- My Groups—Add, update, or delete your personal groups.
- Change My Display—Customize your display of tabs and related lists.
- Grant Login Access—Allow salesforce.com Customer Support representatives or your administrator to log in to your account.
- Calendar Sharing—Allow other users, persona land public groups, roles, or roles and subordinates to view your calendar.
- Reminders—Set your personal preferences for activity reminders.
- Record Type Selection—Set your preferences for automatic selection of default record types.

Expand the Email folder under Personal Setup to access the following options:
- My Email Settings - Set your outbound email settings.
- My Templates - Create and edit your own email templates.
- My Stay-in-Touch Settings - Set your preferences for emails requesting contact information updates.
Import

Expand the Import folder under Personal Setup to access the following options:
- Import My Accounts & Contacts—Import the accounts and contacts that you own.
- Import My Person Accounts—Import person accounts that you own. Note that your administrator may have customized the text of this link.
Desktop Integration

Expand the Desktop Integration folder under Personal Setup to access the following options:
- Check for Updates—See what desktop client versions you have and install update.
- Salesforce for Outlook—Install Salesforce for Outlook to integrate your data with Microsoft® Outlook.
- Connect for Office—Install Connect for Office to integrate your data with Microsoft Word and Excel.
- Connect Offline—Install Connect Offline to work remotely when you are not online.
- Chatter Desktop—Chatter Desktop is a free desktop application that lets you collaborate in Chatter without a browser. Use Chatter Desktop to post and comment in Chatter, and receive updates about the people, records, and files you follow and your groups. Chatter Desktop also displays Chatter updates in popup notifications.
My Chatter Settings

Chatter Desktop is enabled for most organizations, but administrators can control access to Chatter Desktop as follows:
- Click Your Name | Setup | Desktop Administration | Chatter Desktop Settings.
- Select Enable Chatter Desktop if you want to allow users to access Chatter data from Chatter Desktop. Deselect this option if you want to prevent all instances of Chatter Desktop in your organization from accessing Chatter data, and block access to the Chatter Desktop self-installation page.
- Select Allow Chatter Desktop Managed Installations Only if you want to prevent non-administrators from installing Chatter Desktop. For example, select this option if your IT department plans to deploy Chatter Desktop to your organization.
- Click Save
Customize the Display of Various Tabs & Other Items

Click Your Name | Setup | App Setup | Customize and then select a link to view the following customization options:
- Tab Names and Labels - Rename the labels for standard Salesforce tabs and fields.
- Home - Add a logo, dashboard, or links to the Home tab and create additional home page layouts for different users.
- Activities - Customize various options for tasks and events such as fields,page layouts, record types, validation rules, search layouts, and buttons. Also, enable or disable functionality like activity reminder pop-ups and recurring events.
- Campaigns - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links,and create record types for Enterprise, Unlimited, and Developer Edition organizations
- Leads - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links,and create record types for Enterprise, Unlimited, and Developer Edition organizations.
- Accounts - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links,and for Enterprise, Unlimited, and Developer Edition organizations,create record types and set up account teams.
- Contacts - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links,and create record types for Enterprise, Unlimited, and Developer Edition organizations.
- Opportunities - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links,and for Enterprise, Unlimited, and Developer Edition organizations,create record types and set up team selling.
- Quotes - Customize the standard picklists, create custom fields and custom links, and control the layout of fields, related lists, and custom links.
- Forecasts - Customize your fiscal year settings, forecast period, default view, and forecast hierarchy. These options are only available if your organization has enabled customizable forecasting.
- Cases - Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links,and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set up case queues, case contact roles,assignment, auto-response, and escalation rules, and support settings.
- Self-Service - Set up your public solutions, online case capture, and the Self-Service portal.
- Call Center - Configure the Salesforce CRM Call Center by defining call centers, adding directory numbers, and customizing Soft Phone layouts.
- Contracts - Customize the standard picklist, create custom fields and custom links, control the layout of fields, related lists, and custom links,and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set the contract expiration notices for your organization and configure auto-calculation of contract end dates.
- Solutions - You can customize the standard solution picklists, create custom fields and custom links, control the layout of fields, related lists,and custom links, and create record types for Enterprise, Unlimited,and Developer Edition organizations.
- Products - For Enterprise, Unlimited, and Developer Edition organizations,set up price books, products, and schedules.
- Partners - Configure your partner portal or PRM Portal settings.
- Salesforce to Salesforce - Enable Salesforce to Salesforce business collaboration both within and across Salesforce organizations.
- Customer Portal - Enable the Customer Portal for your organization.
- Ideas - Customize the standard picklists, create custom fields, and control the layout of fields for Enterprise, Unlimited, and Developer Edition organizations. You can also establish comment validation rules and manage your communities.
- Assets - Customize the standard fields, create custom fields, control the layout of fields on asset pages, set search results layouts, and create custom links.
- Users - Create custom fields and custom links for users.
- Console - Create console layouts that display pertinent information to users.
- Tags - Enable personal and public tags for your organization. You can also delete personal tags.
- Reports & Dashboards - Customize user interface and email settings for reports and dashboards.
- Search - Optimize search settings for your organization.
- User Interface - Enable Quick Create, collapsible page sections, related list hover links, and customize the sidebar for your organization, among other options.
Build Your Own Applications

- Your Name | Setup | App Setup | Create and then select a link to view the following customization options:
- Apps - Build your own applications by defining groups of standard and custom tabs.
- Custom Labels - Create custom text values that can be used in multilingual apps.
- Objects - Create custom data and custom related lists to store and display information unique to your organization.
- Packages - Create collections of items such as apps, objects, workflow rules, or email templates, and upload them on Force.com AppExchange to be shared with others.
- Report Types - Available in Professional, Enterprise, Unlimited, and Developer Editions only. Create custom report types so that your users have more power and flexibility while building custom reports.
- Tabs - Create tabs to display and edit the data in your custom objects or embed web content and applications within the user interface.
- Workflow and Approvals - Available in Enterprise, Unlimited, and Developer Editions only. Create automated business processes that send email alerts, assign tasks, update fields, and set outbound messages to external services.
These tools require programming knowledge.
For more Information See Force.com's Managing Workflows and Approvals

Click Your Name | Setup | App Setup | Develop and then select a link to view the following customization options:
- Apex Classes - Available in Developer, Enterprise, and Unlimited Editions only. Define Apex classes that you can use to add additional business logic to your custom applications.
- Apex Triggers - Available in Developer, Enterprise, and Unlimited Editions only. View all Apex triggers defined for your organization.
- Working with Apex Test Execution - Available in Developer, Enterprise, and Unlimited Editions only. Run Apex unit tests and view test results.
- Apex Test Results - Available in Developer, Enterprise, and Unlimited Editions only. View Apex unit test results for your organization.
- API - Available in Enterprise, Unlimited, and Developer Editions only. Download WSDL files that allow you to integrate external applications with Salesforce.
- Components - Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Define custom Visualforce components that you can use in one or more Visualforce pages.
- Custom Settings - Available in Group, Personal, Developer, Enterprise, and Unlimited Editions. Create and manage custom data for your organization.
- Email Services - Available in Developer, Enterprise, and Unlimited Editions. Define Apex classes that can process inbound email.
- Pages - Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Define Visualforce pages that display your own custom user interfaces.
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S-Controls - Edit Java applets or Active-X controls for use in dynamic custom links or Web tabs.
- Important: S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created s-controls, as well as new organizations, won't be allowed to create them.
- Existing s-controls will remain unaffected, and can still be edited.
- Sites - Available in Developer, Enterprise, and Unlimited Editions. Create public websites and applications that are integrated into Salesforce.
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Static Resources - Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions.
- Upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, stylesheets, JavaScript programs, and other files.
- Remote Access - Available in all editions. Create and manage a remote access application. A remote access application is an application external to Salesforce that uses the OAuth protocol to verify both the Salesforce user and the external application.
- Tools - Available in Developer, Enterprise, and Unlimited Editions only. Download tools that can assist you with building, debugging, testing, and deploying Apex.
These tools require programming knowledge.
You can use the Metadata API to deploy XML file representations of components into an organization.

Click Your Name | Setup | Deploy | Monitor Deployments
To track the status of deployments that are in progress or completed in the last 24 hours for these tools or other clients that are deploying metadata,
Monitor the deployments - of setup configuration from Force.com IDE, Force.com Migration Tool, and other clients.
Note: Force.com IDE is a resource provided by salesforce.com to support its users and partners, but is not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
View Installed Packages - View and manage the packages that have been installed from Force.com AppExchange.
Critical Updates - Control when critical updates are enabled in your organization.
Manage Users

Expand the Manage Users folder under Administration Setup to access the following options:
- Users - Create, edit, and deactivate users.
- Mass Email Users - Send an email to several of your users at once.
- Roles - Define your organization’s role hierarchy.
- Profiles - Set user profiles to control users’ permissions, login access,and field-level security.
- Public Groups - Add, update, or delete public groups.
- Queues - Add, update, or delete queues for cases, leads, and custom objects.
- Login History - View when your users are logging in.
- Training History - View which users have taken online training.
Administration Setup Overview

Click Your Name | Setup | Administration Setup to open the Administration Setup page. It contains setup and customization options to help you set up your Salesforce organization.
Company Profile

Expand the Company Profile folder under Administration Setup to access the following options:
- Company Information - Update your company's information and set up multiple currencies.
- Fiscal Year - Set up fiscal years for your organization.
- Business Hours - Set up business hours for your customer support team.
- Holidays - Set up holidays during which business hours for your customer support team don't apply.
- My Domain - Set up a custom Salesforce domain name, which appears in the URLs that you use to login to and use the application.
Security Controls

Expand the Security Controls folder under Administration Setup to access the following options:
- Sharing Settings - Define how your users share data.
- Field Accessibility - View the access that users have to specific fields based on profile and record types.
- Password Policies - Define password policies for security.
- Session Settings - Lock users’ sessions to an IP address or change session timeout settings.
- Network Access - Define IP addresses from which users can log in to your organization.
- Certificate and Key Management - Create and manage Salesforce key pairs and certificates for your organization.
- View Setup Audit Trail - View which users have recently changed your organization’s setup.
- Expire All Passwords - Expire passwords for all users in the organization.
- Delegated Administration - Enable standard users to perform some administrative duties.
- Remote Site Settings - Specify the Web addresses that your organization can invoke from Salesforce. You must specify a site before call-outs to them from Visualforce pages, Apex, or the AJAX proxy will function correctly.
- HTML Documents and Attachments Settings - Restrict users from uploading HTML files as attachments or to the Documents tab.
Communication Templates

Expand the Communication Templates folder under Administration Setup to access the following options:
- Letterheads - Create branded letterheads for HTML emails.
- Email Templates - Create email templates to standardize communication.
- Mail Merge Templates - Upload templates for mail merge documents.
Data Management

Expand the Data Management folder under Administration Setup to access the following options:
- Analytic Snapshots - Enable users to automatically run reports and save report results to fields on custom objects for further customization.
- Import Accounts/Contacts, Import Person Accounts, Import Leads, Import Solutions, and Import Custom Objects - Import your organization’s accounts, contacts, custom objects,leads, person accounts, and solutions.
- Data Export - Export your organization’s data.
- Storage Usage - View how much data storage and file storage your organization is using.
- Mass Transfer Records - Transfer multiple records at one time.
- Mass Delete Records - Delete multiple records at one time.
- Mass Transfer Approval Requests - Transfer multiple approval requests at one time.
- Mass Update Addresses - Update the Country or State/Province field on all records with an address. These include addresses in accounts, contacts, contracts, invoices, leads, and orders.
- Data Loader - Download a client application that allows you to import, update,delete, and export large quantities of records.
Monitoring

Expand the Monitoring folder under Administration Setup to access the following options:
- Imports - An administrator can check the Import Queue to view details about an import or to cancel an organization import.
- Outbound Messages - An administrator can view the Outbound Message queue to check the status of outbound messages related to workflow or approval processes.
- Time-Based Workflow - Specify criteria for monitoring the workflow queue, which contains pending actions triggered by workflow rules.
- Case Escalations - Specify criteria for monitoring the case escalation queue, which contains pending actions triggered by case escalation rules.
- API Usage Notifications - Define a notification process that automatically sends email to a specified user when API requests for an organization exceed the specified limit.
- Debug Logs - Specify the users for whom you want to retain the Apex debug logs in your organization.
- Scheduled Jobs - View all the jobs scheduled to run by users, such as analytic snapshots and dashboard refreshes.
- Email Log Files - Request detailed summaries of email sent from Salesforce over the last 30 days.
- Bulk Data Load Jobs - Monitor the status of current and recent bulk data load jobs.
Mobile Administration

Expand the Mobile Administration folder under Administration Setup to create mobile configurations for your wireless users. Mobile configurations are sets of parameters that determine which data Salesforce transmits, and which users receive that data on their mobile devices.
Desktop Administration

Expand the Desktop Administration folder under Administration Setup to manage desktop configurations for Connect Offline and Connect for Outlook.
Outlook Configurations - Define the behavior of Salesforce for Outlook for your users, including the Salesforce options that appear in the Outlook user interface, the data that syncs between Salesforce and Outlook,and which users receive that data.
Offline Briefcase Configurations - Define the behavior of Connect Offline for your offline users. Offline briefcase configurations are sets of parameters that determine which data Salesforce transmits and which users receive that data in Connect Offline.
Email Administration

Expand the Email Administration folder under Administration Setup to configure the following email options for your organization:
- Deliverability - Set up email delivery options that affect your entire organization.
- Organization-Wide Addresses - Associate an email alias with each available user profile.
- Compliance BCC Email - If your organization evaluates all outbound email messages for compliance, you can enable compliance BCC emails to automatically send a hidden copy of each outbound email message to an email address you specify. Enabling compliance BCC emails prevents users from editing the BCC field on any email and disables their Automatic Bcc setting under My Email Settings.
- Test Deliverability - Verify your organization can receive email from every Salesforce IP address.
- Email To Salesforce - Automatically log emails you send from third-party email accounts as activities on lead and contact records in Salesforce.
- Delete Attachments Sent as Links - Find and delete email attachments sent as links.
- Email Footers - Create footers for outgoing email.
Google Apps

Expand the Google Apps folder under Administration Setup to integrate Salesforce with Google Apps: a suite of on-demand communication and collaboration tools hosted by Google and designed for business users.