Configuration and Setup

Company Information

Company Settings: Configure company-wide settings including fiscal year, business hours, currencies, and languages

User Management: Create and manage user accounts, profiles, roles, and permissions

Data Access: Set up organization-wide defaults, sharing rules, and manual sharing

Security Controls

Password Policies: Configure password requirements, lockout policies, and session settings

Login IP Restrictions: Restrict login access based on IP ranges for enhanced security

Two-Factor Authentication: Enable and manage 2FA for users

Key Concepts

Profiles vs Roles: Profiles control what users can do, roles control what they can see

Permission Sets: Extend user permissions without changing profiles

Sharing Model: Understand public/private access levels and sharing mechanisms