Company-Wide Org Settings

Learn About Regional Settings

Describe what a session-based permission set is. Explain why you’d want to use a session-based permission set. Create a session-based permission set.

What Are Company Settings?

  • Company Settings are a collection of information about your organization that are mostly captured when you purchase a Salesforce product. Examples:
    • Company Information
      • Name and Address: used for billing and support
      • Primary Contact: used for billing and support
      • Default Locale: determines the way a lot of info is displayed in Salesforce
      • Default Currency: currency applied to records
      • Currencies: list of all currencies used in the org
      • Storage Used: ex: 27.3 GB (11%)
      • Licenses Available: ex: Salesforce Platform: 14 of 15 used
    • Fiscal Year Information
      • Fiscal Year: used in reporting and forecasting
    • Support Information
      • Business Hours: used when escalation rules do their escalating
      • Holidays: days that cases skip escalation

OK, But What Are Locale Settings?

  • Locale Settings determine the display formats for date and time, user names, address, commas and period in numbers
    • Locale
      • Date and Time Format: mm/dd/yyyy or dd/mm/yyyy
      • Number Format: 1,000 or 1.000 for one thousand
      • Name Order: Last, First or First Last
      • Address Format: Country, Zip Code, State, then Street
      • Phone Number Format: (123) 456-7890 or +12 2345 67-0
    • Language
      • All Text: Standard tabs and fields
      • Online Help: Text language in Help
    • Time Zone
      • Event Start/End Time: Calendar entries and events
      • Date or Time Fields

Update Your Company Information

  • Update Company Information via: Setup > Quick Find > “Company Information” > Company Information
  • Update Fiscal Year via: Setup > Quick Find > “Fiscal Year” > Fiscal Year

Update Your Personal Locale

  • Update your personal locale via: profile icon > Settings > Quick Find > “Language” > Language & Time Zone
    • Allows users to set Time Zone, Locale, and Language to match their situation
    • Allows personal currency, if multicurrency is enabled and configured

Discover Multiple Currency Settings

Add new currencies to your org. Summarize the impact of using single currency versus multiple currencies. Set up Advanced Currency Management. Edit conversion rates, and enable users to select personal currencies.

Managing Currencies

  • In Salesforce you can specify which currencies your organization uses and individual users can apply specific currencies to their settings
    • By default, Salesforce organizations use a single currency
    • Once you set the required currency locale in your company settings, all currency values on record display in that currency
    • Admins set that “corporate currency,” which reflects the currency of corporate headquarters
  • Once “multicurrency” is enabled, it can’t be disabled. It enables you to:
    • Activate additional currencies and select a new corporate currency
    • Ensure users have correct personal currencies
    • Make sure users use the correct currency when creating new records

Activate Currencies

  • Enable via Setup > Quick Find > “Company Information” > Company Information > Edit > Activate Multiple Currencies
  • This makes the “Currency Setup” button show up on the “Company Information” page

  • Before adding new currencies to your company settings, you must activate the multicurrency option for your org
  • Enabling Advanced Currency Managment enables your org to manage dated exchange rates
  • With multicurrency setup and currencies added to your company settings, users can select a personal currency

See the Trailhead for more info on setting up Conversion Rates, “Advanced Currency Management,” etc