Configuring the Company Profile

58 Responses to “Configuring the Company Profile”

  1. vickicox November 25, 2017 at 11:59 pm #

    Hi – this video flashes off and on. Audio is fine. It’s migraine inducing 🙁 Just wanted to let you know!

    • JohnCoppedge November 27, 2017 at 2:09 pm #

      Have you tried another computer? This is hosted on youtube and I havent had any other reported problems…

      • Ezmoney94 December 7, 2017 at 5:14 am #

        No issues for me with this.

  2. April 28, 2017 at 9:45 pm #

    Looks good. I’ll be interested to hear more about translated vs non-translated languages.

  3. March 15, 2017 at 11:35 pm #

    Hey guys, does anyone know under which tab or app the storage (data and file) are? I cant seem to locate them

    • JohnCoppedge March 17, 2017 at 1:56 am #

      Setup –> company profile is probably what you’re looking

    • March 19, 2017 at 12:56 pm #

      It is under Setup -> Data Management -> Storage Usage

      • March 19, 2017 at 1:06 pm #

        I mean in addition to what John suggested

  4. kevinalkire March 13, 2017 at 12:01 am #

    May be worth mentioning that Lightning does not have a “Business Hours” feature. I can do this workflow on the Classic site no problem. W17 for reference. Thanks.

  5. violindsay January 29, 2017 at 12:31 am #

    Not sure what I did wrong, but when I go to user interface “Enable Improved Setup User Interface” is not checked and “Enable the Salesforce Classic 2010 User Interface Theme” is checked, but my setup sidebar still lists my domain under manage domains. Did I disable the wrong thing? Not a huge deal, but I am just curious if I missed something. Also, would differences like these be something tested, or like application differences in the different editions? I have been searching a bit, but there doesn’t seem to be great documentation about the differences between editions and layouts and things of this nature.

    • JohnCoppedge February 16, 2017 at 12:43 am #

      There is discussion of editions within this guide but not at a ton of depth- the primary differences are features which are spelled out in the marketing materials. Historically hasn’t been a large part of the exam.

      Those settings are the same in my DE org as well I think you’re good

  6. egraells January 17, 2017 at 6:21 am #

    Could someone else point out the March Q1 and Q2 typo to make another dummy comment?

    • JohnCoppedge January 19, 2017 at 2:19 am #

      Not sure- can you point me to the exact spot in the video and I will add an overlay?

  7. muralis January 4, 2017 at 6:22 am #

    Can you explain the purpose of the field: Restricted Logins, Current Month?
    Also want to check if the maximum number of restricted logins depends on the type of edition or something else?

  8. January 4, 2017 at 5:55 am #

    Hi John,
    You have mentioned that holidays impact escalation rule, do they also impact time-triggers?

  9. egraells January 1, 2017 at 4:21 pm #

    Hi John, after I read the article you point out, I wonder what exactly is the value for: Restricted Logins, Current Month: Number of restricted login users who have logged in during the current month.
    I presume is the number of logins have been during allowed restricted hours, but could you please confirm ?

    • JohnCoppedge January 3, 2017 at 12:47 pm #

      Where are you seeing this? This could refer to licenses that are based on # of logins (which are used in communites and portals)

  10. jeta514 October 26, 2016 at 8:40 pm #

    hi there, none of the videos seems to be working – I’m getting an error message from the youtube video for the “Configuring the Company Profile” and “Workshop: Get Started on the Certified Administrator Credential” videos. Is there a better way to access? thanks!!

    • JohnCoppedge October 27, 2016 at 7:15 am #

      Hi – just checked both links and they appear to be working. What’s the error?

  11. 3dphipps August 15, 2016 at 7:12 pm #

    Hey John, how exactly do you define different Holidays for separate teams? When added a holiday I didn’t see a specific area to define which team that holiday applies to. Thanks

  12. larissa0 July 29, 2016 at 5:53 pm #

    I noticed a few minor slide mistakes:
    – Fiscal Year: March was listed in Q2 (should be Q1) and April was listed in Q1 (should be Q2)
    – Business Hours: Listings for 12 PM (noon) should actually be 12 AM (midnight)

  13. Sanjiv12 July 2, 2016 at 9:07 pm #

    How can we upgrade the licensing from 10 to 100 users, if required.

    • JohnCoppedge August 17, 2016 at 12:55 pm #

      If you are talking about licensing for this site- please use the contact page.

      • bthurber October 25, 2016 at 1:46 pm #

        I would have to guess that in this context they are asking about licensing for Salesforce itself rather than The video on this page shows licenses and talks about a hypothetical scenario where some new hires are coming on board but it doesn’t talk about how to purchase more licenses – or reduce licenses for that matter. Is that done here?

  14. mayousaf June 27, 2016 at 5:46 pm #

    Hi john this question is about standard fiscal year
    The start of standard fiscal year need to be the first month of the quarter or it can be any month means?

    • JohnCoppedge August 17, 2016 at 12:56 pm #

      The first month can be any month of the year

      • MichaelMoeller May 3, 2017 at 3:05 pm #

        In the video you stated that you would need to use custom fiscal year to define weeks in a quarter, I believe this is if you wanted each quarter to have 13 weeks.
        If I wanted to have a fiscal year start on July 5th, can I do that through standard, or does standard only support the first date of the month?

        • JohnCoppedge May 5, 2017 at 11:00 pm #

          Standard FY config is based on month (first day of the month) – I believe you’d need a custom FY to have an intra-month start

  15. flacovy June 3, 2016 at 2:45 am #

    FYI: I have the improved user interface enabled which has the My Domain setting in Domain Management under Administer. You’re covering My Domain settings under Company Profile, which does not include the My Domain option

  16. ptcpam April 22, 2016 at 11:01 pm #

    Question about business hours. If you have multiple sets of hours defined, I see that they can all be active but only one is the default. How does it work that all can be active at a time; meaning which one will SF look at when it is evaluating escalation and workflow rules, as well as login Windows for users?

    • JohnCoppedge June 3, 2016 at 4:31 am #

      Login hours are defined on the profile and not related to business hours- biz hours are used for case escalations. The default business hours is assigned to new cases unless otherwise stipulated

  17. January 29, 2016 at 6:29 pm #

    Hi john,
    Can u pls provide short video or little bit knowledge , where and how you need to do language translation,
    i saw some video yesterday in you tube, right now i m not able to fetch the same video.
    but if you can , can you pls explain what manner r u talking abt language conversion for Slaesforce.
    Thank you

    • JohnCoppedge January 29, 2016 at 6:37 pm #

      Standard fields are automatically translated for languages that support full translation. For picklist values and custom fields, use the translation workbench to translate values from one language to another. Enable multiple languages in company set up to get started.

  18. Yakkafoz December 3, 2015 at 2:13 pm #

    Standard fiscal year shows April then March
    Great content BTW !

  19. ganesh_sf August 6, 2015 at 7:27 pm #

    I Have created another time zone as Pacific time zone making 9-5 of Pacific time zone for the employees there, But i was not able to activate both? Am I doing the right thing?

    • JohnCoppedge August 17, 2015 at 7:56 pm #

      You should be able to have more than one business hours active (with different time zones), but only one default.

  20. Katie Routledge December 18, 2014 at 10:14 am #

    Could you explain a little more about what end user and platform licenses do? Are platform languages only available for users with the platform license?

    • JohnCoppedge December 18, 2014 at 5:22 pm #

      Platform license is essentially the same thing as a license – grants limited access to standard crm objects, but can be used to grant full access to custom applications. Platform licenses and platform languages are completely unrelated – language translation abilities are available regardless of the license type.

  21. Glenn Nyhan November 10, 2014 at 9:36 pm #

    API Requests is now API Usage, and is found on System Overview page.

  22. J Shu August 22, 2014 at 7:12 pm #

    on my Salesforce14 version: Domain is moved to

    setup>>admin>>Domain Management

    • JohnCoppedge November 26, 2014 at 5:55 pm #

      You probably have the new setup UI enabled – there is a step in getting started to turn it off, and it should look the same. Regardless of where the menu is the functionality is the same.

  23. Andrew DeSanctis March 7, 2014 at 2:11 am #

    Should read 12AM to 8AM as non operating hours. Your visual has 12PM to 8AM. Threw me a little.

  24. Roger Grilo March 6, 2014 at 8:55 am #

    (but be sure to watch in full screen mode, or else you get the fuzzy details)

  25. Roger Grilo March 6, 2014 at 8:54 am #

    video looks fine in HD for me, I can see the details pretty well

  26. PHILIP STRANGE March 4, 2014 at 6:38 pm #

    It may be due to a connection at my end but 20% of this video was “fuzzy” and you couldn’t see the detail on the screen.

    • Charles Cummings August 26, 2014 at 12:39 pm #

      Select HD in the YouTube setting on the bottom right.

  27. Mark Yetman February 20, 2014 at 3:12 pm #

    Just a note on your slide for Fiscal Year you have Apr in Q1 and Mar in Q2.

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