Sunday, October 19, 2014

Salesforce: Setup Landing Page & Quick Access Menu

Based on a best practice release by Salesforce on 2010, numbers of Salesforce administrator and business analyst depends on the size of your business, the complexity of your implementation, the volume of user requests, and so on. One common approach for estimating the number of administrators you need is based on the number of users.

Number of users Administration resources:
 001 – 030 users : < 1 full-time administrator  
 031 – 074 users : 1+ full-time administrator  
 075 – 149 users : 1 senior administrator; 1 junior administrator  
 140 – 499 users : 1 business analyst, 2–4 administrators  
 500 – 750 users : 1–2 business analysts, 2–4 administrators  
 > 750 users     : depends on a variety of factors  

For administrators who work a lot on Setup menu, here are 2 simple tips for you to access Setup menu faster (less click), both setting is available in your user detail.

Go to your user detail and activate this option:

1. Make Setup My Default Landing Page
When you enable this option for your user, once login to Salesforce, it will bring you directly to the Setup page rather than Home tab. Imagine if you mostly go to Setup page after login, how many clicks you save for a day, a week, a month... ?

2. Quick Access Menu
When you have this option enable to your user detail, you will see a small arrow at the right of the page when you click a tab, such as: Account Tab, or in page detail. Menu shown will be different in tab or page layout and also different based on the object.

Click the arrow and you will see the menu:

As admin, this will save you a lot of click as you can go directly to the Fields related to the object with one click, or go to the Object itself in Setup page, Record Type, Validation Rules, Edit Column, Edit Layout, Edit Tab until Import Data.

Note: if you override standard View page with visualforce page, Quick Access Menu will NOT shown up when you click object tab.