Configuring the Company Profile

41 Responses to “Configuring the Company Profile”

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

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

  2. 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?

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

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

  4. 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)

  5. 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?

  6. 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

  7. 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)

  8. 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?

  9. 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?

  10. 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

  11. 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

  12. 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.

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

    Standard fiscal year shows April then March
    Great content BTW !

  14. 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.

  15. 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.

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

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

  17. 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.

  18. 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.

  19. 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)

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

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

  21. 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.

  22. 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.

Leave a Reply