System Settings & the Navigation Menu
System Settings
Administration → Settings holds system-wide options. The ones you might reasonably touch:
- Application name, time zone, date & number formats, week start, default currency, language — locale and cosmetic defaults.
- Outbound email basics — covered in Chapter 5 — Integrations.
Most settings apply immediately and are safe to adjust. If a setting mentions caching, performance, or "developer" options and you're unsure, leave it — and Sandbox-test anything you're uncertain about.
The Navigation Menu (Tab List)
- Add or remove tabs, drag to reorder, and group them with dividers.
- This is where the Documentation tab lives — a URL tab pointing at the docs site (see The Documentation Site).
- To add an external link: Add → URL, set the label and URL, drag into place, Save. (CBM's external tabs are set to open in a new browser tab via a small customization.)
The Tab List you edit here is the default for everyone. Individual users can further customize their own tabs in their preferences.
Dashboards
- The dashboard is the landing page of tiles ("dashlets"). You can set a sensible default layout; users can rearrange their own.
Wording (Label Manager)
- Administration → Label Manager changes the words shown in the interface without changing the underlying configuration. Use it sparingly and Sandbox-test — a relabel that drifts from training or these guides confuses users.
What does not belong here
Changing fields, layouts, or record types is not done casually in this area — it follows the sandbox-first process in Making Configuration Changes.