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, Thisleave pageit is— beingand written.Sandbox-test anything you're uncertain about.
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 (includingyou edit here is the Documentationdefault tab),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
dashboards.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.
