Setup & Administration
Users, custom objects, automation, API and compliance.
19 articlesAll articles in this category
01Users, profiles and the role hierarchyInvite teammates, define permissions with profiles, and control data access with the role hierarchy and sharing rules.02Object Manager: custom objects, fields and picklistsBuild your own data model: creating custom objects, adding custom fields, managing picklists and tab visibility.03Page layouts: home pages and record cardsArrange app home page sections and record page cards per org (and per profile).04Automation: flows, validation, assignment, approvalsLet your work run itself: record-triggered flows, scheduled flows, validation rules, assignment rules, approvals and screen flows.05Reports and dashboardsBuild reports on any object with the report builder, visualize with charts and collect them on dashboards.06Data management: import, merge, recycle binCSV import, duplicate merging, the recycle bin, exports and automatic backups.07E-mail: org address, templates, sending from recordsSend e-mail on behalf of your org: organization address verification, templates, sending from record pages, signatures and conversation history.08Web-to-Lead and Web-to-Case: capturing from your siteWith forms on your website, turn visitors into leads and messages into support cases automatically.09API, Bearer tokens and webhooksConnect Ohana360 to other systems: API token generation, REST endpoints and HMAC-signed webhook notifications.10Compliance (KVKK) and consent management (IYS)Disclosure and consent texts, retention and disposal policy, data subject requests, per-person data package and anonymization, access trail; evidenced IYS consents, automatic consent sources, send gates and the IYS file.11AI Assistant: summary, priority and e-mail draftsThe AI card on record pages: it summarizes long histories, suggests priority and writes an e-mail draft in seconds.12Marketplace: managing apps and add-onsDiscover apps and system add-ons, enable them with one click, and learn how the license gate behaves.13Security and auditingSession security, access control, the audit log, rate limits and backups: the platform's security layers.14The flow canvas: building a record-triggered flow step by stepStart, condition, branches, actions and scheduled paths: a walkthrough of building an automation on the canvas.15Scheduled flows and screen flowsScheduled flows that scan records every morning, screen flows that guide users through a form, and how the flow types compare.16Sharing rules, org-wide defaults and public groupsOWD, the role hierarchy, owner- and criteria-based sharing rules, public groups and the View All permission on the profile matrix.17The Report Builder, standard reports and e-mail subscriptionsBuilding reports from the Reports tab, grouping and metrics, standard report templates, dashboards and scheduled e-mail delivery.18User invitations, session management and security settingsAdding users with an invite link, ending sessions, two-factor authentication, password policy, session duration and device management.19Importing data: CSV upload and column mappingThe Setup > Data Import screen: pasting from Excel or uploading a CSV, column mapping, preview and the mistakes people make most.