Admin console tour

The Setup hub and every administration page it contains, grouped by area, with the system permission that unlocks each one.

The admin console is where builders and administrators work. It lives at https://app.example.com/<tenant>/…; the end-user app that renders what you build is at https://app.example.com/<tenant>/app/… and is described in the end-user app tour.

The Setup hub#

/<tenant>/setup is the entry point: a searchable grid of every administration page with pinned and recent items, filterable by the groups Core, Automation and Platform. There is no permanent sidebar — global search (Cmd/Ctrl+K) and the hub are the navigation. Pages you lack the permission for are hidden from the hub; the backend enforces the permission regardless.

Data model#

PagePathPermission
Collections — create and edit collections, fields, validation rules, record types, data sources/collectionsCUSTOMIZE_APPLICATION
Resources — browse and edit records of any collection (the admin record browser)/resources—
Picklists — global picklists and values/picklistsCUSTOMIZE_APPLICATION
Page layouts — sections, fields, related lists, assignment rules/layoutsCUSTOMIZE_APPLICATION
List views — shared saved views and their renderer/listviewsMANAGE_LISTVIEWS

Administration#

PagePathPermission
Users — invite, edit, deactivate, mint tokens, reset MFA/usersMANAGE_USERS
Profiles — system, object and field permissions/profilesMANAGE_USERS
Delegated admins — scoped user administration/delegated-adminsMANAGE_DELEGATED_ADMINS
OIDC providers — SSO federation/oidc-providersMANAGE_CONNECTED_APPS

Security#

PagePathPermission
Password policy/password-policyMANAGE_USERS
MFA policy/mfa-policyMANAGE_USERS
Login history/login-historyMANAGE_USERS
Security audit/security-auditMANAGE_USERS
Network access — tenant IP allowlist/network-accessMANAGE_TENANTS
Audit trail — setup changes with before/after values/audit-trailVIEW_SETUP

Automation#

PagePathPermission
Approval processes/approvalsMANAGE_APPROVALS
Flows — list, runs, and the visual designer at /flows/:id/design/flowsMANAGE_WORKFLOWS
Scheduled jobs/scheduled-jobsMANAGE_WORKFLOWS
AI agents — governed agent definitions and runs/ai-agentsCUSTOMIZE_APPLICATION

Integration#

PagePathPermission
Connected apps/connected-appsMANAGE_CONNECTED_APPS
Credentials — the vault referenced by flows and external collections/credentialsVIEW_CREDENTIALS
API specs — imported OpenAPI documents/api-specsVIEW_API_SPECS
Webhooks — outbound webhook portal/webhooksMANAGE_CONNECTED_APPS
Email templates/email-templatesMANAGE_EMAIL_TEMPLATES
Scripts — server-side scripts for flows/scriptsMANAGE_CONNECTED_APPS
Modules — install and manage runtime modules/modulesMANAGE_CONNECTED_APPS
Support mailboxes, Campaigns, Telehealth settings/mailboxes, /campaigns, /telehealth-settingsfeature-area permissions

UI customization#

PagePathPermission
Pages — the page builder/pagesCUSTOMIZE_APPLICATION
Menus — apps and navigation/menusCUSTOMIZE_APPLICATION
Plugins/pluginsCUSTOMIZE_APPLICATION

Analytics#

PagePathPermission
Analytics — reports, dashboards, embedded BI/analyticsMANAGE_REPORTS

Platform#

PagePathPermission
Packages — metadata export and import/packagesCUSTOMIZE_APPLICATION
Migrations — schema migration planner/migrationsCUSTOMIZE_APPLICATION
Environments — sandboxes and promotions/environmentsMANAGE_SANDBOXES
Governor limits/governor-limitsVIEW_SETUP
Monitoring — requests, logs, errors, performance, activity, config health/monitoringVIEW_SETUP
Tenants/tenantsMANAGE_TENANTS
Search index/search-settingsCUSTOMIZE_APPLICATION
Bulk jobs/bulk-jobsMANAGE_DATA
Translations/translationsCUSTOMIZE_APPLICATION
Deduplicate/dedupMANAGE_DATA

A few settings pages are reachable through global search or their URL rather than the hub: AI settings (/ai-settings), Email settings (/email-settings), Observability settings (/observability-settings), System health (/system-health) and the tenant dashboard (/tenant-dashboard).

Keyboard shortcuts#

g h home · g c collections · g r resources · Cmd/Ctrl+K global search · / focus the list filter · e edit record · n new record · Backspace back · ? this list · Esc close.

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