Salesforce setup

The CL Loan package contains setups for key data such as a default company, a Salesforce user, GL Accounts, sample fee set and payment modes. When you install the CL Loan package, Salesforce calls the Java method that installs this data. Beyond this basic setup, Salesforce  provides many options to you for setting up, maintaining, and customizing your organization details to manage the loan servicing operations.

You can define your company profile, specify the locale and language settings, create users, manage their privileges, and customize the CL Loan application pages, objects and fields as per your business.

The user interface settings you define using the Setup menu determine how everyone in your organization accesses the setup menu and also the CL Loan application. You can also use the Salesforce Setup menu to define security settings, communication templates, approval processes, fiscal year and calendars, and more.