Set Company Information

Company Information is where you will set your business' Street Address, Phone number, and other contact details. This contact information will be used on Documents like Quotes and Invoices, or on Email Templates. 

Note: Only System Administrator users will be able to set Company Information details for your system. 

Follow along with this 1-minute video or follow the click-path below.

Click the gear icon in the upper right corner of the screen

Navigate to the Setup menu 

Go to the Company Information menu

Enter the Organization Name as you'd like it to appear on documents. 

Enter Phone and Fax (if applicable) 

Enter your full Street Address 

In the Locale settings be sure to set the 

Default Locale and

Default Time Zone for the entire organization.

Note: you may have some users who work in different time zones. The Default Time Zone should be used as the primary office location. 

At the bottom set your Salesforce Notification preferences. 

Note: we do not recommend Hiding notifications about system maintenance and system downtime as these may impact your users ability to login and use the system. 

When finished click Save.