# Explore: Setup & Configuration — All Operations

> **Goal**: Explore the entire Setup area — Users, Profiles, Permissions, Objects, Data Import/Export, Email Templates, Roles. Setup is the admin backbone.

## Status: NOT STARTED

---

## Operation Paths

### SET-01: Setup Home
- **URL**: `/setup`
- **Actions**: Observe the 4 sections: Objects, Security, Automation, System
- **[SCREENSHOT]** `setup/home.png`

### SET-U01: Users — List View
- **URL**: `/setup/users`
- **Actions**:
  1. Observe user list: Name, Email, Profile, Status, Last Login
  2. Note tabs: Users / Profiles
  3. Count users, Active vs Inactive
  4. Check column label quality
- **[SCREENSHOT]** `setup/users_list.png`

### SET-U02: Users — Add User Dialog
- **URL**: `/setup/users`
- **Actions**:
  1. Click "Add User"
  2. Observe form: fields, profile selector, role selector
  3. Do NOT save — just explore
- **[SCREENSHOT]** `setup/users_add_dialog.png`

### SET-U03: Users — View User Detail
- **URL**: `/setup/users` → click a user
- **Actions**:
  1. Click on a user name
  2. Observe detail page: user info, permissions, login history
- **[SCREENSHOT]** `setup/user_detail.png`

### SET-PR01: Profiles — List View
- **URL**: `/setup/profiles`
- **Actions**:
  1. Observe list: Profile Name, Description, Type
  2. Note System vs Custom types
  3. Count profiles
- **[SCREENSHOT]** `setup/profiles_list.png`

### SET-PR02: Profiles — View Profile Detail
- **URL**: `/setup/profiles` → click a profile
- **Actions**:
  1. Click on "System Administrator" profile
  2. Observe: object permissions, field permissions, tab settings
  3. Check permission editing UI
- **[SCREENSHOT]** `setup/profile_detail.png`

### SET-PS01: Permission Sets
- **URL**: `/setup/permission-sets`
- **Actions**:
  1. Observe list
  2. Click a permission set → detail view
- **[SCREENSHOT]** `setup/permission_sets_list.png`

### SET-GR01: Public Groups
- **URL**: `/setup/groups`
- **Actions**: Observe list, group types
- **[SCREENSHOT]** `setup/groups_list.png`

### SET-RL01: Roles — Hierarchy
- **URL**: `/setup/roles`
- **Actions**:
  1. Observe role hierarchy tree visualization
  2. Check: tree structure, parent-child relationships
  3. Click "New Role" — observe creation form
- **[SCREENSHOT]** `setup/roles_hierarchy.png`
- **[SCREENSHOT]** `setup/roles_new.png`

### SET-SR01: Sharing Rules
- **URL**: `/setup/sharing-rules`
- **Actions**: Observe list, rule types
- **[SCREENSHOT]** `setup/sharing_rules_list.png`

### SET-PA01: Permission Analyzer
- **URL**: `/setup/permission-analyzer`
- **Actions**: Observe analyzer interface, search functionality
- **[SCREENSHOT]** `setup/permission_analyzer.png`

### SET-OB01: Object Manager — List
- **URL**: `/setup/objects`
- **Actions**:
  1. Observe: Total Objects count (1616), Standard/Custom tabs
  2. Check object list: Name, Type, Description
  3. Search for a specific object
- **[SCREENSHOT]** `setup/objects_list.png`

### SET-OB02: Object Manager — Object Detail
- **URL**: `/setup/objects` → click an object (e.g., Account)
- **Actions**:
  1. Click on "Account" object
  2. Observe: Fields & Relationships, Page Layouts, Validation Rules, etc.
  3. Check field list: Name, Type, Label
- **[SCREENSHOT]** `setup/object_detail_account.png`

### SET-OB03: Object Manager — Fields & Relationships
- **URL**: Object detail → Fields & Relationships
- **Actions**:
  1. Observe field list
  2. Check: field name vs label vs type columns
  3. Click a field → detail view
- **[SCREENSHOT]** `setup/object_fields.png`

### SET-SB01: Schema Builder
- **URL**: `/setup/schema-builder`
- **Actions**: Observe "coming soon" state
- **[SCREENSHOT]** `setup/schema_builder.png`

### SET-IM01: Data Import — Wizard
- **URL**: `/setup/import`
- **Actions**:
  1. Observe 4-step wizard: Select Object → Upload → Map Fields → Preview
  2. Select an object from dropdown
  3. Advance through steps (without uploading real data)
- **[SCREENSHOT]** `setup/import_step1.png`
- **[SCREENSHOT]** `setup/import_step2.png`

### SET-EX01: Data Export — Wizard
- **URL**: `/setup/export`
- **Actions**:
  1. Observe 3-step wizard: Select Object → Fields → Options
  2. Select an object
  3. Check field selection UI
  4. Check export format options (CSV, JSON)
- **[SCREENSHOT]** `setup/export_step1.png`
- **[SCREENSHOT]** `setup/export_options.png`

### SET-ET01: Email Templates
- **URL**: `/setup/email-templates`
- **Actions**: Observe template list, creation UI
- **[SCREENSHOT]** `setup/email_templates.png`

### SET-AM01: App Manager
- **URL**: `/setup/apps`
- **Actions**:
  1. Observe app list
  2. Check: create app flow
  3. Note: currently "No apps created yet"
- **[SCREENSHOT]** `setup/app_manager.png`

### SET-RB01: Recycle Bin
- **URL**: `/recyclebin`
- **Actions**:
  1. Observe tabs: My Recycle Bin / Org Recycle Bin
  2. Check record list: Name, Object, Deleted Date, Deleted By
  3. Try restore action (if safe)
- **[SCREENSHOT]** `setup/recycle_bin.png`

---

## Results

| Path | Status | Screenshot | Observations |
|------|--------|------------|-------------|
| SET-01 | | | |
| SET-U01 | | | |
| SET-U02 | | | |
| SET-U03 | | | |
| SET-PR01 | | | |
| SET-PR02 | | | |
| SET-PS01 | | | |
| SET-GR01 | | | |
| SET-RL01 | | | |
| SET-SR01 | | | |
| SET-PA01 | | | |
| SET-OB01 | | | |
| SET-OB02 | | | |
| SET-OB03 | | | |
| SET-SB01 | | | |
| SET-IM01 | | | |
| SET-EX01 | | | |
| SET-ET01 | | | |
| SET-AM01 | | | |
| SET-RB01 | | | |

## Bugs Found

| # | Path | Description | Severity | Related Scenario |
|---|------|------------|----------|-----------------|