Company Settings

Question 1

What categories are covered in Company Settings

Answer 1

1. Business hours
2. Public Calendars and Resources
3. Company Information
4. Data Protection and Privacy
5. Fiscal year
6. Holiday days
7. Language settings
8. Currency management
9. My domain

Question 2

What does Business Hours entail?

Answer 2

• Specify the hours that your support team is available to help customers
• Helps make the department’s processes such as escalations and milestones, more accurate.
• Impact escalations and milestones - only calculate when the business is operational according to the associated business hours
• Time zone specific business hours can be used with Milestones in Entitlement processes, cases, and case escalation rules
• Multiple business hours can be set but only one can be the default

Question 3

What can be modified in Public Calendars and Resources

Answer 3

• Use a public calendar to manage group activities
• Example: track a group’s events, such as marketing events, product releases, or training classes, or schedule a common activity, such as a team vacation. Use a resource calendar to schedule the use of a shared resource, such as a conference room or an overhead projector.
• Hide Details - Users can only see availability.
• Hide Details and Add Events - Users can see availability and add events.
• Show Details - Users can view the details of events, but they cannot add events or edit existing events.
• Show Details and Add Events - Users can view the details of events and add events, but they cannot edit existing events.
• Full Access - Users can view the details of events, add events, and edit existing events
• Public Calendar - Used to manage group activities or common activities such as team training days or annual leave
• Resource Calendar - used to schedule the use of shared resource, such as a conference room or an overhead projector

Question 4

What details are in Company Information

Answer 4

• Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce. You can also manage your licenses and entitlements. This page contains the information that was provided when your company signed up with Salesforce.
• When multiple currencies are enabled, they CANNOT BE DISABLED
• SF Org tag is unique to your company specific instance

Question 5

What are the types of storage? (Company Information)

Answer 5

• Data Storage - Used by creating records (e.g. Account records, Contact records, Opportunity records). Most records used 2KB of storage, apart from Person Accounts (4KB), Campaigns (8KB), Articles (4KB) and Email Messages (varies).
• File Storage - File storage is used by storing files in Attachments, the Documents tab, the Files tab, Content, Chatter, (including user photos) and Site.com assets.
• Limits - Enterprise Edition provides 10GB of data storage plus 20MB per user license, 10GB of file storage plus 2GB per user.
• Big Objects - If an org utilizes big objects, up to 1 million big object records can be stored. Additional capacity can be purchased via licenses to store more.

Question 6

What is controlled with Default Locale?

Answer 6

• Locale Settings - Control how different values are displayed within Salesforce.
• Locale - Locale controls the language and format of date and time, address, currency, name, and number fields.
• Defaults - Company defaults are set on the Company Information page. New users use the company default settings.
• Personal Settings - Users can override company default locale settings. Managed in Language and Time Zone settings in the user’s personal settings.

Question 7

What are the uses of the Salesforce API

Answer 7

• API - Application Programming Interface
• Accessibility - Salesforce API allows access to Salesforce programmatically, instead of using the user interface
• Availability - It is available for Enterprise, Unlimited, Developer, and Performance Editions,
• Examples - Bulk data loading tools such as Data Loader, integration tools such as Informatica, or integrations with other systems
• Limits - The number of API requests that can be made in a 24 hour period is based on edition and number of user licenses.

Question 8

What are the types of Salesforce Licenses

Answer 8

• User Licenses - Assigned to Users and sets the baseline features that they can use. EG Salesforce License, Chatter Free License.
• Permission Set License - Assigned to users to give them access to tools and permissions not included in their User License, can be quite granular. EG: CRM user, Service User.
• Feature License - Assigned to users to give them access to features that are not included in their User License. EG: Marketing User, Knowledge User
• Usage Based Entitlements - Limited resource that your organization can use on a periodic basis EG: API requests limit per month.

Question 9

What does Fiscal Year entail in Salesforce

Answer 9

• Specify a fiscal year that fits your business needs
• Fiscal years affect Reports, Forecasts, and Quotas
• Financial year in which the company operates, the year for taxing and accounting purposes
• When setting reports you can include FY - Fiscal year
• Standard fiscal year is set to 12 months from whichever is the start month
  Start Month - FY is June and starts in 2023, FY is 2023
  End Month - FY is June and ends in 2024, FY is 2024
• Custom fiscal year
  If enabled - CANNOT BE DISABLED
  Used when a company doesn’t use a traditional 12 Month Gregorian Calendar.
  Once enabled you are given a set of templates that you can choose to best suit your company.
  If you need to revert to a Standard Fiscal Year you can create a 12 Month Fiscal Year as a ——Custom Fiscal Year and use that.
• If you change fiscal start month - all quota and adjustment information is purged if using Forecasting
• Fiscal years affect Reports, Forecasts, and Quotas

Question 10

What are Holidays in the context of Salesforce?

Answer 10

• Holidays let you specify the dates and times your customer support team is unavailable. After you create a holiday, you can associate it with business hours to suspend business hours and escalation rules during holiday dates and times.
• Extension of business hours
• Set dates and times that your customer support is unavailable (New Years / Christmas)
• Assign to business hours to effect the Entitlements and Escalation Rules.
• Can be time based rather than an all day (Noon - midnight)

Question 11

What are Language Settings?

Answer 11

• Administrators can define a default language for the organization and the languages available to users. Users can choose their personal language.
• 3 Levels of language support are provided: fully supported, end user, and platform languages.
• Fully Supported - All Salesforce features, including User Interface, Setup, and Help, will display in the selected language.
• End User - These languages will have translations for all standard object field labels and pages but not Setup and Help
• Platform - For these languages, it is possible to provide translations for customizations and standard fields. If translations are not provided, labels fall back to English.
• Default language - Set on the company information page and will be applied to new users
• The Translation Workbench allows translations to be applied to custom fields, labels, and translations from managed packages and custom picklist values.

Question 12

What is Single Currency?

Answer 12

• Single currency organizations can set the organization wide currency on the Company Information page using the Currency Locale
• The currency symbol in the amount fields will reflect the currency locale.
• Single currency is the default.

Question 13

What is Multi-Currency?

Answer 13

• Used when a company works in multiple currencies for records
• Reporting and forecasting can be done in the record currency and corporate currency - corporate currency is defined
• Multiple currencies can be enabled in Setup, once enabled they cannot be disabled
• Users can set their individual currency in Personal Information
• An administrator can enable multi-currency, unless Customizable Forecasting is enabled. If that is the case a request must be made to Salesforce support
• Currency must be active to be used

Question 14

What is the context of My Domain?

Answer 14

• Showcase your company’s brand with a customer-specific subdomain name in your Salesforce org URLs. With these org-specific URLs, you can set up a custom login page, set a custom login policy, offer single sign-on, and allow users to log in with a social account.
• All orgs get a My Domain by default. If you don’t like your org’s My Domain name, you can change it
• Required for various Salesforce features and can improve security.
• In addition to https://login.salesforce.com, your users can log in to your Salesforce org with your - - My Domain login URL
• Highlight your business identity with your unique domain URL
• Brand your login page, and customize content on the right side of the page
• Block or redirect page requests that don’t use your My Domain name.
• Work in multiple Salesforce orgs in the same browser at the same time.
• Set a custom login policy to determine how users are authenticated
• Let users log in to Salesforce from the login page with a social account like Google or Facebook
• Let users log in to your custom external web app with their Salesforce credentials.
• Preserve deep links during future instance refreshes and org migrations
• With My Domain, Salesforce is enabled as the identity provider, but you can change identity providers. You can also increase security for your org by customizing your domain’s login policy.