Config and Setup 1 Flashcards
Locale Settings
Controls the language and format of date and time, address, currency, name, and number fields
Company Default (Navigation Settings?)
Are set on the Company Information page
New users use the company default settings
Navigation: Setup section in Salesforce > Settings > Company Settings > Company Information
Personal Settings (What do and where find?)
users can override company default locale settings
Managed in Language and Time Zone settings in user’s personal settings
Language Settings (Definition; 3 Different Levels; Translations; Text; Content)
Define the default language of the Salesforce org and the languages that users will be able to use in their personal settings
There are different levels of language support for different collections of languages
Translation Workbench also allows you to apply translations to custom fields and labels and use translations provided in managed packages
Informational text and non-field label text are NOT translatable
The CONTENT of records is not effected by translations
3 Levels of Language Support
- Fully Supported –> ALL Salesforce features including the UI, Setup pages, and Help area will display in the selected language (18 fully supported languages including: English, German, French, Russian, Spanish, Japanese, Korean, and Thai.)
2.End User –> will have translations for all standard object field labels and pages, but not the Setup and Help areas (17 end-user languages, including: Vietnamese, Polish, and Greek.)
3.Platform –> ONLY possible to provide translations for customizations and standard fields. If translations are not provided, labels fall back to English (30 platform-only languages, including: English (Australia), English (Canada), Irish, Hindi, and Tamil
Organization ID (3 things)
15 character identifier that identifies each Salesforce organization
Location: The Org ID can be found on the Company Information page
If you need support from Salesforce or other vendors, you’ll need to provide the ID
Licenses
A Salesforce license, or license definition, defines what features and services are made available to an org.
User Licenses
Defined as the baseline of features available to a user. Each user must be assigned one license. (Ex: Salesforce platform license)
Feature Licenses
Grants access to additional features that are not included in the standard license (Ex: Marketing which gives access to campaigns, Knowledge, or CRM content.)
Assigned via checkboxes in a user’s profile
Permission Set Licenses
Gradually grants users access to features that are not included in their user licenses. Permission set licenses work in conjunction with permission sets to grant access to those features.
API
Application Programming Interface
Salesforce API allows access to Salesforce programmatically, instead of using the system UI. EX: Bulk data loading tools such as Data Loader, integration tools such as Informatica, or integrations with other systems
Utilization of APIs, is available to: enterprise, unlimited, performance, and developer editions
API Utilization is reported on the Company Information page as well. It reports the amount of calls made within the last 24 hours.
API Calls (Max # Determined by)
The max number is determined by the addition of the org and the number of user licenses in the org.
Additional blocks of API calls could be purchased if additional API calls were needed
Time Zone (Settings)
Determines how Time and Date Fields will display
Organization Time Zone: set on the Company Information page and is used as the default for new users
User Time Zone: Users can set their own time zone which will override the organization setting
Currencies
Organizations can have a single currency or multiple currencies.
Single Currency
Single currency organizations can set the org-wide currency on the Company Information page using the Currency Locale option
The Currency symbol in amount fields will reflect the currency locale
Single currency is the default. (Users do NOT have the option to define a currency preference.)
Multiple Currency
Adds the ability to record amounts in different currencies on records
It must be enabled on the Company Information Page
In multi-currency organizations, the corporate currency is defined for the org, and each user can set their currency locale under personal settings.
Multiple Currencies CAN NOT BE TURNED OFF/DISABLED ONCE ENABLED
Fiscal Year Configuration
defines the business year of the company which is also referred to as the accounting year, taxation year, financial year, or the budget year
Can be the standard 12 month Gregorian calendar or a custom setup
What are the options to define fiscal years?
12 months/the Gregorian Calendar/the standard or a custom fiscal year setup. Standard fiscal years are based on a monthly structure and can start on any month. Custom Fiscal years can use a different structure such as quarters.
What is the Salesforce API?
The API (Application Programming Interface) is a way of accessing Salesforce programatically and is used by Data Loading and Integration Tools.
What time zone is used for new users?
Whatever the default time is set as in the Company Information settings page, but users can override it in My Settings.
Why would advanced currency management be used?
Advanced currency management allows dated exchange rates to be recorded to track the amounts when opportunities were closed.
How is storage managed in Salesforce?
Salesforce has 2 categories of storage, Data and File Storage.
–Records –> Data Storage
–Attachments, Documents, Files, Content, and Chatter –> File Storage
What do business hours and holidays impact?
Business hours and holidays are used in calculations to determine when to escalate a case or when an entitlement milestone is reached.
What level of language support does Salesforce provide and how is a user’s language settings controlled?
Salesforce offers a number of Fully Supported, End User, and Platform Only languages.
–The language on the Company Settings page is applied to new users, but it can be overridden in My Settings.
What is the organization ID?
A unique 15 character identifier that identifies each Salesforce organization and is different in each environment.
Why would multi-currency be used?
Multi-currency is used to be able to add amounts in different currencies on records and be able to forecast and report using the corporate currency or record currency.
What are the types of licenses?
User, Feature, and Permission Set Licenses
