Configuration and Set Up 1 Flashcards
What do default locale configuration impacts?
Format of date, time, number, phone, name and address fields
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 are the options to define fiscal years?
Standard or custom fiscal years. 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 level of language support does Salesforce provide and how is a user’s language setting 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 can be overridden in my settings.
What is the Salesforce API?
The API (Application Programming Interface) is a way of accessing Salesforce programmatically and is used by Data Loading and Integration tools.
What is the organization ID?
A unique 15 character identifier that identifies each Salesforce organization and is different in each environment.
What time zone is used for new users?
The time zone for new users is set using default time zone on the Company settings page, but users can override it in My Settings.
Why would multi-currency be used?
Multi-currency is used to be able to add amounts in different currencies on record and be able to forecast and report using the corporate currency or record currency.
Why would advanced currency management be used?
Advanced currency management allows dated exchange rates to be recorded to track the amount when opportunities were closed.
What are two types of licenses?
User and Feature. User licenses define the baseline of features a user can access. Feature license grant additional such as knowledge, Content or Marketing.
How is storage managed in Sales force?
Salesforce has two categories of storage, Data and File storage. Records use Data Storage and Files Storage is used by Attachments, Documents , Content and Chatter.
How can users see their correct time zones if the organization default is set to a different time zone?
User My Settings, users can set their own time zones to override the organizations default.
