Configuration and set up 20%

Question 1

What do default configuration impact?

Answer 1

Format of date, time, Phone number, name and address field

Question 2

What do business hours and holidays impact

Answer 2

determines when to escalate a support case

Question 3

what are the options for fiscal year? and when would you use each

Answer 3

Standard and custom fiscal year
-Standard for when it follows the normal 13 week calender and starts on the first or last day of the month
-Custom used when it doesnt start on the first or last day of the month

Question 4

What level of language support does salesforce provide?
-how is a users language setting controlled?

Answer 4

-Sales offers many fully supported, end user, and platform only languages.
-The language on the company page is applied to new users but can be changed in my settings

Question 5

What does salesforce API stand for?
-What is it?

Answer 5

-Application programming interface
-Is a way of accessing salesforce programmatically and is used by data loading and integration tools

Question 6

What is organization ID?

Answer 6

Unique 15 character code that identifies each salesforce org and is different in each enviorment

Question 7

What timezone is used for new users?

Answer 7

Default on company page but can be changed in my settings

Question 8

Why would multi-currency be used

Answer 8

-Allows different currencies to be used
-For example you have an office in the U.S and U.K you would use Dollars and pounds together

Question 9

Why would advanced currency management be used?

Answer 9

-Allows dates exchange rates to be recorded to track the amounts when the opportunities were closed

Question 10

What are the 3 types of licenses?

Answer 10

User license- allows baseline of features
feature license- adds additional features that are not on the user license
permission set license-

Question 11

How is storage managed in salesforce?
Which is used for what?

Answer 11

Data and file storage

-Data used only for records
-File storage is used for attachemnt, documents, files, content, and chatter

Question 12

How can users see the correct timezones if the org default is set to a different timezone?

Answer 12

Can be changed in my settings

Question 13

Where can users perform a record search

Answer 13

-Global search shows most information
-List view search looks up record within a list view
-lookup search allows searching of related records in a lookup field

Question 14

What does U.I setting control?

Answer 14

General user interface and calendar

Question 15

What does enhanced lookup offer

Answer 15

Search on all fields, sort, filter, customize columns, page navigation, auto completion

Question 16

What are some of the search settings that can be enabled or customized

Answer 16

-Number of search results displayed
-document content search
-recently viewed records
-search optimization
-Limit search to records owned by users

Question 17

What actions and features are available on a list view

Answer 17

Edit
delete
follow records
sort
filter
create printable view

Question 18

What are the different type of search layouts?

Answer 18

-Search results
-LookUp dialogue
-LookUp phone dialogue
-tab
-list view
-search filter fields

Question 19

Where can an app logo and nav bar color be changed?

Answer 19

“App Manager” in set up

Question 20

Where can apps that appear in the lightning experience app launcher be changed

Answer 20

“App Menu” in set up

Question 21

Where can you find what licenses you have?

Answer 21

Company info