Configuration and Setup 1 Flashcards
Storage is divided into?
DATA
FILE
Which fields does the default locale configuration impact?
Format of date
Time
Number
Phone #
Name & address fields
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 is the salesforce API?
The API (Application Programming Interface) is a way of accessing Salesforce programmatically and is
Used by:
Data Loading
Integration tools.
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 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 two categories of storage: Data and File storage.
Records use: Data Storage
File Storage: Used by
Attachments
Documents
Files
Content and Chatter.
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 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 it can be overridden in My Settings.
What is the ORG 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
Permission Set licenses.
How can users see their correct time zones if the ORG default is set to a different time zone?
Under My Settings: users can set their own time zones to override the organizational default.
