Configuration and Setup Flashcards
What do default locale configuration impacts?
Format of date Time Number, Phone number, Name, Adress fields
What do business hours and holidays impact?
Used in calculation to determine when to escalate a case or when an entitlement stone is reached
What options to define fiscal years ?
Standard fiscal year = based on monthly structure, can start on any month.
Custom fiscal year = can use a different structure, quarters for example
How is a user’s language settings’s controlled?
The language on the company settings is used for new users but it can be overriden in My settings
What are the type of licenses ?
User, Features and Permission Set licenses
How is storage managed in Salesforce?
Records use Data storage
Attachments,Documents,Files,Contents and Chatters use File storage
What do the User interface settings control
Sidebar
Calendar
General user interface
What are some of the search settings that can be enabled or customized?
Number of search results displayed Document content search Recently viewed records Search optimization Limit search to record owned by the user
What checks are done when a user try to connect to SF org?
- Profile Level Login hours
- Profile Level Ip ranges
- Company Level Trusted Ip ranges
- Activation code validation
What do organization-wide default settings do?
Determine access to record the user doesn’t own and set’s base record access for the org