Configuration and Setup

Question 1

Which fields does the default locale configuration impact?

Answer 1

Format of Date, Time, Number, Name and Address fields

Question 2

What do business hours and holidays impact?

Answer 2

Business hours and holidays are used in calculations to determine when to escalate a case or when an entitlement milestone is reached.

Question 3

What are the options to define fiscal years?

Answer 3

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.

Question 4

What level of language support does Salesforce provide and how is a user’s language setting controlled?

Answer 4

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.

Question 5

What is a Salesforce API?

Answer 5

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.

Question 6

What is the organization ID?

Answer 6

A unique 15 character identifier that identifies each Salesforce organization and is different in each environment.

Question 7

What time zone is used for new users?

Answer 7

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.

Question 8

Why would multi-currency be used?

Answer 8

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.

Question 9

Why would advanced multi-currency be used?

Answer 9

Advanced currency management allows dated exchange rates to be recorded to track the amounts when opportunities were closed.

Question 10

What are the types of licenses?

Answer 10

User, Feature, and Permission Set licenses.

Question 11

How is storage managed in Salesforce?

Answer 11

Salesforce has two categories of storage, Data and File storage. Records use Data Storage and File Storage is used by Attachments, Documents, Files, Content and Chatter.

Question 12

How can users see their correct time zones if the organization default is set to a different time zone?

Answer 12

Under My Settings, users can set their own time zones to override the organizational default.

Question 13

What are the different types of search layouts?

Answer 13

Under My Settings, users can set their own time zones to override the organizational default.

Question 14

What actions and features are available in a list view?

Answer 14

Edit, Delete and Follow records, Sort, Filter, Create Printable View

Question 15

Which users can view a list view created in Lightning Experience?

Answer 15

The creator, all users, or groups of users

Question 16

Which users can view a list view created in Lightning Experience?

Answer 16

The creator, all users, or groups of users

Question 17

What types of components can be added to the home page layout?

Answer 17

Links, Images, HTML, and Visualforce

Question 18

What password requirements can an administrator set?

Answer 18

Minimum password length, complexity, password history enforcement, expiration period, minimum password lifetime

Question 19

How is the role hierarchy related to record access?

Answer 19

Users will have access to other users’ records if they have a role above the record owner in the role hierarchy and grant access through hierarchies is enabled.

Question 20

How do Sharing Rules work?

Answer 20

Rules can be created to grant access to groups of users for certain records based on record owner or criteria.

Question 21

What should be considered when changing OWD settings?

Answer 21

If increasing default access, changes will take effect immediately. If decreasing, changes may take significant time depending on data volumes.

Question 22

What is Manual Sharing?

Answer 22

Manual sharing allows a user to use the ‘Sharing’ button to grant access to a specific record to other users, roles, roles and subordinates, territories, territories and subordinates, and public groups.

Question 23

What administration tasks can an administrator delegate?

Answer 23

Create and assign users in certain roles and profiles, assign permissions sets, public groups, reset passwords, manage specific custom objects

Question 24

What is the minimum information required to set up a user?

Answer 24

Username, Last Name, Email, Profile, Alias, Nickname and License

Question 25

How would it be possible to check why a user is not able to login?

Answer 25

Login history on user record, or Login History for all users will give information regarding a login attempt.