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My Salesforce Study > Configuration And Setup > Flashcards

Configuration And Setup Flashcards

1
Q

Which fields do the default locale configuration impact?

A

Format of date
Time
Number
Phone number
NAme
Address field

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2
Q

What do business hours and holidays impact?

A

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

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3
Q

What are the options to define fiscal years?

A

You can define either a standard or a custom fiscal year- standard = based on a monthly structure and can start on any month. Custom fiscal years are based on different structures such as quarters

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4
Q

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

A

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

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5
Q

What is the sales force API?

A

Away of accessing Salesforce programmatically and is used by data loading and integration tools

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6
Q

What is the organization Id?

A

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

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7
Q

What time zone is used for new users?

A

Same as default time zone on company infopage. Users can override it in “my settings”

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8
Q

Why would multi currency be used?

A

Multi-currency is used to add amounts in different currencies on records and be able to forcast and report using the corporate currency’s report currency

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9
Q

What are the types of licenses?

A

User, feature, and permission set licenses

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10
Q

How is storage managed in salesforce?

A

Managed in 2 categories
Data and file storage.
Records used data storage.
File storage is used by attachments, documents, files, content, chatter

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11
Q

How can users see their current time zone if the organization default is set toa different time zone?

A

Under my settings, users can set their own time zones to override the organizational defaults

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12
Q

Where can users perform record search?

A

“Global search” searches most information;
View search looks for a record within a list view;
“Lookup search” allows searching of related records from a look-up field

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13
Q

What is the global layout?

A

The global layout is the set of actions that can be used if an action layout has not been overridden. The global layout can be customized, and multiple publisher layouts can be defined and assigned to different profiles.

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14
Q

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

A

Number of search results displayed, document content search
Recently viewed records, search optimizations,limit search to records owned by the user

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15
Q

What actions and features are availableon a list view?

A

Edit, delete and follow records, sort, fitter, create printable view

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16
Q

What are the different types of search layouts?

A

Search Results (Classic UI),
Lookup Dialog (Classic UI),
Lookup Phone Dialog (Classic UI),
Tab (Classic UI),
List View and Search Filter Fields (Lightning Experience UI)
Search Results, Lookup Dialog, Lookup Phone Dialog, Tab, List View, and Search Filter Fields

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17
Q

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

A

“App manager” in setup

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18
Q

Where can the apps that appear in the lightening experience App launcher be changed?

A

“App menu” in setup

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19
Q

What can be used to create, customize and assign home pages to different profiles in Lightning Experience?

A

Lightening App Builder

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20
Q

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

A

Links, Images, HTML and Visualforce

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21
Q

How can a user look for a company in a Listview by keyword?

A

By using the List View Search Bar at the top of the List View

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22
Q

Which users can view a list view created in Lightening experience?

A

The creator, all users of groups of users

23
Q

What can be used to search records from within the Kanban View in lightning experience?

A

Search results layout of the knowledge object

24
Q

Which capability is available for list views in Lightening Experience to allow users to view opportunities that fall within a certain amount or probability range?

A

Filtering search results by number range

25
Q

How can a Lightning Component con a home page be made visible to only users from a certain country using the lightening app builder?

A

By setting a component visibility filter in the “Set Component Visibility” section of the component’s properties.

26
Q

What checks are done when users try to access a Salesforce organization?

A

Profile Level Login Hours, Profile Level IP Ranges, Company Level Trusted IP Ranges, Activation Code Validation

27
Q

How does the security health check work?

A

Security Health Check measures setting values in Password Policies, Network Access Config, and Session Settings against baseline values and calculates a percentage score to indicate risk. 100% means all settings meet or exceed the standard.

28
Q

When is identity verification invoked?

A

When a user logs in from an unrecognized (based on cookies) browser or device, and outside the trusted IP range

29
Q

What can be enabled that helps the administrator spot suspicious login activity?

A

Login forensics

30
Q

What are the different risk categories associated with a Security Health Check in Salesforce?

A

High, Medium, Low and Informal

31
Q

What password requirements can an admin set?

A

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

32
Q

Where can session security settings be configured at the organization level and the profile level in an org?

A

On the ‘Session Settings’ page at the organization level and in a user profile at the profile level

33
Q

Which session setting can be configured to log out inactive users in an org?

A

Session timeout

34
Q

How is the role hierarchy related to record access?

A

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.

35
Q

What do organization-wide default settings do?

A

Determine access to records the user does not own and set base record access for the org.

36
Q

How do sharing rules work?

A

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

37
Q

What does field-level security control?

A

Controls if a field is visible or read-only at the profile level

38
Q

What should be considered when changing OWD settings?

A

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

39
Q

What is manual sharing?

A

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.

40
Q

What is the purpose of a public group?

A

It’s a way of grouping users, roles, and territories so that sharing settings and permissions can be granted efficiently.

41
Q

Which sharing setting allows a user to manually share their own user record with other users of an organization?

A

‘Manual User Record Sharing’ checkbox on the ‘Sharing Settings’ page in Setup

42
Q

Which organization-wide default sharing setting can be used for the Campaign Member object to allow all users to see only the campaign members associated with the campaigns they have access to?

A

Controlled by campaign

43
Q

Which access level for a report folder would allow a user to change the folder’s sharing setting?

A

“Mangage”

44
Q

Which folder access levels allow sharing, deleting, and renaming reports or dashboards?

A

“edit” and “manage”

45
Q

Which options are available for selecting the users while defining the access level for a report or dashboard folder?

A

The access level for a report or dashboard folder can be defined for a particular user, group, territory, or role.

46
Q

Why would a user be frozen?

A

To prevent the user from logging in without deactivating them, allowing for changes to any customization where the user has been used (e.g. workflow email alerts)

47
Q

What are some common user access issues?

A

– Wrong Username
– Entering password in wrong case
– User is locked
– Trying to login to a sandbox with the wrong URL

48
Q

What can be done immediately to prevent a user that left the company from having access to salesforce?

A

Freeze the user record, then make the adjustments needed to deactivate.

49
Q

What should be done if a user no longer wants to use salesforce?

A

Deactivate the user record; users cannot be deleted.

50
Q

What administration tasks can an administrator delegate?

A

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

51
Q

What field must be marked on the user record for users to be able to log in?

A

the “active” checkbox

52
Q

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

A

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

53
Q

What localization settings apply to a user?

A

Locale, Language, Time Zone, and Personal Currency

54
Q

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

A

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

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