Configuration and Setup Flashcards
Where do you manage business hours, calendar settings, company information, data protection and privacy, fiscal year, holidays, language settings and my domain?
Company Settings
Where do you manage locale/time zones and currency settings?
Company Information
Where do you set permissions for a particular type of Object?
Permission Sets and Profiles (Setup-Users)
Where do you specify the default level of access that users have to each others records?
Org-wide defaults (Setup-Sharing Settings)
What can you create to make exceptions to org-wide defaults to give a group of users access to records they don’t normally see?
Sharing Rules (Setup-Sharing Settings)
What determines what users can do and how they access objects and data based on their job function?
Profiles (Setup-Profiles)
What determines what users can see based on where they are in the hierarchy?
Roles (Setup-Roles)
______ grants object access
______ increases object access
Profiles, Permission Sets
What is a collection of settings and permissions that give users access to various tools and functions?
Permission Sets (Setup-Permission Sets)
Create permission sets based on ______
Tasks users perform
Create permission set groups based on ______
Users job function
Add field access with ______ and restrict field access with ______
Permission Sets, Profiles
______ determine the baseline level of access for all the records in an object and _______ modify those permission for records a user doesn’t own
Object permissions (Profiles), Org-wide Defaults (Sharing Settings)
True or False: Org-wide defaults can grant users more access than they have through their object permissions
False
Where do you set org-wide defaults for each object?
Sharing Settings (Setup)
True or False: Sharing rules can only be used to grant additional access, you cannot restrict access beyond your org-wide defaults using sharing rules.
True
______ extends users functional access without changing their profile
Permission Sets
True or False: Sharing rules should be used for a set of users that frequently change
False
True or False: A user can create public groups
False, a system administrator must create Public Groups (Setup-Public Groups)
___ and ___ cannot restrict record access
Role hierarchies and sharing rules
Where do you create a custom report type?
Report Types (Setup)
Where do you activate multiple currencies and update exchange rate?
Company Information (Company Settings)
_____ is a trusted service that enables users to access other websites and services without logging in again
Identity Provider
_____ is a website or service that hosts apps and accepts identity from an identity provider
Service Provider
What permissions ignore all sharing rules and settings?
View All and Modify All
________ specify the baseline level of access that the most restricted user should have
Org-Wide Defaults
Use _____ to extend sharing access to users in public groups, roles or territories
Sharing Rules
________ lets you customize a permission set group by disabling selected permissions in it.
Muting
A list display of items based on specific criteria
List View
Where do you enable and setup Account Teams
Setup
What you do (ex: supervise, manage)
Function
____ is based on job function
____ is based on tasks you perform
Profile (manager)
Permission sets (managers from different departments create contracts)
Every record is owned by _____
A user or queue
Hide an internal or external user from another user in your organization with _____ sharing
User Sharing
Using _____ rules the data that a user has read access to via your sharing settings is further scoped to only records matching the defined criteria
Restriction Rules
Use ___ rules when you want to let users control the record set that they see, this doesn’t restrict users’ access to other records that they sometimes need.
Scoping Rules
