Configuration and Setup Flashcards
What types of fields do locale settings affect?
Date and time
Address
Currency
Name
Number
In what places can language, locale, and timezone settings be changed?
Setup -> Company Information (company default)
Setup -> Users (admin assigning per-user)
User settings -> Language & Time Zone (per-user)
What is a fully supported language?
A language in which all Salesforce Features, including User Interface, Setup, and Help will display in the selected language.
Examples include English, German, French, Spanish, …
What is an End User language?
Languages that have translations for all standard object field labels and pages, but not Setup and Help.
What is a Platform language?
Languages in which it’s possible to provide translations for fields. If translations are not provided, labels fall back to English.
What languages can be selected as the company default?
All Fully Supported languages.
Any other languages enabled in Setup->Language Settings
What is a User License?
License that defines a user’s baseline features.
Examples include Salesforce, Salesforce Platform, Chatter Free, etc.
What is a Feature License?
License that gives access to additional features not included in the User License.
Examples include Marketing, Knowledge, etc.
What is a Permission Set License?
Licenses that gradually grant users access to features not included in their User License.
*These are basically just permission sets with a cap on the number of people that can be assigned to them.
Where can licenses be viewed?
Setup -> Company Information
What are API Limits and what is the limit window? Where can limits be checked?
The number of API requests that can be made in a 24 hour period.
Can be checked in Setup -> Company Information.
What is the default currency setting in a Salesforce org?
Single currency
*The currency used will be whatever is specified in Corporate Currency, in Setup -> Company Information
What considerations does an admin need to be aware of when enabling multi-currency (in Setup -> Company Information)?
All currencies to be used need to be activated by the administrator.
Exhange rates between currencies should be added by the administrator.
What is a dated exhange rate?
An exchange rate between currencies that applies specifically to the date in which an Opportunity closes.
*Advanced Currency Management must be enabled for this feature
How do Reports support multi-currency?
They display both a primary and secondary currency.
Primary = corporate default currency OR record currency.
Secondary = per-user default currency OR the currency specified in the report itself.
What features do Business Hours and Holidays affect?
Case escalation
Entitlement processes
(Service/Support processes)
*Multiple sets of hours can be created and then one is recorded on each Case
What features do Fiscal Years affect?
Forecasts
Reports
Quotas
What is a Standard Fiscal Year?
Follows the Gregorian calendar (12mo)
Can start on the 1st of any month.
What are some considerations administrators need to have when enabling a new fiscal year structure?
If the user is enabling a custom FY, then it cannot be reverted back to strandard.
Doing so can delete existing forecasting if there is an overlap with the previous FY.
What are the limits on Data and File Storage? Where can an org’s current usage be viewed?
Data: 10GB + 20MB per user license
File: 10GB + 2GB per user license
Setup -> Storage Usage
What are Big Objects?
A type of object that can be used to store particularly large objects. These are often either archived regular objects or data imported from other systems into Salesforce.
What does the “Enable Hover Details” UI setting do?
Enables a summary display of a record when hovering over a record link.
*Fields displayed are determined by the compact page layout
What does the “Related List Hover Links” UI setting do?
Adds related list links at the top of record detail pages.
*Mainly affects Salesforce Classic
*On by default
What does the “Inline Editing in Lightning Experience” UI setting do?
Displays a pencil or lock icon (depending on field access) when a user hovers over a field.
What does the “Disable Navigation Bar Personalization in Lightning Experience” UI setting do?
Displables the option for users to customize an app’s nav bar (tabs) in Lightning.
What does the “Enable Printable List Views” UI setting do?
Adds a button to list views that will generate a print-ready format of the data.
What does the “Enable Salesforce Notification Banner” UI setting do?
Disables the notification banner on Account, Contact and Dashboard pages, as well as in Setup.
What branding options are available for Lightning Apps?
App logo
Navbar color
What is a Utility Bar?
A footer in a Lightning App that contains useful macros/actions.
*Configured by the admin via the App Manager in Setup
What is a Theme?
A group of branding settings that includes logo, colors, background, and banner images. Only one theme applies to the entire Salesforce org.
What is In-App Guidance?
A system that allows an administrator (Manage Prompts permission) to create a heads-on interactive tour to guide users through onboarding or a feature introduction.
What is the Guidance Center?
Gives administrators guidance in setting up and enhancing a Salesforce org.
What is Federated Search?
Allows users to search data stored in external systems, including getting results from external search engines.
What is a search layout?
Template that determines which fields users can view, filter on and sort by on the search results page for global and lookup searches.
What are some features included with Einstein Search?
*Enabled by default, only in Lightning
Search personalization - provides results most relevant to the user
Actionable results - actions on records can be completed as search terms are being typed
Natural language search - words and phrases are converted to usable search filters
What are the two record list display types?
List view
Kanban view
What are the three options for list view sharing?
Only the User that created the list view
All Users
A group of Users (inlcudes by Role)
What is the Lightning App Builder?
A point-and-click tool for creating, customizing, and managing Lightning Apps and Pages.
What is the Dynamic Forms feature and what kinds of objects are supported by it?
Breaks up record details into fields and sections in the Lightning App Builder.
Supports Accounts, Cases, Contacts, Leads, Opportunities, and Custom Objects.
What are the three options an administrator has when assigning a home page to a set of users?
Assign to all users (all the time).
Assign to all users in a specific app.
Assign to all users in a specific app with a given profile.
What are the three types of pages that you can create using the Lightning App Builder?
App page
Home page
Record page
What are Component Visibility Rules?
Criteria used to display/not display a Lightning Component.
*Usually done through Permission Sets- all users with permission set configured in the compoment can see it
What is the Lightning Usage App?
An app that provides metrics on Lightning usage data and performance. Can be used to identify areas in which improvements can be made.
In what ways can a user customize the Navigation Bar?
Reorder tabs
Add tabs
Remove tabs
Rename tabs
In what way can an administrator assign users to an app?
By profile
What is a Standard Publisher Action?
Actions that are automatically included when Chatter is enabled
*Requires feed tracker to be enabled on the object
What is a Custom Action?
Either global or object-specific actions that can invoke Lightning Components, flows, Visualforce pages, or canvase apps.
Examples include Create a Record, Send an Email, and Log a Call actions.
What is a Default Action?
Per-object actions defined by Salesforce.
Examples include New Task, New Contact, etc. on the Account object.
What is a Global Publisher Layout?
A layout for a global action.
What is a Dynamic Action?
An record page action that can be displayed/hidden based on the record’s values.
How can an administrator control the fields that are visible when a user performs an action in Salesforce?
By editing the associated action layout.
What is a sandbox template?
A file that defines what data to transfer over from the source org when a refresh is performed.
What is the proper format for a username in Salesforce?
Email format
What fields are required to create a new user?
Last name
Alias
Nickname
Email
Username
User License
Profile
*Role is marked as required, but does not need to be selected to create a new user. Portal/Community users MUST have a role defined.
What is the Email Domain Allowlist? Where can it be found?
Restricts domains that can be listed as part of a user’s email field. Found in Setup -> User Managment Settings.
*Enabled in User Management Settings
What are some considerations about using the “Add Multiple Users” feature?
All users added this way will be assigned the same type of user license.
The username for each user will be the same as their email address.
Only 10 users can be created at a time.
What does freezing a user account do? When should an admin freeze a user?
Prevents the user from being able to log into their account.
When the user should ideally by deactivated (employee moved on), but cannot immediately be deactivated.
*License is not released when an account is frozen
In what cases can a user account NOT be deactivated?
If they are the sole recipient of a workflow email alert
If they are a customer portal administrator
If they are part of a custom heirarchy field
What jobs can those in a delegated adiminstration group perform?
Manage users
Assign profiles
Unlock/reset passwords
Manage permission sets
Create/assign users to public groups
Manage custom objects
What are the four levels of access restriction, from highest to lowest level?
Org
Object
Record
Field
At what level are password policies and IP restrictions configured?
The profile level
What is the Setup Audit Trail? What does it track?
Shows the 20 most recent Setup changes to the org.
Administration changes (Company Information, Users, Roles, Permission Sets, etc.)
Customization changes (Workflow Rules, Approval Processes, Flows, Page Layouts, etc.)
Groups and Sharing changes
Data management changes (Data Import Wizard, exporting data, deleting records, etc.)
Email deliverability and delivery
Delegated administrators
Notifications types
Apex
Lightning components
What are the ways to unlock a user’s account once they’ve been locked out?
Hit the Unlock button on the user’s User Details.
Reset the user’s password.
What is Federated Authentication?
Allows affiliated but unrelated service providers to share auth data. Salesforce org can be configured as an identity provider or service provider.
Example: Use Salesforce to log into something else.
What is Delegated Authentication?
Ability to use credentials from an external authentication provider.
Example: Use Google to log into Salesforce
What kinds of users are excluded from MFA requirements?
Chatter Free (automatically excluded)
Chatter External (automatically excluded)
Experience / Community users (can be excluded if administrator chooses)
Users logging in from IPs in org’s trusted IP ranges
At what levels can session settings be configured?
Org-level
Profile-level
User-level (via permission set)
What is Security Health Check?
Feature in Setup that helps in identifying and fixing potential vulnerabilities in key areas of security settings.
What percentages do Very Poor, Poor, Good, Very Good, and Excellent correspond to in Security Health Check?
54% and below
55% - 69%
70% - 79%
80% - 89%
90%+
What is My Domain?
A feature that allows the creation of a subdomain for the company’s org.
What is Enhanced Domains?
Enables the use of a company’s MyDomain name to be used on all URLs accross the org, including sites.
What is GDPR?
General Data Protection Regulation
A European data protection law that regulates the procesing, collection, storage, transder, or use of personal data about EU individuals.
Important highlights:
PD can only be collected for legitimate purposes.
PD must be deleted if it’s no longer needed.
Data must be kept secure.
Consent to collect data must be given.
PR must be accurate and kept up to date.
What are the 4 main levels of access in Salesforce?
Org access
Object access
Record Access
Field Access
What is role heirarchy access?
Gives user access to records that are owned by other users below them in the role heirarchy.
Which takes precedence: role heirarchy access or object access?
Object access
What is manager group access?
Allows sharing of records with manager(s) specified on a user record.
Who can manually share a record?
Record Owner
User above record owner in the role heirarchy
User with “full” access
Administrators
What is the sharing heirarchy button?
Button on accounts, opportunities, cases, contacts, leads and custom objects that hwos why a user has access to a record.
What is a muting permission set?
A permission set in a permission set group that mutes/reverses permissions granted by other permission sets in the group.
*Only one per permission set group
Where can a user find information on their license totals/usage?
Setup -> System Overview
Setup -> Company Information
What objects can be Campaign Members?
Accounts
Contacts
Leads
What is Schema Builder?
A tool that can be used to view the Salesforce Data Model, including creating objects, fields, and relationships.
What is a consideration when deleting a master object that is part of a master-detail relationship?
All details (child) objects will also be deleted.
How does security work with objects that have a master-detail relationship?
The detail (child) object inherits the sharing and security settings of the master (parent) and has no settings of its own.
How do you implement a many-to-many object relationship?
Create a third junction object with two master-detail relationships to the two objects.
Recrod types can be used to drive…
Picklist values
Page layouts
Business processes
