Configuration and Setup Flashcards
(Objectives 1,2)
What does Locale control?
Language and format of date and time, address, currency, name, and number fields.
What is a Salesforce Organization ID?
A unique 15 character identifier that identifies each Salesforce organization.
What is a Salesforce license, or license definition?
Salesforce licenses define what features and services are made available to an org.
What are the different types of licenses in Salesforce and what do they do?
- User Licenses - Define the baseline features available to a user. Each user must be assigned one.
- Feature Licenses - Grants access to additional features that are not included in a standard license.
- Permission Set Licenses - Gradually grant users access to features that are not included in their user licenses.
What does API stand for and what does it do?
Application programming interface. Allows access to Salesforce programmatically, instead of using the user interface.
How is storage divided and how is each type used?
Storage is divided between data storage and File storage. The amount of storage available in an org is determined by the edition of the org and the number and type of user licenses in the org. Additional storage can be purchased.
Data storage is used creating records and file storage is used by storing files in attachments, the documents tab, the files tab, content, chatter, and Site.com assets.
What are the 3 levels of language support? Describe them.
- Fully supported - All SF features will display in the selected language.
- End user - These languages will have translations for all standard object field labels and pages but not setup and Help.
- Platform - For these languages it is possible to provide translations for customizations and standard fields. If translations are not provided, labels fall back to English.
Why are Business hours and holidays important?
Business hours determine the times when users are available to support customers and are the basis for the computation of support processes hours such as Case escalation rules and Entitlement processes.
What are the options to define fiscal years?
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.
What are the two options available for specifying a default record page view at the org level? Describe them.
- Full view - A data-dense view that focuses on details and related lists and puts all the information on the same page.
- Grouped View - Divides record information into groupings across multiple regions and tabs.
What is Inline Editing in Lightning Experience?
When a user hovers over the field, a pencil icon will appear if the cell is editable. On the other hand, a lock icon will be displayed if it is non-editable
What is the App Manager?
The App Manager is used to view, create, and customize apps available in the organization.
What is the Utility Bar?
The Utility Bar allows easy access to common productivity tools such as Notes, History, Calculator, and Omnichannel. Items placed in the Utility Bar will appear near the bottom of the screen.
What are temporary tabs?
Temporary tabs are opened when a user clicks an item that does not have a parent object placed in the navigation bar. Temporary tabs can be made permanent in the navigation bar by selecting Add to Nav Bar.
What is the App Launcher?
App Launcher can be used to immediately open or search for apps or items.
Users can drag and sort the apps according to personal preference.
AppExchange is accessible from App Launcher.
What is the App Menu?
The App Menu can be used to change the app’s visibility in the App Launcher.
Apps can be reordered and made visible or hidden for all users in the organization.
What is In-App Guidance?
In-App guidance can be used to create a hands-on interactive tour to guide users through onboarding or feature introduction by means of step-by-step prompts.
It can be placed on Object record pages, Supported Setup pages, List view dropdown menu, Record tabs, and subtabs, and Record fields.
An in-app guidance can be assigned to a specified record type, on specific page or app, or any page and app.
What are the 3 In app guidance Prompt Types?
- Floating Prompt
- Targeted Prompt
- Docked Prompt
What is the Guidance Center?
The Guidance Center guides administrators in setting up and enhancing the Salesforce org and provides recommendations tailored for the org and the admin’s level of experience.
What are Global Search Results
The search results that appear when users search using the global search bar at the top can be configured.
What is Lookup Search?
Lookup Search is a feature that allows a user to search for a record of an object and associate it to a record of another object using a lookup field.
Give Search overview details.
Encrypted, formula, and lookup fields cannot be searched.
Field-level security is enforced when users search for records. Search results do not override field-level security. Data in restricted fields do not return in the results.
What is a Dependent Lookup?
A dependent lookup is a lookup field that includes a lookup filter that reference fields on the source object record.
How many records are searched in a list view search?
Only the first 2000 records are searched. Users can overcome this limitation by using more specific terms or by changing the filters and sorting order.