Configuration and Setup 4 Flashcards
Which sharing settings allows a users to manually share their own record with other users of an organization?
‘Manual User Record Sharing’ checkbox on the ‘Sharing Settings’ page in Setup
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 campaign they have access to?
Controlled by Campaign
Which access level for a report folder would allow a user to change the folder’s sharing setting?
‘Manage’
Which folder access levels allow savings, deleting, and renaming reports or dashboards?
‘Edit’ and ‘Manage’
Which options are available for selecting the users while defining the access level for a report or dashboard folder?
The access level for a report or dashboard can be defined for a particular user, group, territory, or role.
Why would a user be freezed?
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)
What are some common users access issues?
- Wrong user name
- Entering password in wrong case
- User is locked
- Trying to login to a sandbox with the wrong URL
What can be done to immediately prevent a user that left the company from having access to sales force?
Freeze the user record, then make the adjustments needed to deactivate.
What should be done when a user no longer needs to use Salesforce?
Deactivate the user record; users cannot be deleted.
What administration tasks can an administrator delegate?
Create and assign users in certain roles and profiles, assign permissions sets, public groups, reset passwords, manage specific custom objects
What field must be marked on the user record for users to be able to log in?
The “Active” checkbox
What is the minimum information required to set up a user?
Username, Last Name, Email, Profile, Alias, Nickname and License
What localization settings apply to a user?
Locale, Langue, Time Zone, and Personal Currency
How would it be possible to check why a user is not able to login?
Login history on user record, or Login History for all users will give information regarding a login attempt.