Configuration and Setup I Flashcards
What do default locale configuration impact?
Format of date, time, number, phone number, name, and address fields.
What do business hours and holidays impaogct
When to escalate a case or when an entitlement milestone is reached
What are the options to define fiscal year?
Standard fiscal years which are based on a monthly structure and can start any month. Or Custom fiscal years which can use a different structure such as quarters.
What level of language support does Salesforce provide and how is a users language setting controlled?
Salesforce offers fully supported, end user, and platform only languages. The language on the company settings page is applied to new users but can be overridden in My Settings
What is Salesforce API
The Application Programming Interface is a way of accessing Salesforce programmatically and is used by data loading and integration tools
What is the Organization ID?
A unique 15 character identifier that identifies each Salesforce org and is different in each environment
What time zone is used for new users?
Time zone for new users is set using the default time zone on the company settings page but can be overridden in My Settings
Why would Multicurrency be used?
Multicurrency is used to be able to add amounts in different currencies on records and be able to forecast and report using the corporate currency or the record currency
Why would advanced currency management be used?
Advanced currency ,management allows dated exchange rates to be recorded to track the amounts when opportunities were closed
What are the two types of licences?
User and feature. User licenses define the baseline of features a user can access. Feature licenses grant additional access to specific functionality such as Content, Knowledge, or Marketing
How is storage managed in Salesforce?
Data and file storage. Records use data storage and file storage is used by Attachments, Documents, Files, Content, and Chatter.
How can users see their correct time zone if the organization default is set to a different time zone?
Under My Settings users can set their own time zones to override the organizational default
