Configuration and setup I (20%) Flashcards
Two types of licenses that can be assigned to users to grant access to features
User licenses: Define the baseline of features available to a user.
Feature Licenses: Grant access to additional features that are not included in a standard license, such as marketing, knowledge or CRM content
What is the use of business hours and holidays in case escalation and entitlement process
it excludes holiday times and off business hours like the weekend in the calculation process to escalate a case
what are the considerations related to data and file storage?
Data storage is used by records
File storage is used by attachments, documents, files, content, chatter
Considerations related to salesforce API
Application program interface. Allows you to access your org programmatically. However in order to save guard your organizations instance that hosts your org, Certain safe guards are in place to limit the amount of API requests that can be made in a 24 hour period. This is based on edition and number of user licenses your org has.
Company Settings: Organization ID
Unique 15 character ID for every org
Used for support, and enabling features
Company Settings: locale
Controls the format of date, time address, name, and number fields depending on your language/country
Default locale set at organization level but user locale settings override
Where is Storage viewed in salesforce
storage is viewed here Setup > Storage usage
Company Settings: Currencies
Organizations can be single or multi-currency
Multi-currency allows recording amounts in different currencies on records
Company Settings: Business Hours and Holidays
Where you setup you business hours and this is going to impact case escalation rules and entitlement processes
Fully supported languages offer
Fully supported languages means all salesforce features, including user interface, setup, and help
End user languages offer
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
Platform support
For these languages, it is possible to provide translations for customizations and standard fields.
If translations are not provided labels fall back to English
API is an abbreviation for
Application Programming Interface
What is the use of Salesforce API
allows access to salesforce programmatically, instead of using the user interface
Organizations currencies and be either
single or multi-currency
single: can set organization-wide currency on the company information page using currency locale, currency symbol will reflect currency locale, this is default
multi-currency: adds the ability to record amounts in different currencies on records. It must be enabled, allows for reports in both corporate and record currency. corporate currency is defined.
primary currency
reflects either the default corporate currency or the currency selected for the record
secondary currency
reflects the personal default currency of the user running the report, or the currency specified in the report criteria
can you disable multi currency after enabling it?
nope
what are business hours and holidays
business hours determines the times when users a available to support customers and are the basis for computation of support processes hours
enabling or defining custom fiscal years impacts what?
forecasts, reports, and quotas.
what are the considerations to take before enabling custom fiscal years
all existing forecasts and quotas from the first period of that year forward will be deleted, but forecasts for periods before the first custom fiscal year are not deleted
Why is it important to identify if your fiscal year by the starting month or by then ending month.
because a whole calendar year from April 2018-april2019 is an entire year but you have 2018 and 2019 in that range. So if you define your fiscal your by your start month then all of your closed opportunities will be in the fiscal year of 2018 but if its by the end month than all your fiscal opportunities will close in 2019.
