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Salesforce Administrator Certification > Configuration & Setup > Flashcards

Configuration & Setup Flashcards

1
Q

Locale

A

Controls the format of date, time, address, name, and number fields
❖Default Locale set at organization level but user locale settings overrid

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2
Q

Time Zone

A

❖Time and date fields display according to user’s time zone setting
❖Users can override organization setting

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3
Q

Currencies

A

❖Organizations can be single or multi-currency

❖Multi-currency allows recording amounts in different currencies on records

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4
Q

Business Hours & Holidays

A

❖Used in case escalation rules and entitlement processes

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5
Q

Organization ID

A

❖Unique 15 character ID for every org

❖Used for support, enabling features

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6
Q

Language Settings

A

❖3 Levels of language support: fully supported, end user, and platform-only languages
❖Users can override organization setting in settings
❖Translation Workbench used to apply translations

❖LANGUAGE SETTINGS3 Levels of language support are provided: fully supported, end user, and platform languages.
❖DEFAULT LANGUAGEThe Default Language is set on the Company Information page and will be applied to new users.
❖LANGUAGE TRANSLATIONThe Translation Workbench allows translations to be applied to custom fields, labels, and translations from managed packages and custom picklist values.

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7
Q

Licenses

A

A Salesforce license, or license definition, defines what features and services are made available to an org. There are different license types in Salesforce

USER LICENSES: User licenses define the baseline of features available to a user. Each user must be assigned one license.

FEATURE LICENSES:Feature licenses grants access to additional features that are not included in a standard license, such as Marketing, Knowledge, or CRM content.

PERMISSION SET LICENSES: Permission set licenses gradually grant users access to features that are not included in their user licenses.

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8
Q

Storage

A

❖Data Storage is used by records

❖File storage is used by attachments, documents, Files, Content, Chatter.

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9
Q

Fiscal Year

A

❖Standard or custom fiscal years can be used
❖Standard fiscal year follows the 12 month structure
❖Custom fiscal years can use custom periods

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10
Q

Default Locale

A

The default locale controls how certain information are displayed in a Salesforce org. It is set by the System Administrator.

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11
Q

User Changing Display Language

A

Users can change their own display language:

My Settings > Personal > Language & Time Zone

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12
Q

Organization ID

A

The Salesforce Organization ID or ‘Org ID’ is a unique 15 character identifier that identifies each Salesforce organization

❖UNIQUEThe Org ID will be different across environments(e.g., Development, Test, and Production)
❖SUPPORT REQUIREMENTThe Org ID will need to be provided when requesting supportfrom Salesforce and other AppExchange vendors.

Shown in the Company Information page

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13
Q

Salesforce API

A

API is an abbreviation for ‘Application Programming Interface’.

❖ACCESSIBILITY Salesforce API allows access to Salesforce programmatically, instead of using the user interface.
❖EXAMPLES Bulk data loading tools such as Data Loader, integration tools such as Informatica, or integrations with other systems.

❖LIMITS The number of API requests that can be made in a 24 hour period based on edition and number of user licenses.
❖AVAILABILITY It is available for Enterprise, Unlimited, Developer, and Performance editions.

API usage can be monitored from the Company Information page.

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14
Q

Time Zone

A

Time and Date fields will display according to the time zone setting.
❖ORGANIZATION TIME ZONE The Organization Time Zone is set on the Company Information page and is used as the default for new users.
❖USER TIME ZONE Users can set their own Time Zone which will override the organization setting.

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15
Q

Default Time Zone

A

The default time zone for the org is set on the Company Information page

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16
Q

User Time Zone

A

In My Settings, users can set their own Time Zone which will override the organization setting.

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17
Q

Currencies

A

Organizations can have a single currency or multiple currencies.
MULTI-CURRENCY
❖Multi-currency adds the ability to record amounts in different currencies on records.
❖It must be enabled on the Company Information page.
❖In multi-currency organizations, the corporate currency is defined.
SINGLE CURRENCY
❖Single currency organizations can set the organization-wide currency on the Company Information page using the Currency locale.
❖The currency symbol in amount fields will reflect the currency locale.
❖Single currency is the default.

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18
Q

Currency Symbol

A

The currency symbol in amount fields will reflect the currency locale.

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19
Q

Multi-Currency

A

Multi-currency allows users to utilize more than one currency within their Salesforce org

❖USER CURRENCY Users can set their individual currency in the Personal Information page. User currency can be used in reports, quotes, forecasts, and other records that use currency amounts.
❖EXCHANGE RATES The exchange rates between active currencies can be set on the Manage Currencies page.
❖DATED EXCHANGE RATES Dated exchange rates can be used by enabling Advanced Currency Management. It is used for tracking the exchange rate at the date opportunities close.

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20
Q

Multi-Currency in Reports

A

Reports support multiple currencies which are classified as either primary or secondary currency.
PRIMARY CURRENCY The primary currency reflects either the default corporate currency or the currency selected for the record.
SECONDARY CURRENCY The secondary currency reflects the personal default currency of the user running the report, or the currency specified in the report criteria.
16

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21
Q

Activate Multiple Currencies Option

A

Multiple currencies cannot be disabled after enabling the feature.

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22
Q

Business Hours and Holidays

A

Business hours determine the times when users are available to support customers and are the basis for the computation of support processes hours.
ENTITLEMENT PROCESSES
When to commence the entitlement process and run the milestones
CASE ESCALATION RULES
When to escalate a Case

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23
Q

Business Hours

A

Multiple Business Hours can be defined with one used as the default

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24
Q

Select Business Hours on a Case

A

Accurate business hours can be specified in a case record to define when the support team is available to help customers

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25
Q

Holiday Detail

A

Holidays will be excluded from the time used when calculating a case escalation

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26
Q

Fiscal Year Configuration

A

Fiscal year defines the business year of the company, which is also referred to as the accounting year, taxation year, financial year, or the budget year. Standard or custom fiscal years can be used.
STANDARD FISCAL YEAR
Standard fiscal years follow the Gregorian calendar (e.g., 12 months structure) and can be configured to start on the first day of any month and be named for the starting or ending year.
CUSTOM FISCAL YEAR
Custom fiscal years can be defined using custom periods and can be based on existing template or an existing template can be modified.

27
Q

Define a Fiscal Year Structure

A

If a custom fiscal year is enabled, it cannot be reverted back to standard. However, standard fiscal year can be replicated by choosing the Gregorian calendar

28
Q

Create and Edit Custom Fiscal Years

A

A custom fiscal year can be created and edited as needed in the ‘Fiscal Year’ page in Setup.

29
Q

Define Custom Fiscal Year

A

The specific Start Date of the fiscal year is specified, commonly 1st day of the month, along with the Week Start Day in addition to the Fiscal Year Name

30
Q

Advanced Customization

A

Further customizations to the fiscal year can be done by adding or removing fiscal periods and by changing the length of a fiscal week.

The days within a specific fiscal week can be changed. The system will automatically reflect the new start and end date.

A quarter, period, or week can be inserted or deleted by selecting the appropriate row and clicking the Insert or Delete button.

31
Q

Impact of Chosen Fiscal Year

A

Enabling or defining custom fiscal years impacts forecasts, reports, and quotas.After enabling custom fiscal year, 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.

32
Q

Custom Fiscal Year Range in Lightning Experience

A

Custom fiscal year ranges appear in report filters.

33
Q

Data and File Storage

A

Storage is divided into data and file storage.

DATA STORAGE
❖Data storage is used by creating records (e.g., Account records, Contract records, Opportunity records).
❖Most records use 2KB of storage. There are several exceptions: Person Account (4KB), Campaigns (8KB), Articles (4KB), and Email Messages (storage according to the size of the email).

FILE STORAGE
❖File storage is used by storing files in Attachments, the Documents tab, the Files tab, Content, Chatter, (including user photos) and Site.com assets.

34
Q

Data and File Storage

A

Other considerations for storage allocations are:
LIMITS
Enterprise Edition provides:
❖10GB of data storage plus 20MB per user license
❖10GB of file storage plus 2GB per user license

BIG OBJECTS
If an org utilizes big objects, up to 1 million big object records can be stored.
PURCHASE MORE CAPACITY
Additional capacity can be purchased via licenses to store more (a billion or more) big object records.

35
Q

Default Record Page View

A

There are two options available for specifying a default record page view at the org level -Full View and Grouped View. This configuration can be accessed in Setup -> Record Page Settings.

36
Q

Override Default Record Page View

A

To override a default view, a custom Lightning record page can be created for a specified object and activated using inLightning App Builder.After a custom Lightning record page is created, it can be activated selectively by Lightning app, record type, or profile. It could also override the org default.

37
Q

User Interface Page

A

User interface settings are modified in the User Interface section in the Setup menu.
The User Interface page contains a list of features that can be enabled or disabled to modify the org’s user interface. Some of the settings include:

Enable Hover Details: Enables a summary display of a record when hovering over a record link. The fields displayed are determined by the compact page layout.

Related List Hover Links: A setting enabled by default that adds related list links at the top of the record detail page or a custom object detail page in Setup. This mainly affects Salesforce Classic.

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.

Disable Navigation Bar Personalization in Lightning Experience: Disables the option for a user to customize an app’s navigation bar in the Lightning Experience. This customization includes the reordering and adding of items or the renaming and removing of items the user may have added.

Enable Printable List Views: When enabled, a button will be displayed for generating a print-ready format of the data in the view.

Enable Salesforce Notification Banner: The Salesforce Notification Banner appears on the pages for accounts, contacts, and dashboards, as well as in the Setup area. It can be dismissed or disabled entirely.

38
Q

Compact Layout Settings

A

The first few fields on the compact page layout determines which fields are included in the hover details.

39
Q

Account Hover Details

A

The hover detail shows the primary Account fields as well as the related object detail.

40
Q

Related List Hover Links

A

Related List Names are clickable links that can redirect users to the complete list view of the corresponding related object records.When hovered over, the list is displayed with the records, which are also clickable links.

41
Q

Related List Quick Links

A

To achieve the same effect in Lightning Experience, the ‘Related List Quick Links’ component can be added to the record page in Lightning App Builder

42
Q

Inline Editing Example

A

The example shows editing the Opportunity Name directly from theAll Opportunities list view.

43
Q

Printable List View Enabled

A

Once the Printable View has been activated, the button is automatically enabled on the applicable list views.

44
Q

Lightning Experience Navigation Bar

A

The Lightning app navigation bar can contain most of the following items below.

  • Standard objects
  • Custom objects
  • Visual force tabs
  • Lightning component tabs
  • Canvas apps
  • Web tabs
  • Lightning page tabs
  • Utilities like Lightning Voice
45
Q

Horizontal Navigation Bar

A

Each app in Lightning Experience has a horizontal navigation bar which is used to access the items and functionality in the app.

46
Q

App Navigation Bar

A

The Lightning app navigation bar can be customized to fit the users’ needs.
CUSTOMIZE APPS: Apps can be created and customized by navigating to ‘App Manager’ in Setup.
INTERFACE: The navigation bar color and logo can be customized for each Lightning app.
NAVIGATION ITEMS: The items that are visible in the navigation bar can be selected and rearranged, and the utility bar in the footer can be enabled by adding a utility item to the app.
APP ACCESS: The app can be assigned to user profiles.

47
Q

App Manager

A

The App Manager is used to view, create, and customize apps available in the organization.

48
Q

App Details and Branding

A

System Administrators can personalize their Salesforce apps and match some aspects of their company’s branding.

App logo and the highlight color for its navigation bar can be selected.

49
Q

Utility Bar

A

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. It can be set to display on either the bottom left or bottom right of the screen.

50
Q

Assigning the App to User Profiles

A

An app can be assigned to profiles to allow visibility to designated users.

51
Q

Temporary Tabs

A

Temporary tabs are opened when a user clicks an item that does not have a parent object placed in the navigation bar.

EASY ACCESS: Temporary tabs can be used to access relevant items from the navigation bar.

SET AS PERMANENT: Temporary tabs can be made permanent in the navigation bar by selecting Add to Nav Bar.

52
Q

Lightning Experience App Launcher

A

The App Launcher in Lightning Experience allows users to switch between apps.

❖CHANGE APPS The apps that appear on the Lightning Experience App Launcher can be changed by navigating to ‘App Menu’ in Setup.

❖SEARCH Users can immediately open or search for an app after clicking on the App Launcher icon.

❖APP ACCESS The apps that users see in their App Launcher and app menu depend on each app’s visibility settings and user permissions. Profile or permission sets can be used to authorize users to see apps.

❖VISIBILITY SETTINGS Individual apps can be made visible or hidden in the App Launcher for all users in the org.

❖APP TILES App tiles can be dragged and sorted by users based on their personal preference.

❖APPEARANCE Apps show up as large tiles under ‘All Apps’, while other items such as custom objects, tasks, events, and the feed, show up under ‘All Items’.

53
Q

App Launcher

A

AppExchange is accessible from App Launcher. Users can drag and sort the apps according to personal preference.
App Launcher can be used to immediately open or search for apps or items

54
Q

Change Visibility of Apps

A

Access to apps can be controlled through profiles or by creating a permission set for users who require access.
Apps can be reordered and made visible or hidden for all users in the organization. Change Visibility of Apps The App Menu can be used to change the app’s visibility in the App Launcher.

55
Q

Themes and Branding

A

To promote branding and org personalization, the ability to use custom images and colors are available through themes.
❖BUILT IN THEMESAdministrators can choose from built-in themes. The ‘Lightning Blue’ theme is used by default. Themes don’t apply to the mobile app.
❖CUSTOM THEMESAn administrator can create a custom theme and add a brand logo, brand colors, background and banner images.
❖ONLY ONE ACTIVE THEMEThe theme applies to the entire organization and only one may be active at any given time.
❖APP OVERRIDEApps have an override capability that allows the app to override a custom theme’s brand image and navigation bar color with the brand image and color from the app.

Custom themes can be created, previewed, and activated from the Setup page.
Themes can be activated from the dropdown menu

56
Q

In-App Guidance

A

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.

PLACEMENT- Walkthroughs can be placed on object record pages; object home pages (including Home); supported setup pages, and new, edit, and clone record page, including dialogs

SETTINGS - All in-app guidance in an org can be managed by navigating to the Settings in the In-App Guidance Setup page.

PERMISSIONS - The Manage Prompts permission is needed to create prompts and walkthroughs. A myTrailhead subscription is required so users can be assigned the permission to view more than three custom walkthroughs.

57
Q

In-App Guidance Builder

A

The In-App Guidance Builder contains a canvas where an administrator can author a single prompt or a walkthrough guidance.

Inside the builder canvas, the administrator can navigate to the app and page where the walkthrough needs to be added.

There are three prompt types to choose from: floating, docked, and targeted.

The position of the floating prompt can be changed to where the users’ attention need to be directed.

Still images and animated .gifs can be added to in-app guidance.

58
Q

Assign In-App Guidance to a Specific Record

A

TypeExisting in-app guidance can be assigned to a specific record type so that users get detailed help or customized message based on the layout.

59
Q

Single Prompt In-App Guidance

A

which is a one-time welcome message for new users.Users have the option to snooze in-app guidance to appear at a later time.

60
Q

Walkthrough In-App Guidance

A

a walkthrough in-app guidance where multiple steps can be added (e.g. new feature tour or onboarding)

61
Q

Customize In-App Guidance Theme

A

The theme of a custom walkthrough can be customized from the In-App Guidance Builder.

62
Q

Share a Direct Link to In-App Guidance

A

A direct link to prompts and walkthroughs can be sent to users or the URL can be attached to the help menu or help documents.
❖URLThe URL will immediately open the in-app guidance, given that the guidance is active.
❖API NAMEIf the API name of the in-app guidance is changed, the URL will also change.
❖COPY LINKThe link can be copied from within the in-app guidance builder or from the row-level action menu of the walkthrough.

A shareable URL can be copied from the Settings from inside the In-App Guidance Builder on the Details dialog.

A shareable URL can be copied from the row-level action menu on the In-App Guidance Setup page.

63
Q

Global Search

A

The global search box displays a list of auto-suggested records for multiple object types as a user types in it.

INSTANT RESULTS Instant results allow accessing a record before performing a full search.

RECENT ITEMS‘ Recent Items’ lists recently viewed items that match the search term when a user clicks into the search box.

SUGGESTED RECORDS‘ Suggested Records’ lists up to five records that have a name that matches the search term.

FULL SEARCH‘Full Search’ searches across searchable objects and takes the user to the ‘Top Results’ page.

FULL OBJECT-SPECIFIC SEARCH‘ Full Object-Specific Search’ searches within the current object and takes the user to the object’s search results page.

LIMIT SEARCH TO The ‘Limit search to’ option can be selected to limit the search to an object entered in the search box.

64
Q

Filtering Global Search Results

A

Global Search results can be refined by setting the number and/or date ranges. Other primary fields can also be used such as record name, owner, or email.

Salesforce Administrator Certification (2 decks)

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