Configuration & Setup

Question 1

What are Company Settings?

Answer 1

A collection of information about your organization, mostly captured at contractual signup.

Question 2

Where can an administrator change the organization name and address, default locale, default language, and default zone?

Answer 2

Company Information

Question 3

How does a user navigate from an account record to a related contact record?

Answer 3

Related List

Question 4

What are Paths used for and how can they be customized?

Answer 4

Paths guide your users through each stage of your company’s processes. Paths are used on account, contacts, leads, campaign, case, contract, opportunities, order, quote, and custom objects. Can be customized in 2 steps:
- Setting the Sales Process (which Stages will appear)
- Edit what appears within each Stage

Question 5

What is the Kanban view?

Answer 5

A visual summary of all the records for a particular path or grouping

Question 6

What is the Split View?

Answer 6

Splits the screen between the list view on the left and the selected record on the right

Question 7

What is the AppExchange?

Answer 7

An online marketplace where Salesforce customers can share and install apps and partners can publish apps.

Question 8

What might you download from the AppExchange?

Answer 8

• Solutions tailored to your industry
• Analytics packages
• Flow solutions
• Call recording solutions
• Admin tools
• Productivity tools

Question 9

The Fiscal Year Click Path

Answer 9

Click Path: Setup|Company Profile|Fiscal Year

Question 10

Why might you want to setup your organization’s Fiscal Year in Salesforce?

Answer 10

To ensure that reports and forecasts run with the correct date ranges.