Configuration & Setup Flashcards
Which fields does the default locale configuration impact?
format of:
date and time; names; number fields; phone number; and addresses
What do business hours and holidays impact?
it determines when to escalate a case or when an entitlement milestone is reached
What are the options to determine a fiscal year?
Standard or Custom;
- standard fiscal year is monthly structure and can start on any month
- custom fiscal years can be set to any period (e.g. quarterly)
What level of language support does Salesforce provide and how is a user’s language controlled?
Fully-Supported; End User; Platform-Only
You can control a user’s language in their user profile, but for both End User and Platform-Only languages you would need to enable multiple languages in the company settings. Users can override the language in My Settings.
What is the Salesforce API?
The API (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 that helps identify each Salesforce organization and is different in each environment
What time zone is used for new users?
The company’s default time zone but a user can override it in My Settings
Why would multi-currency be used?
to be able to add money in a report using either record or corporate currency
Why would advanced currency management be used?
To enable dated exchange rates to be recorded in order to track the amounts when opportunities close
What are the types of licenses?
User; Feature; and Permission Set
How is storage managed in Salesforce?
There are two categories: date and file storage. Data storage is for records, and file storage is for attachments, documents, files, content and chatter.
Where can users perform record searches?
Global searches most information; List View Search looks for a record within a list view; Lookup search allows searching of related records from a lookup field.
What do the User Interface Settings control?
General User Interface, Sidebar (Classic Only) and Calendar
What is the global layout?
The global layout is the set of actions that can be used if an action layout has not been overridden. The global layout can be customized, and multiple publisher layouts can be defined and assigned to different profiles.
What are some of the search settings that can be enabled or customized?
Number of search results displayed, Document Content Search, Recently Viewed Records, Search Optimization, Limit search to records owned by the user
What actions and features are available on list view?
Edit, Delete and Follow records, Sort, Filter, Create Printable View
What are the different types of search layouts?
Search Results (Classic UI); Lookup Dialog (Classic UI); Lookup Phone Dialog (Classic UI); Tab (Classic UI); List View and Search Filter Fields (Lightning Experience UI)
Where can an app’s logo and navigation bar color be changed?
‘App Manager’ in Setup
Where can the apps that appear in the Lightning Experience App Launcher be changed?
‘App Menu’ in Setup
What can be used to create, customize and assign home pages to different profiles in Lightning Experience?
Lightning App Builder
What types of components can be added to the home page layout?
Links, Images, HTML, and Visualforce
How can a user look for a company in a List View by keyword?
By using the List View Search Bar at the top of the List View.
Which users can view a list view created in Lightning Experience?
The creator, all users, or groups of users
What can be used to search records from within Kanban View in Lightning Experience?
List View search bar
Which option can be selected from the List View Controls menu to share a custom list view with other users?
Sharing Settings
What can be customized to include Lightning Knowledge fields in global search results in Lightning Experience?
Search results layout of the Knowledge object
Which capability is available for list views in Lightning Experience to allow users to view opportunities that fall within a certain amount or probability range?
Filtering search results by number range
How can a lightning component on a home page be made visible to only users from a certain country using the Lightning App Builder?
By setting a component visibility filter in the ‘Set Component Visibility’ section of the component’s properties
What checks are done whens users try accessing a Salesforce-Org?
Profile Level login hours and IP ranges; Company Level IP ranges; and Activation Code Validation
How does the Security Health Check work?
It checks the settings’ values for Password Policies, Session Values, and Network Access Config, and calculates the risk. If the health check is 100% it means everything is up to or exceeds safety standards.
When is identity verification invoked?
When a user logs in from unrecognized browser or outside the trusted IP range
What can be enabled that helps an administrator spot suspicious login activity?
Login Forensics
What are the different risk categories associated with Security Health Check in Salesforce?
High; Medium; Low; and Informational
What password requirements can an administrator set?
minimum password length, complexity, password history enforcement, expiration period, minimum password lifetime
Where can session security settings be configured at the organization level and profile level?
On “Session Settings” for Organization level; and in “User Profile” for Profile Level
Which session setting can be configured to log out inactive users?
Session Timeout
How is the role hierarchy related to record access?
Users will have access to other users’ records if they have a role above the record owner in the role hierarchy and grant access through hierarchies is enabled.
What do organization-wide default settings do?
Determines access to records a user does not own and sets base record access for the org
How do Sharing Rules work?
Rules can be created to grant access to groups of user for certain records based on record owner and criteria.
What does field-level security control?
Controls if a field is visible or read-only at the profile level.
What should be considered when changing OWD (organization-wide default) settings?
If increasing default access then the changes will take effect immediately. If decreasing access then the changes may take a significant amount of time depending on data volumes.
What is manual sharing?
Allows users to manually share a specific record to other users, roles, public groups, subordinates,
What is the purpose of a public group?
It’s a way of grouping users, roles, and territories so that sharing settings and permissions can be granted efficiently.
Which sharing settings allows a user to manually share their own user record with other users of an organization?
‘Manual User Record Sharing’ checkbox in ‘Sharing Settings’ page in Setup
Which OWD sharing setting can be used for the Campaign Member object to allow all users to see only the campaign members associated with the campaigns 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 allows saving, 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?
The access level for a report or dashboard folder 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 user access issues?
– Wrong Username
– 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 any access to Salesforce?
Freeze the user record, then make the adjustments needed to deactivate.
What should be done when a user no longer needs 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 setup a user?
Username, Last Name, Email, Profile, Alias, Nickname and License
What localization settings apply to a user?
Locale, Language, Time Zone, and Personal Currency
How would it be possible to check why a user can’t log in?
Check their login history in user record and see their login attempts.
