Configuration & Setup Flashcards
Which fields does the default locale configuration impact?
Format of Date, Time, Number, Phone Number, Name and Address fields
What do business hours and holidays impact?
Business hours and holidays are used in calculations to determine when to escalate a case or when an entitlement milestone is reached.
What are the options to define fiscal years?
Standard or custom fiscal years. Standard fiscal years are based on a monthly structure and can start on any month. Custom Fiscal years can use a different structure such as quarters.
What level of language support does Salesforce provide and how is a user’s language setting controlled?
Salesforce offers a number of Fully Supported, End User and Platform Only languages. The language on the Company Settings page is applied to new users, but it can be overriden 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 identifier that identifies each Salesforce organization and is different in each environment.
What time zone is used for new users?
The time zone for new users is set using default time zone on the Company Settings page, but users can override it in My Settings.
Why would multi-currency be used?
Multi-currency 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 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 types of licenses?
User, Feature, and Permission Set licenses.
How is storage managed in Salesforce?
Salesforce has two categories of storage, Data and File storage. Records use Data Storage and File Storage is used by Attachments, Documents, Files, Content and Chatter.
How can users set their correct time zones 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.
Where can users perform record search?
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 a list view?
Edit, Delete and Follow records, Sort, Filter, Create Printable View
What are the different types of search layouts?
Lightning Experience UI: Search Results, List View Button Layout
Salesforce Classic UI: Search Results, Lookup Dialog, Lookup Phone Dialog, Object Tab, Object List View and Search Filter Fields
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 custom 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 the 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. Component properties - Set Component Visibility - Add Filter
What checks are done when users try to access a Salesforce organization?
Profile Level Login Hours, Profile Level IP Ranges, Company Level Trusted IP Ranges, Activation Code Validation
How does the Security Health Check work?
Security Health Check measures setting values in Password Policies, Network Access Config and Session Settings against baseline values and calculates a percentage score to indicate risk. 100% means all settings meet or exceed the standard.
When is identity verification invoked?
When a user logs in from an unrecognized (based on cookies) browser or device, and outside the trusted IP range
What can be enabled that helps the administrator spot suspicious login activity?
Login Forensics
What are the different risk categories associated with a 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 the profile level in an org?
On the ‘Session Settings’ page at the organization level and in a user profile at the profile level
Which session setting can be configured to log out inactive users in an org?
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?
Determine access to records the 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 users for certain records based on record owner or 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 settings?
If increasing default access, changes will take effect immediately. If decreasing, changes may take significant time depending on data volumes.
What is Manual Sharing?
Manual sharing allows a user to use the ‘Sharing’ button to grant access to a specific record to other users, roles, roles and subordinates, territories, territories and subordinates, and public groups.
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 setting allows a user to manually share their own user record with other users of an organization?
‘Manual User Record Sharing’ checkbox on the ‘Sharing Settings’ page in Setup
Which organization-wide default 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 allow 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 folder?
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 to use 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 is not able to login?
Login history on user record, or Login History for all users will give information regarding a login attempt.
