Configuring the Company Profile Flashcards
What are the 3 tiers of language support?
- Fully Translated
- End User
- Platform
* . Note that languages cannot be disabled if currently in use by a user.
What is data storage?
Records (Opportunities, Cases, Leads, Campaigns, Contacts, Accounts….etc.)
What is file storage?
Attachements (Chatter files, documents, etc.)
What are items listed in the Company profile Information Page?
Data & Files Storage Space API requests Organization ID User Licenses Fiscal Year
What are the two types of fiscal years?
Standard (4 Quarters - 3 months each) You can set the start month and end month.
Custom
They impact forecasting and reporting.
If Custom is turned on, you can’t reverse this..
What are the 5 sections under the Company profile?
Company Information Fiscal Year Business Hours Holidays Language Settings
Quiz | 1. Question
Bob is a Salesforce system administrator. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Bob can provide support the production org ID, as the sandbox and production org IDs will match.
Only in the case where the sandbox created is a developer sandbox.
Only in the case where the sandbox created is a full sandbox.
Yes, the production org ID will always match the org ID of its sandboxes.
No, the production org ID will never match the org ID of any of its sandboxes.
No, the production org ID will never match the org ID of any of its sandboxes.
Quiz | 2. Question
Jenny is a Salesforce.com administrator for Inspired Products, Inc (IPI). IPI’s fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline segmented by fiscal quarter. What does Jenny need to consider when configuring Salesforce?
Standard Fiscal Years can be configured to suit IPI’s needs.
Custom Fiscal Years must be configured to suit IPI’s needs. Once enabled, Custom Fiscal Years CANNOT be disabled.
Custom Fiscal Years must be configured to suit IPI’s needs. Once enabled, Custom Fiscal Years CAN be disabled.
Fiscal Year configuration is not required.
Custom Fiscal Years must be configured to suit IPI’s needs. Once enabled, Custom Fiscal Years CANNOT be disabled.
Quiz | 3. Question
IPI support has office hours Mon-Sun 8a-8p, but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? (Select all that apply)
Business hours must be configured to define the working hours Mon-Sun, 8a-8p.
Salesforce automatically adds holidays, simply select all that apply.
A recurring holiday must be added for each holiday and associated to the appropriate business hours.
Configuration of business hours and holidays is not required.
Business hours must be configured to define the working hours Mon-Sun, 8a-8p.
A recurring holiday must be added for each holiday and associated to the appropriate business hours.
Quiz | 4. Question
Dan creates an opportunity record, and then associates a Powerpoint deck to the opportunity via Chatter.
The opportunity record impacts ________ storage, while the Powerpoint deck impacts _________ storage.
data, file
file, data
record, data
record, file
data, file
True or False.
The Org ID is unique for all Salesforce environments including production and sandbox orgs.
True.
To use API (Application Programing Interface), your org must be on one of the following 3 editions.
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
The API is not available for the following:
- Contact Edition
- Group Edition
- Professional Edition*
What is a 4-4-5 Calendar?
The 4–4–5 calendar divides a year into 4 quarters. Each quarter has 13 weeks, which are grouped into two 4-week “months” and one 5-week “month”.
When a 4–4–5 calendar is in use, reports with month-by-month comparisons or trend over periods do not make sense because one month is 25% larger than the other two. However, you can still compare a period to the same period in the prior year, or use week by week data comparisons.