Org Setup

Question 1

Where do you update your org information?

Answer 1

Setup > Company Profile

Question 2

What are the six fields of a user record?

Answer 2

• Username
• Email Address
• User’s First and Last Name
• License
• Profile
• Role (optional)

Question 3

What is the username?

Answer 3

Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user’s email address, so long as it is unique.

Question 4

How is a licence used?

Answer 4

A user license determines which features the user can access in Salesforce. For example, you can allow users access to standard Salesforce features and Chatter with the standard Salesforce license. But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.

Question 5

How are profiles used?

Answer 5

Profiles determine what users can do in Salesforce. They come with a set of permissions which grant access to particular objects, fields, tabs, and records. Each user can have only one profile. Select profiles based on a user’s job function (the Standard User profile is the best choice for most users). Don’t give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.

Question 6

How are roles used?

Answer 6

Roles determine what users can see in Salesforce based on where they are located in the role hierarchy. Users at the top of the hierarchy can see all the data owned by users below them. Users at lower levels can’t see data owned by users above them, or in other branches, unless sharing rules grant them access. Roles are optional but each user can have only one.

Question 7

What is an alias?

Answer 7

An alias is a short name to identify the user on list pages, reports, or other places where their entire name doesn’t fit. By default, the alias is the first letter of the user’s first name and the first four letters of their last name.

Question 8

What can you add to a public group?

Answer 8

Other public groups, roles, roles and their subordinates and users.

Question 9

How do you enable account teams?

Answer 9

• Setup > Account Team
• Check enable account team
• Select Account Page layouts where the Account Team related list should appear

Question 10

How do you enable opportunity teams?

Answer 10

• Setup > Opportunity Team
• Check enable opportunity team
• Select Opportunities Page layouts where the Oportunities Team related list should appear

Question 11

Which types of teams can you create?

Answer 11

• Account team
• Opportunities team
• Case team

Question 12

How do I access my Salesforce invoices?

Answer 12

Setup > Checkout summary > Proceed to Checkout button > a new window will open.

In the new window select “Orders” at the top and a list of all your orders/invoices will be listed.

Question 13

What makes up the Salesforce Intelligent Customer Success Platform?

Answer 13

TBA