(Org setup I 3%) Review Flashcards
what do locale settings 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 are based on a monthly structure and can start at any month. custom can use 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 override 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 one 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 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 two types of licenses?
user and feature. user licenses define the baseline of features a user can access. Feature licenses grant additional access to specific functionality such as knowledge content or marketing.
How is storage managed in Salesforce?
Records use data storage and file storage is used by attachments, Documents, Files, Content, and chatter.
How can users see 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