Orgainiation Setup Flashcards
Describe the info found in the company information
What do locale setting impact?
Format of Date, Time, 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 Information page is applied to new users, but they can 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 identified 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 the default time zone on the Company Information page, but users can override it in My Settings.
Why would multi-currency be used?
Multi-currency is used to be able to record amounts in different currencies on records and be able to forecast and report in one corporate 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?
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 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.
The Company Profile covers what areas?
- Fiscal Year
- Storage (Data and File) - Licenses
- Language Settings
- Currencies
- Business Hours and Holidays
- Locale
- Time Zone
- Organizational ID
Company Default Locale
Locale controls the language and format of date and time, address, currency, name and number fields.
When are business hours used and why?
Business hours are used in Case Escalation Rules and Entitlement Processes to determine when to escalate a Case and/or when an entitlement Milestone is reached.
When would holiday hours be excluded?
When calculating a case escalation.
Business hours are set for the whole company?
True or False
False - Miltiple business hours can be defined.
Can users have a different language display than the company? (Yes or No)
Yes - Users can change their own display language in My Settings > Personal > Language & Time Zone.
What does Fully Supported Languages mean?
Fully Supported Languages means all Salesforce features, including User Interface, Setup, and Help, will display in the selected language.
Some languages must be enabled in the language settings before they can be selected for display or used as an organization default language.
When can an Admin deactivate a Language?
While in use by the company or any of the users a language cannot be deactivated.
What type of fiscal year starts on February 1st and ends January 31st?
A Standard Fiscal Year.
This type follows the Gregorian calendar (12-month structure) and can be configured to start on the first day of any month and be named for the starting or ending year.
Can a custom fiscal year have 13 periods in a year?
Yes - Custom fiscal years can be customized period lengths or use predefined templates or modify existing templates.
If a custom year has been enabled can it be disabled?
No - once enabled the custom fiscal year cannot be deactivated but it can follow the standard 12 month structure.
By enabling or defining custom fiscal year, what will it impact?
Impacts Forecasting, reports, and quotas
Multiple Currencies must be made activated to be used. (True or False)
True
How is Data Storage used?
Data Storage is used by creating records.
How is File Storage used?
File Storage is used by sorting files in Attachments, the Documents tab, the Files tab, Content, Chatter, and Site.com assets.
Where can the API limits and usage be monitored?
The Company information page.
What are the different types of searches available and what are their features?
- Global: searches most information
- Sidebar: searches a subset of records and fields
- Advanced: Searches can search on a combination of fields and include wild cards
What does an enhanced lookup offer?
Search on all fields, sort, filter, customize columns, page navigation, auto-completion.
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 Follow records, Sort, Filter, Set How Many records to display, Toggle to Chatter feed, Create Printable View
What are the different types of search layouts?
Search Results, Lookup Dialog, Lookup Phone Dialog, Tab, List View, 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 homepage layout?
Links, Images, HTML, and Visualforce
What do the user interface settings control?
General user interface, side bar and calendar.
Where are the User Interface Settings accessed?
Setup > Customize > User Interface
Are Hover Details different than Help Text?
Yes
Hover - Provides a summary display of a record when hovering over the record link.
Help text - is identified by a question mark at the field level to help a user with the field.
Related List Hover Links take you to the related list section of the detail page. (true/false)
True
- Clicking on the link will jump to the related list section of the detailed page.
The related list links at the top of the detail page by just hovering will display the related lists number of records.
What is the separate loading of related lists mean?
This loads the detail record first.
This can improve performance when there are a large number of related lists.
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 or all 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 homepage 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 components properties.
What do you do user interface settings control?
General user interface, sidebar and
calendar
