Organization Setup (3%) Flashcards
What do locale settings 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 default time zone on the Company Information page, but users can override it in My Settings.
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.
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 Search can search on a combination of fields and include wildcards.
What do the User Interface Settings control?
General User Interface, Sidebar and Calendar
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 and 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 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 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 home page 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 component’s properties
