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SFA > Organization Setup (3%) > Flashcards

Organization Setup (3%) Flashcards

1
Q

What do locale settings impact?

A

Format of Date, Time, Number, Name and Address fields

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2
Q

What do business hours and holidays impact?

A

Business hours and holidays are used in calculations to determine when to escalate a case or when an entitlement milestone is reached.

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3
Q

What are the options to define fiscal years?

A

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.

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4
Q

What level of language support does Salesforce provide and how is a user’s language setting controlled?

A

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.

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5
Q

What is the Salesforce API?

A

The API (Application Programming Interface) is a way of accessing Salesforce programmatically and is used by Data Loading and Integration tools.

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6
Q

What is the organization ID?

A

A unique 15 character identifier that identified each Salesforce organization and is different in each environment.

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7
Q

What time zone is used for new users?

A

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.

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8
Q

Why would advanced currency management be used?

A

Advanced currency management allows dated exchange rates to be recorded to track the amounts when opportunities were closed.

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9
Q

What are the two types of licenses?

A

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

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10
Q

How is storage managed in Salesforce?

A

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.

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11
Q

What are the different types of searches available and what are their features?

A

Global searches most information; Sidebar searches a subset of records and fields; Advanced Search can search on a combination of fields and include wildcards.

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12
Q

What do the User Interface Settings control?

A

General User Interface, Sidebar and Calendar

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13
Q

What does an enhanced lookup offer?

A

Search on all fields, sort, filter, customize columns, page navigation, auto completion

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14
Q

What are some of the search settings that can be enabled or customized?

A

Number of search results displayed, Document Content Search, Recently Viewed Records, Search Optimization, Limit search to records owned by the user

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15
Q

What actions and features are available on a list view?

A

Edit, Delete and Follow records, Sort, Filter, Set How Many records to display, Toggle to Chatter feed, Create Printable View

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16
Q

What are the different types of search layouts?

A

Search Results, Lookup Dialog, Lookup Phone Dialog, Tab, List View and Search Filter Fields

17
Q

Where can an app’s logo and navigation bar color be changed?

A

‘App Manager’ in Setup

18
Q

Where can the apps that appear in the Lightning Experience App Launcher be changed?

A

‘App Menu’ in Setup

19
Q

What can be used to create, customize and assign home pages to different profiles in Lightning Experience?

A

Lightning App Builder

20
Q

What types of custom components can be added to the home page layout?

A

Links, Images, HTML, and Visualforce

21
Q

How can a user look for a company in a List View by keyword?

A

By using the List View Search Bar at the top of the List View.

22
Q

Which users can view a list view created in Lightning Experience?

A

The creator or all users

23
Q

What can be used to search records from within the Kanban view in Lightning Experience?

A

List View search bar

24
Q

Which option can be selected from the List View Controls menu to share a custom list view with other users?

A

Sharing Settings

25
Q

What can be customized to include Lightning Knowledge fields in global search results in Lightning Experience?

A

Search results layout of the Knowledge object

26
Q

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?

A

Filtering search results by number range

27
Q

How can a Lightning component on a home page be made visible to only users from a certain country using the Lightning App Builder?

A

By setting a component visibility filter in the ‘Set Component Visibility’ section of the component’s properties

SFA (12 decks)

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