ORGANIZATION SETUP (GLOBAL UI) Flashcards
• Describe the information found in the company profile (e.g., fiscal year, business hours, currency management, default settings, company information). • Distinguish between the various UI features that an administrator controls, including the implications (e.g., UI settings, search settings, list views, home page layouts).
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 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 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 users 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 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 you use Multi-Currency?
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 you use Advanced Currency Management?
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, Contact 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 do the User Interface Settings control?
General User Interface, Sidebar and Calendar
What are the different types of searches available and what is the difference?
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 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 does an enhanced lookup offer?
Search on all fields, sort, filter, customize columns, page navigation, auto completion
