Salesforce Admin Flashcards
Locale Settings
- Control Date and time, Address, Number Fields, Name
- Can be changed on the Organization level, meaning that overrides the User level
Organization ID
- Unique 15 characters for each Organization
- Good for Salesforce Support if something goes wrong
Currencies
- Salesforce allows single and multi-currencies
- Multi currency displays the default set currency and the secondary currency
Time Zones
- Controls the date and time of the user, according to the user zone setting
- User can override Organization settings
Languages
- Three (3) level of language are supported: Fully Supported, User Language and Platform-Only Language
- User can override on Organization Level
- Translation is supported
Storage
- Data and File storage is supported
- Data storage saves Records
- File storage saves Attachments, Files, Chatters and Documents
Business Hours and Holidays
- Business hours can be set to make a range of availabilities of the Organization
- Holidays can be customize for business hour (this because other countries has different holidays)
Salesforce Fiscal Years Configuration
- Standard and custom fiscal years is supported
- Standard fiscal year works with 12 month structure
- Custom fiscal year can have custom periods
Salesforce Licenses
- User and Feature licenses are supported
- Shows the list of active, total, used and remaining licenses
What is Salesforce User Licenses?
- Define the baseline features available to the user
- Each user must be assigned one license
What Type of Licenses Are They?
- User Licenses
- Feature Licenses
- Permission Set Licenses
What is Language Preferences?
- Fully supported languages are available for selection for the default language.
- Other languages must be enabled in Language Settings before they can be selected.
What is Salesforce Fiscal Year?
- Defines the business year of the company
- Refers to Accounting year, Taxation year, financial year or the budget year.
What is Salesforce Feature License?
- Grants access to additional features that are not included in the standard licenses (Marketing and CRM Content)
What are Salesforce Permission Set Licenses?
- Grants users access to features that are not included in their standard licenses
What API Stands for?
Application Programming Interface
What is API in Salesforce?
- Allows users access data or information programmatically, instead of using the user interface
What Environment is the Salesforce API Available?
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Is Multi-Currency Active By Default?
- NO (multi-currency must be enabled to be allow for use)
- Multiple currencies cannot be disabled after enabling the feature.
What Type of Storage Salesforce Has?
- Data and File
For What We Use Data Storage?
- For Salesforce Records (Account Records, Contact Records, Opportunity Records, etc.).
For What We Use File Storage?
- For Attachments, Documents, Files, Content, Chatters (including Photos), and other assets.
What Are The Limits For Data Storage?
- 10GB of data storage
- 20MB per user license
What Are The Limits For File Storage?
- 100GB of File Storage
- 20GB per user license
WHAT STORAGE CAN WE USE FOR UP TO 1 MILLION RECORDS?
- Big Object Records
- Additional capacity can be purchase
WHAT DO DEFAULT LOCALE CONFIGURATION IMPACTS?
- Controls the FORMAT of Date, Time, Name, and Number Fields on how is going to be display by the user default settings.
WHAT DO BUSINESS HOURS AND HOLIDAYS IMPACT?
- The range of time the business is going to be available to manage cases
- When an milestone (release) is reached
WHAT ARE THE OPTIONS TO DEFINE FISCAL YEARS?
- Defines the business year of the company
- Standard Fiscal Year is define by 12 month structure
- Custom Fiscal Year is define by quarters and it is customizable
WHAT LEVEL OF LANGUAGE SUPPORTS DOES SALESFORCE PROVIDE?
- Fully Support Language
- User Language
- Platform-Only Language
HOW IS A USER’S LANGUAGE SETTING CONTROLLED?
- It’s applied to new users and managed on the User Level settings.
WHAT IS SALESFORCE API?
- It’s a form to manage information programmatically, instead of the user interface
- Data Loading and Integration Tools
WHAT IS THE ORGANIZATION ID?
- Unique 15 characters for every org and environment
WHAT TIME ZONE IS USED FOR NEW USERS?
- Default Setting is applied to new users
- Can be override on the User Level
WHY WOULD MULTI-CURRENCY BE USED?
- When the user currency it’s not the default currency
WHY WOULD ADVANCED CURRENCY MANAGEMENT BE USED?
- Allows dated exchange rates to be recorded to track the amounts when opportunity is closed
WHAT ARE THE TYPES OF LICENSES?
- Feature Licenses
- User Licenses
- Permission Sets Licenses
