Salesforce Organization and Set up Flashcards
Some Basic Admin information. These are taken from the preparation for the SF Administrator Exam
What will the Administrator configure when changing an Organizations “Local”
Time and Number Display Format, First/ Last Name and Date Format
What Information is set in the Company Information Page in Salesforce
Organization Name, Default Time Zone and Default Language
What is the best way to reduce the list of records that are related by a common characteristic, owner or team
List View
If a new employee joins the service team, what should the administrator do to assign a new Service License
A. Enable Service cloud User on the user record page
B. Clone the Sample Console and assign it to the user
C. Create new permission set license assignment.
D Enable Service console in Support Settings
A - A new user will need to be created within the service cloud.
What two features must be true when an admin creates a a new user within an Organization?
1_ Usernames must be unique
2_ usernames must be in the form of an email address.
True or False - you can temporarily freeze a users account if they go on leave
True
What are two reasons a user license cant be deactivated?
The User is the recipient of a workflow email alert
The user is a customer community administrator
Describe a user license
baseline features the user can access. Every user must have one. Permissions are assigned for data access through a profile and optionally one or more permissions sets linked to the license.
Describe a permission set
a collection of settings that give users access to various objects, tools and functions. Permission sets can extend beyond a users given profile potentially expanding what they can do in an organization.
Describe a profile
Profiles define how users access objects and data and what they can do with an application. Each user has a profile.