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Salesforce Admin Spring 2023 > Set Up And Configuration > Flashcards

Set Up And Configuration Flashcards

1
Q

What contains important information about your Salesforce org with some of that information being editable. Key information includes the ID of your org, Default time zone and region, purchased licenses and consumption,and total consumed file and data storage consumption.

A

Company Information

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2
Q

Configured under Setup, What can start on the first day of any month?

A

Standard fiscal year

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3
Q

What is used to show-your support teams’ availability to customers?

A

Business hours and holidays

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4
Q

How do you setup business hours?

A

To set up Business Hours, search for Business Hours in the Quick Find box. There you configure the name of the business hours and the actual hours.

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5
Q

How do you set up holidays?

A

search for Holidaysin the Quick Find box. Name the holiday and define the day(s).

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6
Q

What is currency management?

A

allows Salesforce to use multiple currencies. Once enabled, it cannot be disabled. It is enabled on the company Information page. Currency exchange rates should be defined.Currency fields can show specific currency types. A Corporate Currency is defined as a default and users are able to choose which currency their currency fields should default to under their user settings.

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7
Q

can be edited to change the order Apps appear for users when theApp Launcher is accessed.

A

,App Menu

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8
Q

Where are sharing rules configured?

A

.They are configured under Sharing Settings

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9
Q

. What are used to open up record access to Public Groups Roles, or Territories.

A

Sharing Rules

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10
Q

Can Sharing Rules grant record access based on record ownership or other criteria?

A

Yes

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11
Q

What tab contains all of the administration options related to standard and custom objects?

A

Object Manager tab

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12
Q

This item provides a quick start method to set up a Service Cloud app.

A

Service Setup Assistant

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13
Q

What subsection under Administration in quick find focuses on user permissions, user creation, and recording assignments.

A

Users

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14
Q

What can you do when you create a new user?

A

, First a role and a proile are assigned to them. Then you can assign one-off permissions using permission sets. A user can be assigned to a public group, which is used for sharing folders and views, among other items. A user can also be part of a lead or case assignment queue. All of these settings can be found in this Users section.

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15
Q

What allow you to add a subset of permissions to a user’s profile?
This is for one-off permissions that do not apply to all users with speciic permissions.

A

Permission Sets

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16
Q

What do you do when you need to deactivate a user, but the user is connected to a feature or functionality in some way and there needs to be some analysis before carrying out the actual deactivation? This ensures the user cannot log into Salesforce while the analysis is conducted.

A

Freeze the user

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17
Q

What allows you to export all of your organization’s data as a backup?

A

Data Export

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18
Q

What does data Integration Metrics show?

A

shows you the metrics related to data integration
rules.

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19
Q

What shows you your data storage and how close you are to the limit?

A

Storage usage

20
Q

What allows you to mass transfer records to another user

A

Mass Transfer Records

21
Q

This section allows you to create duplicate rules and matching
rules for data that comes into Salesforce to help maintain the data quality.

A

Duplicate Management:

22
Q

What are tied to any activated data services,
such as data cleansing services.

A

Data Integration Rules:

23
Q

App Manager

A

This item shows you all of your Classic and Lightning apps and allows you to edit them

24
Q

What is the current internal business social network for salesforce?

A

Chatter

25
Q

This item allows you to view a dynamic Entity Relationship Diagram (ERD) for your organization.

A

Schema builder

26
Q

What are Picklist Value Sets?

A

It is a setting allows you to set global picklists, which allow you to use
one picklist across lots of different objects and create values for those picklists.

27
Q

What allows you to monitor and troubleshoot lows that didn’t run?

A

Paused Flow Interviews

28
Q

Which 5 fields does the default locale configuration impact?

A

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

29
Q

What do business hours and holidays impact?

A

*case escalation
*when an entitlement milestone is reached.

30
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.

31
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 Settings page is applied to new users, but it can be overriden in My Settings

32
Q

What does API stand for?

A

Application Programming Interface

33
Q

What is Application Programming Interface?

A

It is a way of accessing Salesforce programmatically and is used by Data Loading and Integration tools.

34
Q

What is the organization ID?

A

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

35
Q

What time zone is used for new users?

A

The default time zone on the Company Settings page, but users can override it in My Settings.

36
Q

Why would multi-currency be used?

A

used to be able to add amounts in different currencies on records and be able to forecast and report using the corporate currency or record currency.

37
Q

Why would advanced currency management be used?

A

To record dated exchange rates to track the amounts when opportunities were closed.

38
Q

What are the 3 types of licenses?

A

User,
Feature,
Permission Set licenses.

39
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

40
Q

What are the 2 types of salesforce storage?

A

Data storage
File storage.

41
Q

Data Storage stores (blank)

A

Records

42
Q

What is stored under file storage?

A

Attachments,
Documents,
Files,
Content
Chatter

43
Q

How can users set their correct time zones if the organization default is set to a different time zone?

A

Under My Settings, users can set their own time zones to override the organizational default.

44
Q

Which license grants access to additional features not included in the standard license, like marketing, knowledge or CRM content?

A

Feature licenses

45
Q

Which license gradually grants users access to features that are not included in their user licenses?

A

Permission set licenses

Salesforce Admin Spring 2023 (1 decks)

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