Setting Up Your Org Flashcards
How do you turn on global search?
Turn on Chatter.
(Turning on Chatter turns on this feature automatically)
Which objects are standard objects in Salesforce? (Choose Two)
- Invoices
- Opportunities
- Assets
- Orders
2 and 3
An outbound Marketing project that you want to plan, manage, and track
Known as a Campaign
Can you own something if you are listed as a contact but not a user?
No
A prospect or potential opportunity
Known as a Lead
Do Related Lists look up to parents or down to children?
Related Lists look DOWN to CHILDREN
Do Lookups look up to parents or down to children?
Lookups look UP to PARENTS
What is another name for a Call Center cloud?
Service Cloud
(This is new terminology so keep both in mind and know that they are the same)
Columns are___________ and rows are________
Columns are FIELDS and rows are RECORDS
Customers, competitors, and partners.
The high level container for this information.
Known as Accounts
Individuals associated with your business accounts that you need to track
Known as Contacts
Sales deal that you want to track. Builds your pipeline for forecasting.
Known as an Opportunity
Description of a customer’s feedback, problem or question.
Known as a Case
Detailed description of a customer issue and the resolution of that issue.
Known as a Solution
Which tabs are common to all apps?
- Chatter
- Home
- Files
- Reports
- Dashboards
- Docs
Are UI settings global or on a user-by-user basis?
Global
Where can you change a companies name, address, primary contact, default locale and currency and view storage and license usage?
Company Profile
Where can you set an org’s fiscal year and manage currencies?
Company Profile
Where can you set company wide business hours and holidays?
Company Profile
When do you use a custom fiscal year?
When your fiscal year does not follow the Gregorian calendar
- 13 month year
- 13 week quarters
- A fiscal year that does not start on the first of the month
If you use a custom fiscal year, can you go back to a standard fiscal year?
No, you can only model it in the custom fiscal year interface.
How many Salesforce editions are there?
5
(May need to be verified)
What information is contained in the company profile?
The unique Org ID, the number and types of licenses available, default locale and
language settings, corporate currency
What do a user’s locale settings determine?
Date format, Number format (comma or period separators), name order
List the three levels where currency appears?
Corporate currency, User record, Opportunity record
What are the main considerations when using custom fiscal years?
- Once you enable custom fiscal years, you cannot disable it.
- Forecasting cannot be used with custom fiscal years unless you have customizable forecasting enabled.
- Enabling or defining custom fiscal years impacts your forecasts, reports, and quotas.
What are the main objects in Salesforce?
Campaign, leads, accounts, contacts, opportunities, cases, solutions
How are standard objects related to each other?
Through related lists and lookups
Which tabs are common to all apps?
Reports, Dashboards, Chatter, Files
How many times a year does Salesforce release improvements to the application?
3
