Setting Up Your Org

Question 1

How do you turn on global search?

Answer 1

Turn on Chatter.

(Turning on Chatter turns on this feature automatically)

Question 2

Which objects are standard objects in Salesforce? (Choose Two)

1. Invoices
2. Opportunities
3. Assets
4. Orders

Answer 2

2 and 3

Question 2

An outbound Marketing project that you want to plan, manage, and track

Answer 2

Known as a Campaign

Question 3

Can you own something if you are listed as a contact but not a user?

Answer 3

No

Question 3

A prospect or potential opportunity

Answer 3

Known as a Lead

Question 4

Do Related Lists look up to parents or down to children?

Answer 4

Related Lists look DOWN to CHILDREN

Question 5

Do Lookups look up to parents or down to children?

Answer 5

Lookups look UP to PARENTS

Question 6

What is another name for a Call Center cloud?

Answer 6

Service Cloud

(This is new terminology so keep both in mind and know that they are the same)

Question 7

Columns are___________ and rows are________

Answer 7

Columns are FIELDS and rows are RECORDS

Question 8

Customers, competitors, and partners.

The high level container for this information.

Answer 8

Known as Accounts

Question 9

Individuals associated with your business accounts that you need to track

Answer 9

Known as Contacts

Question 10

Sales deal that you want to track. Builds your pipeline for forecasting.

Answer 10

Known as an Opportunity

Question 11

Description of a customer’s feedback, problem or question.

Answer 11

Known as a Case

Question 12

Detailed description of a customer issue and the resolution of that issue.

Answer 12

Known as a Solution

Question 13

Which tabs are common to all apps?

Answer 13

1. Chatter
2. Home
3. Files
4. Reports
5. Dashboards
6. Docs

Question 14

Are UI settings global or on a user-by-user basis?

Answer 14

Global

Question 15

What is the big picture of elements you can change at the org and then user level?

Answer 15

Question 16

Where can you change a companies name, address, primary contact, default locale and currency and view storage and license usage?

Answer 16

Company Profile

Question 17

Where can you set an org’s fiscal year and manage currencies?

Answer 17

Company Profile

Question 18

Where can you set company wide business hours and holidays?

Answer 18

Company Profile

Question 19

When do you use a custom fiscal year?

Answer 19

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

Question 20

If you use a custom fiscal year, can you go back to a standard fiscal year?

Answer 20

No, you can only model it in the custom fiscal year interface.

Question 21

How many Salesforce editions are there?

Answer 21

5

(May need to be verified)

Question 22

What information is contained in the company profile?

Answer 22

The unique Org ID, the number and types of licenses available, default locale and
language settings, corporate currency

Question 23

What do a user’s locale settings determine?

Answer 23

Date format, Number format (comma or period separators), name order

Question 24

List the three levels where currency appears?

Answer 24

Corporate currency, User record, Opportunity record

Question 25

What are the main considerations when using custom fiscal years?

Answer 25

• 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.

Question 26

What are the main objects in Salesforce?

Answer 26

Campaign, leads, accounts, contacts, opportunities, cases, solutions

Question 27

How are standard objects related to each other?

Answer 27

Through related lists and lookups

Question 28

Which tabs are common to all apps?

Answer 28

Reports, Dashboards, Chatter, Files

Question 29

How many times a year does Salesforce release improvements to the application?

Answer 29

3