Salesforce Admin 201 - Config & Setup Questions and Answers Fully Solved

Salesforce Admin 201 - Config & Setup Questions and Answers Fully Solved What does the locale control? Date & Time Address Currency Name Number Fields When a new user is created, what locale settings will they use? The default locale settings that are configured on the company information page Are users able to change their locale settings? Yes - in personal settings What are the 3 Levels of language support? Fully Supported, End User, Platform Languages What can the translation bench translate? Custom FieldsLabelsManaged PackagesCustom Picklists What is a organisation ID? This is a 15 unique character identifier that identifies each salesforce org, you will use this when raising for support with salesforce. YOU CAN FIND THIS ON THE COMPANY INFORMATION PAGE!! What are the different types of licenses User: Defines the baseline of the features that will be available to a userFeature: Will extend a users license to give them further features of the salesforce platform for example Marketing. What is a Salesforce Api used for? This Allows access to the Salesforce platform Via a Salesforce Programmatically instead of a UI, for example a tool called Data Loader. Where do you set the timezone of your salesforce org? The time and date fields on the Salesforce org will show depending what is set on the company information page or the users personal settings if they have changed them.If a user sets a timezone in there personal settings this will always override what is set in the company information page. What are the different currency features? Single: This is default you can set the currency you want your org to use on the company information pageMultiple: This has to be activated but is a great tool if your business uses more than one currencies, once enabled you will not be able to go back to a single currency. You are also able to set specific exchange rate or buy a tool from the app exchange that will update this for you depending on the current exchange rates. Why do we use Business Hours & Holidays? This determines when support users are able to process cases and will have effect with escalation rules on cases. This will determine also when milestones are processed.You are also able to have multiple business hours at a time. What are the different fiscal years? Standard: Follows the Gregorian Calendar (12 Month) you can set the year to begin on 1st day of any month.Custom: This is a defined custom period, it will have effect on forecasting, reports & quotes.Once this disabled you cannot go back to a standard fiscal year. What is Data & File storage used for? Date: Stores all the records in your orgFile: Stores everything like attachments, content, chatter, photos, etc What are profiles used for? A profile provides a user access to certain objects within your salesforce org. Every user must have a profile assigned to them. You have standard and custom profiles. You are able to manage C.R.E.D, field permissions, Tab Settings & Page Layouts for each object for each profile What does C.R.E.D stand for? Create, Read, Edit, Delete What are the different Tab settings? ON, OFF, HIDDEN What does Tab ON mean? The tab appears in an app's navigation bar. The tab is also available in the App Launcher in Lightning Experience and on the All Tabs page in Salesforce Classic.Individual users can customize their display to hide the tab or make it visible in other apps. What does Tab OFF mean? The tab doesn't appear in an app's navigation bar, but it is available in the App Launcher in Lightning Experience and on the All Tabs page in Salesforce Classic.Individual users can customize their display to make the tab visible in any app. What does Tab HIDDEN mean? The tab isn't available in the App Launcher or the All Tabs page, isn't visible in any app navigation, and is excluded from API responses. What is a permission set? These are very similar to profiles, they allow you to extend a user access to objects and apps.Perfect example is if a user needs to be able delete on an object but other users don't you can create a permission set to further grant this user to be able delete on the necessary object. What is a permission set group? You can also use Permission Set groups to help manage permission sets if lots of staff need the same access and its more than one permission set you can just assign 1 permission set group to extend the access. What does Private do in OWD? Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records. For example, if Tom is the owner of an account, and he's assigned to the role of Western Sales, reporting to Carol (who is in the role of VP of Western Region Sales), then Carol can also view, edit, and report on Tom's accounts. What does controlled by parent do in OWD? A user can perform an action (such as view, edit, or delete) on a contact or order based on whether he or she can perform that same action on the record associated with it. For example, if a contact is associated with the Acme account, then a user can only edit that contact if he or she can also edit the Acme account.