Which fields does the default locale configuration impact? - ANSWER Format
of Date, Time, Number, Phone Number, Name and Address fields
What do business hours and holidays impact? - ANSWER Business hours and
holidays are used in calculations to determine when to escalate a case or when
an entitlement milestone is reached.
What are the options to define fiscal years? - ANSWER 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.
What level of language support does Salesforce provide and how is a user's
language setting controlled? - ANSWER 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 overridden in My
Settings.
What is the Salesforce API? - ANSWER The API (Application Programming
Interface) is a way of accessing Salesforce programmatically and is used by
Data Loading and Integration tools.
What is the organizational ID? - ANSWER A unique 15 character identifier
that identifies each Salesforce organization and is different in each environment.
What time zone is used for new users? - ANSWER The time zone for new
users is set using default time zone on the Company Settings page, but users can
override it in My Settings.
, Why would multi-currency be used? - ANSWER Multi-currency is 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.
Why would advanced currency management be used? - ANSWER Advanced
currency management allows dated exchange rates to be recorded to track the
amounts when opportunities were closed.
What are the types of licenses? - ANSWER User, Feature, and Permission Set
licenses.
How is storage managed in Salesforce? - ANSWER 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.
How can users see their correct time zones if the organization default is set to a
different time zone? - ANSWER Under My Settings, users can set their own
time zones to override the organizational default.
Where can users perform record search? - ANSWER Global searches most
information; List View Search looks for a record within a list view; Lookup
search allows searching of related records from a lookup field.
What do the User Interface Settings control? - ANSWER General User
Interface, Sidebar (Classic Only) and Calendar
What is the global layout? - ANSWER The global layout is the set of actions
that can be used if an action layout has not been overridden. The global layout
can be customized, and multiple publisher layouts can be defined and assigned
to different profiles.
What are some of the search settings that can be enabled or customized? -
ANSWER Number of search results displayed, Document Content Search,
Recently Viewed Records, Search Optimization, Limit search to records owned
by the user
What actions and features are available on a list view? - ANSWER Edit, Delete
and Follow records, Sort, Filter, Create Printable View
of Date, Time, Number, Phone Number, Name and Address fields
What do business hours and holidays impact? - ANSWER Business hours and
holidays are used in calculations to determine when to escalate a case or when
an entitlement milestone is reached.
What are the options to define fiscal years? - ANSWER 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.
What level of language support does Salesforce provide and how is a user's
language setting controlled? - ANSWER 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 overridden in My
Settings.
What is the Salesforce API? - ANSWER The API (Application Programming
Interface) is a way of accessing Salesforce programmatically and is used by
Data Loading and Integration tools.
What is the organizational ID? - ANSWER A unique 15 character identifier
that identifies each Salesforce organization and is different in each environment.
What time zone is used for new users? - ANSWER The time zone for new
users is set using default time zone on the Company Settings page, but users can
override it in My Settings.
, Why would multi-currency be used? - ANSWER Multi-currency is 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.
Why would advanced currency management be used? - ANSWER Advanced
currency management allows dated exchange rates to be recorded to track the
amounts when opportunities were closed.
What are the types of licenses? - ANSWER User, Feature, and Permission Set
licenses.
How is storage managed in Salesforce? - ANSWER 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.
How can users see their correct time zones if the organization default is set to a
different time zone? - ANSWER Under My Settings, users can set their own
time zones to override the organizational default.
Where can users perform record search? - ANSWER Global searches most
information; List View Search looks for a record within a list view; Lookup
search allows searching of related records from a lookup field.
What do the User Interface Settings control? - ANSWER General User
Interface, Sidebar (Classic Only) and Calendar
What is the global layout? - ANSWER The global layout is the set of actions
that can be used if an action layout has not been overridden. The global layout
can be customized, and multiple publisher layouts can be defined and assigned
to different profiles.
What are some of the search settings that can be enabled or customized? -
ANSWER Number of search results displayed, Document Content Search,
Recently Viewed Records, Search Optimization, Limit search to records owned
by the user
What actions and features are available on a list view? - ANSWER Edit, Delete
and Follow records, Sort, Filter, Create Printable View