Salesforce Configuration & Setup

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Questions and Answers

Where can the default locale settings be found?

  • Within the platform language settings.
  • In the user's personal language and time zone settings.
  • Under the company information section, managed by the administrator. (correct)
  • In the help and setup section.

What does a 'fully supported' language imply in Salesforce?

  • Full access to all features and interface translations, with complete help and set up support. (correct)
  • Translation of standard objects and end-user interface only.
  • Translations for standard & custom objects, but no Help or Setup support.
  • Support for custom objects translation.

Which of the following is true regarding Salesforce Organization ID?

  • It is found only in the user's profile settings.
  • It is a 15-character identifier, unique across all Salesforce organizations and environments. (correct)
  • It is used to identify the user within an organization.
  • It is a 10-character identifier, unique within each Salesforce environment.

What is the purpose of feature licenses in Salesforce?

<p>To grant access to additional functionalities and services. (D)</p> Signup and view all the answers

What does API stand for and its primary function within the Salesforce context?

<p>Application Programming Interface, enabling programmatic access to Salesforce. (B)</p> Signup and view all the answers

Which of the following editions allow for API usage?

<p>Enterprise, Unlimited, Developer, and Performance (D)</p> Signup and view all the answers

Where is the organization's default time zone set?

<p>Company Information Page (C)</p> Signup and view all the answers

What must be defined before enabling multiple currencies?

<p>A corporate currency (B)</p> Signup and view all the answers

In reports utilizing multiple currencies, what does the 'primary' currency refer to?

<p>The corporate currency (B)</p> Signup and view all the answers

Which of the following is NOT directly determined by business hours?

<p>User login times (D)</p> Signup and view all the answers

How do holidays impact case escalations?

<p>Holidays are excluded from the time used to calculate a case escalation (C)</p> Signup and view all the answers

Which calendar does the 'standard' fiscal year follow?

<p>Gregorian calendar (C)</p> Signup and view all the answers

How can a custom fiscal year be set up?

<p>By using existing templates or modifying templates (C)</p> Signup and view all the answers

If a custom fiscal year is enabled, can it be reverted back to a standard fiscal year?

<p>No, it cannot be reverted back (A)</p> Signup and view all the answers

Where do you go to configure the Fiscal Year options?

<p>Setup (C)</p> Signup and view all the answers

Flashcards

Default Locale

Controls language and format of various fields like date, time, address, currency, name and number.

Organization ID

A unique 15-character identifier assigned to each Salesforce organization to distinguish it from others.

Salesforce Licenses

A set of features and services that determine what your Salesforce org can access.

Salesforce API

Application Programming Interface, allowing you to interact with Salesforce data and functions programmatically.

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Salesforce Language Support

Provides tailored translations for various elements in Salesforce, enhancing accessibility for users.

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API Access

The API for Salesforce is available for specific editions: Enterprise, Unlimited, Developer, and Performance. Usage is monitored under the Company Information page in the tool.

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Time Zone Settings

The default time zone for new users in Salesforce is set on the Company Information page. Users can then set their own individual time zone setting which will override the Organization's default.

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Currency management in Informatica

Informatica allows you to set currencies for your organization. You can either have a single currency that's used by everyone, or multiple currencies for those who need to work in different currencies. You can also set exchange rates between active currencies.

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Corporate Currency

The corporate currency is the default currency that's defined for the entire organization and is set on the Company Information page.

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Business hours in Informatica

Informatica allows you to define business hours for your organization. These hours determine the times when users are available to support customers. You can define multiple business hours, but only one will be considered the default.

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Holidays in Business Hours

Holidays are excluded from the time used to calculate case escalation in Informatica. This means that support process hours are adjusted to account for holidays, preventing cases from escalating based on non-business days.

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Fiscal Year Configurations in Informatica

Fiscal year configuration in Informatica allows you to define the accounting year for your organization. You can use a standard fiscal year, which follows the Gregorian calendar, or a custom fiscal year, where periods are not fixed to the standard calendar.

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Standard Fiscal Year

Salesforce's standard fiscal year setup lets you define a fiscal year that starts on the first day of any month and can be named after the starting or ending year.

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Custom Fiscal Year in Informatica

Custom fiscal years in Informatica let you define your own periods that are not fixed to the standard calendar. You can use templates to create your own periods based on various structures, like quarters, weeks, or months.

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Multiple Currencies

Multiple currencies in Salesforce allow records to be recorded in different currencies, providing greater flexibility for international organizations. However, enabling multiple currencies requires setting up a corporate currency, activating the required currencies, and defining exchange rates between them. Once enabled, they cannot be disabled.

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Study Notes

Configuration & Setup

  • Default Locale: Locale controls language and format for date, time, address, currency, name, and number fields.
  • Defaults are set by the company administrator under Company Information. Personal settings can override these defaults in Language & Time Zone settings.
  • Language: Three language levels exist: fully supported (all features), end-user (translations for standard objects only), and platform (translations for custom and standard objects, but no Help or Setup support).
  • 18 languages are fully supported while 17 have end-user language support. More than 100 languages support platform level translations
  • Language settings are changed via My Settings → Personal → Language & Time Zone.

Organization ID

  • Organization ID is a unique 15-character identifier for each Salesforce organization.
  • Found on the Company Information page.
  • IDs are unique across different environments.
  • Users provide this ID when requesting support.

Licenses

  • Licenses define available features and services for an organization.
  • Types include user licenses (baseline features), feature licenses (additional features), and permission sets (gradually grant user access to license features).

Salesforce API

  • The API allows programmatic access to Salesforce
  • Usage limits exist based on edition and license numbers.
  • Usage is monitored via the Company Information page.

Time Zone

  • Time and date fields display based on time zone settings.
  • User time zones can be set and will override organizational settings.
  • Users can change time zones via My Settings → Time Zone.

Currencies

  • Organizations can use single or multiple currencies.
  • Multiple currencies are enabled in Company Information.
  • Corporate currency must be defined and active for use.
  • Users can set individual currencies on Advanced User Details pages.
  • Exchange rates are in Manage Currencies.
  • Reports support classification of currencies as primary or secondary (corporate or personal default).

Business Hours and Holidays

  • Business hours dictate customer support availability.
  • These affect case escalation, entitlement, and milestone timings.
  • Defaults exist but multiple business hours can be defined.

Fiscal Year Configurations

  • Defines the business year (accounting year) which can be standard (Gregorian calendar) or custom.
  • Custom fiscal years impact forecasts, reports, and quotas.
  • You can maintain a standard fiscal year using the Gregorian calendar template.
  • They impact forecasting, reports, quotas.

Data and File Storage

  • File storage is in attachments, Documents tab, Files tab, Content, chatter and Site.com.
  • Data storage limits depend on the edition (e.g., 10GB of data storage for Enterprise, plus 20 MB per user license)
  • Storage limits for files are also based on edition.

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Salesforce Configuration and Setup PDF

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