Salesforce Configuration and Setup PDF

Configuration & Setup Default Locale Locale controls the language and format of the following fields: o Date o Time o Address o Currency o Name o Number Defaults are under Company Information o Personal setting override compa...

Configuration & Setup Default Locale Locale controls the language and format of the following fields: o Date o Time o Address o Currency o Name o Number Defaults are under Company Information o Personal setting override company default in Language & Time Zone settings Default Locale is set by the company administrator Language 3 language levels o Fully supported - all features available in that language o End user - has translations for standard objects but no support in Help or Setup o Platform - Possible to provide translations for custom & standard objects. No support in Help or Setup. 18 fully supported languages 17 End user languages 100+ Platform languages To change personal language settings, go to: o My Settings → Personal → Language & Time Zone Organization ID Organization ID is a Unique 15 character identifier that identifies each salesforce organization Organization ID is found in Company Information page The ID is unique across different environments Users provide this ID when requesting support Licenses Define what features & services are available to an organization Types: o User Licenses: Baseline features o Feature Licenses: Access to additional features o Permission Sets: Gradually grant user access to license features Salesforce API API = Application Programming Interface Allows access to Salesforce programmatically (ex. Data Load, Informatica) Limit on API requests in 24hrs (based on edition & number of licenses) API is available for Enterprise, Unlimited, Developer, and Performance editions (EUDP) o EUDP: Every Unicorn Dancing Passionately Usage of API is monitored under Company Information page Time Zone Time & date fields display according to time zone setting o Set on Company Information Page & used as default for new users User time zone: Users can set own timezone which will override Organization Setting o My Settings → Time Zone Time & Date fields will display according to the user’s time zone setting Currencies Organizations can have single currencies or multiple Access default currency through Company Information → Currency Locale Single is default Enabling multiple currencies allows ability to record amounts in different currencies on records o Must be enabled in Company Information o A corporate currency must be defined o Corporate currency is set on Company Information page o For multiple currencies, each currency must be made active for them to be used o Users can set individual currencies in Advanced User Details once the multiple currency setting is enabled o Exchange rates between active currencies can be set in Manage Currencies page o For dated exchange rates go to Advanced Currency Management o Once multiple currencies are enabled they cannot be disabled Reports support multiple currencies which are classified as either primary or secondary o Primary = corporate currency o Secondary = Personal default currency or a currency specified in the report Business Hours and Holidays Business hours determine the times when users are available to support customers o Business hours are the basis for the computation of support process hours o Business hours determine when to escalate a case o Also determine when to commence the entitlement process and run milestones Can define multiple business hours but select one as the default  Holidays are excluded from the time used to calculate a case escalation Fiscal Year Configurations Defines Business Year of company aka Accounting Year Can use standard or custom fiscal years Standard: o Follows Gregorian calendar o Can be configured to start on the first day of any month o Can be named after the starting or ending year Custom Fiscal Year o Defined based on custom periods o Can be created based on existing templates or modified templates o There are pre-defined structures for templates available for alternatives such as 4 quarters/year, 13 weeks/quarter, 13 periods/year o Custom fiscal years impact: forecasting, reports, quotas o If a custom fiscal year is enabled it cannot go back to standard ▪ You can mimic a standard fiscal year using the Gregorian calendar template To access Fiscal Year go to Setup → Fiscal Year Data and File Storage Data Storage o Creation of records (ex. Accounts, Contacts, Opportunities) o Most records use 2KB of storage (except Person Account (4KB), Campaigns (8KB) and Email Messages (storage determined by size of the email) File Storage: o Salesforce stores files in attachments, the Documents tab, the Files tab, Content, Chatter (including user photos), and Site.com assets Limits o Enterprise edition provides: ▪ 10GB of data storage plus 20MB per user license ▪ 10GB of file storage plus 2GB per user license If an organization uses Big Objects, up to 1 million big object records can be stored Additional capacity can be purchased via licenses to store more Storage usage can be viewed in Storage Usage under Setup