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9 Cards in this Set
- Front
- Back
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What information is contained in the company profile? (Getting Your Organization Ready for Users) |
-The unique Org ID-# and types of licenses available-default locale and language settings-corporate currency
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List the three levels where currency appears?(Getting Your Organization Ready for Users)
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-Company profile (corporate) -User record (personal) -record |
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Why might you choose not to use a standard fiscal year?(Getting Your Organization Ready for Users)
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If your company's fiscal year does not follow the Gregorian calendar.
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What are the main considerations when using custom fiscal years?(Getting Your Organization Ready for Users)
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-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. |
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What is the main benefit of tracking tasks, events, and email in Salesforce?(Getting Your Organization Ready for Users)
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If tasks, events and emails are entered into Salesforce they can be reported on and analyzed. |
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What are the benefits of creating a list view?(Getting Your Organization Ready for Users)
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List views are saved for future use. -You can filter on specific fields. -You can print list views. -You can mass edit records in list views -You can follow records in a list view and view related Chatter.
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Can the Chatter defaults be changed? If yes, how?(Getting Your Organization Ready for Users)
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Yes. These can be edited under Setup | Customize | Chatter. |
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Does enabling Chatter Invitations require additional CRM licenses?(Setting Up and Managing Users)
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No, it uses no CRM licenses. 5,000 Chatter Free licenses that come with each org.
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ORG WIDE DEFAULTS (OWD): Allow us to specify a baseline level of access that any user has in the org.
List the types of OWD's: |
a. Private: This setting for a given object allows users to access only the data they own. No one will be able to view records owned by others. b. Public Read only: This setting allows users to see, but not change, records in their organization, regardless of who owns those items. Items can also be added by anyone onto related lists with this permission level. (Providing objects have a Look up relationship) c. Public Read/Write: This setting allows all users the ability to view and edit records owned by others. But ownership itself cannot be changed except by the owner. d. Public Read/Write/Transfer: This setting on an object allows all users the ability to view, edit, and even change ownership of records owned by other |
