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29 Cards in this Set
- Front
- Back
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What do default locale configuration impacts |
Format of date, time, number, phone number, name ans address field. |
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What do business hours and holidays impact |
Business hours and holidays are used in calculations to determine when to escalate a case or when an entitlement milestone is reached. |
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What at the options to define fiscal year |
Stranded or customs fiscal years. Standard fiscal years are based on a monthly structure and can start on any month. Custom fiscal year can use a different structure such as quarters |
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What level of language support does Salesforce provide and how is a user's language setting controlled |
Salesforce offers a number of fully supported, end user and platform only languages. The language on the company setting page is applied to be used, but it can be overridden in my setting. |
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What is Salesforce API |
The APIis a way of accessing Salesforce programmatically and is used by data loading and integration tools. |
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What is the organization ID |
A unique 15 character identifier that identifies each Salesforce organization and is different in each organization. |
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What time zone is used for me users |
The time zone for newer users is set using default time zone on the company setting page, but users can override it in my setting |
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Why would multi currant be used |
Multi Chuang 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 |
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Any would advanced currency management be used |
Advanced currency management allows dates exchange rates to be recorder to track the amounts when opportunities were closed |
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What are the types of licenses |
User, feature, and permission set licenses |
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How is storage managed in Salesforce |
Salesforce had two categories of storage, data and file storage. Records use data storage and file storage is used by attachments, documents, files, content and chatter |
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How can users see their correct time zones if the organization default is set to a different time zone |
Under my settings, users can set their own time zone to override the organizational default |
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Where can uses perform record search |
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 |
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What do the users interface settings control |
General user interface, sidebar (classic only) and calendar |
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What is the global layout |
The global layout is the set of actions 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. |
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What are some of the search settings that can be enabled or customized |
Number of search results displayed, document content search, recently viewed records, Search optimization, limit search to records owned by the user |
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What actions and features are available on a list view |
Edit, delete and follow records, sort, filter, create printable view |
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What are the different types of search layouts |
Search results, look up dialog, look up phone dialog, tab, list view and search filter fields |
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Where can an app's logo and navigation bar color be changed |
App manager in set up |
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Where can the apps that appear in the lightning experience at launcher be changed |
App menu in set up |
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What can be used to create, customize and assign home pages to different profiles in lightning experience |
Lightning app builder |
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What types of custom components can be added to the homepage layout |
Links, images, HTML, and visual force |
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How can a user look for a company in a list view by keyword |
By using the list view search bar at the top of the list view |
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Which users can view a list view created in lightning experience |
The creator, all users, or groups of users |
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What can be used to search records from within the kanban view and lightning experience |
List view search bar |
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Which option can be selected from the list view controls menu to share a custom list view with other users |
Sharing settings |
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What can be customized to include lightning knowledge fields in global search results in lightning experience |
Search results layout of the knowledge object |
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Which capability is available for list views and lightning experience to allow users to view opportunities that fall within a certain amount of probability range |
Filtering search results by number range |
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How can a lightning component on a homepage be made visible to only users from a certain country using the lightning app builder |
By setting a component visibility filter in this set component visibility section of the components properties |
