Salesforce - Configuration and Setup

Actions

-Allow users to carry out certain Salesforce Actions quickly, such as creating new opportunities or new tasks. -2 types: Global and Object specific.

In App Guidance

-Allows you to guide your users around Salesforce. -Can configure settings, create single prompts, or you can put together complete walkthroughs.

Lighting App Builder

-Allows you to refine the appearance of your org to make it easier and more accessible to users. -Configures record pages and control features such as page structure components, component visibility actions and dynamic actions.

Language Settings

-Allows you to set which languages are available to your users. -3 levels of language: fully supported, end user, and platform only.

Global Quick Actions

-Can be accessed from anywhere in Salesforce. -Can create new tasks, new contacts, new leads, etc.

Object Specific Quick Actions

-Can be launched from records. -With whatever they are doing, they are automatically associated with the record that you launched the quick action from. -Can be added to the page layout.

Company Information

-Can find the company's locale, language, time zone, and local currency. -Find your org ID, Change when the fiscal year starts as well as activate currencies. -See your licensing information and monitor storage usage.

Fiscal Year

-Can have a standard 12 month Gregorian calendar or a custom one, and you can also specify when it starts and how the year is determined.

Page Layout

-Ensure that users are seeing relevant information including fields, sections, related links, and buttons.

User Interface (UI)

-Gives you control over your users experience within Salesforce. -Can configure and customize to provide the user experience.

List Views

-Is the list that you can see for Salesforce objects. 3 variations: List, Split, Kanban.

Default Locale

-Locale settings control how different values are displayed within Salesforce. -Locale controls the language and format of date and time, address, currency, name, and number fields.

My Domain

-My Domain allows you to define your own domain name within the Salesforce domain (for example, https://companyname.my.salesforce.com). -My Domain makes it easier to manage login and authentication and allows you to customize your login page. -Salesforce requires My Domain if you want to use Lightning components in Lightning tabs, Lightning pages, or as a standalone app.

Public Calendar and Resources

-Public calendars are used to keep your company up to date with any company information such as events or annual leave. -Resources can be referenced when booking events.

Business hours

-Specify the hours that your support team are available to support your customers. -You can set multiple business hours, but only one can be the default.

Identity Authentication & Device Activation

Allows you to control how and when your users are prompted to verify their identity.

Password Policies

Used to increase the security of an org and can be configured including password length, complexity, max number of incorrect logins, and lockout time. Password policies can be set at a profile level and organizational level.

Navigation Bar

-Top bar that you see that holds the tabs for the objects in Salesforce. -You can reorder, add or remove tabs. -You can also lock the navigation bar to prevent user customization.

App Manager

-Where admins can create, control visibility, delete and customize apps in great detail.

App Menu

-Where users can quickly and easily access apps. Can reorder or hide apps.

User List View

-Work exactly how list views work. Allows us to easily group and navigate through users. -You have all users, active users and admin users. -You have the actions of being able to create new users, reset multiple passwords at one time, and then you can also add up to 10 users.

Holidays

-Works with Business hours and affects your entitlement and escalation rules

Multiple User Creation

2 ways to adding multiple users: Through add multiple users function (up to 10) or you can use data loader (more than 10).

An Administrator has created many custom fields on the Account record for different departments. One page layout is needed for all profiles because some users occasionally need to reference fields used by other departments. Which feature could the administrator enable to assist users in quickly finding the information that is relevant to them? A) Enable collapsible sections so users can collapse the sections that are not relevant to them B) Enable personal page layouts so users can customize the page layout C) Enable lazy loading of the detail page D) Enable separate loading of the detail page

A Reason: 'Enable Collapsible Sections' feature allows users to expand and contract sections on a page layout.

Universal Containers would like to improve the usability of their current lookup fields. When looking up a Contact Record, they would like to view the Account, Phone, Email fields as well as the name. Universal Containers would also like to globally search for contacts by the account name. What feature would you suggest? A) Search layout B) Tab Layout C) Page Layout D) List View

A Reason: Search Layouts are ordered groups of fields that are displayed when a record is presented in a particular context.

The Salesforce Administrator of Cosmic solutions has created a new Lightning app to allow sales reps to manage records such as accounts, opportunities, and orders. This custom app should appear first in the app Launcher by default for all users in the org. Also, the Sales app should not be visible in the app launcher. What should the Salesforce Administrator do to meet these 2 requirements? A) Navigate to the 'App Menu' page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher B) Navigate to the 'App Launcher' page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher C) Click the 'App Launcher' icon to configure the default order of apps and hide the existing Sales app in the App Launcher D) Navigate to the 'App Manager' page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher

A Reason: There is no 'App Launcher page. 'App Manager' page allows creating new Lightning apps and editing existing Lightning apps.

Which of the following are correct regarding fiscal year settings? Choose 3 options. A) Once enabled, custom fiscal years can no longer be disabled B) When the fiscal year start month is changed, quota and adjustment information is purged C) Custom fiscal years impact forecasts, reports and quotas D) If the fiscal year is set in accordance with the Gregorian calendar, it is recommended that custom fiscal years be utilized E) Once defined, a custom fiscal year cannot be modified

A / B / C

Global shipping does business in a number of different countries but wants to report in single currency. The Salesforce Administrator is considering enabling multi-currency. What additional steps must be taken after multi-currency is enable? Choose 3 options. A) Define the list of currencies and make them active B) Set the exchange rates for the currencies C) Set the corporate currency D) Set the validity date for the exchange rates E) Set the currency for each profile

A / B/ C

A Salesforce Administrator is moving an app from the developer sandbox to their UAT environment. What is required to use change sets between 2 orgs? Choose 2 options. A) There is a deployment connection between the two orgs B) One of the orgs is a developer edition C) The 2 orgs are affiliated with the same production org D) One of the orgs is a developer sandbox

A / C Reason: To use change sets between 2 orgs, they need to be affiliated with the same production org, and deployment connection needs to exist between them.

What does the 'Default Locale' setting determine? Choose 3 options. A) Display format of Addresses B) Fiscal Year C) Format of Dates and Times D) Name Format E) Default Currency

A / C / D

Which of the following are typically used for moving metadata from a developer sandbox to a test sandbox when both are affiliated with the same productions org? Choose 2 options. A) Metadata file B) Unmanaged package C) Managed package D) Change Set

A / D Reason: A change set is used to send customizations from one Salesforce org to another. Metadata files are use to move metadata using Ant migration tool, VS code, or workbench

Related List Hover Links

A setting enabled by default that adds related list links at the top of the record detail page or a custom object detail page in Setup. This mainly affects Salesforce Classic.

Login as another user

A way for administrators to put themselves in the shoes of users and see what the users see with the user settings.

Why would advanced currency management be used?

Advanced currency management allows dated exchange rates to be recorded to track the amounts when opportunities were closed.

Login IP Ranges

Are used to restrict access to your Salesforce Org through designated approved IP locations. Set at the profile level, meaning that users with that profile must log in from an IP address within the approved login IP range.

Login Hours

Are used to set when users can log into the Salesforce org and are set at the profile level.

What is true regarding change sets? A) Change sets are always created in a sandbox org and deployed in production B) If a change set deployment fails, the entire transaction is rolled back C) If a change set is successful, it can be rolled back as needed D) A change set can be deployed only after validation

B Reason: Successful deployments cannot be rolled back.

What are valid reasons for using a custom fiscal year? Choose 2 options. A) An Org wishes to follow the Gregorian calendar B) There are 13-week fiscal quarters C) The fiscal year does not start on the first day of the month D) The fiscal year does not start in January

B / C Reason: Custom fiscal year does not follow Gregorian calendar.

Acme Corporation is making the switch to Lightning Experience. The Administrator is tasked with creating different pages to fulfill business requirements. What pages are available to create with the Lightning App Builder? Choose 3 options. A) List page B) Home Page C) Record Page D) App Page E) Default Landing Page

B/ C / D

Manual Sharing and Sharing Rules

Both are a more dynamic way of granting access to records. Manual sharing allows users to share records on a record by record basis. Sharing Rules can either be owner based sharing or criteria based sharing rules.

A service manager usually audits several cases a day for his team. He has requested a capability that would allow him to update the value on the Target Resolution Date field to 'Today' on a selection of records that has recently reviewed. What can be done to accommodate this request? A) Create a quick action that updates the value on the Target Resolution Date field to the present day and add the action tot he Home Page layout B) Create a quick action that updates the value on the Target Resolution Date field to the present day and add it to the Case page layout C) Create a mass quick action that updates the value on the Target Resolution Date field to the present day and add the action to the Case list view search layout D)Create a specific list view first, then add a mass quick action that updates values on the Target Resolution Date field to the present day, and add the action to the list view that was created

C

Users have asked for the Parent Account field to be displayed in the Account Lookup dialog. How can this be enabled? A) users can modify the fields themselves using the 'My columns" link in the lookup dialog B) The fields in the Account Lookup dialog are fixed and cannot be changed C) Modify the Account Search Results layout to include Parent Accounts D) Modify the Account Lookup Dialog layout to include Parent Accounts

C Reason: Account Search fields can be added or removed on the Account Search results page for the respective Search Layout.

A service manager usually audits several cases a day for his team. He has requested a capability that would allow him to update the value on the Target Resolution Date field to 'Today' on a selection of records that he has recently reviewed. What can be done to accommodate this request? A) Create a quick action that updates the value on the Target Resolution Date field to the present day and add it to the Case Page layout B) Create a specific list view first, then add a mass quick action that updates the value on the Target Resolution Date field to the present day, and the action to the list view that was created C) Create a mass quick action that updates the value on the Target Resolution Date field to the present day and add the Case list view search layout D) Create a mass quick action that updates the value on the Target Resolution Date field to the present day and add the action to the Home page layout

C Reason: Since there was no particular criteria given about the types of case records that would need to be updated other than being the most recently viewed ones, there would be no need to create a different list view.

Where in an org could a Salesforce Administrator see how many remaining Salesforce licenses are available? Choose 2 options. A) Limits -> Licenses B) Manage Users -> Licenses C) System Overview Page D) Company Information page

C / D Reason: Company information page has a license section that lists the number of license available. System overview page will show system limits.

Trusted IP Addresses

Can be used to allow users to login from a designated IP range without any login challenge or verification request.

User Record

Contains information about the user. Allows you to carry out a number of useful tasks such as resetting passwords, freezing and unfreezing users, unlocking users, etc.

Org Wide Defaults

Controls the baseline of what record access users in your Org have. Levels of Access includes: private, public read only, and public read/ write. Record access can only be opened up, not restricted and all required defaults do not override profile settings.

User Licenses

Determines which features the user can access in Salesforce. 3 types: User, Feature, and permission set.

Disable Navigation Bar Personalization in Lightning Experience

Disables the option for a user to customize an app's navigation bar in the Lightning Experience. This customization includes the reordering and adding of items or the renaming and removing of items the user may have added.

Security Health Check

Easy way to get a high level of understanding of the security of your Salesforce Org. 90 % and above = Excellent, 80% - 89% = Very Good, 70% - 79% = Good, 55% - 69% = Poor, 54% and below = Very Poor.

Enable Hover Details

Enables a summary display of a record when hovering over a record link. The fields displayed are determined by the compact page layout

What do default locale configuration impacts?

Format of Date, Time, Number, Phone Number, Name and Address fields

Multi-Currency

Multi-currency adds the ability to record amounts in different currencies on records. In multi-currency organizations, the corporate currency is defined.

Profiles

Only one profile can be assigned to a user. A profile dictates the baseline of access and the permissions they're granted in Salesforce. Standard profiles cannot be deleted, but can be cloned and edited.

Permission Sets and Muting Permissions

Permission sets can be assigned to users to grant more functionality; can be grouped together. Muting permission sets can mute permissions granted by other permissions sets in a permission set group.

Public Groups and Teams

Public groups is a group of users roles, territories or other groups. Teams can be account teams, opportunity teams or case teams.

Object Access

Referring to the Objects that users can see. Set by the profiles of users. Tab Settings control Object visibility. 3 options: Default On, Default Off, Hidden. You can set CRED Permissions in Object permissions; 4 options: create, read, edit, or delete.

Record Access

Referring to the records of objects that users can access, such as which accounts they can access or which contacts they can access.

Field Access

Referring to which fields users can see for an object or record and if they can edit them. Can be set at the profile level or at the object level.

Roles and the Role Hierarchy

Roles and the Role Hierarchy are used to grant access using hierarchies. Note that the role hierarchy does not need to represent your company organization structure. Role Hierarchies do not override profile settings; they deal with record access, not CRED permissions.

Salesforce API

Salesforce API allows access to Salesforce programmatically, instead of using the user interface. API is an abbreviation for 'Application Programming Interface'.

What are the different types of search layouts?

Search Results, Lookup Dialog, Lookup Phone Dialog, Tab, List View and Search Filter Fields

What can be customized to include Lightning Knowledge fields in global search results in Lightning Experience?

Search results layout of the Knowledge object

Setup Audit Trail

Setup Audit Trail is used to track any metadata changes to your Salesforce org. Can show what changes have been made and who made them.

Single Currency

Single currency is the default. Single currency organizations can set the organization-wide currency on the Company Information page using the Currency locale.

Enable Salesforce Notification Banner

The Salesforce Notification Banner appears on the pages for accounts, contacts, and dashboards, as well as in the Setup area. It can be dismissed or disabled entirely.

Organization ID

The Salesforce Organization ID or 'Org ID' is a unique 15 character identifier that identifies each Salesforce organization and is different for each Salesforce Org.

Which users can view a list view created in Lightning Experience?

The creator, all users, or groups of users

Delegated Administration

They are users that you have granted certain administrator privileges to. We can allow them to create or edit users of certain roles and subordinates.

Session Settings

Used to set the security and session expiration of your user Salesforce session; the time they are logged in to Salesforce. Can be used to set what is considered High Assurance Security.

How is the role hierarchy related to record access?

Users will have access to other user's records if they have a role above the record owner in the role hierarchy and grant access through hierarchies is enabled.

Sharing Overview

Various settings that can be configured to control who sees what. There are 3 layers of access: object, record, and field. You can't have an Org where everyone has access, then reduce access.

Inline Editing in Lightning Experience

When a user hovers over the field, a pencil icon will appear if the cell is editable. On the other hand, a lock icon will be displayed if it is non-editable.

New User Creation

When creating a new user, the username has to be unique and in an email format, you can set licenses and locales for new users as well.

Enable Printable List Views

When enabled, will display a button that can be used to generate a print ready format of the data in the view.

Freezing and Deactivating Users

When you freeze a user, you lock them out of the Org. However, they still consume a Salesforce License. Deactivating a user is used when the user should no longer have access to Org. However, if the user is the only user for a workflow email, you'll need to remove them first.