Organisation Setup (1%)

Question 1

Describe the components of the company profile

Answer 1

Default User Settings
Used Data & File Space
API Usage
Org ID
Licensing Information
Fiscal Year Configuration
Business Hours & Holidays
My Domain
Language Settings

Question 2

What Licensing Information is held?

Answer 2

User Licenses show status, total licenses, used licenses, remaining licenses and expiration date.

Question 3

Describe Fiscal Year Configuration

Answer 3

1. Standard: Follows Gregorian calendar, starts first day of any month)
2. Custom: Follows custom structure you define, it can not be disabled once enabled
   - Changing fiscal year start month may delete existing forecasts, forecast history, forecast overrides, reports and all quotas. To preserve: use a month that starts a fiscal year not a random month.

Question 4

Describe Business Hours

Answer 4

Shows the days and hours that your support team is available. These hours, when associated with escalation rules, determine the times at which cases can escalate. Blank business hrs. mean, org doesn’t operate that day. There are no organization login hours, just business hours

Question 5

Describe Holidays

Answer 5

Dates and times at which business hours are suspended. Enter the dates and times at which to suspend business hours and escalation rules associated with business hours

Question 6

Describe My Domain

Answer 6

Once the new domain name is deployed to users, you cant reverse it. Up to 40 characters. You have the option of redirecting the users (deploy) or block login from old domain (Prevent login from login.salesforce.com to provide better security) – check login history to see.

Question 7

Describe Language Settings

Answer 7

Where you set end user (help and admin setup are not translated) and platform only languages. Languages that appear in gray are currently used by your company, users, or both. They cannot be deactivated

Question 8

User Licenses

Answer 8

1. Salesforce: Full access
2. Salesforce Platform: Custom apps, not CRM
3. Force.com: 1 Custom app, not CRM
4. Chatter Free: Standard Chatter No objects or data
5. Chatter External: Allow customers in Chatter groups
6. Customer portal user license: Mng customer support
7. Authenticated Website license: Unlimited logins to Platform Portal to access customer support information.
8. Data.com: Add, export data.com reports per month
9. Knowledge only: Knowledge app only.
   (Changing a license of a user also removes the permission sets assigned to that user)