SALESFORCE ADMIN: ORGANIZATION SETUP
1. Describe the use of locale setting in Salesforce:
determinate how date, time, address, currency, name and number fields are displayed
in Salesforce
2. Identify various personal and organizational language settings:
3 levels of language support: fully supported (only setup, user interface and help), end
user (standard object field labels and pages), and platform languages (custom
translations and standard field).
The default language is set on the company information page and will be applied to
new users. Users can change their own display language in: my settings, personal n
The Translation Workbench allows translations to be applied to custom fields, labels,
and translations from managed packages and custom picklist values
3. Identify the two types of time zones that can be set in Salesforce
Organization time zone is set on the company information page and is used as the
default for new users.
User Time zone is set to override the organization setting
4. Explain the use of single and multi-currency setups for organizations
Single currency is the default, and you cannot specify a currency preference. With
multi-currency a default currency is defined for the org and each user can set their
currency locale under personal settings (you cannot deactivate it)
5. Describe the considerations related to the Organization ID in Salesforce
Unique 15-character identifier that identifies each Salesforce organization and is
different for each Salesforce org. If you require support from salesforce or other
vendors, you will need to provide this unique ID
6. Identify the two types of licenses that can be assigned to users to grant Access to
features
User licenses define the baseline of features. Feature licenses grants access to
additional features not included in stander license. Permission set licenses also provide
access to additional features and work in conjunction with permission sets to grant
access to those features.
7. Explain the use of business hours and holidays in case escalation rules and
entitlement processes
8. Describe the use of standard and custom fiscal years and fiscal year configuration
Standard or custom fiscal years can be used.
Standard fiscal year follows the 12-month structure
Custom fiscal years can use custom periods.
9. Identify the considerations related to data and file storage
Data storage is used by creating records. Most record use 2KB of storage. There are
several exceptions: Person Account (4KB), Campaigns (8KB), Articles (4KB), and Email
Messages (storage according to the size of the email)
10. Identify the considerations related to Salesforce API
Allows access to Salesforce programmatically instead of using the user interface. Bulk
data loading tools such as Data Loader, integration tools such a Informatica, or
integrations with other systems are good examples.
