SFDC

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Flashcards	14
Language	English
Category	Technology
Level	Other
Created / Updated	30.08.2015 / 01.09.2021
Weblink	https://card2brain.ch/box/sfdc
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What are the standard objects in Salesforce?

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Account, Contact, Opportunity, Case, Campaign, Lead, Solution

What component in Salesforce is similar to a table of data?

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Object

Which standard objects have a relationship with the Account object?

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Contact, Opportunity, Case

How does a user navigate from an account record to a related contact record?

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What are the three types of information in Company Profile?

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Company Information, Financial Information, Support Information

What are the six Company Information in Company Profile?

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Name and Address, Primary Contact, Default Locale, Default Currency, Storage Used, Licenses Available

What are the two Financial Information in Company Profile?

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Fiscal Year, Currencies

What are the two Support Information in Company Profile?

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Business Hours, Holidays

What is the use of Locale Setting?

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Locale Setting allows you to personalize data display for different users based on their geographical location.

What is the default standard fiscal year in Salesforce?

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Gregorian calendar

What are the steps required to activate additional currencies?

Check the "Allow Support to Activate Multiple Currencies" checkbox under Setup > Company Profile > Company Information
Contact salesforce.com to enable multi-currency
Set the corporate currency and activate additional currencies

What problem does Advanced Currency Management solve?

The default setting of multi-currency which only allow one exchange rate per currency. This would cause all Opportunity records that use a currency, including closed opportunity, be updated when you update the exchange rate for that currency.

How does Advanced Currency Management work?

Add start date for exchange rate. Closed opportunity will use the close date to select which exchange rate to use.

What are the six features of enhanced lists?

Mass Edit
Inline Editing
Printable List Views
Number of records per page
Jump to Page
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