Flashcards for Configuration and Setup
Salesforce Certified Platform Administrator
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What are the key components of company settings?
Fiscal year, business hours, and currency settings.
How can you customize the user interface?
Through UI settings, app menus, and list views.
What is the purpose of the Audit Trail?
To track changes made to your organization's configuration and data.
What does a Salesforce user license determine?
Which features and objects a user can access in the org.
Where can you view Salesforce licenses available in your org?
In Setup → Company Information.
What guideline should be followed when assigning a profile to a user?
Assign profiles that are compatible with the user’s license type.
What requirement does the Salesforce Username field have?
It must be globally unique across all Salesforce orgs.
Can a Salesforce user be deleted?
No, users cannot be deleted, but they can be deactivated, frozen, or locked.
How can you restrict which email domains are allowed when creating users?
By enabling the Email Domain Allowed setting under User Management.
Why should locale, language, and time zone be configured for each user?
To ensure the user’s regional settings match their location and preferences.
What is the purpose of a role hierarchy in Salesforce?
To provide access visibility based on organizational reporting structure.
What type of access does a Profile define?
The baseline permissions a user has, including object, field, and record type access.
Why is it recommended to clone standard profiles before customizing them?
Cloning allows customization while preserving the original standard profile configuration.
Why should profiles grant only essential permissions?
To ensure profiles remain minimal and easier to maintain as the org grows.
What is the main purpose of a Permission Set?
To extend user access without changing their profile.
When creating a permission set, why might you leave the license field set to 'None'?
To allow assigning the permission set to users with different license types.
What can be configured inside a permission set to extend access?
App access, object permissions, record types, and field-level security.
What is the purpose of a Permission Set Group?
To combine multiple permission sets into one assignable bundle.
Why would you use a muting permission set in a permission set group?
To disable specific permissions that should not be granted, even if included in the grouped permission sets.
Why should new record types not be assigned to all profiles by default?
To prevent users from seeing record types that are irrelevant to their responsibilities.
What is the purpose of setting Organization-Wide Defaults?
To define the baseline level of record access for all users.
Why are Public Groups useful when configuring sharing?
They allow grouping users for easier and more consistent sharing rule management.
What is a criteria-based sharing rule used for?
To automatically share records that meet defined criteria with selected users or groups.
How does record access differ between role hierarchy and sharing rules?
Role hierarchy provides upward visibility based on position, while sharing rules grant lateral access across the org.
What factors collectively determine a user’s access in Salesforce?
User license, profile, permission sets, role hierarchy, and sharing rules.
What is a recommended approach for scalable access management?
Use profiles for base access, extend permissions with permission sets, group them as permission set groups, and manage record visibility with sharing rules.
What is the difference between Language and Locale settings in Salesforce?
Language defines the language used to display content, while Locale defines regional formats for date, time, currency, and number fields.
What does the default locale setting control in Salesforce?
It controls the format of date and time, address, currency, name, and number fields.
Where are organization-level locale settings configured?
In Setup → Company Information.
What happens when a new user is created in Salesforce regarding locale settings?
The new user inherits the organization's default locale settings.
Can users override the organization's default locale settings?
Yes, users can override them in their personal Language and Time Zone settings.
Which setting takes precedence: organization-level locale or user-level locale?
User-level locale settings override organization-level locale settings.
Where can users change their personal locale and language settings?
By clicking the user icon, then Settings, then Language & Time Zone.
How does Salesforce store time internally?
Salesforce stores time in GMT format and displays it localized based on each user's time zone.
What are the two types of language settings in Salesforce?
User level (what end users see) and Platform level (what admin/developer users see).
Where are platform-level language settings managed?
In Setup → Language Settings.
Can an administrator disable a language that is currently being used by a user?
No, administrators cannot disable a language if it is already being used by any user.
If a user reports that date formats appear confusing, what should you check first?
Check the user's personal locale setting to see if it differs from the organization's default.
If certain fields remain untranslated while others display correctly in a different language, what is the likely issue?
The translations for those specific fields may not be configured correctly for that language.
Why would changing only the locale not translate all content on a page?
Locale only changes regional formats like date and time, not the language of content. Language settings control content translation.
What is a Salesforce Organization ID (Org ID)?
A unique 15-character identifier that distinguishes each Salesforce organization.
Where can you find the Org ID in Salesforce?
On the Company Information page in Setup.
Does the Org ID remain the same across different environments like Development, Test, and Production?
No, the Org ID is unique and different for each environment.
What does a user license define in Salesforce?
The baseline features available to a user. Each user must be assigned exactly one user license.
What is the purpose of a feature license?
To grant access to additional features not included in standard licenses, such as Marketing, Knowledge, or CRM Content.
How do permission set licenses differ from user licenses?
Permission set licenses grant users access to specific features not included in their user licenses without changing the base license.
What determines the API request limits in Salesforce?
The organization's edition type and the number of user licenses.
Which Salesforce editions have API access available?
Enterprise, Unlimited, Developer, and Performance editions.
Where can you monitor API usage in your Salesforce org?
On the Company Information page in Setup.
What is the time period for API request limits in Salesforce?
API request limits are measured within a 24-hour period.
What do time zone settings control in Salesforce?
How time and date fields are displayed throughout the org.
Where is the organization-wide time zone setting configured?
On the Company Information page in Setup.
What is the purpose of the organization time zone setting?
It serves as the default time zone for all new users created in the org.
Can individual users override the organization time zone setting?
Yes, users can set their own time zone which overrides the organization setting.
What is the default currency configuration in Salesforce?
Single currency is the default configuration.
How is currency set in a single currency organization?
Through the Currency Locale setting on the Company Information page.
What capability does multi-currency provide?
The ability to record amounts in different currencies on records within the same org.
Where must multi-currency be enabled?
On the Company Information page in Setup.
What is a corporate currency in multi-currency organizations?
The primary currency defined for the organization that serves as the standard for currency conversions and reporting.
Who can enable multi-currency in Salesforce?
A System Administrator.
Can multi-currency be disabled once it has been enabled?
No, multi-currency cannot be disabled after enabling the feature.
What must be done before a currency can be used in a multi-currency org?
The currency must be activated.
Where can users set their individual currency preference?
On the Advanced User Details page after multi-currency is activated.
In what types of records can user currency be utilized?
Reports, quotes, forecasts, and other records that use currency amounts.
Where are exchange rates between active currencies configured?
On the Manage Currencies page.
What reporting capabilities are available with multi-currency enabled?
Reporting and forecasting can be done in both the record currency and corporate currency.
What feature enables the use of dated exchange rates?
Advanced Currency Management.
What is the purpose of dated exchange rates?
To track the exchange rate at the specific date when opportunities close, providing historical accuracy.
What is the purpose of business hours in Salesforce?
To determine when users are available to support customers and serve as the basis for calculating support process hours.
How do business hours affect entitlement processes?
They determine when to commence the entitlement process and run the milestones.
Why should accurate business hours be specified in a case record?
To define when the support team is available to help customers for proper case management.
How do holidays affect case escalation calculations?
Holidays are excluded from the time used when calculating case escalation.
What is a fiscal year in Salesforce?
The business or accounting year of the company, which may differ from the calendar year.
What are the two types of fiscal years available in Salesforce?
Standard fiscal years and custom fiscal years.
How is a standard fiscal year structured?
It follows the Gregorian calendar with 12 months and can start on the first day of any month.
Can a standard fiscal year be named based on its starting or ending year?
Yes, it can be named for either the starting year or ending year.
What flexibility does a custom fiscal year provide?
It allows defining custom periods and structures using templates, such as 4 quarters per year or 13 periods per year.
Where is the fiscal year configured in Salesforce?
In Setup → Company Settings → Fiscal Year.
Can you revert from a custom fiscal year back to a standard fiscal year?
No, once custom fiscal year is enabled, it cannot be reverted to standard.
How can you replicate a standard fiscal year structure after enabling custom fiscal years?
By choosing the Gregorian calendar template within custom fiscal years.
What Salesforce features are impacted by custom fiscal years?
Forecasting, reports, and quotas.
What happens to existing forecasts and quotas when custom fiscal year is enabled?
All forecasts and quotas from the first period of that year forward are deleted, but periods before are preserved.
What permission is required to modify fiscal year settings?
Users must have 'Manage' permission on the organization.
What are fiscal periods in Salesforce?
Subdivisions within a fiscal year, typically months or custom-defined periods.
What are fiscal quarters?
Groupings of fiscal periods, usually containing 3-4 periods per quarter.
What types of date filters become available when fiscal years are configured?
Fiscal period and fiscal quarter filters in reports and dashboards.
Do fiscal year settings apply per user or organization-wide?
Fiscal year settings apply organization-wide to all users.
What are some examples of custom fiscal year templates?
Templates like 4-4-5 or 4-5-4 week patterns, 13 weeks per quarter, or 13 periods per year.
What are the two types of storage in Salesforce?
Data storage and file storage.
What uses data storage in Salesforce?
Creating records such as Account records, Contract records, and Opportunity records.
How much storage does a typical record consume?
Most records use 2KB of storage.
Which record types are exceptions to the standard 2KB storage size?
Person Accounts (4KB), Campaigns (8KB), Articles (4KB), and Email Messages (varies by email size).
What uses file storage in Salesforce?
Files in Attachments, Documents tab, Files tab, Content, Chatter (including user photos), and Site.com assets.
How many big object records can be stored by default in an org?
Up to 1 million big object records.
How can you increase big object storage capacity beyond the default limit?
By purchasing additional capacity via licenses to store a billion or more big object records.
Where can you view storage usage in Salesforce?
In Setup → Data → Storage Usage.
What is a Salesforce Playground (Trailhead Playground)?
A free sandbox environment provided by Trailhead for learning, practicing, and testing on the Salesforce platform.
Does a Salesforce Playground come with preloaded data?
Yes, playgrounds come with preloaded data to facilitate learning and practical exercises.
Is there a cost to create and use Salesforce Playgrounds?
No, playgrounds are completely free to create and use.
Is there a limit to how many Salesforce Playgrounds you can create?
No, there is no limit to the number of playgrounds you can create.
What are common use cases for Salesforce Playgrounds?
Hands-on learning, completing Trailhead challenges, prototyping new features, and experimenting with configurations safely.
Where can you access and manage your Salesforce Playgrounds?
By clicking the profile icon in Trailhead and selecting 'Hands-On Orgs.'
What actions can you perform in the Hands-On Orgs management page?
You can rename, disconnect, and launch playgrounds from this page.
Can you set a password for your Playground account?
Yes, you can set a password to log in directly to your playground without going through Trailhead.
Should you store real or sensitive business data in a Playground?
No, playgrounds are meant for learning and practice only, never for real or sensitive data.
What happens to a Playground that remains inactive for 90 days?
It becomes disconnected automatically.
Why might you create a new Playground instead of reusing an existing one for certain Trailhead modules?
Some modules require specific configurations or features, so creating a fresh playground avoids conflicts and saves time.
Where do you navigate to create a new Playground in Trailhead?
Log in to Trailhead, click your profile icon, and select 'Hands-On Orgs,' or create one directly from a hands-on challenge.