Open CertifiedOnDemand.com Section Resources
This is not an exhaustive list; additional resources are referenced within objectives below.
| Objective | Resources | Key Facts |
|---|---|---|
| Describe the components of the company profile. | Configuring the Company Profile [Must / 5min / CertifiedOnDemand.com] Company Information Fields [Must / Short / Salesforce.com] | Default User Settings Used Data & File Space API Usage Org ID Licensing Information Fiscal Year Configuration Business Hours & Holidays My Domain Language Settings |
| Describe the term API, and how API usage differs from using the standard user interface. | The Salesforce API (application programming interface) allows programs external to Salesforce to interact with Salesforce data. Common examples of API usage include the Data Loader, and integrations. API usage is limited, while standard website usage is not. | |
| Describe how to monitor API usage within Salesforce. | What Editions Have API Access? [Should / Short / Salesforce.com]
| Navigate to the company information page within Salesforce (Setup --> Company Profile --> Company Information). API usage is limited with a 24-hour period. The limit depends on which edition of Salesforce you are using and how many user licenses you have. |
| Describe the difference between data and file storage. |
| Data storage is increased by adding records (leads, accounts, etc.); File storage is increased by adding file attachments (Chatter files, Content files, etc.). |
| Explain the effect of configuring business hours and holidays. |
| Business hours and holidays impact when case escalation rules are triggered. |
| Describe the impact of changing fiscal year configuration within Salesforce. | Setting the Fiscal Year [Should / Short / Salesforce.com]
| Fiscal years impact forecasting, quotas, and reporting. Example: selecting a date filter 'Current FY' on an opportunity report is influenced by fiscal year configuration. Changing fiscal year configuration can result in data loss. |
| Given a scenario, determine if standard or custom fiscal years is appropriate. | About Fiscal Years [Should / Short / Salesforce.com] 4-4-5 calendar [Should / Short / Wikipedia.com] An example of fiscal quarters determined by week. This would require custom fiscal years.
| Standard fiscal years have 4 quarters, 3 months per quarter; the administrator can configure the start or end month of a standard fiscal year. Custom fiscal years allow fiscal quarters to be determined by week, instead of by month; custom fiscal years should only be used when standard fiscal years are inadequate. |
| Describe the implications of enabling custom fiscal years. |
| Once enabled, custom fiscal years cannot be disabled. Custom fiscal years have fairly significant implications for developers and AppExchange package compatability; make sure they are truly needed before enabling. |
| Describe how to configure which languages can be selected when adding or modifying users. |
| The language settings page (Setup --> Company Profile --> Language Settings) determines which languages can be selected. Note that languages cannot be disabled if currently in use by a user. |
| Describe which languages are supported in Salesforce.com. | Supported Languages [Should / Long / Salesforce.com] | There are multiple tiers of language support in Salesforce, at a high-level: -Fully Supported (all standard fields, objects, and setup translated) -End User (no setup pages translated) -Platform Only (no default translation) |
| Describe the significance of the Salesforce Org ID. |
| The Salesforce Org ID is unique to every Salesforce Org (regardless of edition, sandbox or production). |
| Given a scenario, determine the corresponding company profile configuration. | Company Profile: Scenario 1 [Must / 15-30 Min / CertifiedOnDemand.com] | |
All Objectives Met | Company Profile: Quiz [Must / Short Quiz / CertifiedOnDemand.com] Company Profile: Feedback [Should / Survey / CertifiedOnDemand.com] |
Finished this section? Next section: User Setup & Login Process - Free
Hi John,
Does the Company come under the standard objects supplied by SF?
A company would be an account in Salesforce
Organization setup / company profile is an area in setup
Ok. Account is one of the standard object provided by Salesforce and a company would be part of the account object.
Just trying to get everything clear in my head. Thanks!
Hi John,
For fully translated languages, it seems to me that the standard PickList values are not translated. Do we need to perform the translations ourselves even for standard drop downs on standard objects?
Yes that is correct
Hello John – THANK YOU SO MUCH FOR THIS SITE!!! Our site has 9,000 licenses, 3,000 of which are Restricted Use. Other than the totals under Settings -> Company Information, is there a way to see a consolidated list of which users have which licenses? I tried creating a report but didn’t see any such object to use to generate it. How can you see the detail?
Yep! You can run a report on users, then report on the license field
Hi John,
Let us say that the FY starts in January 2017.
i want to try out both the options of how the FY is named to see the difference.
Can you point out where I can see the name of the FY ? i tried in reports and there is only shows current FY , previous FY etc.?
When you reconfigure fiscal years that will impact current FY, prior FY, etc. You can’t have two active fiscal models at the same time (e.g. FY will always represent the current fiscal year config)
Hi John,
What happens after the login hours on a profile, say 9-5 daily, expire? Does the user get logged out and lose unsaved work or can he continue, but without starting new sessions? thanks!
After the login hours expire, the next action would be rejected. So if the user clicks edit at 4:59 and then save at 5:01, the edits will be lost and the user will get logged out instead.
Is it important to know what’s available in the Classic and Lightening Experience, editions, and what all user permissions allow you to do?
Yes- that gets expanded on in the guide
Why is there not “manage currencies” in the Developer Ed.?
Thanks.
You need to enable multi currency
The “Configuring the Company Profile” link, the very first one, doesn’t open in a new tab, rather in the same window. In order to see the rest of this page I had to backspace and it’s pretty easy to miss since there are links to continue on the right side of the page
Hi john,
I did like this video to learn more detailed abt org setup..
https://www.youtube.com/watch?v=oWFiN-pJ29s&list=PL9zsUKF_aCO6vanIjGeILkbxqVp3wPIki&index=1
Thank you
Tejal.
dead link!
Hi John,
I have couple of questions concerning the language setting in ‘Company profile’:
(1) What is the difference between “Enable end-user languages – Help and Setup are not translated in end-user languages” AND Enable platform-only languages – no default translations are provided for platform-only languages?
(2) what are “platform-only language” and “Help and Setup” ?
Regards,
Gil
Help and setup – refers to the help and set up menus in salesforce. In other words, this indicates if the help/setup menus are translated.
Default translations refers to the translation of standard fields and objects – in other words is “Opportunity” translated in the desired language, for example.
Clear. Thank you
I just want to thank you John for this site. It helped me a great deal to pass my ADM 201 certification 3 month ago. I am working on my DEV 401 , I hope there is a similar site to help prepare for sales force developer ?
Thank You again
That’s awesome, congrats! No other guides at this point – definitely something to consider for the future.
I can’t access the “What Editions Have API Access?” page either. It says my organization has exceed the limit?
I’ve removed this link – the doc appears to be no longer valid.
The “What is Salesforce.com Web Services API?” links to a blank page.
I am also facing the same problem.
John,
I think the link for “What is Salesforce.com Web Services API?” is broken? (the third item on the page)
When I click it, the page it goes to is just a Search page in the Salesforce Help portal?
I think this is on SFDC’s end. I’m not able to access either.
Hello John,
In the salesforce help page for editions that support API usage it is mentioned:-
To use the API, your organization must be on one of the following 3 editions. Note that this feature is enabled by default:
1. Enterprise Edition
2. Unlimited Edition
3. Developer Edition
4. Performance Edition
Should it have been 4 instead of 3 or is an edition added incorrectly to the list of 3.?
Regards,
Gautam.
Yes, all 4 of those editions are API enabled
Business Hours & Holiday — I have set the hours from 9 to 6 PM daily, still it would not logged out automatically after 6 PM. It would allow continue of work. Am I missing something?
Login hours impact when the user can access the system, not business hours. Business hours are used to determine case escalation.
So in this case, how can this admin configure Salesforce to ensure a user is logged out at 6 pm?
Configure login hours on the profile
On : Describe the implications of enabling custom fiscal years.
Configuring the Company Profile
The Key Facts:
Once enabled, custom fiscal years cannot be disabled. Custom fiscal years have fairly significant implications for developers and AppExchange package compatability; make (did you mean “make sure” ? ) they are truly needed before enabling.
Thanks, updated.
Hi John
We need to add the Setting up of multiple Curriencies and under the developer edition i could find Manage corporate currency or Manage currencies. Please help.
To set up multiple currencies requires a feature request with Salesforce – you can raise a case to SFDC support and they will enable it. This is discussed further into this guide as well.