adm 201 study group session 1 user interface kathy c

ADM 201Session OneOrganization Setup / User Setup / Global User Interface

Organization Setup 1%Study Guide Says:• Describe the components of the

Company Profile– Company Information– Fiscal Year– Business Hours– Holidays– My Domain– Language Settings

Organization Information Organization Setup

Organization Information Organization Setup

Standard User Licenses

Organization Setup

• Salesforce: • Salesforce Platform• Force.com One App • Knowledge Only User • Chatter Free• Chatter External• Chatter Only

Feature Licenses Organization Setup

• Marketing User• Offline User• Apex Mobile User• Salesforce CRM Content User• Knowledge User• Service Cloud User• Force.com Flow User• Siteforce Contributor User• Siteforce Publisher User

Organization-wide Defaults Extra?• Default sharing settings for

Objects.• The most restrictive settings—

permissions get added with profiles, roles and permission sets

• Name / Setup / Administrative Setup / Security Controls / Sharing Settings

Sample Questions• Which of the following is Not a Mandatory Field while creating a User Record? 

A) ProfileB) RoleC) AliasD) Community Nickname

• Which of the following can NOT be used to customize your Home Page 

A. Company logo (Image) B. Dashboard Snapshot C. Custom Links D. Custom Formula Field 

• If Custom Fiscal Years are enabled then you cannot use Standard Forecasting? 

A. True B. False 

• Which of the following settings directly affects Date fields to display as MM/DD/YYYY? 

A. LocaleB. Time ZoneC. LanguageD. Default Currency

• What is not found on a Company Profile?

A. Language, Locale, and Time ZoneB. ProfilesC. LicensesD. Storage and Used SpaceE. Manage CurrenciesF. Fiscal Years

• Which can be accessed by a Chatter Free user? 

0. People1. Content2. Profiles3. Groups

• 4. Files5. Leads

User Setup 9%Study Guide Says:• Identify the steps to setup and

maintain a user• Given a scenario, troubleshoot

common user access and visibility issues

Steps to Set up User Setup

• Name / Setup / Admin Setup / Manage Users / New User

• Fill in Mandatory information• Decide what user license they should

receive based on their SF needs• Assign a user Profile based on what

objects they need access to • Assign a role based on the data they

need access to

New User Fields User Setup

• Mandatory Information– Last Name– Alias – Email– Username– Community Nickname– Role– User License– Profile– Email encoding– Time Zone– Locale– Language– Receive Approval Request emails

Profiles User Setup

• Two types of Profiles– Standard Profiles– Custom profiles available to

companies with the Enterprise, Unlimited, or Developer editions.

Profiles (user setup)

Profiles control: • Which standard and custom apps users can view• Which tabs users can view• Which record types are available to users• Which page layouts users see• Object permissions that allow users to create, read, edit, and

delete records• Which fields within objects users can view and edit• Permissions that allow users to manage the system and apps

within it• Which Apex classes and Visualforce pages users can access• Which desktop clients users can access• The hours during which and IP addresses from which users can log

in• Which service providers users can access (if Salesforce is enabled

as an identity provider)

Standard Profiles User Setup

– System Administrator– Standard Platform User– Standard User– Customer Portal User– Customer Portal Manager– Solution Manager– Marketing User– Contract Manager– Read Only– Chatter Only User– Chatter Free User– Chatter External User– Chatter Moderator User– Siteforce Only User

Roles User Setup

Roles organize who can see data.Users generally have access to

data that belongs to them. Roles enable others to access their data. Specifically, users above them in the hierarchy.

If a role is not assigned, the default “none specified” is recorded in SF.

Role Hierarchy User Setup

Maintain Users User Setup

• As needs change, adjust accessibility by troubleshooting or adding Permission sets

• Reset Passwords as needed• Send Mass email to users• Create, or reassign new role to users• Create Groups• Create Queues• Snoop on people via the login record

Permission Sets User Setup

• Permission Sets are added at the user level

• They grant functionality that may be denied by the user’s profile

• A Permission set may be assigned to multiple users

• They can be added and removed easily for temporary purposes.

Sample Questions• [1] Which of these is NOT a Standard SalesForce.com Profile? 

A. Marketing User B. Sales User C. Contract Manager D. Solution Manager 

• [9] What is the Impact on a User of the Organization level Locale Changes? 

A) The default Locale of the user is also set to the new Organization Level localeB) The User is asked for a Choice; if he would like to choose New Organization Locale or his own LocaleC) No Impact on the User as he keeps using his own default LocaleD) From a new session, user will see everything in the New Organization Locale

• [25] Can the User Records be permanently deleted from the Salesforce.com? 

A. Yes B. No C. Depends on Profile Settings of the Administrator D. User Records can be archived so that they are available on request

[85] Which of the following make a User record Unique? 

A. Profile B. Email Id C. Username D. Role

• [99] Will two different users get the same search results on searching for a common keyword? 

A. Yes B. No 

[126] A Standard profile that has Standard User Permissions and can manage published solutions and solution categories 

A. Marketing ProfileB. Contract ManagerC. System AdministratorD. Marketing UserE. Solution Manager

• [137] A Profile is a collection of settings and permissions that determine what the user can do with records they have access to and how they view those records.

• [144] Which Salesforce editions provide option for customizing profiles?

0. All Editions1. Unlimited, Developer and Enterprise Editions2. Professional, Unlimited, and Developer Editions3. Enterprise, Unlimited, and Developer Editions4. All except Group Edition5. All except Professional Edition

• [219] Which of the following does a Profile control?

A. Username and Password B. Role level access C. Read, Create, Edit, and Delete permissionsD. Sharing rules

[237]Assume the Organization Wide default sharing is set to private for all objects and no sharing rules have been created. You have two users in the Sales Rep Role, can they view each other's data?

A. YesB. No

[246] Users can be deleted from salesforce.com 

A. True B. False

• [284] What does a Profile Control? 

A. Access to Application B. Record Type Access C. Permissions D. Data Visibility E. Hours of IP Address 

Application #1• Brian is the Account Owner of

Dickenson plc, and the Opportunity Owner of Mobile Generators 2012 January. He noticed that he can’t edit the amount for the opportunity. He asks you for help.

Application #2

• Brian is the Account Owner of Burlington Textiles. He and Kathy are working on an opportunity to sell sewing machines for a total of $15,000. Kathy owns the opportunity, but Brian would like to add the order number. He can’t find the opportunity in SFDC and after confirming with Kathy that she entered it, he asks you for help.

Application #3• Brian is the CFO of his

organization. He would like to forecast sales that will happen in the next quarter. He finds that the forecasting feature is not available to him. SFDC tells him to contact his administrator. He asks you for help.

Global User Interface 1%Study Guide Says:• Distinguish between and identify

the implications of the various user interface features that an administrator controls

User Interface Features Global User Interface• Enable Collapsible Sections• Show Quick Create• Enable Hover Details• Enable Related List Hover

Links• Enable Separate Loading of

Related Lists• Enable Enhanced Lists• Enable New User Interface

Theme• Enable Printable List Views• Enable Spell Checker

– Enable Spell Checker on Tasks and Events

• Enable Collapsible Sidebar

• Show Custom Sidebar components on All Pages

• Enable Home Page Hover Links for Events

• Enable Drag-and-Drop Editing on Calendar Views

• Enable Click and Create Events on Calendar Views

• Enable Drag and Drop Scheduling on List Views

• Enable Hover Links for My Tasks list

• Enable Enhanced Page Layout Editor

• Enable Enhanced Profile List Views

• Enable Enhanced Profile User Interface

Application #3• Brian is very particular. He

always searches for objects using the top search bar. When he creates new objects, he always does so through the tabs on top. In short, he never uses the side bar, and wants it to go away so that he can focus on what is on the page. He asks you to make it disappear.

Sample Question• [127] Which of the following are setting options for

the User Interface?

A. Enable Collapsible Sections B. Show Quick CreateC. Show customer Sidebar Components on All PagesD. Transfer all Open OpportunitiesE. Enable Drag-and-drop scheduling on List Views