Company Settings
Where can you keep a track of the licenses and usage-based entitlements?
Company Information page in Setup
What is Org-wide sharing default?
Default organization-wide sharing/access level for all the objects of the org. Levels of access can be defined for internal and external users.
What are Salesforce Profiles?
Defines access to objects and data on which users can perform specific business processes.
Can you delete the standard fields?
Standard field can't be deleted but some can be removed from the page layout.
How do you update standard field labels and object names?
From Rename Tabs and Labels under setup
What unique org identifier can be used when opening cases with Salesforce Support?
Salesforce Organization ID
How can you set Organization-Wide Sharing Defaults?
In sharing settings, you can set the default baseline access for different objects.
What are the key aspects controlled by a Salesforce profile? (name one)
• Field Level Security
• Page Layouts
• Custom Apps
• Record Types
• Login
• Tabs
Where can you create roll-up summary field? (name one)
Any custom object that is on the master side of a master-detail relationship
• Any standard object that is on the master side of a master-detail relationship with a custom object
• Opportunities using the values of opportunity products related to the opportunity
• Accounts using the values of related opportunities
• Campaigns using campaign member status or the values of campaign member custom fields
What are some of the customizations options available for standard fields? (name one)
• Update picklist values
• Auto-Number field format
• Help Text
• Description
• Update lookup filters on relationship fields
The Organization ID of the Production environment and Sandbox are the same. Is the statement True or False?
FALSE
If a custom object is on the detail side of a master-detail relationship with a standard object, what level of OWD access it would have?
The OWD for the custom object is set to be controlled by the Parent, and it is not editable.
What are standard profiles?
Default profiles offered by Salesforce can be assigned to users.
What are the different object relationships available in Salesforce? (name two)
• Master-detail
• Lookup
• Many-to-many
• External lookup
• Indirect lookup
• Hierarchical
What is the maximum time required to restore a deleted field and data?
15 days
What are the types of fiscal years available in Salesforce?
• Standard Fiscal Year: It is defined with a different starting month if the org's fiscal year follows the Gregorian calendar but does not begin with January.
• Custom Fiscal Year: It is defined when the org's fiscal year follows a different period from the Gregorian calendar.
How access can be controlled using Hierarchies?
By enabling 'Grant Access Using Hierarchies' for an object from OWD.
What is the quickest way of creating a custom profile?
Clone the most relevant existing profile and update them.
How many different relationships can an object have?
Each custom object can have up to two master-detail relationships and many lookup relationships.
What is the shortcut to access object detail under object manager?
Go to the setup icon and click edit object.
What Salesforce features can be applied during business hours?
• Milestones in entitlement processes
• Entitlement processes
• Cases
• Case escalation rules
What is field-level security?
Restrict users’ access to view and edit specific fields in the org.
How can you assign permission sets to users? (single and multiple).
• Assign to a single user from the user detail page
• Assign to multiple users from any permission set page.
What is a junction object?
A custom object with two master-detail relationships to create a “many-to-many” model relationship between two objects.
What is the permission required to update custom fields?
Customize Application