Salesforce.com Certified Administrator

Organization Administration
List what information is included in the Company Profile
Info that can be updated on the Company Profile:
-Language, Locale, Time Zone
-Licenses
-Primary Contact and address info
-Manage Currency (Multi-currency, Dated exchange rate)
To pass this test you should be able to:
- List what information is included in the Company Profile
- List the places where Currency is specified
- Describe the effect of changing your company’s default Time Zone, Currency, Locale, and Language
- Describe the effect of enabling the Custom Fiscal Year setting
- Create and manage letterheads and email templates
Company profile has Compny info (Language, locale and currency setting).
Business hours
Fiscal year
Holidays
Language
List the places where Currency is specified
-Active currencies are located in the Company Profile(org), User Record(Personal Setup) and Opp (Record).
Describe the effect of changing your company’s default Time Zone, Currency, Locale, and Language

Default language -users can override the org default
Default locale -users can override or default (effects date format, i.e. 12/03/09 vs 03/12/09
Default time zone -users can override for their own setting
In a multi-currency org, Currency is a required field on all objects in SF and must be considered during importing and custom object creation!
Accts and associated contacts must use the same default currency
Multi-currency feature must be requested -all orgs are defaulted w/ just one currency
SF.com org ID is used for integration -identifying which org to load data into
Once Advanced Currency Mgmt (allows dated exchange rates) is activated for an org, you cannot deactivate!

Describe the effect of enabling the Custom Fiscal Year setting
Custom Fiscal Year -for companies that break down the fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning reqs -Once you activate a custom fiscal year, you can't go back and it must always be manually maintained!
Create and manage letterheads and email templates
you can make your own template letter head by text html
Emails can have attachments, be in plain text, be templated in HTML, but cannot have XML code/template.
 

© Copyright Bulkified.com Contact | Site Map