Organization Setup, 3%

Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings). Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).

Introduction and Getting Started

  • Recommend reviewing topic weighting in the exam outline in the exam guide
    • Mike Wheeler’s courses are set up to mirror that outline

Signing Up for a Free Salesforce Account

  • Sign up for a free developer edition org at developer.salesforce.com/signup
    • Role is for marketing purposes only - no impact on edition of org
    • Username used in the form needs to be unique across all salesforce orgs
      • Can append .whatever to email to ensure uniqueness of username
      • Ex: [email protected], etc.
    • Salesforce sends email to set up password. Then:
      • Use login.salesforce.com to access after setting up password

Lightning Experience User Interface Overview

  • Salesforce provides free “developer” orgs for anyone learning the platform
    • Two free user licenses
  • Switch to Salesforce Classic via: profile icon in top right » Switch to Salesforce Classic
    • There are some times you need to access classic
  • Salesforce relies on object-oriented principles: contacts related to cases, etc.
  • Two types of Service applications: Service, Service Console
    • A Console application are typically customized sith a view set up such that the left side bar is fixed and multiple object details can be reviewed on the right
  • Follow button means the record will be followed in Chatter
  • Search bar at the top in lightning is known as “Universal Search”

Setup Menu Tour

  • Access Setup via: Gear Icon (top right) » Setup
    • Home tab - makes “Quick Find” search available on left
    • Object Manager tab - quick access to object manager
  • trust.salesforce.com shows System Status, Security, and Compliance information
  • Scrolling through the Salesforce Setup “Quick Find” and expanding each of the accordion menus gives a sense of the enormity of the platform.
    • Everyone suffers from Imposter Syndrome initially as a result, but no one will ever “know it all.”
    • Admins need to become comfortable not understanding everything
      • The most important thing is to understand the big picture
    • Salesforce created the Certifications to help structure the complexity and create well-defined learning paths for people who work with the platform
  • Object Manager is not available in Setup in Salesforce Classic - need to use the Customize and Create sections of Classic Setup

Setting an Organization’s Fiscal Year

  • Organization Setup is found under “Company Information” in Setup
    • Note Used Data Space and Used File Space under Company Info section. Limits are low in free orgs.
  • Change Fiscal Year from “Fiscal Year” in Setup.
    • Important to set this up correctly at the beginning of a new org because it has significant implications for forecasts and reporting throughout the org.
    • Once enabled, Custom Fiscal Years cannot be set back to Standard Fiscal Years. But, you can define the custom fiscal year to match a standard fiscal year.
    • Changing to custom fiscal year deletes all quotas and adjustments from that year forward.

Setting an Organization’s Business Hours

  • Change Business Hours from Company Settings » Business Hours in Setup.
  • Changes to business hours have particular implications for Service Cloud features such as when the support team is available.
    • Particularly escalation rules, the times when cases can escalate. Would not be appropriate to escalate cases when the business is closed.
  • Add Holidays from Company Settings » Holidays in Setup.
    • Custom hours for each holiday can be added.

Organization Currency Management

  • By default, each org has a single default currency set to US dollars.
  • Activate multiple currencies via: Company Information » Edit » Activate Multiple Currencies
    • Permanent change - once turned on, can’t be turned off
    • There are other implications as well
    • Will need to think about exchange rates and “advanced currency management”
    • The “Currency Locale” sets the corporate currency, which the exchange rates will be based off
    • Turns on the Currency Setup button in Company Settings » Company Information

Enabling Advanced Currency Management

  • Advanced Currency Management enables dynamic currency conversation rates (change by date)
    • Impacts opportunities and closely-related objects like opportunity products. Also impacts quotes and closely-related objects.
    • Once enabled, turns on a Manage Dated Exchange Rates button
      • Available only in “Classic” at time of these notes
      • User experience is not the best because the exchange rates and effective dates have to be manually entered
      • As a workaround, some companies install AppExchange apps or create their own apps to use API calls to get new rates daily

Setting a Currency on an Opportunity

  • Once additional currencies are added, we can change the currency associated with each opportunity via a drop down
    • If Parenthetical Currency Conversion on Manage Currencies is enabled, then Opportunities will display the selected currency as well as a parenthetical conversion back to the corporate currency.
    • IE: EUR 220,000.00 (USD 328,358.21)
    • If the Opportunity uses the coporate currency, then this conversion not necessary

Organization Default Settings

  • The “default settings” referred to in the exam guide include: Default Locale, Default Language, Default Time Zone
    • Change by clicking “Edit” in Company Information in Setup
  • Default Language is overridden by each user’s individual language preference
  • Among other things, Locale determines display formats for date and time, users' names, addresses, commas and periods in numbers. For single-currency orgs, Locale also sets the default currency for the org.

User Interface Settings

  • Access user interface settings via: Settings » User Interface » User Interface
    • Pages that have a lot of options often have a “Help for this Page” link in the top right. This can provide a lot of detail for the various options.