by Admin | Aug 28, 2015 | ADM 301, Study Guides
Fiscal Years Not all businesses use the Gregorian year for their fiscal year. Salesforce makes it easy for you to define a fiscal year that fits your business needs. If your fiscal year follows the Gregorian calendar, but does not start in January, you can simply and...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Field Types Auto Number Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30 characters, 20 of which are reserved for prefix or suffix text. Not available for external objects. Checkbox Allows users to check a...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Entitlements: Entitlement management lets you create, maintain, track, specify and enforce service levels for your customers and help you determine which customers are eligible for support. Only organizations with the Service Cloud can create, enable and update...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Territory Management: A territory is a flexible collection of accounts and users where the users have at least read access to accounts, regardless of who owns the acocunt. 1. Not enabled by default 2. Only available with Customizable Forecasts 3. A user can be part...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
New Concepts Delegated Administration Delegated administration is useful when you want to allow a user to have administrative privileges for only a subset of your organization. A delegated administrator may: Create and edit users in specified roles and all subordinate...