1.
ADM 201
Session One
Organization Setup / User Setup / Global User Interface

2.
Organization Setup 1%
Study Guide Says:
• Describe the components of the
Company Profile
– Company Information
– Fiscal Year
– Business Hours
– Holidays
– My Domain
– Language Settings

3.
Organization Information
Organization Setup

4.
Organization Information
Organization Setup

5.
Standard User Licenses Organization
Setup
• Salesforce:
• Salesforce Platform
• Force.com One App
• Knowledge Only User
• Chatter Free
• Chatter External
• Chatter Only

6.
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

7.
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

8.
Sample Questions
• Which of the following is Not a Mandatory Field while creating a User Record?
A) Profile
B) Role
C) Alias
D) 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

9.
• Which of the following settings directly affects Date fields to display as MM/DD/YYYY?
A. Locale
B. Time Zone
C. Language
D. Default Currency
• What is not found on a Company Profile?
A. Language, Locale, and Time Zone
B. Profiles
C. Licenses
D. Storage and Used Space
E. Manage Currencies
F. Fiscal Years
• Which can be accessed by a Chatter Free user?
0. People
1. Content
2. Profiles
3. Groups
• 4. Files
5. Leads

10.
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

11.
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

12.
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

13.
Profiles User Setup
• Two types of Profiles
– Standard Profiles
– Custom profiles available to companies
with the Enterprise, Unlimited, or
Developer editions.

14.
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)

15.
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

16.
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.

17.
Role Hierarchy User Setup

18.
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

19.
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.

20.
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 locale
B) The User is asked for a Choice; if he would like to choose New Organization Locale or
his own Locale
C) No Impact on the User as he keeps using his own default Locale
D) 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

21.
[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 Profile
B. Contract Manager
C. System Administrator
D. Marketing User
E. 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 Editions
1. Unlimited, Developer and Enterprise Editions
2. Professional, Unlimited, and Developer Editions
3. Enterprise, Unlimited, and Developer Editions
4. All except Group Edition
5. All except Professional Edition

22.
• [219] Which of the following does a Profile control?
A. Username and Password
B. Role level access
C. Read, Create, Edit, and Delete permissions
D. 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. Yes
B. 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

23.
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.

24.
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.

25.
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.

26.
Global User Interface 1%
Study Guide Says:
• Distinguish between and identify the
implications of the various user
interface features that an
administrator controls

27.
User Interface Features Global User
Interface
• Enable Collapsible Sections • Show Custom Sidebar components
• Show Quick Create on All Pages
• Enable Hover Details • Enable Home Page Hover Links for
• Enable Related List Hover Links Events
• Enable Separate Loading of • Enable Drag-and-Drop Editing on
Related Lists Calendar Views
• Enable Enhanced Lists • Enable Click and Create Events on
Calendar Views
• Enable New User Interface Theme • Enable Drag and Drop Scheduling
• Enable Printable List Views on List Views
• Enable Spell Checker • Enable Hover Links for My Tasks
– Enable Spell Checker on Tasks and list
Events
• Enable Enhanced Page Layout
• Enable Collapsible Sidebar Editor
• Enable Enhanced Profile List Views
• Enable Enhanced Profile User
Interface

28.
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

29.
Sample Question
• [127] Which of the following are setting options for the User
Interface?
A. Enable Collapsible Sections
B. Show Quick Create
C. Show customer Sidebar Components on All Pages
D. Transfer all Open Opportunities
E. Enable Drag-and-drop scheduling on List Views