ADM 201Session OneOrganization Setup / User Setup / Global User Interface
Organization Setup 1%Study Guide Says:• Describe the components of the  Company Profile  –   Company Information  –   Fisc...
Organization InformationOrganization Setup
Organization InformationOrganization Setup
Standard User Licenses    OrganizationSetup•   Salesforce:•   Salesforce Platform•   Force.com One App•   Knowledge Only U...
Feature Licenses         Organization Setup•   Marketing User•   Offline User•   Apex Mobile User•   Salesforce CRM Conten...
Organization-wide DefaultsExtra?• Default sharing settings for Objects.• The most restrictive settings—  permissions get a...
Sample Questions•   Which of the following is Not a Mandatory Field while creating a User Record?    A) Profile    B) Role...
•   Which of the following settings directly affects Date fields to display as MM/DD/YYYY?    A. Locale    B. Time Zone   ...
User Setup 9%Study Guide Says:• Identify the steps to setup and  maintain a user• Given a scenario, troubleshoot  common u...
Steps to Set up        User Setup• Name / Setup / Admin Setup / Manage  Users / New User• Fill in Mandatory information• D...
New User Fields                          User Setup• Mandatory Information   –   Last Name   –   Alias   –   Email   –   U...
Profiles   User Setup• Two types of Profiles  – Standard Profiles  – Custom profiles available to companies    with the En...
Profiles            (user setup)Profiles control:• Which standard and custom apps users can view• Which tabs users can vie...
Standard Profiles              User Setup –   System Administrator –   Standard Platform User –   Standard User –   Custom...
Roles    User SetupRoles organize who can see data.Users generally have access to data   that belongs to them. Roles enabl...
Role Hierarchy   User Setup
Maintain Users        User Setup• As needs change, adjust accessibility  by troubleshooting or adding  Permission sets• Re...
Permission Sets       User Setup• Permission Sets are added at the  user level• They grant functionality that may be  deni...
Sample Questions•   [1] Which of these is NOT a Standard SalesForce.com Profile?    A. Marketing User    B. Sales User    ...
[85] Which of the following make a User record Unique?    A. Profile    B. Email Id    C. Username    D. Role•   [99] Will...
•   [219] Which of the following does a Profile control?    A. Username and Password    B. Role level access    C. Read, C...
Application #1• Brian is the Account Owner of  Dickenson plc, and the Opportunity  Owner of Mobile Generators 2012  Januar...
Application #2• Brian is the Account Owner of  Burlington Textiles. He and Kathy  are working on an opportunity to sell  s...
Application #3• Brian is the CFO of his organization.  He would like to forecast sales that  will happen in the next quart...
Global User Interface 1%Study Guide Says:• Distinguish between and identify the  implications of the various user  interfa...
User Interface Features                                                  Global UserInterface•   Enable Collapsible Sectio...
Application #3• Brian is very particular. He always  searches for objects using the top  search bar. When he creates new  ...
Sample Question• [127] Which of the following are setting options for the User   Interface?   A. Enable Collapsible Sectio...
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Adm 201 study group session 1 user interface kathy c

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  • I believe the main components are:
    Primary contact & address, language, locale, time zone, licenses, storage & used space, fiscal year and currency
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  • Company Information will be covered in the next slidesFiscal Year refers to the company’s business year. SF default is January 1 to December 31. You may set a custom fiscal year, however, you will need custom forecasting enabled.Business Hours and Holidays indicate when the company will be in business or closed.My Domain refers to an organization specific web address. Useful for branding and increased securityLanguage Settings needs no explanation except to say that individual users can set their own language that may not be the same as the organizations language.
  • There are two main sections that make up the Organization information component. Organization detail which includes pretty basic information about the company: address, primary contact, phone and fax, time zone. The Default Locale will affect date formatsHere you can see how much Data and file space is used and remainingThe second main section includes User licenses.
  • There are Standard and Feature Licenses. Standard licenses come with your regular subscription, Feature licenses are add ons.
  • Salesforce: Designed for users who require full access to standard CRM and Force.com AppExchange apps. Users with this user license are entitled to access any standard or custom app.Salesforce Platform: Designed for users who need access to custom apps but not to standard CRM functionality. Users with this user license are entitled to use custom apps developed in your organization or installed from Force.com AppExchange. In addition, they are entitled to use core platform functionality such as accounts, contacts, reports, dashboards, documents, and custom tabs. However, these users are not entitled to some user permissions and standard apps, including standard tabs and objects such as forecasts and opportunities. Users with this license can also use Connect Offline.Force.com One App: Designed for users who need access to one custom app but not to standard CRM functionality. Force.com - One App users are entitled to the same rights as Salesforce Platform users, plus they have access to an unlimited number of custom tabs. However, they are limited to the use of one custom app, which is defined as up to 10 custom objects, and they are limited to read-only access to the Accounts and Contacts objects.Knowledge Only User: Designed for users who only need access to the Salesforce Knowledge app. This license provides access to the following tabs: Articles, Article Management, Home, Reports, and custom tabs. The Knowledge Only User license includes a Knowledge Only profile that grants access to the Articles tab. To view and use the Article Management tab, a user must have the “Manage Articles” permissionChatter Free: Designed for Unlimited, Enterprise, and Professional Edition users that don't have Salesforce licenses but need access to Chatter. These users can access standard Chatter people, profiles, groups, and files. They can't access any Salesforce objects or data.Chatter External: Designed to allow customers in Chatter groups. Customers are users outside of your company's email domains. They have very limited Chatter access and can only see groups they're invited to and interact with members of those groups.Chatter Only: Also known as Chatter Plus. Designed for Unlimited, Enterprise, and Professional Edition users that don’t have Salesforce licenses but need access to some Salesforce objects in addition to Chatter. These users can access standard Chatter people, profiles, groups, and files, plus they can: View Salesforce accounts and contactsUse Salesforce CRM Content, Salesforce CRM Ideas, and AnswersModify up to ten custom objects
  • Marketing User: Standard user plus can import leads for the organizationOffline User: has limited use while offline.
  • I added this because it seemed to fit in while talking about Organization Setup. Even though these defaults are found under security, it seems like it needs to be addressed with set up.
  • First we will look at the steps to setup and maintain a user, and then we’ll go through some scenarios.
  • Read quickly, then go on
  • Alias is given by SFDC. First initial first name, first four letters last name. Isn’t necessarily uniqueUsername is the same as the email address—this is the unique identifier for each personCommunity Nickname is for use in the online communityRole will be covered laterUser license was covered earlierProfile will be covered laterEmail encoding refers to the kind of letters you use?Locale and Language allow me to use my own rather than the company defaultsReceive Approval Request emails ?
  • Apex classes and Visualforce pages ?desktop clients ?service providers ?
  • System Administrator Can configure and customize the application. Has access to all functionality that does not require an additional license. For example, administrators cannot manage campaigns unless they also have a Marketing User license. Can manage price books and products. Can edit any quota, override forecasts, and view any forecast. Standard Platform User Can use custom Force.com AppExchange apps developed in your organization or installed from AppExchange. In addition, can use core platform functionality such as accounts, contacts, reports, dashboards, and custom tabs. For more information on Salesforce Platform user licenses, see Viewing User License Types. Standard User Can create and edit most major types of records, run reports, and view the organization's setup. Can view, but not manage, campaigns. Can create, but not review, solutions. Can edit personal quota and override forecasts. Customer Portal User Can only log in via a Customer Portal. Can view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy; and they can view and edit cases where they are listed in the Contact Name field. Customer Portal Manager Can only log in via a Customer Portal. Can view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy; and they can view and edit cases where they are listed in the Contact Name field. Solution Manager Can review and publish solutions. Also has access to the same functionality as the Standard User. Marketing User Can manage campaigns, import leads, create letterheads, create HTML email templates, manage public documents, and update campaign history via the import wizards. Also has access to the same functionality as the Standard User. Contract Manager Can create, edit, activate, and approve contracts. This profile can also delete contracts as long as they are not activated. Can edit personal quota and override forecasts. Read Only Can view the organization's setup, run and export reports, and view, but not edit, other records. Chatter Only User Can only log in to Chatter. Can access all standard Chatter people, profiles, groups, and files. Additionally, they can: View Salesforce accounts and contacts, Use Salesforce CRM Content, Salesforce CRM Ideas, and Answers, Modify up to ten custom objectsNote You must expose the tabs for the standard Salesforce objects that the Chatter Only user profile can access, as they are hidden by default for these users. Chatter Free User Can only log in to Chatter. Can access all standard Chatter people, profiles, groups, and files. Only available with the Chatter Free user license.Chatter External User Can only log into Chatter and access groups they've been invited to and interact with members of those groups. Only available with the Chatter External user license. Chatter Moderator User Can only log in to Chatter. Can access all standard Chatter people, profiles, groups, and files. Additionally, this user can: Activate and deactivate other Chatter Free users and moderators, Grant and revoke moderator privileges, Delete posts and comments that they can seeSiteforce Only User Can only log in to the Siteforce app. Each Siteforce Only user also needs a Siteforce Publisher feature license to create and publish sites, or a Siteforce Contributor feature license to edit the site's content. See Setting Up Siteforce Users. Additionally, this user can: Use one custom app with up to 20 custom objects, Access the Content app, but not the Accounts and Contacts objects, Create unlimited custom tabsOnly available with the Siteforce Only user license.
  • Transcript of "Adm 201 study group session 1 user interface kathy c"

    1. 1. ADM 201Session OneOrganization Setup / User Setup / Global User Interface
    2. 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. 3. Organization InformationOrganization Setup
    4. 4. Organization InformationOrganization Setup
    5. 5. Standard User Licenses OrganizationSetup• Salesforce:• Salesforce Platform• Force.com One App• Knowledge Only User• Chatter Free• Chatter External• Chatter Only
    6. 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. 7. Organization-wide DefaultsExtra?• 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. 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. 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. 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. 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. 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. 13. Profiles User Setup• Two types of Profiles – Standard Profiles – Custom profiles available to companies with the Enterprise, Unlimited, or Developer editions.
    14. 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. 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. 16. Roles User SetupRoles 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. 17. Role Hierarchy User Setup
    18. 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. 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. 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. 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. 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 others 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. 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. 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. 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. 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. 27. User Interface Features Global UserInterface• 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. 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. 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

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