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SFDC Organization Setup

  1. 1. SFDC Organization Setup Simeon Tzanev
  2. 2. Agenda • Company Information • Used Data & File Space • API • Org ID • Licensing Information • Fiscal Year Configuration • Business Hours & Holidays • My Domain • Language Settings • Currency Configuration
  3. 3. Company Information • Set Org Name, Primary Contact, Division, Address, Phone • Default Locale • affects the following display formats for new users in the organization: – Date and Time – User’s Name – Addresses – Commas and Periods in Numbers • User’s individual Locale overrides the Org Default Locale • Default Language • All Text and Online Help are displayed in this language • User’s individual Language overrides the Organization Default Language • Default Time Zone • Primary time zone in which the organization is located • User’s individual Time Zone setting overrides the Organization’s Default Time Zone
  4. 4. Company Information • Currency Locale • For Single Currency Organizations only • The setting affects the Format of Currency amounts
  5. 5. Used Data & File Space • Breakdown of your Storage usage • Data Storage: records (Opportunities, Accounts, Contacts) • File Storage: Attachments, Chatter Files, Documents
  6. 6. Salesforce API • The Salesforce API (Application Programming Interface) allows programs external to Salesforce to interact with Salesforce data • Common example of API usage is Data Loader’s Data Operations • API usage is limited, while using the Salesforce Web User Interface is not • The limit depends on which edition of Salesforce you are using and how many User Licenses you have • Use “API Requests, Last 24 Hours” to monitor external Data Usage • You can always check if External Data Usage limit is reached
  7. 7. Salesforce Org ID • Unique for every Salesforce Org • regardless of Edition, Sandbox or Production • Often referenced for Support Cases such as Feature activation (e.g. Multiple Currencies)
  8. 8. Licensing Information • When new employees join your company: see how many remaining User and Feature Licenses you have • bills on Total Licenses, not on Active Users • EE/UE Editions come with free Marketing User and Offline User Licenses
  9. 9. Fiscal Year Configuration • Used for Organization’s Financial Planning • Impacts Forecasts, Quotes and Reports • Example: selecting a Current FY or Current FQ date filter on Opportunity Reports is influenced by Fiscal Year configuration • Choose between Standard and Custom Fiscal Year
  10. 10. Standard Fiscal Years • Follows Gregorian Calendar (4 Quarters per Year, 3 months per Quarter) • Can start at the beginning of any month you choose • FY: Jan 2013 – Dec 2013 • FY: Mar 2013- Feb 2014 Q1 Q2 Q3 Q4 Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec
  11. 11. Custom Fiscal Years • For companies that break down their fiscal years, quarters, and weeks into custom fiscal periods • Example: 4 Quarters per Year, 13 weeks per Quarter (4-4-5) • Example: 13 Periods per Year, 4 weeks per Period (3-3-3-4) Q1 Q2 Q3 Q4 Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec 4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks 4 weeks 4 weeks 5 weeks Q1 Q2 Q3 Q4 Jan Feb Mar Apr Mai Jun Jul Aug Sep Oct Nov Dec Jan 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks 4 weeks
  12. 12. Custom Fiscal Years • Enabling Custom Fiscal Years is not reversible • However, you can define your Custom Fiscal Years to have the same structure as Standard Fiscal Years • Changing Fiscal Year Configuration can result in Data Loss
  13. 13. Business Hours and Holidays - Business Hours used for triggering Case Escalation Rules - Use different Business Hours Sets for different teams (24x7 for Team 1, Mo-Fr 08:00 – 17:00 for Team 2) - Use blank Business Hours if Org does not operate on this day - Set (reoccurring) Holidays and add them to Business Hours Sets
  14. 14. My Domain - Allows Login via customized domain - Normal Login: - My Domain Login:
  15. 15. Language Settings The Salesforce Web User interface has two language settings: - Default Org Language: - Applies to all new users until they select their Personal language - Personal Language - Users can overwrite the Default Org Language and set their own Personal Language
  16. 16. Language Settings offers 3 levels of Language Support: - Fully Supported Languages (English, German, French, Spanish etc.) - all Features including Help are translated - End-User Languages - all Standard Objects and Pages except Administration Setup and Help are translated - Platform-Only Languages - When you want to localize Custom Functionality (Apps) that you’ve built on the Salesforce platform
  17. 17. Language Settings Aside from the 3 levels of Language Support, there are two ways you can actually localize your organizations: - The Translation Workbench - create translations for Customizations you’ve made to your Salesforce Org - Everything from Custom Picklist Values to Custom Fields can be translated so your global users can use all of Salesforce in their language - If your Custom Application uses a small number of Salesforce’s Standard Tabs and Fields, you can translate them by renaming Tab and Field Labels Languages cannot be disabled if currently used by a user
  18. 18. Language Settings
  19. 19. Language Settings
  20. 20. Currency Configuration
  21. 21. Currency Configuration • International Organizations make use of Multiple Currencies • Multiple Currencies represent the countries in which the Organization does business • Multiple Currencies is a feature that must be requested • Multiple Currencies are used in Opportunities, Forecasts, Reports and other Currency fields • The Administrator sets the Corporate Currency • The Corporate Currency is the Currency in which the Corporate Headquarters reports revenue • All Conversion Rates are based on the Corporate Currency
  22. 22. Currency Configuration
  23. 23. Currency Configuration
  24. 24. • You can manage Exchange Rates between your Active and Inactive Currencies and the Corporate Currency by editing the Conversion Rates • When you change the Conversion Rates, Currency Amounts are updated using the new Rates • Active Currencies can be defined at: – Company profile (Organization Setup) – User record (Personal Setup) – Opportunity (Record) • Currency is a required field on all Salesforce Objects and must be considered during Import and Custom Object creation • Accounts and associated Contacts must use the same Default Currency Currency Configuration
  25. 25. Currency Configuration
  26. 26. • Organization may also use Dated Exchange Rates for Opportunities and Opportunity Products • Administrator must activate ACM (Advanced Currency Management) in order to create Dated Exchange Rates • Dated Exchange Rates allow you to map an Exchange Rate to a specific Date Range Currency Configuration
  27. 27. Additional Information Look for additional SFDC Topic Reviews, Articles and Video Series on my social media channels LinkedIn Blog Twitter smtzanev @ Email