preloder

Organization Setup

In this module you learn the following:

  • Terminology used throughout organization setup
  • How to configure business hours and holidays
  • How to configure fiscal years
  • How to configure multiple currencies
  • How to enable multiple languages
  • A basic understanding of the translation capabilities of Salesforce.com

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Priority
Objective

Organization Setup includes a wide range of largely global (impacts all users) settings that will influence how your Salesforce environment operates, including:
Org ID and Edition
Licensing Information
Language, Locale, and Currency
Critical Updates
Fiscal Year
Business Hours and Holidays
Monitoring Storage Usage
Monitoring API Usage
… and more

We’ll be going into detail on each of these.

Resource
Priority
Type
Length
Author
Overview of the Salesforce.com Company Information Page

ARVE Error: API endpoint returned a 403 error. This can occur when a video has embedding disabled or restricted to certain domains.

6m
CertifiedOnDemand.com

API is an abbreviation for application programming interface. APIs allow external programs to interact with Salesforce data. Common examples of API usage include the Data Loader, integrations, and desktop applications such as Salesforce for Outlook.

API usage can be monitored in company information, and is limited within a 24-hour period (whereas standard website usage is not limited).  API usage limits depend on which edition of Salesforce you are using and how many user licenses you have.

Resource
Priority
Type
Length
Author
Salesforce.com Intro to APIs
2m
Dan Stone
Salesforce editions with API Access
Short
Salesforce.com

Data storage is impacted by the number of records (leads, accounts, etc.) in your environment.

File storage is impacted by the file attachments (Chatter files, Content, Documents, etc.) in your environment.

Storage usage can be monitored in company information.

Business hours and holidays are configured so that cases are only escalated during the working hours of support personnel.

Resource
Priority
Type
Length
Author
Salesforce.com Business Hours & Holidays

ARVE Error: API endpoint returned a 403 error. This can occur when a video has embedding disabled or restricted to certain domains.

6m
CertifiedOnDemand.com

If your company has a fiscal year that does not match the standard calendar year (for example, Salesforce.com’s fiscal year starts in February), then you will want to configure fiscal years so that forecasting, quotas, and reporting align.

For example, selecting a date filter ‘Current FY’ on an opportunity report is influenced by fiscal year configuration (whereas calendar year and calendar quarter are not).

Changing fiscal year configuration can result in data loss.

Resource
Priority
Type
Length
Author
Salesforce.com Fiscal Year Configuration

ARVE Error: API endpoint returned a 403 error. This can occur when a video has embedding disabled or restricted to certain domains.

6m
CertifiedOnDemand.com

Standard fiscal years have 4 quarters, 3 months per quarter; the administrator can configure the start or end month of a standard fiscal year.

Custom fiscal years allow fiscal quarters to be determined by week, instead of by month; custom fiscal years should only be used when standard fiscal years are inadequate.

Resource
Priority
Type
Length
Author
Salesforce.com Fiscal Year Configuration

ARVE Error: API endpoint returned a 403 error. This can occur when a video has embedding disabled or restricted to certain domains.

6m
CertifiedOnDemand.com
4-4-5 calendar
Short
Wikipedia.com

Once enabled, custom fiscal years cannot be disabled. Custom fiscal years have fairly significant implications for developers and AppExchange package compatability; make sure they are truly needed before enabling.

Resource
Priority
Type
Length
Author
Salesforce.com Fiscal Year Configuration

ARVE Error: API endpoint returned a 403 error. This can occur when a video has embedding disabled or restricted to certain domains.

6m
CertifiedOnDemand.com
Set the Fiscal Year
Medium
Salesforce.com
Custom fiscal years cannot be disabled once enabled.

The language settings page determines which languages can be selected when adding or modifying a user.  Note that languages cannot be disabled if currently in use by a user.

Resource
Priority
Type
Length
Author
Enabling and Selecting Languages in Salesforce.com

ARVE Error: API endpoint returned a 403 error. This can occur when a video has embedding disabled or restricted to certain domains.

2m
CertifiedOnDemand.com

Currency locale is configured org-wide unless multiple currencies is enabled.  This setting determines the formatting of currency fields (e.g. currency symbol and related formatting), but does not impact the numeric values (in the example below, 500 USD becomes 500 GBP – the numeric value remains 500).

Notice the difference between English (United States) – USD and English (United Kingdom) – GBP.

Resource
Priority
Type
Length
Author
Managing Multiple Currencies in Salesforce.com
7m
CertifiedOnDemand.com

When starting with a new Salesforce org, only one currency is enabled.

Multiple currencies can be enabled by contacting Salesforce, and allows for static conversion rates between currencies.

Resource
Priority
Type
Length
Author
Managing Multiple Currencies in Salesforce.com
7m
CertifiedOnDemand.com
Enabling Multiple Currencies
Short
Salesforce.com
To enable multiple currencies, contact Salesforce.
Implications of Enabling Multiple Currencies
Medium
Salesforce.com
After enabled, multiple currencies can’t be disabled for your organization.

Advanced Currency Management (ACM) enables administrators to configured dated exchange rates (e.g. use the exchange rate at the opportunity’s close date instead of a static rate).

ACM can only be enabled if multiple currencies is enabled.

Resource
Priority
Type
Length
Author
Managing Multiple Currencies in Salesforce.com
7m
CertifiedOnDemand.com
About Advanced Currency Management
Short
Salesforce.com
Dated exchange rates are used for opportunities, opportunity products, opportunity product schedules, campaign opportunity fields, opportunity splits, and reports related to these objects and fields.

Thank you for taking the time to complete this module. Please review these final resources. We welcome your feedback on anything that can be done to improve this content.

Resource
Priority
Type
Length
Author
Short
CertifiedOnDemand.com
Short
CertifiedOnDemand.com

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Please select an objective or resources to provide feedback. You may also provide feedback on this module here: Organization Setup – Module Feedback