- Describe the components of organization setup.
- Describe the term API, and how API usage differs from using the standard user interface.
- Describe the difference between data and file storage, and where to monitor storage usage.
- Explain the effect of configuring business hours and holidays.
- Explain the effect of changing fiscal year configuration within Salesforce.
- Given a scenario, determine if standard or custom fiscal years is appropriate.
- Describe the implications of enabling custom fiscal years.
- Describe how to configure which languages can be selected when adding or modifying users.
- Describe the impact of currency locale configuration.
- Describe the capabilities of Salesforce to manage multiple currencies.
- Describe the capabilities of Advanced Currency Management (ACM) in Salesforce.com.
- Organization Setup – Module Checkpoint
Explain the effect of changing fiscal year configuration within Salesforce.
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.
Resources for this Objective
Resource
Priority
Type
Length
Course Navigation:
Feedback:
Certified On Demand © 2017. All Rights Reserved.
Salesforce is a trademark of salesforce.com, inc. Other names used herein may be trademarks of their respective owners.