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Organization Administration

Posted September 19th, 2008 in Certified Administrator and tagged , , , , , by John Coppedge

List what information is included in the Company Profile

Company Profile has 3 subsections:

Company Information:

  • Organization Name
    Primary Contact
    Division
    Address
    Fiscal Year Starts In (this field simply lists the month- it can only modified in the Fiscal Year subsection)
    Newsletter
    Admin Newsletter
    Hide Notices About System Maintenance
    Hide Notices About System Downtime

    Phone
    Fax
    Default Locale
    Default Language
    Default Time Zone
    Currency Locale
    Used Space
    API Requests
    Restricted Logins, Current Month
    Salesforce.com Organization ID
  • User Licenses
  • Feature Licenses (Offline, Mobile, Wireless, etc.)

Fiscal Year

  • Selection:
    Standard Fiscal Year
    Custom Fiscal Year
  • Fiscal Year Start Month
  • Fiscal Year is Based On
    The ending month
    The starting month

Business Hours

List view of business hours object, each contains:

  • Name
    Use these business hours as default (checkbox)
    Active (checkbox)
    Time Zone
    Mon-Sun Hours

 

List the places where Currency is specified

Currency settings are company-wide.

Currency Locale changes the currency type for all currency fields.  This includes Amount (opp), Quotas (forecast), any custom currency fields, and so forth.  When Multiple Currencies are enabled, Currency Locale sets the default currency for the organization.

Setup –> Company Profile –> Company Information

Multiple currencies can only be enabled by a request to Salesforce support.  Once enabled, you can add currencies and establish conversion rates.

From Salesforce:

Every user also has a personal currency, which is used as the default currency in his or her own quotas, forecasts, opportunities, and reports. Users can also create opportunities and enter amounts using other active currencies.

Every lead, account, contact, opportunity, and case has a field that specifies the currency to use for all amount fields in that record. For example, you can set the Account Currency to "USD-U.S. Dollars" so that the Annual Revenue shows in dollars for one of your American accounts. All currency amounts are displayed in the default currency of the record as well as in the personal currency of the user. When you change the default currency of a record, currency amounts are not converted; they simply display with the new currency code.

Setup –> Company Profile –> Manage Currencies

Advanced Currency Management is only available when multiple currencies is enabled. This will allow you to set Dated Exchange Rates (eg. 9/1-9/8 USD is worth .75 EUR; 9/9-9/18 USD is worth .8 EUR).  Dated Exchange Rates only work on opportunities, opportunity products, opportunity product schedules, all referencing the corresponding date field.  Forecasts, custom currency fields, cross-object formulas, etc. all use static conversion rates.

Setup –> Company Profile –> Manage Currencies

 

Describe the effect of chaning your company’s default Time Zone, Currency, Locale, and Language

All of these settings are company-wide.

Default Time Zone

Login hours are assessed using the organization’s Default Time Zone.

A new user’s default time zone will mirror the company default.  Changing the company’s time zone will not affect existing users.

Business Hours are not affected by the default company time zone.  Each business hours record has its own selection for time zone.

Setup –> Company Profile –> Company Information

Currency Locale

Changing the currency locale will change the symbol that each currency field presents.  Modifying this field will not change the actualy number in any currency field.  Unless multiple currencies is enabled, this setting is company-wide and will affect all users when changed.

Default Locale

From Salesforce:

This will control how some information appears (i.e., numbers, dates, phone numbers, etc).

Default Language

This changes the language that Salesforce UI uses (terms like opportunity, user, etc.).  New users will inherit the default company-wide language.  Changing this setings will not affect existing users.

 

Describe the effect of enabling the Custom Fiscal Year setting

This setting is company-wide, and is not reversible.

This will enable your organization to define custom fiscal periods (for instance, a trimester, or fiscal periods unequal in length).  Fiscal years are defined year by year.  Unless fiscal periods are created for past or future years, reporting can done only by date (Salesforce uses your custom fiscal periods for reporting).  Changing fiscal periods will void any associated forecasts and quotas.  Fiscal period column will not show on opportunity reports or list views.

Setup –> Company Profile –> Fiscal Year

 

Create and manage letterheads and email templates

Letterheads are stored company-wide.  Typically you would add your company logo (header/footer) and color scheme background.  Upload images as documents and set them as an Externally Available Image.

Email templates can be stored company-wide or on a per-user basis (the same as reports).  An email template can plug into a company letterhead.  Email templates have their own formatting (columns for instance).  When send an email using both, you would see:

Letterhead logo

————-

Email content (based upon email template selected or HTML code)

————-

Letterhead footer

5 Responses so far.

  1. SunilNo Gravatar says:

    Holidays are also added in Company Profile which are dates and times at which business hours are suspended. Business hours are the days and hours that your support team is available.

  2. VrajeshNo Gravatar says:

    Is the business hours setting is used only for support team? My question is what will happen if any work is done in SFDC out of business hours?

  3. tedNo Gravatar says:

    My Domain is also listed now

  4. SachinNo Gravatar says:

    Lead objects don’t have a currency field, so may be the text above can be updated to reflect that.

  5. John CoppedgeNo Gravatar says:

    @Vrajesh sorry for the delayed response. If work is completed outside of business hours, functionality will remain static except that escalation rules will not trigger.

    @Sachin the lead object has the field “Annual Revenue” which is a currency field and the above would be applicable.

    Hope that helps! Cheers,

    John

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