Configuration and Setup15% of the exam
Company information, fiscal year, business hours and currency
What the Company Information page holds (org defaults, licenses, fiscal year), how standard and custom fiscal years differ, how business hours and holidays pause escalations, and what turning on multiple currencies and advanced currency management really changes.
Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings).
~7 min read · 6 practice questions ·
What the exam expects
- Identify what the Company Information page shows (org defaults, fiscal year setting, org ID, storage, user and feature license counts) and what lives elsewhere.
- Choose between a standard fiscal year with a different start month and a custom fiscal year, and explain why enabling custom fiscal years is a one-way decision.
- Configure business hours and holidays so escalation rules and entitlement milestones only count time when the support team is working.
- Explain the permanent implications of enabling multiple currencies: corporate currency, record currency, personal currency and report conversion.
- Recommend advanced currency management when opportunity amounts must convert at the rate in effect on the close date.
- Tell apart the default settings (language, locale, time zone, currency) and which of them a user can override.
Key facts
Change Company Information
- Detail
- Requires Modify All Data (View Setup and Configuration to view)
Licenses on Company Information
- Detail
- Lists purchased user licenses and the Feature Licenses related list
Standard fiscal year
- Detail
- Gregorian, can start on the first day of any month
Custom fiscal years
- Detail
- Cannot be disabled once enabled; each year must be defined
Default business hours
- Detail
- 24 hours, seven days a week, in the org's default time zone
Holidays
- Detail
- Associated with business hours; suspend them and their escalation rules
Multiple currencies
- Detail
- Cannot be turned off after enablement
Corporate currency
- Detail
- Base for all conversion rates; changed with Change Corporate
Static rate change
- Detail
- Updates converted amounts on all records, including closed opportunities
Dated exchange rates
- Detail
- Opportunity conversions use the rate in effect on the Close Date
Sources for this section (6)
- Company Setuphelp.salesforce.com (opens in a new tab)
- Company Informationhelp.salesforce.com (opens in a new tab)
- Fiscal Yearhelp.salesforce.com (opens in a new tab)
- Business Hourshelp.salesforce.com (opens in a new tab)
- Currency Considerationshelp.salesforce.com (opens in a new tab)
- Multiple Currencieshelp.salesforce.com (opens in a new tab)
- Which setting on the user record changes how dates and numbers are formatted?
- When is a standard fiscal year with a different start month enough, and what can't you undo if you choose a custom fiscal year?
- When the support desk closes for a company holiday, how do you stop business hours and escalation rules from counting time?
- Why do closed opportunities show new converted amounts after a static rate update?
- Which objects use dated exchange rates, and where are they not applied?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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