- Mastering Salesforce CRM Administration
- Rakesh Gupta
- 227字
- 2021-07-09 18:53:17
A few points to remember
- If you want to change the fiscal year start month, and your company follows the Gregorian calendar year, then use standard fiscal years
- It is not possible to disable custom fiscal years once enabled. Enabling custom fiscal years has impacts on your reports, forecasts, quotas, and other date-sensitive material.
- Once multiple currencies are enabled for your organization, it is not possible to disable them.
- The Sharing button may appear on an account detail page even though your sharing model for accounts is Public Read/Write, if your sharing model for related opportunities is Public Read Only.
- By default, Salesforce uses hierarchies, for example the role or territory hierarchy, to automatically grant records access to users above the record owner in the hierarchy.
- It is not possible to include high-volume portal users in sharing rules because they don't have roles and can't be in public groups.
- The sharing rule is always used to open up the access. By
- It is not possible to delete standard profiles in Salesforce.
- If you select the Read-Only checkbox under object Field-Level Security, then the visible checkbox will automatically get selected.
- You can see the last 20 entries under Setup Audit Trail. If you wish, you can download the last six months' data for your organization.
- Using permission set, we can only open up permission and cannot restrict them.
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