What is Salesforce account?
Salesforce Account. What is Salesforce Account? Account represents an individual customer account, organization or partner involved with business.
What is locale in Salesforce?
The Salesforce locale settings determine the display formats for date and time, user names, addresses, and commas and periods in numbers. As the admin, you set the default locale, but your users can set a personal locale if they’re based in a different location.
What are your company settings in Salesforce?
Your company settings are the collection of information about your organization. This collection is mostly captured when you purchase a Salesforce product, but you can update the settings if your company moves operations or expands globally. It’s essentially a snapshot of your company’s identity.
Is Salesforce authenticator accessible?
Salesforce Authenticator is designed with accessibility in mind and delivers a fully accessible mobile experience for everyone, including users working with screen readers. Unlike the full Salesforce site, Salesforce Authenticator doesn’t require accessibility mode to give users working with assistive devices a fully accessible experience.
What is a local name in Salesforce?
This feature exposes additional field options that allow a translated version of text fields to be manually defined. Salesforce Support can assist in enabling this feature, if it is not already active in your organization.
What are the accounts in Salesforce?
There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.
What are field accounts?
An account field is a property associated with an account which can be populated. For example, account type, billing address, business phone, and so on. You may define any additional custom fields that you require to track accounts. The maximum number of custom fields is 250.
What is account sharing in Salesforce?
When you share an account, Salesforce prompts you to share any related contacts, opportunities, and cases that you have access to. Users must have at least “Read” permission to access the shared records.
What is difference between contacts and accounts in Salesforce?
In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with, and contacts are the people who work for them.
What is the difference between person account and account in Salesforce?
Salesforce accounts are business accounts which stores companies/organization information. Person accounts are used to store information about individual consumers.
What are the 4 types of accounting?
Discovering the 4 Types of AccountingCorporate Accounting. ... Public Accounting. ... Government Accounting. ... Forensic Accounting. ... Learn More at Ohio University.
What are the 5 major types of accounting?
There are five major account types: assets, liabilities, equity, revenue, and expenses.
What are the 2 types of accounting?
There are two primary methods of accounting— cash method and accrual method. The alternative bookkeeping method is a modified accrual method, which is a combination of the two primary methods. Cash method—income is recorded when it is received, and expenses are recorded when they are paid.
What is difference between with sharing and without sharing in Salesforce?
With Sharing - Enforce the sharing rules that apply to current user. Without Sharing - Doesn't enforce the sharing rules. If a class is not declared as either with or without sharing, the current sharing rules remain in effect.
What is the difference between roles and profiles?
Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. 'Marketing', 'System Admin', 'Sales', 'Support'. Roles are how users relate to each other in a hierarchy, eg.
What is account relationship in Salesforce?
The account relationship comprises the account that is sharing information, the account that is accessing those records, and the type of relationship they have. Go to Digital Experiences | Settings and select Enable Account Relationships under Account Relationship Settings.
What Are Company Settings?
Have you ever wanted to assume an alternate identity? Whether your intentions are good, bad, or morally murky (hey, we don’t judge), securing counterfeit passports, facial reconstructive surgery, and a back story is tricky. Changing your company settings in Salesforce is far easier.
OK, But What Are Locale Settings?
Displaying information to your users in a familiar way improves users’ Salesforce experience and makes them more efficient secret agents. The Salesforce locale settings determine the display formats for date and time, user names, addresses, and commas and periods in numbers.
Update Your Company Information
Good news! After years of diligent undercover work, Mom & Pop’s Spy Shop was acquired by one of the biggest and best-funded firms, Nacho Secrets Agency. Let’s look at how to update your company settings after you relocate and merge financial systems.
Update Your Personal Locale
As you now know, the Company Information page includes your company’s default locale, language, and time zone. But employees outside of headquarters can choose their own locale settings to match their situations. And locale doesn’t just cover location—imagine a Portuguese-speaking user who lives in Oregon State, but works with customers in Brazil.