Administration Essentials for New Admins

Inline editing updates the field when the field is saved/updated. This means that the changes made to a specific field are saved immediately when the user leaves the field, such as by clicking outside the field or pressing the tab key. The changes do not wait for the entire record to be saved but are instead applied instantly to the field in question.

Using custom fiscal years does not prevent a company from using the standard forecasting option. Custom fiscal years allow organizations to align their financial reporting periods with their business needs without impacting other functionalities like standard forecasting. The standard forecasting feature remains available even if custom fiscal years are used, meaning the forecasting capabilities within Salesforce are adaptable to both standard and custom fiscal year configurations.

Among the options provided, Job Applicants are not typically considered a standard object in CRM systems like Salesforce. Standard objects usually include entities like Opportunities, Solutions, Accounts, and Campaigns, which are commonly found in these systems to manage various aspects of business operations. While Job Applicants can be tracked in CRM systems, they are often part of custom objects or modules rather than standard objects.

Service Cloud focuses on providing customer support and service, and it includes features such as Knowledge and Entitlements. Knowledge allows users to create and manage a knowledge base of articles to help resolve customer issues. Entitlements help manage customer support levels and service agreements. Opportunities, Campaigns, and Quotes are more closely aligned with the Sales Cloud, which is used primarily for managing sales processes.

Locale settings control how users view date formats, time formats, and number formats. These settings ensure that the display of these elements meets the regional preferences or standards, such as adjusting the date format from MM/DD/YYYY to DD/MM/YYYY or adjusting the time display from a 12-hour clock to a 24-hour clock. Locale settings also manage the formatting of numbers, including the use of decimal points and thousand separators, according to regional norms.