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Study Up on Configuration and Setup

Learning Objectives

After completing this unit, you'll be able to:

  • Describe the options found in the company settings.
  • Distinguish and understand the administration of the declarative configuration of the user interface.
  • Demonstrate the proper setup and maintenance of users.
  • Explain the various organization security controls.
  • Apply the appropriate security controls based on features and capabilities of the Salesforce sharing model.
  • Determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

Key Topics

This unit prepares you for the configuration and setup section of the Salesforce Administrator exam, which makes up 20% of the overall exam. This section of the exam tests these topics.

  • UI features
  • Company information
  • Locale settings
  • Search results
  • List views
  • Currency management
  • Fiscal year
  • Default settings
  • Homepage layouts
  • User management
  • Security settings
  • Sharing settings

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you can encounter as a Salesforce administrator. Looking at these scenarios helps prepare you to take the configuration and setup section of the Salesforce Administrator exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

The unit also contains interactive flashcards to help you prepare for the configuration and setup section of the exam. 

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button  to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Exam Topic Flashcards

The following flashcards cover UI features, company information, security settings and sharing settings. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

Looking for more information? Explore these related badges. 

Badge Content Type
Data Security badge
Data Security
Prepare Your Salesforce  Org for Users badge Module
Company-Wide  Org Settings badge
Org Settings
Salesforce Platform Basics badge
Salesforce Platform
User Authentication badge
User Authentication
User Management badge
User Management
Protect Your Data in Salesforce badge
Protect Your Data in Salesforce
Customize an Org to Support a New Business Unit badge
Customize an Org to Support a New Business Unit

Congratulations! You’ve studied up on configuration and setup. Next, let’s take a look at Object Manager and Lightning App Builder.

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