Podcast
Questions and Answers
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns.
How should an administrator deliver this information?
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an administrator deliver this information?
- Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won.
- Design a standard Campaign report and add the "Value Won Opportunities in Campaign" field. (correct)
- Create a roll-up summary field on Opportunity to Campaign.
- Perform periodic data jobs to update campaign records.
An administrator at Northern Trail Outfitters is creating a validation rule.
Which two functions should the administrator use when creating a validation rule? Choose 2 answers:
An administrator at Northern Trail Outfitters is creating a validation rule. Which two functions should the administrator use when creating a validation rule? Choose 2 answers:
- Formula return type
- Rule active date
- Error condition formula (correct)
- Error message location (correct)
An administrator installed a managed package that contains a permission set group. The permission set group includes Delete access on several objects, and the administrator needs to prevent users from deleting records.
What should the administrator do?
An administrator installed a managed package that contains a permission set group. The permission set group includes Delete access on several objects, and the administrator needs to prevent users from deleting records. What should the administrator do?
- Create a new role that prevents Delete permissions from rolling up to the users.
- Use a muting permission set with the permission set group to mute selected permissions. (correct)
- Create a new permission set with Delete access deselected for the objects.
- Edit the profile for the users to remove Delete access from the objects.
The administrator at Northern Trail Outfitters has been using a spreadsheet to track assigned licenses and permission sets. What feature can be used to track this in Salesforce?
The administrator at Northern Trail Outfitters has been using a spreadsheet to track assigned licenses and permission sets. What feature can be used to track this in Salesforce?
AW Computing has six sales teams in a region. These teams always consist of the same account manager, engineer, and assistant. What should the administrator configure to make collaboration easier?
AW Computing has six sales teams in a region. These teams always consist of the same account manager, engineer, and assistant. What should the administrator configure to make collaboration easier?
Universal Containers introduced a new product and wants to track all associated cases. They need an automated solution to give the product's lead engineers read/write access to new cases referencing this product.
What should the administrator do?
Universal Containers introduced a new product and wants to track all associated cases. They need an automated solution to give the product's lead engineers read/write access to new cases referencing this product. What should the administrator do?
At Cloud Kicks, sales reps apply discounts on opportunities but must manually update related products. How to automate this?
At Cloud Kicks, sales reps apply discounts on opportunities but must manually update related products. How to automate this?
Universal Containers has a custom Lead field (Product Category) that should map to Opportunities during conversion. Solution:
Universal Containers has a custom Lead field (Product Category) that should map to Opportunities during conversion. Solution:
Universal Containers has three business units needing different fields for sales/service teams. Implementation approach:
Universal Containers has three business units needing different fields for sales/service teams. Implementation approach:
Cloud Kicks needs sales managers to view Shoe object reports for their team, with org-wide default set to Private.
Required configurations (Choose 3):
Cloud Kicks needs sales managers to view Shoe object reports for their team, with org-wide default set to Private. Required configurations (Choose 3):
Cloud Kicks intends to protect data with backups using the data export service. Which two considerations should the administrator remember when scheduling the export? Choose 2 answers:
Cloud Kicks intends to protect data with backups using the data export service. Which two considerations should the administrator remember when scheduling the export? Choose 2 answers:
Universal Containers has enabled Data Protection and Privacy for its org. Which page layouts will have the Individual field available for tracking data privacy information?
Universal Containers has enabled Data Protection and Privacy for its org. Which page layouts will have the Individual field available for tracking data privacy information?
Universal Containers requires different Lightning pages for Accounts in Sales vs Service Console. How to implement?
Universal Containers requires different Lightning pages for Accounts in Sales vs Service Console. How to implement?
Sales users want Industry field from Account to display on Opportunity page layouts. Which field type should be created?
Sales users want Industry field from Account to display on Opportunity page layouts. Which field type should be created?
Support agents need faster access to case resolution resources. Best solution?
Support agents need faster access to case resolution resources. Best solution?
Cloud Kicks' Shipments custom object should appear on Account pages but persist if Accounts are deleted. Which relationship?
Cloud Kicks' Shipments custom object should appear on Account pages but persist if Accounts are deleted. Which relationship?
How to simplify the cluttered Account creation process for business development?
How to simplify the cluttered Account creation process for business development?
How to provide an org security health summary for an IT audit?
How to provide an org security health summary for an IT audit?
How to enforce that house showings are scheduled within the current year?
How to enforce that house showings are scheduled within the current year?
What happens to a scheduled Chatter post when a job posting status changes to "Interviewing"?
What happens to a scheduled Chatter post when a job posting status changes to "Interviewing"?
The administrator has been asked to automate a simple field update on the account. When a support agent changes the status of the account to 'Audited', they would like the system to automatically update the Audited Date field on the account with today's date. Which tool should the administrator use to complete this automation?
The administrator has been asked to automate a simple field update on the account. When a support agent changes the status of the account to 'Audited', they would like the system to automatically update the Audited Date field on the account with today's date. Which tool should the administrator use to complete this automation?
An administrator at DreamHouse Realty wants an easier way to assign cases based on agent capacity and skill set. Which feature should the administrator enable to meet this requirement?
An administrator at DreamHouse Realty wants an easier way to assign cases based on agent capacity and skill set. Which feature should the administrator enable to meet this requirement?
Cloud Kicks uses a custom object called ‘Discount’ to track the discounts requested by Sales reps. Only Sales Managers should be able to approve the Discount records. What configuration should the administrator use to fulfill the requirement?
Cloud Kicks uses a custom object called ‘Discount’ to track the discounts requested by Sales reps. Only Sales Managers should be able to approve the Discount records. What configuration should the administrator use to fulfill the requirement?
An administrator at AW Computing needs to allow a support agent to access another user’s calendar. Which permission should the administrator grant to the support agent?
An administrator at AW Computing needs to allow a support agent to access another user’s calendar. Which permission should the administrator grant to the support agent?
Universal Containers wants to ensure all users, regardless of profile, use the same sales process on opportunities. How should the administrator configure Salesforce to meet this requirement?
Universal Containers wants to ensure all users, regardless of profile, use the same sales process on opportunities. How should the administrator configure Salesforce to meet this requirement?
An administrator at Northern Trail Outfitters is configuring a flow. What should the administrator use to display formatted text within the flow?
An administrator at Northern Trail Outfitters is configuring a flow. What should the administrator use to display formatted text within the flow?
The sales team at Cloud Kicks wants to relate a single campaign to multiple opportunities. What should the administrator do to meet this requirement?
The sales team at Cloud Kicks wants to relate a single campaign to multiple opportunities. What should the administrator do to meet this requirement?
DreamHouse Realty wants to improve data quality by ensuring that the State and Postal Code fields on all Accounts follow a standard format. What should the administrator configure to meet this requirement?
DreamHouse Realty wants to improve data quality by ensuring that the State and Postal Code fields on all Accounts follow a standard format. What should the administrator configure to meet this requirement?
An administrator at Universal Containers configures a new approval process for time-off requests. Which two automated actions are available when configuring the approval process? Choose 2 answers
An administrator at Universal Containers configures a new approval process for time-off requests. Which two automated actions are available when configuring the approval process? Choose 2 answers
AW Computing wants to ensure that each sales representative has the same information on the lead records. They want to give sales representatives a guide for new leads. What should the administrator use to fulfill this requirement?
AW Computing wants to ensure that each sales representative has the same information on the lead records. They want to give sales representatives a guide for new leads. What should the administrator use to fulfill this requirement?
An end user is unable to view an account record in Salesforce. Which three questions should the administrator ask to troubleshoot this issue? Choose 3 answers
An end user is unable to view an account record in Salesforce. Which three questions should the administrator ask to troubleshoot this issue? Choose 3 answers
The support team at Cloud Kicks is receiving a high volume of cases. To help address this issue, management wants to provide agents with suggested articles based on the information entered into the Subject field. What should the administrator do to fulfill this requirement?
The support team at Cloud Kicks is receiving a high volume of cases. To help address this issue, management wants to provide agents with suggested articles based on the information entered into the Subject field. What should the administrator do to fulfill this requirement?
AW Computing uses a custom object called Review to capture feedback from customers. All Review records should be visible to the account owner. How should the administrator configure Salesforce to meet this requirement, while adhering to security best practices?
AW Computing uses a custom object called Review to capture feedback from customers. All Review records should be visible to the account owner. How should the administrator configure Salesforce to meet this requirement, while adhering to security best practices?
An administrator is using a change set to move a new flow from a sandbox to production. The flow gathers information from users and creates an opportunity. The administrator validates the change set and receives an error message. What should the administrator do to address the error?
An administrator is using a change set to move a new flow from a sandbox to production. The flow gathers information from users and creates an opportunity. The administrator validates the change set and receives an error message. What should the administrator do to address the error?
The sales manager at Cloud Kicks wants to send a weekly update to sales representatives on the number of open opportunities and their total value. Which two options should the administrator use to meet this requirement? Choose 2 answers
The sales manager at Cloud Kicks wants to send a weekly update to sales representatives on the number of open opportunities and their total value. Which two options should the administrator use to meet this requirement? Choose 2 answers
What are the three key areas an administrator should consider when ensuring the success of a large data import? Choose 3 answers
What are the three key areas an administrator should consider when ensuring the success of a large data import? Choose 3 answers
An administrator is tasked with creating an automation that sorts an opportunity into a specific queue based on criteria specified in the account record. Which automation tool would best fit this use case?
An administrator is tasked with creating an automation that sorts an opportunity into a specific queue based on criteria specified in the account record. Which automation tool would best fit this use case?
An administrator at Cloud Kicks is setting up a new salesforce org and wants to use best practices when configuring user access. Which two actions should the administrator take to meet this requirement? Choose 2 answers
An administrator at Cloud Kicks is setting up a new salesforce org and wants to use best practices when configuring user access. Which two actions should the administrator take to meet this requirement? Choose 2 answers
An administrator wants to display a record count of related contacts on each account record. Which type of field should the administrator create?
An administrator wants to display a record count of related contacts on each account record. Which type of field should the administrator create?
Universal Containers wants to get the most value out of its salesforce investment. Which three resources are available to all customers that can help drive user adoption? Choose 3 answers
Universal Containers wants to get the most value out of its salesforce investment. Which three resources are available to all customers that can help drive user adoption? Choose 3 answers
The support team at Cloud Kicks wants to receive a notification any time a case is created with a high priority. How can an administrator configure Salesforce to meet this requirement?
The support team at Cloud Kicks wants to receive a notification any time a case is created with a high priority. How can an administrator configure Salesforce to meet this requirement?
An administrator needs to create a custom report type that shows all accounts, with or without contacts. Which primary object should the administrator select when creating the custom report type?
An administrator needs to create a custom report type that shows all accounts, with or without contacts. Which primary object should the administrator select when creating the custom report type?
Cloud Kicks has a new sales operations team that needs to access specific data and reports. The administrator needs to create a way for the team to gain access to the Sales application, specific data, and reports. What is the recommended way to grant the sales operations team the appropriate access?
Cloud Kicks has a new sales operations team that needs to access specific data and reports. The administrator needs to create a way for the team to gain access to the Sales application, specific data, and reports. What is the recommended way to grant the sales operations team the appropriate access?
At Universal Containers, sales reps have been asking for a way to relate multiple contacts to a single opportunity. How can the administrator meet this requirement?
At Universal Containers, sales reps have been asking for a way to relate multiple contacts to a single opportunity. How can the administrator meet this requirement?
A user at AW Computing is having trouble logging in. Which two options should the administrator take to identify the cause of the login issue? Choose 2 answers
A user at AW Computing is having trouble logging in. Which two options should the administrator take to identify the cause of the login issue? Choose 2 answers
An administrator configures case assignment rules so that cases are automatically assigned to a queue when created. A user reports that new cases are sometimes not assigned to the queue. What are two possible reasons why cases are not being assigned to the queue? Choose 2 answers
An administrator configures case assignment rules so that cases are automatically assigned to a queue when created. A user reports that new cases are sometimes not assigned to the queue. What are two possible reasons why cases are not being assigned to the queue? Choose 2 answers
At Cloud Kicks, the sales team is having difficulty finding the correct report to use. The administrator notices there are a lot of reports that are not organized. What should the administrator do to help the sales team find the appropriate reports?
At Cloud Kicks, the sales team is having difficulty finding the correct report to use. The administrator notices there are a lot of reports that are not organized. What should the administrator do to help the sales team find the appropriate reports?
An administrator at DreamHouse Realty wants to ensure that all users are following a standard process when creating new opportunities. What should the administrator do to meet this requirement?
An administrator at DreamHouse Realty wants to ensure that all users are following a standard process when creating new opportunities. What should the administrator do to meet this requirement?
Cloud Kicks has a workflow rule to send an email when an opportunity is created. What happens when a user converts a lead that meets the workflow rule criteria?
Cloud Kicks has a workflow rule to send an email when an opportunity is created. What happens when a user converts a lead that meets the workflow rule criteria?
The VP of Marketing at Universal Containers wants to send a monthly newsletter to contacts, but only to those who have requested it. How should the administrator configure salesforce to meet this requirement?
The VP of Marketing at Universal Containers wants to send a monthly newsletter to contacts, but only to those who have requested it. How should the administrator configure salesforce to meet this requirement?
The service manager at Ursa Major Solar wants to be notified when a high-priority case is not closed within 24 hours. Which two configurations should an administrator complete to meet this requirement? Choose 2 answers
The service manager at Ursa Major Solar wants to be notified when a high-priority case is not closed within 24 hours. Which two configurations should an administrator complete to meet this requirement? Choose 2 answers
A sales rep at Cloud Kicks is working an opportunity through the sales process. The sales rep notices the Next Step field is not visible on the Opportunity record. What are two reasons why the Next Step field may not be visible to the sales rep? Choose 2 answers
A sales rep at Cloud Kicks is working an opportunity through the sales process. The sales rep notices the Next Step field is not visible on the Opportunity record. What are two reasons why the Next Step field may not be visible to the sales rep? Choose 2 answers
Universal Containers has purchased a new application from the AppExchange. They want to ensure all sales users have access to the new application. What should the administrator do to grant all sales users access to the new application?
Universal Containers has purchased a new application from the AppExchange. They want to ensure all sales users have access to the new application. What should the administrator do to grant all sales users access to the new application?
The support team at DreamHouse Realty wants to use a different record type for cases that involve sensitive information. Only members of the support team should have access to these cases. What should the administrator configure to meet these requirements?
The support team at DreamHouse Realty wants to use a different record type for cases that involve sensitive information. Only members of the support team should have access to these cases. What should the administrator configure to meet these requirements?
Which three types of reports are available in Salesforce? Choose 3 answers
Which three types of reports are available in Salesforce? Choose 3 answers
The business stakeholders at Northern Trail Outfitters have requested a new visual dashboard of sales data. The dashboard should contain a variety of charts and graphs. The sales data is stored in a custom object called Sales Data. The administrator needs to provide access to the dashboard to all users at Northern Trail Outfitters. What steps should the administrator take to create the new dashboard and make it accessible to all users?
The business stakeholders at Northern Trail Outfitters have requested a new visual dashboard of sales data. The dashboard should contain a variety of charts and graphs. The sales data is stored in a custom object called Sales Data. The administrator needs to provide access to the dashboard to all users at Northern Trail Outfitters. What steps should the administrator take to create the new dashboard and make it accessible to all users?
AW Computing has a requirement that all sales representatives must belong to a sales territory. Which Salesforce feature should the administrator configure to meet this requirement?
AW Computing has a requirement that all sales representatives must belong to a sales territory. Which Salesforce feature should the administrator configure to meet this requirement?
What are two benefits of using a custom Lightning Web Component rather than a Lightning Component? Choose 2 answers
What are two benefits of using a custom Lightning Web Component rather than a Lightning Component? Choose 2 answers
An administrator wants to send an email to all members of the sales team when a new opportunity is created with a value greater than $10,000. How should the administrator configure Salesforce to meet this requirement?
An administrator wants to send an email to all members of the sales team when a new opportunity is created with a value greater than $10,000. How should the administrator configure Salesforce to meet this requirement?
A sales manager at DreamHouse Realty wants to view a report of all opportunities that are closing this month. The sales manager wants the report to show the opportunity name, account name, and close date. Which type of report should the administrator create to meet this requirement?
A sales manager at DreamHouse Realty wants to view a report of all opportunities that are closing this month. The sales manager wants the report to show the opportunity name, account name, and close date. Which type of report should the administrator create to meet this requirement?
What should an administrator use to automatically assign tasks to a specific user when a case is created with a high priority?
What should an administrator use to automatically assign tasks to a specific user when a case is created with a high priority?
Which two components can be used to display a subset of records in a console? Choose 2 answers
Which two components can be used to display a subset of records in a console? Choose 2 answers
Universal Containers wants to evaluate customer satisfaction regarding its support organization. The administrator needs to send out a survey to customers after their cases are closed. Which feature should the administrator use to meet this requirement?
Universal Containers wants to evaluate customer satisfaction regarding its support organization. The administrator needs to send out a survey to customers after their cases are closed. Which feature should the administrator use to meet this requirement?
AW Computing wants to ensure that all users are using a strong password. Which two password policies should the administrator configure to meet this requirement? Choose 2 answers
AW Computing wants to ensure that all users are using a strong password. Which two password policies should the administrator configure to meet this requirement? Choose 2 answers
Universal Containers wants to ensure that its sales team follows a consistent process when working on Opportunities. Which two features should the administrator use to guide the sales team? Choose 2 answers
Universal Containers wants to ensure that its sales team follows a consistent process when working on Opportunities. Which two features should the administrator use to guide the sales team? Choose 2 answers
Flashcards
Value Won Opportunities in Campaign
Value Won Opportunities in Campaign
Automatically calculates revenue from closed-won opportunities linked to campaigns.
Error Condition Formula
Error Condition Formula
Logical conditions that trigger the validation rule.
Error Message Location
Error Message Location
Determines where validation error messages appears.
Muting Permission Set
Muting Permission Set
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User Report
User Report
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Account Teams
Account Teams
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Predefined Case Team & Assignment Rule
Predefined Case Team & Assignment Rule
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Flow Builder
Flow Builder
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Opportunity field
Opportunity field
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Record Types and Page Layouts
Record Types and Page Layouts
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Role Hierarchy
Role Hierarchy
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Cross-Object Formula Field
Cross-Object Formula Field
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Salesforce Knowledge article
Salesforce Knowledge article
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Flow Builder
Flow Builder
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Health Check
Health Check
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Validation Rule on Showing Date
Validation Rule on Showing Date
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Chatter Post Cancelled
Chatter Post Cancelled
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Flow Builder
Flow Builder
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Omni-Channel
Omni-Channel
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Approval Process
Approval Process
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Study Notes
Northern Trail Outfitters: Calculating Revenue from Marketing Campaigns
- Use the standard Salesforce report type "Campaigns with Opportunities" for automatic calculation of revenue from closed-won opportunities linked to campaigns.
- The "Value Won Opportunities in Campaign" field automatically calculates revenue without manual configuration.
Validation Rule Creation
- When creating a validation rule, define the error condition formula and the error message location:
- Error condition formula: Defines the trigger for the validation rule (e.g.,
ISBLANK(Field_c)). - Error message location: Determines where the error message appears.
- Error condition formula: Defines the trigger for the validation rule (e.g.,
Muting Permissions in Managed Packages
- Use a muting permission set with the permission set group to block permissions from a managed package's permission set group without modifying the original package.
- This ensures compliance with package vendor restrictions.
- New permission sets cannot override permissions from a managed package.
- Profiles cannot modify permissions granted by permission set groups, especially in managed packages where profiles are locked.
Tracking Licenses and Permission Sets
- Utilize User Reports to filter by license type, permission set assignments, and profiles for an auditable, exportable record of entitlements.
Optimizing Sales Team Collaboration
- Configure Account Teams to pre-define default members (e.g., manager, engineer) with automatic access to all records for that account, which scales for fixed team structures,
- Opportunity Teams apply only to single opportunities.
- Manual sharing is inefficient for recurring teams.
- Queues are for unassigned records and not collaborative teams.
Automating Access to Cases
- Create a predefined case team and assignment rule for automatic assignment of lead engineers to cases matching criteria (product reference).
- This grants read/write access without manual sharing, automates the process with assignment rules, and maintains consistency across product-related cases.
Automating Discount Updates on Opportunities at Cloud Kicks
- Use Flow Builder to trigger when opportunities are marked "Closed Won."
Mapping Lead Fields to Opportunities
- Create an Opportunity field and use field mapping during lead conversion to preserve data continuity and eliminate manual intervention
- This is a standard Salesforce feature.
- Workflows are deprecated and inefficient.
Implementing Separate Fields for Business Units
- Use three record types and two page layouts each to separate business processes and handle team-specific needs, which also minimizes maintenance overhead.
Configuring Shoe Object Report Visibility
- Configure the Role Hierarchy, Folder Access, and Custom Report Type.
- Role Hierarchy grants vertical visibility within teams.
- Folder Access controls report visibility.
- Custom Report Type ensures proper object relationships.
Backing Up Data with Data Export Service
- Data backups must be limited to weekly or monthly intervals.
- Metadata backups must be run via a separate process, requiring tools outside of standard data exports.
Tracking Data Privacy in Universal Containers
- The Individual object links person-based records (Contacts, Leads, Person Accounts) for GDPR/compliance tracking.
Implementing Different Lightning Pages
- Assign Lightning pages as app defaults in the Lightning App Builder to allow assigning specific record pages per app
- Profiles control permissions, not page assignments.
- Page layouts differ from Lightning pages.
- Record types don't control console-specific pages.
Displaying Industry Field on Opportunity Layouts
- Create a cross-object formula field to reference fields from parent objects (Account) and display them on child records (Opportunity).
Improving Access to Case Resolution Resources
- Configure Knowledge with articles/data categories to provide centralized article management, data categorization, and native integration with Case pages.
Managing Shipments Custom Object Relationships
- Use a lookup relationship from Shipments to Account to allow related lists on parent records (Accounts) and preserve child records (Shipments) if the parent is deleted.
Simplifying Account Creation
- Use Flow Builder, which replaces standard layouts with guided screens, shows/hides fields conditionally, and splits the process into logical steps.
Providing Org Security Health Summary
- Run Health Check, which provides compliance scoring, vulnerability identification, and recommended actions.
Enforcing House Showing Schedules
- Use validation rules on the Showing Date to block saves unless
YEAR(Showing_Date_c) = YEAR(TODAY()).
Scheduled Chatter Post Cancellation
- A scheduled Chatter post is canceled automatically when a job posting status changes to "Interviewing."
Automating Field Updates
- Utilize Flow Builder to trigger when a record meets specific conditions (e.g., status change to 'Audited') and automatically update fields (e.g., setting Audited Date to TODAY()).
Assigning Cases Based on Agent Capacity and Skill Set
- Enable Omni-Channel to automatically route cases to available agents based on capacity, skills, and routing rules.
Configuring Discount Approvals
- Use an Approval Process to allow Sales Managers to approve discount records.
Allowing Access to Another User's Calendar
- Grant Delegate Access to allow a user to grant access to their calendar, contacts, and other personal information to another user.
Ensuring Consistent Sales Process
- Create a single sales process for all profiles to enforce a uniform set of stages across all opportunity records, regardless of user profile.
Displaying Formatted Text in Flows
- Use Display Text to display formatted text in flows.
Relating a Campaign to Multiple Opportunities
- Create a lookup field on the Opportunity object to manually relate multiple opportunities to a single campaign.
Improving Data Quality
- Configure validation rules to enforce format standards for State and Postal Code fields upon record creation or modification.
Automating Actions in Approval Processes
- Create a Task to automatically create a task and assign it to a specified user when the time-off request is submitted for approval.
- Send an Email to automatically send an email to a specified user when the time-off request is submitted for approval.
Ensuring Consistent Lead Information
- Use Sales Path to provide a visual guide with key fields and resources at each stage of the lead process.
Troubleshooting Account Record Visibility
Address the following questions:
- Does the profile or any permission sets grant "Read" access to the Account object?
- What is the organization-wide default setting for Accounts?
- Have you been granted access to the record via sharing rules or manual sharing?
Suggesting Articles in Support Cases
- Configure suggested articles in Setup to allow configuring suggested articles that appear based on entered criteria in the Subject field.
Configuring Review Record Visibility
- Set the organization-wide default for Reviews to Private and create a criteria-based sharing rule to grant access only to the account owner.
Deploying New Flows
- Activate the flow in the sandbox prior to adding it to the change set.
Sending Sales Updates
- Create a report and subscribe the sales representatives to receive the report weekly to provide automated delivery of report data.
- Develop a scheduled Apex job to send the email and allow custom scheduling and data retrieval for complex email needs.
Ensuring Successful Data Imports
- Consider data quality, data security, and data source:
- Data quality: Ensures that imported data is clean, accurate, and complete.
- Data security: Ensures that sensitive data such as Personally Identifiable Information (PII) is secured during the import process.
- Data source: Makes sure the data should come from a trusted source.
Automating Opportunity Sorting
- Use Assignment Rules to automatically assign records (Opportunities) to queues based on criteria defined on related records (Account).
Configuring User Access
- Create custom permission sets to grant additional access and assign users to a standard profile and a role.
Displaying Record Counts
- Create a Roll-Up Summary field.
- Roll-Up Summary fields calculate values from related child records.
Driving Salesforce Adoption
Three resources are available:
- Trailhead provides free, gamified learning.
- Salesforce Help offers extensive documentation.
- Implementation Guides provide best practices.
Notifying Support Teams of High-Priority Cases
- Workflow rules can send email alerts based on specified criteria, such as high priority case creation.
Creating Custom Report Types
- Select Accounts as the primary object.
- The primary object determines the base records included in the report.
Granting Access to New Teams
- Grant the team the appropriate access by creating a permission set and assign it to the team.
Relating Multiple Contacts to an Opportunity
- Enable contact roles on opportunities.
- Contact Roles is the standard Salesforce feature.
Identifying Login Issues
- Review the login history.
- Unlock the user’s account.
Assigning Cases to Queues
- Verify that the default case owner is not a queue and the cases do not meet the assignment rule criteria.
Helping Sales Teams Find Reports
- Organize reports into folders with a clear naming convention for easy location.
Ensuring Standard Processes
- Define a sales process for the Opportunity object, which defines stages and required fields, guiding users through opportunity creation.
Workflow Rule Criteria: Lead Conversion
- The lead converts, and the workflow rule evaluates and sends the email.
Sending Monthly Newsletters
- Create a checkbox custom field.
- Create a checkbox called “Monthly Newsletter” that is checked if a contact wants to receive this newsletter.
Notifying When High-Priority Cases Aren't Closed
- Create a new escalation rule.
- Add a new queue to the case assignment rules.
Opportunity Records: Ensuring Correct Info
- The Next Step field is a custom field and the sales rep's profile does not have field-level security to see the field
- Ensure that the Next Step field has been added to the Opportunity page layout for the sales rep’s profile.
New Apps from AppExchange.
- Assign the application to the sales user profile.
Different Record Types of the same Cases.
- Create a support team profile and sharing rules
Types of Reports Available in Salesforce
- Joined
- Summary
- Matrix
Creating a Visual Dashboards
- Create a new dashboard using the Lightning dashboard component
- Save the new dashboard to a public folder and grant all users access to the public folder
Sales Territories Feature
- Ensure that all sales representatives belong to a sales territory
- Territory Management is the feature that covers the requirement
Lightning Web Components
- Lightning Web Components use a framework that has more efficient performance
- Built using only Javascript
Automating the email Process
- Workflows are the way to go
- Create a workflow rule
Getting the Sales Managers their report
- You need a Tabular Report for specific requirements
- Tabular Reports show all the fields to show the opportunity name, account name, and close date.
Automatically Assigning Tasks
When specific conditions are true
- Workflows will get you there
Subset of Records within a Console
- Use a Report Chart
- Use a List View
Evaluating customer satisfaction of your company
- Salesforce Surveys is the way to go
Ensuring everyone is using a Strong Password
- Enforce Password History is on
- Set minimum password length
Ensuring that the sales team uses Opportunities correctly
- Sales Path
- Business Processes are the way
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