Salesforce Administration Quiz

Salesforce Flow and Automation Tools

• Create Screen Flow: Only display correct status values and surface in the utility bar of the console.
• Flow Builder: Best tool for creating wizards such as forms for client loss notifications.

Record Types and Permissions

• Review necessary status choices for each record type and create support processes as needed.
• Edit status choices directly on the respective record types.

Handling User Access and Notifications

• Use Component Visibility to restrict Custom Object Retention related list to client services team.
• Configure Validation Rules to prevent changing opportunity dates to the past.
• Escalation rules: Notify managers about cases awaiting response after 2 hours.

Tracking and Reporting

• Utilize Opportunity Contact Roles to track ROI on key stakeholder contacts for opportunities.
• Create roll-up summary fields on Opportunities to report on revenue generated by marketing campaigns.
• Implement features like Forecasting and Sales Quotes for predicting upcoming revenue.

Data Management and Case Handling

• Use Mass Transfer Tool to re-assign accounts and opportunities when sales reps change.
• Web-to-Case allows customers to create their own cases from the public homepage.
• Utilize Data Import Wizard for bulk loading of accounts and contacts.

Page Layout and User Interface Enhancements

• Update Page Layout Assignments to display different Lightning pages based on the console type.
• Use Related Record and Rich Text components to improve visibility of important case messages.

Collaboration Tools

• Allow for manual sharing of cross-sell opportunities via criteria-based sharing rules.
• Implement auto-response rules for differing priority levels of cases with tailored email notifications.

Field Configuration and Object Management

• Identify characteristics of master-detail relationships, such as roll-up summaries being supported.
• Setting up required fields in Object Manager needs to ensure APIs conform to field requirements.

Scheduling and Automation

• Use Scheduled Flow in Flow Builder to count open cases related to an account weekly.
• Automate business processes through features like scheduled processes and workflow rules.

Important Configuration Notes

• Keep in mind that different invoice states might need different email templates and governing rules for notifications.
• Use dependent picklists to enforce logical data input relationships, such as linking opportunity stages to lead source selection.

General Salesforce Administration

• Ensure permission set groups do not unintentionally grant unwanted access, implement a muting permission set as needed.
• Address standard and custom object variations in terms of relationship capabilities and permissions.### Login Prompts for Data Loader
• Users must download and install an authenticator app on their mobile device.
• Users need to connect the authenticator app to their Salesforce account.

Custom Picklist Values

• To show different picklist values for sales and marketing, use one page layout with two record types and one picklist.
• Alternatively, use two page layouts, one record type, and two picklists.

Record Sharing and Collaboration

• Collaboration groups are automatically created for each department.
• To enable record sharing, administrators need to create a group.

Dashboard Data Integrity

• Move dashboard reports to a view-only folder to preserve data integrity.
• Change the dashboard to a dynamic dashboard for better data representation.

Deleting Custom Fields

• Data in a deleted custom field is permanently removed without retrieval options.

Password Reset Considerations

• Resetting a password automatically unlocks a locked-out user's account.
• After a password reset, users may need to activate their device for successful login.

Authentication Settings for Salesforce Login

• The system checks the user's profile login hours restrictions during login.
• It also verifies the user's Two-Factor Authentication settings for User Interface logins.

AppExchange Solutions

• Communities and Components can be found in the AppExchange to enhance organizational efficiency.

Different Case Fields for User Roles

• Use the Page Layout Editor to customize Case related lists for sales and customer care users.

Auto-Response for Customer Support

• Auto-Response Rules should be used to provide quick responses to customers, including troubleshooting tips.

Distribution of Screen Flow

• Distribute the screen flow via a Lightning Page to ensure visibility from cases.

Quick Action on Mobile

• To make a custom quick action available on the Salesforce mobile app, add it to the page layout as a Mobile and Lightning Experience action.

Email Quick Action Visibility

• The Email-to-Case feature must be enabled to display the email quick action on the case feed.

Quiz on Salesforce administration, including screen flows, record types, and automation tools.