Podcast
Questions and Answers
How can an administrator automate a business process that runs once a week to count the number of open cases related to an account?
How can an administrator automate a business process that runs once a week to count the number of open cases related to an account?
- Configure a scheduled flow in Flow Builder (correct)
- Set up a custom button on the Account detail page
- Use a workflow rule with an outbound message
- Create a custom field on the Account object
What is the recommended view for editing opportunities by drag and drop?
What is the recommended view for editing opportunities by drag and drop?
- -tree view
- Table view
- Kanban view (correct)
- List view
What is the best way to map a custom field on a Lead object to a custom field on an Opportunity object during lead conversion?
What is the best way to map a custom field on a Lead object to a custom field on an Opportunity object during lead conversion?
- Map the lead custom field to the Opportunity custom field (correct)
- Configure a workflow rule to update the Opportunity field
- Use a process to update the Opportunity field based on the lead
- Create a custom field on the Opportunity and map the two fields
Which automation tool supports creating a wizard to accomplish a goal?
Which automation tool supports creating a wizard to accomplish a goal?
How can an administrator share records owned by Sales Team A with Sales Team B, given that both teams have their own role in the role hierarchy?
How can an administrator share records owned by Sales Team A with Sales Team B, given that both teams have their own role in the role hierarchy?
What is a consideration when working with Salesforce objects?
What is a consideration when working with Salesforce objects?
Why might an administrator's flow not be creating new records as expected?
Why might an administrator's flow not be creating new records as expected?
What type of relationship between Containers_c and Purchase_c objects would allow container records to display on purchase records?
What type of relationship between Containers_c and Purchase_c objects would allow container records to display on purchase records?
How should the administrator relate the building object to the property object in Salesforce?
How should the administrator relate the building object to the property object in Salesforce?
How can an administrator automate a business process that involves updating Opportunity fields based on Lead fields?
How can an administrator automate a business process that involves updating Opportunity fields based on Lead fields?
How should the administrator configure the decision element in a screen flow?
How should the administrator configure the decision element in a screen flow?
What is the purpose of a workflow rule in Salesforce?
What is the purpose of a workflow rule in Salesforce?
What is the purpose of creating a custom dashboard component?
What is the purpose of creating a custom dashboard component?
How can an administrator create a custom button on the Account detail page?
How can an administrator create a custom button on the Account detail page?
What is a benefit of using a wizard in Salesforce?
What is a benefit of using a wizard in Salesforce?
What is the purpose of creating a new object relationship in Salesforce?
What is the purpose of creating a new object relationship in Salesforce?
What should an administrator configure to control the picklist values for the opportunity types?
What should an administrator configure to control the picklist values for the opportunity types?
Why are the executives' dashboards showing inaccurate data?
Why are the executives' dashboards showing inaccurate data?
What is a characteristic of a master-detail relationship?
What is a characteristic of a master-detail relationship?
What should AWC use to track Contacts who are independent contractors?
What should AWC use to track Contacts who are independent contractors?
What is the purpose of a workflow rule?
What is the purpose of a workflow rule?
What is a benefit of using custom fields?
What is a benefit of using custom fields?
What is the purpose of record sharing in Salesforce?
What is the purpose of record sharing in Salesforce?
What is Lightning App Builder used for?
What is Lightning App Builder used for?
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Study Notes
Page Layouts and Record Types
- For different types of opportunities, an administrator should configure separate record types and sales processes.
- This allows for control over the picklist values for the opportunity types.
Dashboard Integrity
- To preserve the integrity of source reports, an administrator should create a new report folder with viewer access and move the dashboard reports to the view-only folder.
Master-Detail Relationships
- A master-detail relationship has three characteristics:
- Roll-up summaries are supported.
- Permissions for the detail record are set independently of the master.
- The master object can be a standard or custom object.
Tracking Contacts
- To track contacts who occasionally work with independent contractors, an administrator should enable contacts to multiple accounts use.
Automating Business Processes
- To automate a business process, an administrator can configure a scheduled flow in Flow Builder.
Lead Conversion
- To satisfy a request to include a custom field on the lead in the Opportunity upon lead conversion, an administrator should map the lead custom field to the Opportunity field.
Record Sharing
- To share records between two sales teams with different roles in the role hierarchy, an administrator should use owner-based sharing.
Flow Issues
- If a flow is not creating new records, the issue could be that the flow is active.
Object Relationships
- To display container records on purchase records, an administrator should create a master-detail relationship between the two objects.
Wizard Creation
- To create a wizard for users to fill out when they lose a client, an administrator should use Flow Builder.
Working with Salesforce Objects
- Two considerations when working with Salesforce objects are:
- Standard objects are included with Salesforce.
- Custom and standard objects have standard fields.
Object Relationships
- To track properties and buildings on each property, an administrator should create a master-detail relationship from the building to the property.
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