Salesforce Plat-Admn-301 Salesforce Certified Platform Administrator II Exam Practice Test

As explained in question 13, permission sets are collections of settings and permissions that give users access to various tools and functions without changing their profile or requiring multiple profiles for users who perform different tasks across apps in your org. Permission sets are useful when a user is part of a team with an assigned profile that covers the majority of their needs but requires more access than the rest of their team for some specific tasks or functions. For example, a user may need access to a custom object or field that is not available to their profile, but only for a limited time or project. In this case, assigning a permission set to the user can grant them the additional access they need without affecting their profile or other users with the same profile. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm &type=5

Delegated administration allows administrators to delegate certain user management tasks to other users without granting them full administrative privileges. Delegated administrators can create and manage users only within specified roles or public groups. This option will meet the requirement of allowing each division to create and manage users only within their division. References: https://help.salesforce.com/articleView?id=delegated_administration_overview.htm &type=5

Data Classification is the feature that the administrator should use to flag where sensitive information is stored in Salesforce. Data Classification is a feature that allows administrators to flag where sensitive information is stored in Salesforce by assigning sensitivity and classification levels to fields. Data Classification can help administrators comply with data privacy regulations and best practices by identifying and managing sensitive data in their orgs.

The Automated Case User is the default user for cases created via Email-to-Case. This user needs to have permissions to the new record type in order to assign it to the incoming cases. If the Automated Case User does not have the permissions, the cases will receive a different record type based on the organization-wide default settings. References: https://help.salesforce.com/s/articleView?id=sf.case_email_to_case.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.case_automated_user.htm &type=5

UESTION NO: 187

The administrator at Cloud Kicks recently replaced several case workflow rules with a single before save flow. Since this change, some cases are routing In unexpected ways.

What could be the cause or the charges to routing?

A. The old workflow rules are still active and impacting routing.

B. The flow precedes assignment rules; workflow rules are after assignment rules.

C. Assignment rules no longer reference the correct fields.

D. Multiple automation tools have been used and the automation is executed in a different order.

Answer: D

Multiple automation tools have been used and the automation is executed in a different order. This could cause some cases to route in unexpected ways, because the before save flow might override or conflict with the assignment rules or other automation tools that run after the record is saved. The administrator should review the order of execution and ensure that the flow logic is consistent with the other automation tools. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_order.htm &type=5 https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm

The error condition formula of a validation rule should return TRUE when the validation rule should fire and display an error message. In this case, the validation rule should fire when the Title field has the value of ‘CEO’ and the Phone field is blank. The formula Title = ‘CEO’ && ISBLANK(Phone) returns TRUE when both conditions are met, and FALSE otherwise. References: https://help.salesforce.com/s/articleView?id=sf.fields_useful_field_validation_formulas.htm &type=5

To review the performance of a Lightning record page, administrators can utilize two key tools:

Lightning Usage App:

The Lightning Usage App provides insights into user engagement and performance metrics for Lightning Experience.

Within this app, administrators can view specific metrics related to page load times and other performance factors.

This is a helpful resource for tracking usage and identifying potential issues with page speed or performance across the org.

Analyze Button:

The Analyze button is available within the Lightning App Builder when editing a Lightning record page.

By clicking this button, administrators can run a performance analysis on the page layout, which provides specific recommendations for optimizing page load times and improving overall user experience.

The tool evaluates components, their configuration, and potential sources of delay, giving direct feedback on areas to improve.

These two options directly provide performance analysis capabilities for Lightning record pages. The other options listed do not offer direct access to page performance metrics:

Activation Button is used for setting page visibility rules and activating a page, not for performance analysis.

Pages Menu helps in navigating and managing pages but does not provide performance metrics.

Using both the Lightning Usage App and the Analyze button allows administrators to comprehensively review and optimize Lightning page performance for improved user experience.

A flow is an automation tool that allows you to create processes that perform actions based on user input or record changes. A flow can be triggered by a user who launches it from a button, link, or Lightning page, or by the system when a record is created or updated. A flow has different versions that can be active or inactive. An active version is the one that runs when the flow is triggered, while an inactive version is the one that is saved but not running. When you deploy a flow to production with a change set, the flow version is deployed as inactive by default. This means that you need to activate the flow manually after deployment if you want it to run in production. References: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_changesets.htm &type=5

Cloning a sandbox creates a duplicate copy of an existing sandbox with the same type, name, description, configuration, and license type as the original sandbox. Cloning a sandbox is useful when you need to create multiple sandboxes with the same metadata and data for testing or development purposes. References: https://help.salesforce.com/s/articleView?id=sf.data_sandbox_clone.htm &type=5

Two options that the administrator should check to ensure the product is available are:

Confirm the correct price book is selected on the opportunity. A price book is a list of products and their prices that can be added to an opportunity. An opportunity can have only one price book at a time, and the products that are available for selection depend on the price book that is chosen. Therefore, the administrator should check if the opportunity has the right price book that contains the new keyboard product.

Ensure the product is associated with the correct price book. A product is a good or service that can be sold in Salesforce. A product can be associated with one or more price books, depending on how it is priced for different markets or segments. Therefore, the administrator should check if the new keyboard product is added to the appropriate price book that is used by the opportunity.

The other two options are incorrect because:

Making custom fields does not affect the availability of products on an opportunity. Custom fields are used to store additional information or calculations on an object, but they do not determine which products can be selected from a price book.

Turning on field tracking does not affect the availability of products on an opportunity. Field tracking is used to monitor changes to certain fields on an object and display them in a history related list, but it does not determine which products can be selected from a price book.

A joined report is a type of report that allows you to create multiple report blocks that provide different views of your data. Each report block can have its own fields, columns, sorting, and filtering. A joined report can only be created from summary or matrix reports. You can use a joined report to show data from different report types or data sources on a single report. In this case, you can use a joined report to show Accounts with Open Cases by creating two report blocks: one for accounts and one for cases with a filter for open status. You can then join the two blocks by a common field such as Account ID or Account Name. References: https://help.salesforce.com/s/articleView?id=sf.reports_joined_format.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_joined.htm &type=5

Dynamic actions are a way to conditionally display actions on a record page based on criteria such as field values, user profile, device type, or record type. Dynamic actions can help streamline the user interface and guide users to take the right actions at the right time. Dynamic actions can be used to show or hide the Create Contract button based on the opportunity stage value

Shield Platform Encryption is a Salesforce feature that allows you to encrypt sensitive data at rest while preserving critical platform functionality. It uses a combination of tenant secrets, encryption keys, and masking policies to protect your data. A field encryption policy is a set of rules that defines which fields are encrypted and how they are masked when displayed. A field encryption policy can be used to encrypt and mask the identification number field, except for the last two digits. References: https://help.salesforce.com/s/articleView?id=sf.security_pe_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_pe_field_encryption_policies.htm &type=5

Three recommendations that the administrator can make to reduce the file size of full data exports are:

Reduce the amount of objects per export. By selecting only the objects that are necessary for the backup and excluding the ones that are not, you can reduce the number of files and records that are exported and decrease the file size.

Deselect ‘Include images, documents, and attachments’ in the export. By unchecking this option, you can exclude the files that are stored in Salesforce as images, documents, or attachments from the export. These files can take up a lot of space and increase the file size significantly.

Keep deleted record counts to a minimum. By emptying the recycle bin regularly or using hard delete options, you can reduce the number of deleted records that are included in the export. Deleted records are still counted as part of the export limit and can increase the file size.

The other two options are incorrect because:

Requesting a backup file every 5 days does not reduce the file size of each export. It only increases the frequency of exports and may cause more storage issues.

Unselecting the recycle bin in the object export option does not reduce the file size of full data exports. It only applies to individual object exports and not to weekly or monthly exports.

Implement Service Console is what the administrator should recommend to support staff at Cloud Kicks for a better agent experience. Service Console is a Salesforce app that provides a unified interface for agents to manage multiple customer interactions and records at once. Service Console can help agents work more efficiently and productively by providing features such as tabs, subtabs, list views, related lists, highlights panel, interaction log, macros, keyboard shortcuts, and more

A validation rule and a stage guidance in Path are two features that can help ensure that users input a use case before moving the opportunity stage to qualified.

A validation rule is a formula that validates the data entered by users and prevents records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to check if the Use Case field is blank when the Stage field is changed to Qualified, and display an error message if so.

A stage guidance in Path is a feature that displays helpful information or tips for each stage of a sales process on an opportunity record page. In this case, adding the Use Case field to the stage guidance in Path can remind users to fill out this field before moving to the next stage.

A validation rule is a formula that validates the data entered by a user and prevents the record from being saved if the data does not meet certain criteria. In this case, the administrator can create a validation rule to ensure that the custom encrypted field for credit card numbers has exactly 16 digits. The other options are not applicable for encrypted fields. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_encrypted_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm &type=5

The Data Import Wizard is a tool that allows you to import data for standard and custom objects, including person accounts, into Salesforce. You can access it from the Setup menu and use it to import up to 50,000 records at a time. You can also use it to update, upsert, or delete existing records. The Data Import Wizard can help you match your data with Salesforce fields, prevent duplicates, and run import jobs in the background. References: https://help.salesforce.com/s/articleView?id=sf.data_importer.htm &type=5

To limit data exports, especially for sensitive information, Export Data Settings in Salesforce are specifically designed to control user access to export data. These settings allow administrators to restrict who can export data from Salesforce, helping to protect sensitive information like bank accounts and Personal Identifiable Information (PII).

Export Data Settings:

Salesforce provides administrators with the ability to manage permissions related to data export functions. This includes restricting access to tools like Data Export, Data Loader, and Report Exports.

By limiting these permissions, administrators can control which users are allowed to export data, thereby reducing the risk of sensitive data, such as PII, being exported by unauthorized individuals.

This is particularly useful for ensuring that only designated roles or users can export data, as per the organization’s data security policies.

Specific Use Case for Sensitive Information:

In a scenario where the focus is on preventing unnecessary access to sensitive information, Export Data Settings directly target the ability to export data and can be customized based on the security needs of the organization.

By disabling or limiting export permissions for specific profiles or roles, AW Computing can better manage the risk associated with handling sensitive data.

Incorrect options:

Salesforce Platform Encryption: While it protects sensitive data at rest by encrypting fields and files, it does not control export capabilities or prevent users from exporting data.

Salesforce Shield: This suite includes event monitoring, encryption, and audit trail features, which enhance security but do not specifically limit export permissions.

Muted Permission Sets: These are used to restrict permissions in permission set groups but are not designed to manage or limit data export capabilities directly.

In conclusion, Export Data Settings offer the most precise control over data export capabilities in Salesforce, making it the best solution to meet the security department's requirement.

Another quote is already synced with the opportunity will prevent a user from syncing a quote with an opportunity. Only one quote can be synced with an opportunity at a time. If a user tries to sync another quote, they will get an error message saying that the opportunity already has a synced quote. References: https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm &type=5

The Show Unique Count option on the account name column will create a report showing all open opportunities and the total number of accounts represented. This option will count each account only once, even if it has multiple opportunities. The report can be grouped by account name or any other field to show more details. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_unique_count.htm &type=5

Change sets are tools that allow administrators to move customizations such as fields, page layouts, profiles, permission sets, etc. from one Salesforce org to another. To use change sets, administrators need to establish a deployment connection between a source org (such as a sandbox) and a target org (such as production). Then, administrators can create an outbound change set in the source org that contains the components they want to deploy, and upload it to the target org. In the target org, administrators can view and validate the inbound change set before deploying it to their org. References: https://help.salesforce.com/s/articleView?id=sf.changesets.htm &type=5

Email logs are files that provide information about email delivery and activity in your Salesforce org. Email logs contain details such as sender, recipient, subject, date, status, error code, and more for each email sent or received within a specified time range. You can use email logs to investigate issues with email delivery or performance in your org. In this case, you can use email logs to check if the status update emails were sent successfully or if there were any errors or failures. References: https://help.salesforce.com/s/articleView?id=sf.email_logs.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.email_logs_format.htm &type=5

The Setup Audit Trail is a tool that allows you to view and download a log of changes made in your org’s Setup area. The log shows up to 20 fields of information for each change, such as who made it, when it was made, what type of change it was, and what values were changed. You can use the Setup Audit Trail to track configuration changes directly in production and identify any unauthorized or problematic changes. One of the changes that the Setup Audit Trail tracks is when a user’s profile is changed and who changed it. This means that you can use the Setup Audit Trail to see when a user’s profile has been changed and who changed the data. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm &type=5

A record type allows administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating a record type for the type of property (single-family home or condo), DreamHouse Realty can assign different page layouts to each record type that display only relevant fields for each property type. The record type can also determine which sales process and path are available for each opportunity. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm &type=5

Sharing rules are automatic exceptions to organization-wide sharing settings that grant additional access to records based on record ownership or criteria. By creating a sharing rule on the Account object for all members of the account services role to have Read/Write access, the administrator can allow users in that role to edit and change ownership of Accounts owned by any of their team members, regardless of the organization-wide sharing setting for Account. References: https://help.salesforce.com/s/articleView?id=sf.security_sharing_rules.htm &type=5

A lookup relationship is a type of field that links one object to another object. It allows you to access related data from another object and display it on a record page. A lookup relationship can be used to link the custom object that stores financial information to the Account object, so that only finance team members can see the related financial information about the account. References: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm &type=5

A delegated administrator is a user who has been granted limited administrative privileges by an administrator through delegated administration groups. Delegated administrators can perform some administrative tasks without having full access to Setup.

Some functions that delegated administrators can perform are:

B) Build automation and validation rules using screen flows

Screen flows are types of flows that guide users through screens with elements such as text boxes, picklists, radio buttons, etc. Screen flows can also perform actions such as creating records, updating fields, sending emails, etc. Delegated administrators can build automation and validation rules using screen flows if they have been granted access to create and edit flows by an administrator. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_design_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_delegated_admins.htm &type=5

D) Make updates to permission set configurations

Permission sets are collections of settings and permissions that can extend users’ functional access without changing their profiles. Delegated administrators can make updates to permission set configurations if they have been granted access to manage users by an administrator. References: https://help.salesforce.com/s/articleView?id=sf.users_permissionsets.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_useradmin_delegated.htm &type=5

Use an Insert operation to load data because the data is not already in Salesforce and does not need to be updated or deleted3. Map an External ID data value to the object because External IDs are used to create relationships between records that are being imported and records that already exist in Salesforce4. References: 3 https://help.salesforce.com/s/articleView?id=sf.data_loader_insert.htm &type=5 4 https://help.salesforce.com/s/articleView?id=sf.data_loader_relationships.htm &type=5

To debug platform events in Apex code, you need to set a debug log on the Automated Process entity. This entity represents an automated process user that runs flows and processes in your org. By setting a debug log on this entity, you can capture the events that are published and consumed by your flow and Apex code, as well as any errors or exceptions that occur during the execution. References: https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_debug.htm https://help.salesforce.com/s/articleView?id=sf.code_add_users_debug_log.htm &type=5

When you have multiple record-triggered flows that are configured to run before the record is saved on the same object, the order of flow execution is unpredictable. This means that you cannot guarantee which flow will run first or last, or how they will affect each other’s field updates. Therefore, you should avoid creating multiple before-save flows on the same object and instead consolidate them into one flow if possible. References: https://help.salesforce.com/s/articleView?id=sf.flow_considerations_recordtriggered_before.htm &type=5

To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won. References: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm &type=

Changing the field type to a Lookup Relationship will allow deleting the Relationship field without deleting the Runners records. A lookup relationship creates a loose association between two objects, where the child records do not depend on the parent records for their existence. A lookup relationship can be deleted without affecting the child records, unlike a master-detail relationship that enforces cascading deletes. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5

A record-triggered flow lets you automate actions when a record is created or updated. You can use scheduled paths to schedule actions relative to a date field on the record, such as close date. You should configure the trigger to flow after the record is saved so that you can access the updated field values. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_types_record.htm &type=5

Delegated Administration allows administrators to delegate certain user management tasks to non-administrators. For example, a delegated administrator can assign permissions sets to users in specified roles or public groups without having full access to modify permission sets. References: https://help.salesforce.com/s/articleView?id=sf.admin_usermgt_delegated.htm &type=5

When a currency is added to an organization’s list of supported currencies, it cannot be deleted and once enabled, advanced currency management cannot be disabled are two considerations that AW Computing should be aware of prior to implementing this change to the existing system. Adding a currency to an organization’s list of supported currencies is an irreversible action that allows users to enter and view amounts in that currency for standard and custom objects that have currency fields. Enabling advanced currency management is also an irreversible action that allows administrators to define dated exchange rates for opportunities and opportunity products based on close dates or product dates instead of using static conversion rates

The flow debug option is a tool that allows you to test and troubleshoot your flow by running it in debug mode and inspecting the values of variables and resources at each step. You can also set the debug mode to run as another user and see how the flow behaves for different users with different permissions and settings. In this case, using the flow debug option and setting the selection to run as another user can help identify why one user is experiencing a flow error while others are not. References: https://help.salesforce.com/s/articleView?id=sf.flow_debug.htm &type=5

The Highlights Panel is a Lightning component that displays key information about a record at the top of the page. You can customize the Highlights Panel to show different actions based on the record type or other criteria. In this case, you can define dynamic action buttons for the Planet object that appear only if the gaseous field is true or false. This way, you can show different actions for different types of planets. References: https://help.salesforce.com/s/articleView?id=sf.lex_page_layouts_highlights_panel.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.dynamic_actions_considerations.htm &type=5

The Delete permission is missing on the user for Accounts is what is preventing the user from completing the merge. Merging accounts is a way to combine up to three duplicate accounts into one master record and update the related records accordingly. Merging accounts requires the Delete permission on accounts because merging accounts involves deleting the duplicate records and keeping only the master record.

Chat must be routed with Omni-Channel in Lightning Experience because Omni-Channel is the only way to route chats to agents in Lightning Experience1. Chat can only be added to Console navigation Lightning apps because Chat is a console app feature and requires a console app with a console navigation style2. References: 1 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_omnichannel.htm &type=5 2 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_app.htm &type=5

A phone field that provides the full phone number of the seller, a number field that designates the square footage of the listing, and a picklist field that designates the county of the listing should be used as filter criteria because they are fields that can be used to narrow down the report results based on specific values or ranges. A multi-select picklist field that designates features of the listing and a formula field that calculates a price for the listing should not be used as filter criteria because they are fields that cannot be filtered on in reports. References: https://help.salesforce.com/s/articleView?id=sf.reports_filtering.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_fields_unavailable.htm &type=5

An after save flow is a type of flow that runs in the background after a record is saved and performs actions based on the record data or changes. An after save flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after save flow that runs when a case record is updated and delivers status update email to customers based on certain criteria or conditions. References: https://help.salesforce.com/s/articleView?id=sf.flow_trigger_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger.htm &type=5

Validation rules and page layouts are two tools that can be used to require data to be entered in a field and improve data quality on a record in Salesforce. Validation rules are a way to enforce data quality and integrity by checking the values of fields before a record is saved and displaying an error message if the values do not meet the specified criteria. Page layouts are a way to control the layout and organization of fields, buttons, related lists, and other components on a record page. Page layouts can also make fields required so that users must enter a value before saving a record.

Salesforce Authenticator is an app that allows users to verify their identity when logging in to Salesforce using two-factor authentication (2FA). 2FA adds an extra layer of security by requiring users to enter a verification code or approve a notification on their mobile device after entering their username and password.

To look at how many users have successfully used Salesforce Authenticator since it was rolled out, an administrator can use two ways:

A) Run a session setting report, specifying login methods by user.

A session setting report is a report that shows information about users’ login sessions, such as login time, location, IP address, browser, platform, etc. A session setting report can also show the login methods used by users, such as password, verification code, or notification. By running a session setting report, specifying login methods by user, an administrator can see how many users have used Salesforce Authenticator to log in to Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.reports_session.htm &type=5

C) Create a new view in Identity Verification History, specifying Method.

Identity Verification History is a page that shows the history of identity verification attempts for each user in the org. Identity verification history includes information such as date, time, status, method, and IP address of each attempt. By creating a new view in Identity Verification History, specifying Method as a filter criterion, an administrator can see how many users have used Salesforce Authenticator to verify their identity when logging in to Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_history.htm &type=5

Force logout on session timeout is the recommended security setting to configure because it prevents users from resuming their sessions after they time out due to inactivity, which reduces the risk of unauthorized access to Salesforce data from unattended devices. References: https://help.salesforce.com/s/articleView?id=sf.security_sessions_logout.htm &type=5

The most suitable tool to identify potential security risks associated with Lightning Web Components is the Health Check. Health Check allows Salesforce administrators to evaluate and monitor the security posture of their Salesforce org by comparing its settings against Salesforce's recommended security baseline. This feature provides visibility into settings like session security, password policies, and more, which can directly impact the security of custom apps using Lightning Web Components.

Health Check:

Salesforce Health Check examines various security settings in your Salesforce org and provides a score based on how closely your settings align with Salesforce's recommended security baseline.

By using this tool, administrators can identify vulnerabilities and see specific actions to remediate any security gaps found within the org.

Health Check is especially relevant when evaluating new custom applications and components since it can highlight areas that require tightening security to meet organizational standards.

Other options listed:

Master Encryption Keys is relevant for managing encryption but not directly for identifying security risks.

Salesforce Optimizer is used for overall performance and usage insights and doesn’t specifically focus on security assessments.

Self-signed Certificates are primarily used for secure communications and do not serve as a tool for security risk assessment.

Therefore, Health Check is the best tool to help the administrator expose potential security risks within the custom Lightning Web Components.

Data Categories are a way to organize and classify knowledge articles into a hierarchical structure based on topics or criteria. Data Categories can help service reps quickly narrow down the number of articles by filtering or browsing by category. Data Categories can also be used to control the visibility and access of articles for different users or roles.

Confirm the object is marked as deployed and not in development is what the administrator should do to resolve the issue. A custom object can be marked as deployed or in development depending on its readiness for use. A custom object that is marked as in development is not visible to users or available for data import or export. A custom object that is marked as deployed is visible to users and available for data import or export. Therefore, the administrator should make sure that the new custom object is marked as deployed before using Data Loader to upload records to it

Time-based workflows are a type of workflow that execute actions based on a specific time trigger, such as a certain number of days before or after a date field on a record. Time-based workflows can cause delays in processing because they are added to a queue and processed in one-hour batches. If the queue is large or the system is busy, the actions may not execute at the exact time they are scheduled. Therefore, time-based workflows can contribute to reaching the hourly limit for processing workflow time triggers. References: https://help.salesforce.com/s/articleView? id=sf.workflow_time_action_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_limits.htm &type=5

Data Loader is a tool that allows administrators to import or export large amounts of data (more than 50,000 records) from or to Salesforce using CSV files. Data Loader can be used for inserting, updating, deleting, upserting, exporting, or extracting data. Bulk API is an API that allows administrators to process large batches of records asynchronously in the background. Bulk API can handle millions of records with high performance and minimal system resources. By using Data Loader with Bulk API enabled, an administrator can import a large amount of historical data (more than 100,000 records) from another system efficiently and securely. References: https://help.salesforce.com/s/articleView?id=sf.data_loader.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.loader_api.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.bulk_api_intro.htm &type=5

Three reasons CK should utilize Data Categories when creating articles in Knowledge are:

Data Categories help organize the Knowledge base content displayed. Data categories are logical groupings of articles that reflect your business needs and processes. You can create a data category group and assign it to one or more article types, and then create data categories and subcategories within that group. Data categories help you organize your articles by topic or criteria and make them easier to find and browse by your users or customers.

Data Categories provide a way to secure access to the Knowledge base content. Data category visibility is a setting that determines which data categories users can access based on their profiles or permission sets. You can use data category visibility to control access to your articles based on their data categories and ensure that only relevant and appropriate content is displayed to different users or customers.

A Knowledge article can be tagged to more than one Data Category. A Knowledge article is a document that provides information or answers to common questions or issues. A Knowledge article can be tagged to one or more data categories within each data category group that is assigned to its article type. This allows you to classify your articles by multiple criteria and make them searchable and accessible by different users or customers.

Data Loader is a tool that allows administrators to import, export, insert, update, delete, or upsert records in Salesforce using CSV files. Data Loader can handle large data sets and complex data transformations. Data Loader can be used to import records for a custom object from a spreadsheet. Lightning Object Creator is a tool that allows administrators to create custom objects in Salesforce from spreadsheets. Lightning Object Creator can automatically map spreadsheet columns to fields and create relationships between objects. Lightning Object Creator can be used to create a custom object from a spreadsheet and import records at the same time.

A custom summary formula is a formula that calculates values from summary fields in reports such as sums, averages, counts, etc. Custom summary formulas can use functions such as PREVGROUPVAL which returns the value of a field from the previous row at the same grouping level. By using a custom summary formula with the PREVGROUPVAL function, an administrator can create a report to calculate the year-over-year change in the dollar amount of a company’s opportunities by subtracting the amount from the previous year from the amount from the current year and dividing by the amount from the previous year. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_summary_formulas.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_builder_functions.htm &type=5

To help ensure that users who are viewing reports and dashboards are who they say they are, DR should require a high assurance session when exporting or printing reports and dashboards. A high assurance session requires users to verify their identity using multi-factor authentication before accessing sensitive data or functionality in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.security_high_assurance_session_level.htm &type=5

Process Builder and Flow Builder are tools that allow administrators to automate business processes in Salesforce without writing code. Process Builder and Flow Builder can perform actions such as creating records, updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc.

To automate several updates to lead records and update unrelated records at Cloud Kicks, an administrator can use two options:

B) Create a Process Builder that runs when a record is changed

Process Builder is a tool that allows administrators to create processes that consist of criteria nodes and action groups. Criteria nodes define the conditions that trigger the process and action groups define the actions that the process performs. Processes can run when a record is created or when a record is created or edited.

By creating a Process Builder that runs when a record is changed, an administrator can automate updates to lead records based on certain criteria and perform actions such as updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc. References: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.process_considerations.htm &type=5

C) Create a flow that runs when a record is created or updated

Flow Builder is a tool that allows administrators to create flows that consist of elements such as screens, assignments, decisions, loops, etc. Elements define the logic and user interface of the flow. Flows can run in different ways such as when a user clicks a button, when a record is updated by Process Builder, when an event occurs in the system (such as record creation), etc.

Assignment rules and validation rules are two features that can satisfy these requirements:

Assignment rules are used to automatically assign leads or cases to users or queues based on certain criteria. In this case, an assignment rule can be used to assign leads to different planetary teams depending on which planet the lead is coming from.

Validation rules are used to validate the data entered by users and prevent records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to ensure that every team has all of the information they need by making certain fields required or dependent on other fields.

The other two options are incorrect because:

Matching rules are used to identify duplicate records based on certain fields or fuzzy logic. They do not assign records or validate data.

Workflow rules are used to automate tasks or actions based on certain criteria. They do not assign records or validate data.

An object-specific quick action is a type of action that allows users to do something in the context of a specific object, such as creating or updating a record, logging a call, sending an email, or launching a custom action. In this case, the administrator can create an object-specific quick action on the opportunity object that pre-populates certain fields with predefined values and allows users to quickly close an opportunity from the Salesforce mobile app. References: https://help.salesforce.com/s/articleView?id=sf.actions_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.actions_objectspecific_actions.htm &type=5

Displaying the related contacts related list and adding the direct field will allow users to distinguish between contacts and related contacts. The related contacts related list shows all contacts that are related to an account, either directly or indirectly. The direct field indicates whether a contact is directly associated with an account or not. By adding this field to the related list, users can easily see which contacts are direct and which are not. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_direct_field.htm &type=5

A permission set is a collection of settings and permissions that can extend users’ functional access without changing their profiles. By creating a permission set with view All on Accounts and assigning it to the service and sales managers, an administrator can grant them access to all account records in their org without modifying their existing profiles. References: https://help.salesforce.com/s/articleView?id=sf.users_permissionsets.htm &type=5

In this scenario, a Lookup relationship is the most appropriate choice for relating the Audit custom object to the Account object. This relationship allows for flexibility, especially when it comes to data retention and access control requirements, as outlined by AW Computing's security team.

Lookup Relationship:

A Lookup relationship links two objects, allowing records from the custom Audit object to be associated with the Account object. Unlike a Master-Detail relationship, it offers greater flexibility in terms of record ownership, sharing, and visibility controls, which is particularly useful for sensitive data.

The Lookup relationship will enable administrators to set specific permissions, ensuring that only the audit team has access to the records, as required.

Additionally, records in the Lookup relationship are independent. Therefore, if the Account record is deleted, the Audit record can persist, aligning with the need to retain Audit records for 10 years.

Preservation and Access Control:

Given the 10-year retention requirement, the independence of records under a Lookup relationship is ideal. It ensures that Audit records are not automatically deleted when an associated Account record is removed.

Access to Audit records can be restricted to the audit team by setting up custom sharing rules or permissions, which is achievable through the Lookup relationship's flexible sharing model.

Incorrect options:

Master-Detail: In a Master-Detail relationship, the detail (child) records are dependent on the master (parent) record. Deleting an Account would automatically delete any associated Audit records, which would conflict with the retention requirement.

Many-To-Many: This type of relationship involves a junction object to associate multiple records from both sides. It is not necessary in this case, as the requirement is a one-to-many relationship from Account to Audit records.

Self: A self-relationship would allow records within the Audit object to be related to each other. This does not apply to linking the Audit object to the Account object.

In conclusion, the Lookup relationship provides the necessary flexibility for data preservation and access control, making it the optimal choice for this requirement.

Changing the record type of a record does not affect the record access of a user. Record access is determined by the organization-wide default, role hierarchy, sharing rules, manual sharing, teams, and ownership. Record type only affects the page layout and picklist values that are available for the record. Therefore, if a user has access to a record before changing its record type, they will still have the same access after changing its record type. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_sharing_overview.htm &type=5

A rich text component allows administrators to add custom text or images to a Lightning page. Conditional visibility allows administrators to control when a component is visible based on criteria such as field values or device type. By using these features, administrators can highlight Canadian customers as a potential challenge for fulfillment without modifying the page layout or creating a new record type. References: https://help.salesforce.com/articleView?id=sf.app_builder_components_rich_text.htm &type=5 https://help.salesforce.com/articleView?id=sf.app_builder_component_visibility.htm &type=5

Making the field Read Only on the page layout prevents users from manually entering or editing the field value on the record page. This ensures that users cannot bypass answering the questions in order to determine their Tier value. Using a screen flow to ask the questions allows administrators to create an interactive user interface that guides users through a series of screens based on their inputs and logic. A screen flow can be used to ask questions and set the field value based on the answers

IP ranges are settings that restrict login access to Salesforce from specific IP addresses. Administrators can set IP ranges at the org level or at the profile level. If a user tries to log in from an IP address that is outside the allowed range for their profile or their org, they will not be able to access Salesforce. Therefore, if a user started to work remotely and is having an issue logging in, it could be because they are not in the IP range for their profile or their org. References: https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm &type=5

To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable.htm &type=5

To create a training sandbox with 160MB of test data that needs to be refreshed every other day, NTO should use either Partial or Developer Pro sandboxes. Partial sandboxes have a storage limit of 10GB and can be refreshed every 5 days. Developer Pro sandboxes have a storage limit of 1GB and can be refreshed every day. Both sandboxes can include test data from production. References: https://help.salesforce.com/s/articleView?id=sf.data_sandbox_environments.htm &type=5