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

A before save flow trigger is a type of flow that runs before a record is saved and can update the record without any additional actions or database operations. This can expedite the time required to update the records and improve performance. A before save flow trigger can be used as an alternative to a process builder that updates the same record that triggered it. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_triggers.htm &type=5

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.

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

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

When deploying profiles using change sets, the field-level security settings are not included unless the fields themselves are also part of the change set. Therefore, the administrator should consider adding the new custom fields to change set 2 along with the profiles, or manually adjust the field-level security after deployment. References: https://help.salesforce.com/articleView?id=changesets_about_components.htm &type=5

While the Schema Builder is a powerful tool in Salesforce for visually creating and managing custom objects and fields, there are certain configurations that must be done in Object Manager rather than Schema Builder. One of these configurations is enabling field history tracking.

Field History Tracking:

Field history tracking cannot be configured directly within Schema Builder. This setting must be enabled from within the Object Manager, where administrators can specify which fields on an object should have their changes tracked.

Enabling field history tracking involves navigating to the object in Object Manager, accessing the field history tracking settings, and selecting specific fields to track.

Limitations of Schema Builder:

Schema Builder is useful for quickly creating custom objects, relationships, and fields, but it does not support all configurations, such as enabling field history tracking, defining object-level permissions, or setting advanced object configurations.

For these types of configurations, administrators need to return to Object Manager where these settings are available.

Incorrect options:

Add custom fields to the page layout: This task is typically done within Object Manager, but Schema Builder does allow customization of page layouts to a certain extent through drag-and-drop.

Make available for Customer Portal: Schema Builder does not control portal availability; however, this is managed through Object Manager settings related to record visibility for portal users.

Allow Reports and Activities: This setting can be configured in Schema Builder when initially creating an object, but further refinements and permission settings must often be done in Object Manager.

In conclusion, enabling field history tracking requires access to the Object Manager, as it cannot be configured through Schema Builder.

The Dev Console Log Inspector is a tool that allows you to view and analyze debug logs in a graphical interface. Debug logs contain information about database operations, system processes, and errors that occur when executing a transaction or running unit tests. To troubleshoot a process builder, the administrator should look for event types beginning with FLOW in the event column. These event types indicate the start and end of a flow interview, as well as any flow elements, faults, or decisions that occur during the execution. References: https://help.salesforce.com/s/articleView?id=sf.code_dev_console_log_inspector.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.code_debug_log_event_types.htm &type=5

To ensure that multiple field updates occur in a specific order on a custom object, the administrator should create a process with one criteria node and three field updates arranged in the correct order. This approach allows the updates to execute sequentially within a single automation framework, ensuring that they happen in the intended order.

Using Process Builder with a Single Criteria Node:

In Process Builder, the administrator can define a single criteria node that triggers the field updates. By adding multiple field updates within this single node and arranging them in the desired sequence, Salesforce will execute them in that specific order.

This setup provides better control over the sequence of updates compared to multiple workflow rules, as Process Builder will execute each field update step by step as configured within the node.

Advantages Over Workflow Rules:

Unlike workflow rules, where the order of execution can be less predictable due to separate triggers, Process Builder enables precise control over the execution sequence within the same process.

Using multiple workflow rules or multiple criteria nodes with stop actions would complicate the setup without guaranteeing the specific order. Process Builder’s structure ensures that updates proceed in the exact order defined.

Incorrect options:

Option A (Three workflow rules): Creating separate workflow rules for each update does not ensure a specific order of execution, as workflow rules are not guaranteed to run sequentially.

Option C (Three criteria nodes with stop actions): This approach would execute each node separately, and the stop action after each node adds unnecessary complexity, without ensuring the sequential order required.

Option D (One workflow rule with three field updates): Workflow rules do not guarantee the order of field updates within a single rule. Using Process Builder with a single node is more reliable for sequential execution.

In conclusion, Process Builder with one criteria node and ordered field updates is the most effective approach to ensure a specific execution sequence for multiple field updates on the Shipment object.

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

Debugging a flow allows administrators to test how a flow behaves before activating it or making changes to it. Debugging a flow runs it in real time using test data provided by the administrator or default values from the flow. However, debugging a flow also performs any actions defined in the flow, such as creating, updating, or deleting records. Therefore, if a flow has a delete element that deletes a record based on certain criteria, debugging the flow will delete the test record even if the flow is inactive. References: https://help.salesforce.com/s/articleView?id=sf.flow_debug.htm &type=5

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

The equivalent field is the field that matches the dashboard filter field on the source report object. For example, if the dashboard filter is on Account Owner, then the equivalent field on the Opportunity object is Opportunity Owner. Changing the equivalent field ensures that the dashboard filter applies correctly to the Opportunity components. References: https://help.salesforce.com/s/articleView?id=sf.dashboard_filters.htm &type=5

Using a Get Record component allows the flow to dynamically retrieve records based on criteria or record IDs without hard coding them. This makes the flow more flexible and maintainable. Updating record elements outside the flow loop prevents unnecessary DML operations and reduces the risk of hitting governor limits.

Bulk API and Dataloader.io are both tools that can be used to update large numbers of records in Salesforce. Bulk API is a RESTful API that allows you to create, update, delete, or query millions of records asynchronously by submitting batches of data. Dataloader.io is a web-based data loader tool that allows you to import, export, or delete data using a simple user interface. References: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm https://dataloader.io/

Use Field-Level Security to control data access is how the administrator should deliver this solution. Field-Level Security is a way to restrict users’ access to view or edit specific fields on an object based on their profile or permission set. Field-Level Security can be used to make fields visible or hidden, and editable or read-only for different users. By using Field-Level Security, the administrator can ensure that only Marketing users can see all data on the Membership Details object, while Support users can only see the Support preference fields.

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.

To access a junction object record, a user needs to have at least read permission on one of its master records and on the junction object itself. If the user does not have access to either master record, they cannot access the junction object record. If the user has access to both master records, they can access the junction object record with the most permissive access level of either master record. References: https://help.salesforce.com/s/articleView?id=sf.security_sharing_rules_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.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

Tableau CRM is a product that allows you to create complex dashboards with supporting charts based on data from a variety of sources, including Salesforce data and external data sources. Tableau CRM uses an analytics platform that stores data in datasets and lets you explore and visualize data using lenses and dashboards. You can also use artificial intelligence and machine learning features to discover insights and make predictions from your data. Tableau CRM is integrated with Salesforce and can be accessed from various apps and objects. References: https://help.salesforce.com/s/articleView?id=sf.bi_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.bi_data_overview.htm &type=5

The Security Health Check tool in Salesforce provides a detailed overview of an organization’s security posture, which includes information on how objects are shared externally. This tool is particularly useful for administrators who need to review and assess various security configurations, including the visibility of objects to external users.

Security Health Check:

This tool helps administrators quickly identify and manage risks related to security settings, including those pertaining to data sharing externally.

By using Health Check, administrators can access a report that shows the sharing settings of objects, allowing them to confirm if any objects have been shared as "Public" externally, which is crucial during an audit.

It provides insights into high-risk settings and areas where the configuration does not align with Salesforce security best practices, such as public access levels.

Use Case:

For an audit focused on understanding external access to objects, Security Health Check is the most appropriate choice because it gives a quick snapshot of how data sharing settings compare against Salesforce's recommended security baseline.

This can help AW Computing immediately identify which objects have broader public access than desired, addressing potential security vulnerabilities.

Incorrect options:

Setup Audit Trail: This tool tracks configuration changes within Salesforce over time, but it does not provide specific details about data sharing settings or external visibility of objects.

Session Security Settings: These settings control session policies and timeouts but are not related to object sharing or external visibility.

Object Manager: While Object Manager allows administrators to configure object-specific settings, it does not provide an overall view or quick audit of external sharing configurations.

Two options that the administrator should use to meet these criteria are:

Share with roles and subordinates of the finance director role. This option allows you to grant access to records based on the role hierarchy of your org. You can share records with users who are in a specific role or in roles below that role in the hierarchy. In this case, you can share records with roles and subordinates of the finance director role, which includes all the members of the finance team.

Create a criteria-based sharing rule where the won field = true. This option allows you to grant access to records based on certain field values or formulas. You can create a criteria-based sharing rule on opportunities that grants access to records where the won field is true, which means that the opportunity stage is closed won.

The other two options are incorrect because:

Make an owner-based sharing rule where the won field = true is not an option because owner-based sharing rules do not allow you to specify field values or formulas as criteria. Owner-based sharing rules only allow you to share records based on who owns them or what role or group they belong to.

Select all opportunities owned by the sales manager role is not an option because it does not meet the criteria of sharing all closed won opportunities. It only shares opportunities that are owned by users who are in the sales manager role, regardless of their stage.

A lookup relationship with Read/Write sharing setting is the recommended option to use when adding a field to Case Outcome custom object. A lookup relationship is a type of relationship that links two objects together and allows users to associate one record with another. A lookup relationship does not affect the security or deletion of either record and can be optional or required. In this case, you can create a lookup relationship field on Case Outcome object that references Case object and allows users to link multiple Case records to multiple Case Outcome records. You can also set the sharing setting for the lookup field to Read/Write, which means that users who have access to the parent record can also access and edit the child record. References: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_considerations_lookup.htm &type=5

To use outbound change sets, a user needs to have the Create and Upload Change Sets permission on their profile or permission set. This permission allows users to create change sets in a sandbox or Developer Edition organization and upload them to another organization. References: https://help.salesforce.com/s/articleView?id=sf.changesets_create_upload_perm.htm &type=5

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

An entitlement is a record that represents a customer’s right to receive support or service based on the terms of a contract or agreement. An asset is a record that represents a product that a customer has purchased. To automatically provide phone support to customers who purchase photo editing software, the administrator can create a flow that attaches an entitlement to the asset upon purchase. The entitlement can have a term of 365 days and a service contract that specifies the phone support details. References: https://help.salesforce.com/s/articleView?id=sf.entitlements_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.assets_overview.htm &type=5

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

A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross filters to create reports on accounts with or without opportunities, contacts, cases, or other related objects. In this case, you can use a cross filter with WITHOUT logic to show accounts without assets that have a certain product name or code. This way, you can identify customers that need to install a new solar panel monitor system. References: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_cross_filters.htm &type=5

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

Entitlement templates are a way to automatically create and associate entitlements with products or service contracts. They can help simplify the management of entitlements and ensure that customers receive the correct level of service. Entitlement templates can also be used to define service levels, milestones, and entitlement processes for different types of products or service contracts.

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.

Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. References: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.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

Duplicate management is a feature that allows administrators to prevent or allow duplicate records for standard or custom objects. Duplicate management consists of two components: duplicate rules and matching rules.

B) Configure custom duplicate rules.

Duplicate rules are rules that determine what actions to take when users try to save duplicate records. Duplicate rules can block users from saving duplicates, alert users of duplicates and let them save anyway, or report on duplicates without affecting the save operation. Duplicate rules can also specify which fields to use for matching and which security settings to enforce. By configuring custom duplicate rules, the sales team administrator can prevent duplicate records from being created for contacts or other objects. References: https://help.salesforce.com/s/articleView?id=sf.data_prevent_duplicates.htm &type=5

C) Create custom matching rules.

Matching rules are rules that determine how duplicate records are identified by comparing fields and applying fuzzy matching algorithms. Matching rules can be standard or custom. Standard matching rules are predefined by Salesforce and apply to common objects such as contacts, accounts, or leads. Custom matching rules are created by administrators and apply to any standard or custom object. By creating custom matching rules, the sales team administrator can define how duplicate records are detected for contacts or other objects. References: https://help.salesforce.com/s/articleView?id=sf.data_matching_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

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

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

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

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.

To resolve the issue with the Process Builder, the administrator should do the following steps:

Review the Error Email for the Process Builder and rectify the issues. The error email contains information about what caused the error and how to fix it.

Deactivate the Process Builder in production. This will prevent further errors from occurring while the administrator fixes the Process Builder.

Fix the Process Builder in a sandbox and migrate the change to production. This will ensure that the Process Builder is tested and validated before deploying it to production. References: https://help.salesforce.com/s/articleView?id=sf.flow_troubleshoot_error_email.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_deploy.htm &type=5

One possible cause of unexpected changes to record values is having multiple automation tools that update the same field on the same object. This can create conflicts and overwrite each other’s values. To resolve this issue, the administrator should consolidate automation tools and use only one tool per object and field combination. This can help avoid confusion and ensure consistent results. References: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm &type=5 https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/automation_considerations

Flows deployed with change sets are inactive by default and need to be manually activated in the destination org before they can run. Deploying or redeploying a flow with change sets creates a new version of the flow in the destination org, which preserves the previous versions and allows for rollback if needed. All flow dependencies, such as custom fields, objects, or variables, are automatically added to the change set when a flow is added

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

A high assurance session is a type of session security level that requires users to verify their identity using a second factor of authentication, such as Salesforce Authenticator, a verification code, or a security key. Administrators can configure certain actions or permissions to require a high assurance session, such as exporting reports, viewing encrypted data, or accessing connected apps.

If users are able to run reports but are taken to a login screen and prompted for additional verification when they try to export a report, it could be because exporting is configured to require a high assurance session. This means that users need to use a second factor of authentication to export reports, even if they have already logged in with their username and password. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_sessions.htm &type=5

The setup audit trail tracks the recent setup changes that you and other administrators have made to your org. It can help you troubleshoot issues by showing you what changes were made, who made them, and when. In this case, the setup audit trail can help the administrator identify if someone changed the field-level security, page layout, or profile settings for the industry picklist field. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.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

Bucket field is a feature that allows administrators to group report values into categories without changing the data in Salesforce. Bucket field can help simplify reports and charts by reducing the number of values displayed and summarizing data based on criteria such as ranges or groups. Bucket field can be used to group specific picklist values together into one of two lists

Debug logs capture database operations, system processes, and errors that occur when executing a transaction or running unit tests. Debug logs can help identify the cause of Apex CPU time limit exceeded errors by showing the execution time of each Apex statement and trigger. References: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_debugging_debug_logs.htm

REGEX is a function that allows administrators to check whether a text value matches a regular expression pattern. Regular expressions are a way to define complex patterns of characters using symbols and operators. REGEX can be used to enforce consistent formatting for a field value by specifying the required length, characters, and separators.

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

The sales manager and system administrator will be able to edit this new contact record because they are either the owner or have Modify All Data permission respectively. Users above or below the sales manager in the role hierarchy will not be able to edit this contact record because contacts are controlled by parent and accounts are set to Public Read Only. All users in the organization will be able to view but not edit this contact record because accounts are set to Public Read Only. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5

Case Source updates to ‘email’ before the record is saved because the Process Builder runs before the auto-response rule. Then, an email is sent out using Template2 because the auto-response rule evaluates the Case Source value after it is updated by the Process Builder and matches the criteria for Template2

A forecast is a projection of how much revenue or quantity you can generate from your sales pipeline for a given period of time. A forecast can be either revenue-based or quantity-based, depending on what you want to measure and track. A revenue-based forecast shows the amount of money expected from closed sales, while a quantity-based forecast shows the number of units expected from closed sales. You can choose the forecast type that best suits your business needs and goals when you set up Collaborative Forecasts in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_types.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=

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

A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce. A permission set can be used to extend users’ functional access without changing their profiles. You can assign permission sets to individual users or groups of users based on their business needs. In this case, you can create a permission set with Read access to the Government ID field on the custom object and assign it to the Institutional Team users who need access to this field via reports. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.perm_sets_create.htm &type=5

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

Dynamic actions are actions that appear on Lightning record pages based on criteria such as field values or user profiles. Dynamic actions allow administrators to customize which actions are available for users on different record types or page layouts without creating multiple page layouts for each scenario. By using dynamic actions and conditional visibility for accounts at AW Computing, administrators can show only relevant actions for customer service and sales users based on their situation. References: https://help.salesforce.com/s/articleView?id=sf.dynamic_actions_overview.htm &type=5

 Omni-Channel is a feature that allows service reps to receive work assignments based on their availability, capacity, and skills. It also allows administrators to define routing rules and priorities for different types of work items, such as cases, chats, or leads. Omni-Channel can help reduce the wait time for customers and improve the efficiency of service reps.

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

Salesforce Authenticator is an app that adds an extra layer of security for logging into Salesforce by requiring users to verify their identity using their mobile device after entering their username and password on Salesforce login page. To see how many users have successfully used Salesforce Authenticator since it was rolled out, an administrator can use two methods:

A) Create a new view In Identity Verification History, specifying Method.

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

D) Export Login History and filter based off of Authentication Method Reference.

Login History is a tool that shows information about each login attempt for users in your org, such as the date and time, the username, the source IP address, the login type, and the status of the login. By exporting Login History as a CSV file and filtering based on the Authentication Method Reference column, an administrator can see how many users have used Salesforce Authenticator as their authentication method when logging in. References: https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm &type=5

Workflow is the debug log category that should be used to troubleshoot an issue with a flow. Workflow is a debug log category that captures information about workflow rules, flows, processes, approval processes, and entitlement processes. Workflow can help identify errors or issues related to these automation tools by showing details such as evaluation criteria, actions executed, variables assigned, and outcomes reached.

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

One possible reason for the changes to case routing is the difference in the order of execution between before save flow triggers and workflow rules. Before save flow triggers run before assignment rules, which means that any field updates made by the flow can affect how the assignment rules assign the case. Workflow rules run after assignment rules, which means that any field updates made by the workflow do not affect how the assignment rules assign the case. Therefore, replacing workflow rules with before save flow triggers can change the case routing logic. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.order_of_execution.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

The change can be made through the desktop site by using the Edit All button on the related list of products on the opportunity page. This button allows you to edit multiple products at once and change their price book entries. You cannot use this button on the mobile app, as it is not supported. You also cannot change the price book on the opportunity once it has products added to it, unless you remove all the products first. References: https://help.salesforce.com/s/articleView?id=sf.opportunity_products_edit.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.opportunity_products_change_pricebook.htm &type=5