Advanced-Administrator Salesforce Certified Advanced Administrator (SU24) Questions and Answers

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_elemen ts_triggers.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

Delegated Administration is a feature that allows administrators to delegate some administrative tasks to other users without giving them full access to Setup. Delegated administrators can manage users and assign permissions for specific custom objects, tabs, apps, and fields. This can help reduce the workload of the system administrator and empower power users to make configuration changes to a specific custom object

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

Escalation rules are rules that automatically escalate cases if they have not been resolved within a certain time frame or meet certain criteria such as priority or status. Escalation rules can perform actions such as changing ownership of cases, sending email notifications, or creating tasks for users or queues. By using escalation rules, AW Computing can ensure that cases are properly prioritized and handled within their SLA time limit.

Assignment rules are rules that automatically assign cases to users or queues based on criteria such as case origin, type, or product. Assignment rules can also send email notifications to users or customers when a case is assigned. By using assignment rules, AW Computing can ensure that cases are routed to the right agents or teams based on their skills and availability. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation_rules_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_caseassign.htm &type=5

Use a custom permission set that is assigned to the user because custom permissions are a way to grant access to custom processes or functionality based on user profiles or permission sets. Custom permissions can be referenced by Apex code, validation rules, flows, or other logic to control whether a process should run for a user or not. Custom permissions can be used to declaratively control process execution by assigning them to users or profiles.

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

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 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/artic leView?id=sf.data_importer.htm&type=5

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

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

Upsert is an operation that can either update existing records or insert new records based on the External Id field. This way, the administrator can match existing leads and add new ones with Data Loader. References: https://help.salesforce.com/s/articleView?id=sf.data_loader_upsert.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.

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

An entitlement process is a feature that allows you to define and enforce service-level agreements (SLAs) for your customers based on certain criteria and timelines. An entitlement process consists of milestones and actions that represent required steps and time limits for resolving customer issues. You can use entitlement processes to track if your support team is meeting your SLAs and provide consistent service quality to your customers. In this case, you can set up and configure entitlement processes for different types of cases and assign them to accounts or contacts based on their service contracts or warranties. References: https://help.salesforce.com/s/articleView?id=sf.entitlements_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.entitlements_proce ss.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

Query and export the Account History object using Data Loader is how the administrator can acquire the field history data for analysis. 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 query and export the Account History object, which stores the field history data for accounts, using SOQL statements. 

A roll-up summary field is used to display a value in a master record based on the values of a set of related detail records. In this case, the administrator can create a roll-up summary field on the Properties object that counts the number of Open House records in a Pending status. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm &type=5

UESTION NO: 92

Sales management wants a small subset of users with different profiles and roles to be able to

view all data for compliance purposes. How can an administrator meet this requirement?

A. Assign delegated administrator to the subset of users to View All Data.

B. Create a new profile and role for the subset of users with the View All Data permission.

C. Enable the View All Data permission for the roles of the subset of users.

D. Create a permission set with the View All Data permission for the subset of users.

Answer: D

A permission set is a collection of settings and permissions that give users access to various tools and functions. The View All Data permission allows users to view all data, regardless of sharing settings. By creating a permission set with this permission and assigning it to the subset of users, the administrator can meet the requirement without changing their profiles or roles. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_general_permissions.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 Text Area (Rich) field allows users to format the text with fonts, colors, images, and hyperlinks. It also supports mapping to an opportunity when converting a lead. References: https://help.salesforce.com/s/articleView?id=sf.fields_using_rich_text_area.htm &type=5

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. By assigning a permission set that has View All on Leads to the contractor, Cloud Kicks can grant them view access to all lead records without modifying their profile or creating a new one. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5

Person Account cannot be disabled is something that the administrator should consider before enabling Person Accounts. Person Accounts are a special type of accounts that allow storing information about individual people who are not associated with an organization or business account. Once Person Accounts are enabled, they cannot be disabled or removed from the org without contacting Salesforce support

A sandbox is a copy of a production org that can be used for development, testing, or training purposes. Sandboxes allow administrators to make changes and test them without affecting the live production org. A shared sandbox is a type of sandbox that can be used by multiple users or teams to collaborate on development or testing projects. By testing changes in a shared sandbox, the AW Computing administrator team can avoid conflicts and errors when deploying changes to production. References: https://help.salesforce.com/s/articleView?id=sf.data_sandbox.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.data_sandbox_environments.htm &type=5

To ensure that secure fields remain protected in email templates, administrators should remove the fields from the email. Email templates can expose sensitive information if they contain fields with secure data. By excluding these fields, administrators can prevent unauthorized access to sensitive information through email communication.

Removing Secure Fields from Email Templates:

When creating or updating email templates, administrators should carefully assess the fields included and remove any that contain sensitive information, such as encrypted fields or fields that contain Personal Identifiable Information (PII).

This approach ensures that secure information is not unintentionally shared via email, aligning with best practices for data security and minimizing exposure risks.

Implications of Including Secure Data in Emails:

Secure fields, particularly those that contain sensitive or confidential information, should be restricted from emails to avoid potential data breaches.

Email communication often lacks the same security controls as the Salesforce platform, making it essential to limit the sharing of sensitive data.

Incorrect options:

Implement GDPR: While GDPR compliance ensures proper data handling practices, it does not directly prevent secure fields from being included in emails.

Set up an approval process for email alerts: An approval process can control the sending of email alerts but does not inherently protect secure fields within the email content.

Use classic encrypted fields: Encrypted fields add a layer of security for data at rest within Salesforce but do not provide specific protections for data included in email templates. Moreover, encrypted fields cannot be referenced in email templates.

In conclusion, the most effective way to ensure that secure fields are not exposed through email templates is to remove these fields from the template altogether, avoiding the inclusion of sensitive data in email communications.

Permission set groups are a combination of permission sets that grant users access to various tools and functions. Muting permission sets are used to remove access that is granted by other permission sets in the group. However, muting permission sets cannot remove object-level access that is granted by Modify All or View All permissions. Therefore, if a user is assigned to a permission set group that gives them Modify All access to Accounts, a muting permission set that mutes Delete access on Account will not have any effect. The user will still have Modify All access on the Account object, which includes Delete access. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_groups_muting.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.

Modify All is the level of access that the sales user will have on the Account object after being assigned to a muting permission set that mutes Delete access on Account. Muting permissions are a way to reduce or remove access to objects or fields for users who are assigned to permission set groups. Muting permissions can only mute object-level permissions, such as Create, Read, Edit, Delete, View All, or Modify All, but not field-level permissions or other permissions. Muting permissions can only reduce or remove access that is granted by other permission sets or permission set groups within the same permission set group, but not by profiles or other sources of access. Therefore, in this case, the muting permission set will only mute the Delete access on Account that is granted by the permission set group, but not the Modify All access that is also granted by the permission set group.

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

This option will allow the administrator to change the recipient of the fault messages from the consultant’s email to the system admin’s email without modifying any flows or processes. The other options are either not feasible or not effective. References: https://help.salesforce.com/articleView?id=flow_concepts_error_email.htm &type=5

Creating a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice will build this functionality. A master-detail relationship creates a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent. A Roll-up Summary field calculates values from related child records, such as count, sum, min, or max. In this case, the Roll-up Summary field on the Invoice can calculate the sum of all Payments related to it and subtract it from the Invoice amount to get the current outstanding value. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm &type=5

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

A matching rule is a rule that defines how records are compared for duplication based on certain fields or fuzzy logic. By including more fields or changing the matching method, you can make the matching rule more or less strict and reduce false positives or negatives. In this case, including the email field to the existing matching rule for contacts can help avoid duplicate messages for common names by checking if the email addresses are also identical. References: https://help.salesforce.com/s/articleView?id=sf.matching_rules_create.htm &type=5 https://help.salesforce.com/s/articleView?id= sf.matching_rules_considerations.htm&type=5

An administrator should consider using Person Accounts when they have a B2C business model and the consumer is the intended recipient of sales and marketing attention. Person Accounts allow administrators to store information about individual consumers without requiring a separate account record for each contact. References: https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm &type=5

Planning deployments around maintenance schedules ensures that there are no interruptions or delays in the deployment process. Deploying all dependent components ensures that there are no missing metadata or references that could cause errors or failures in the deployment. Limiting change sets to 10,000 files ensures that the deployment does not exceed the maximum size limit for change sets

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

change sets are tools that allow administrators to move customizations from one Salesforce org to another. However, change sets do not track dependencies or conflicts between components in different orgs, so administrators need to manually verify that all required components are included in the change set and that they do not overwrite existing customizations in the target org. To avoid losing changes in production due to deploying an incomplete or incorrect change set, administrators should push the change set to another sandbox first and test it there before deploying it to production. References: https://help.salesforce.com/s/articleView?id=sf.changesets_considerations.htm &type=5 https://help.salesforce.com /s/articleView?id=sf.changesets_best_practices.htm&type=5

Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams is how the administrator should extend the Opportunity object to meet the teams’ different needs. Record types are a way to offer different business processes, picklist values, and page layouts to different users based on their profiles or permission sets. Page layouts are a way to control the layout and organization of fields, buttons, related lists, and other components on a record page. Sales processes are a way to define the stages that an opportunity goes through from creation to close. By using separate record types, page layouts, and sales processes for each team, the administrator can customize the opportunity object according to their different requirements and preferences.

To add a user to an opportunity team, you need Edit access on the account associated with the opportunity and either own the opportunity or be above the owner in the role hierarchy. References: https://help.salesforce.com/s/articleView?id=sf.teams_adding.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

One possible reason why the before trigger fails is that the code could be trying to create duplicates in the archive when it is unable to. A before trigger is a type of trigger that executes before a record is saved and can be used to validate or modify record data. In this case, the before trigger is supposed to save the original version of a record to an external database before it is updated or deleted in Salesforce. However, if the code does not handle errors or exceptions properly, it could try to create duplicate records in the external database when it is not allowed or possible. This could cause the trigger to fail and prevent the record from being saved in Salesforce. References: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers.htm https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_context_variables.h tm

Run the standard Data Classification report is what the administrator should recommend to the compliance team. 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 also provides a standard report that shows field level sensitivity and classification for all fields in an org. The administrator can run this report and share it with the compliance team to meet their requirement. 

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

When the feature for Contacts to multiple Accounts is enabled, a Contact can have a direct relationship with multiple Accounts. However, one of these relationships must be designated as the primary Account relationship. This relationship is required on a Contact regardless of the page layout settings and cannot be removed unless the Contact is deleted or merged with another Contact. References: https://help.salesforce.com/s/articleView?id=sf.shared_contacts_set_up.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.shared_contacts_considerations.htm &type=5

Data categories and visibility are features that allow you to organize and control access to your Salesforce Knowledge articles based on different topics or criteria. 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 category visibility is a setting that determines which data categories users can access based on their profiles or permission sets. You can use data categories and visibility to provide relevant and appropriate product documentation to your customers and support team. References: https://help.salesforce.com/s/articleView?id=sf.knowledge_categories.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.knowledge_catego ry_visibility.htm&type=5

A junction object is a custom object that has two master-detail relationships with two other objects. A junction object allows administrators to create many-to-many relationships between objects, such as relating multiple accounts to multiple regions.

To create a junction object called Account Region to link the standard Account object with a custom object called Region, an administrator needs to do the following steps:

A) Make a master-detail relationship field on the junction object to the Region object.

A master-detail relationship field is a field that links a child record to a parent record. The child record inherits the sharing and security settings of the parent record. By making a master-detail relationship field on the junction object to the Region object, an administrator can link each Account Region record to one Region record and make Region the first master of the junction object. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5

D) Configure a master-detail relationship field on the junction object to the Account object.

By configuring a master-detail relationship field on the junction object to the Account object, an administrator can link each Account Region record to one Account record and make Account the second master of the junction object. This allows administrators to relate multiple accounts to multiple regions through the junction object. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5

Email logs provide information about email delivery, such as the sender, recipient, date and time, delivery status, and any error messages. The administrator can use email logs to troubleshoot why users are missing expected email alerts and identify which emails are hitting the daily limit. References: https://help.salesforce.com/articleView?id=email_logs.htm &type=5

A lightning action is a type of quick action that can invoke a Lightning component, a Visualforce page, or a URL. The administrator can use a lightning action to redirect the user to a different page after they finish the screen flow. This way, the user will not see the initial screen again and will not misuse the flow tool.

References:

https://help.salesforce.com/s/articleView?id=sf.lightning_component_actions.htm &type=5

https://help.salesforce.com/s/articleView?id=sf.flow_distribute_lex.htm &type=5

The PARENTGROUPVAL function is a formula function that returns the value of a parent group in a report. It can be used to compare values across different groupings and show relative performance. In this case, the administrator can use this function to show the lead source effectiveness for each country by calculating the percentage of leads from each lead source divided by the total number of leads for each country. References: https://help.salesf orce.com/s/articleView?id=sf.reports_formulas_parentgroupval.htm&type=5

Product schedules allow users to track revenue or quantity over time for products in opportunities or orders by creating schedules manually or automatically based on predefined criteria such as start date, end date, frequency etc. However, product schedules have some limitations that administrators should consider before enabling this feature. One of these limitations is that line item schedules are unavailable in Process Builder and Workflow rules; only revenue schedules are available. References: https://help.salesforce.com/s/articleView?id=sf.products_schedules_def.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.products_schedules_considerations.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 user profile permissions on the Opportunity object is the item that the administrator should review to find out why the user is unable to delete the duplicate record. The user profile permissions determine what users can do with records and objects in Salesforce, such as creating, editing, deleting, viewing, or sharing. In this case, the administrator should check if the user has the Delete permission on the Opportunity object, which allows them to delete opportunity records that they own or have access to. If not, the administrator can either grant them this permission or delete the record for them. References: https://help.salesforce.com/s/articleView?id=sf.admin_general_permissions.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_object_permissions.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

The issue is that the Company field is being populated on B2C Leads, which is causing the Lead Conversion Layout to only display Business Account record types. To correct this, the administrator should use a validation rule to ensure that the Company field is blank on B2C Leads. This will prevent the Lead Conversion Layout from displaying Business Account record types and will allow the administrator to select the B2C Customer record type.

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

Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In this case, the administrator should utilize territory management to add the operations team to the East territory, which contains all the accounts and opportunities in the East region. This way, the operations team members can access all the records in their territory regardless of who owns them or what the organization-wide default is. References: https://help.salesforce.com/s/articleView?id=sf.territories_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.territories_define.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

Giving the account owner Read access to both the Account and the Quota objects will give access to all Item records. Since Item is a junction object between Account and Quota, users need to have at least Read access to both parent objects to see Item records. If users have access to only one parent object, they will not be able to see Item records related to the other parent object. References: https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm &type=5

The order of execution for flows that are configured to run before the record is saved on the same object is unpredictable and may vary depending on factors such as flow version, flow name, or flow creation date. Therefore, it is recommended to avoid creating multiple flows with the same trigger conditions and instead consolidate them into a single flow.

Two combined automation tools that the administrator can use to create the task record and assign based on date criteria are:

Create a formula field to capture the MAX date. A formula field is a custom field that calculates a value based on other fields or expressions. In this case, a formula field can be used to capture the maximum value between Estimated Shipping Date and Client Need By Date fields and store it as a date value.

Make a Process Builder to create the task. A Process Builder is an automation tool that allows you to create processes that perform actions based on certain criteria. In this case, a Process Builder can be used to create a task record when a certain condition is met and assign its due date based on the formula field value.

The other two options are incorrect because:

An approval process is an automation tool that allows you to route records for approval based on certain criteria and approval steps. It does not create or assign tasks based on date criteria.

A workflow rule is an automation tool that allows you to perform actions based on certain criteria and evaluation time. It does not create or assign tasks based on date criteria.

References: https://help.salesforce.com/s/articleView?id=sf.customize_functions.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.process_overview.htm &type=5

VisualStudio Code is a recommended tool to make the change in the displayed text in one of the Lightning web components. VisualStudio Code is an integrated development environment (IDE) that supports Salesforce development tools such as Salesforce Extensions for Visual Studio Code, Salesforce CLI, and Lightning Web Components. You can use VisualStudio Code to create, edit, debug, and deploy Lightning web components and other Salesforce metadata. To make the change in the displayed text, you need to open the HTML file of the Lightning web component in VisualStudio Code and modify the text element accordingly. References: https://developer.salesforce.com/tools/vscode https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.create_components

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

Identity Verification History is a tool that tracks the verification methods used by users when they log in to Salesforce via multi-factor authentication. It can help identify any issues or errors related to verification methods such as email, phone, or app. Login History is a tool that tracks the login attempts and status of users who access Salesforce. It can help identify any issues or errors related to login credentials, IP addresses, browser types, or locations.

Deselecting disable session timeout warning popup enables a warning message to appear before a user’s session expires due to inactivity. This gives the user a chance to extend their session or save their work before being logged out. This can help prevent users from being logged out of Salesforce without notice

The resume event is recalculated and the email goes out to the account owner immediately because the flow uses a scheduled path that evaluates the expiration date field every time it changes. When the expiration date is changed to yesterday, the flow resumes immediately and executes the action of sending the email

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.

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_automatio n/automation_considerations

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.

References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.sharing_rules.htm &type=5