Users at Universal Containers would like to visually see the sales stages on an Opportunity
page. The administrator is configuring path for Opportunities.
Which is an important consideration for path configuration?
Path is a feature that can be used to visually see the sales stages on an opportunity page. Path can include guidance and key fields for each stage to help users move opportunities along the sales process. Guidance can provide tips, policy information, or best practices for each stage. Key fields can display important fields that users need to fill in or update for each stage. Reference: https://help.salesforce.com/s/articleView?id=sf.path_overview.htm&type=5
An administrator has been asked to update a flow that was created as part of a recent update. When
the administrator opens the flow for editing, the Flow toolbox offers only four elements: Assignment,
Decision, Get Records, and Loop.
What would cause this?
Before save flows only support four elements: Assignment, Decision, Get Records, and Loop.
Ursa Major Solar has a path on Case. The Company wants to require its users to follow the status
values as they are on the path. Agents should be prohibited from preventing the case back to a previous
status.
Which Feature Should an administrator use to fulfill this request?
Validation rules are a way to enforce data quality and business logic by preventing users from saving records that do not meet certain criteria. They can be used to require users to follow the status values as they are on the path and prevent them from reverting the case back to a previous status by using formulas that compare the old and new values of the status field. Global value picklists are a way to create and maintain picklist values that can be shared across multiple fields, but they do not enforce any logic or order on the values. Predefined field values are a way to set default values for fields on path settings, but they do not prevent users from changing them later. Dependent picklists are a way to filter the values of one picklist based on the value of another picklist, but they do not prevent users from going back to a previous value. Reference: https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5
Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases. The
support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on.
How should the administrator improve on the current implementation?
Support processes allow you to define different status values for different record types on cases.
Northern Trail Outfitters has a custom quick action on Account that creates a new Case.
How should an administrator make the quick action available on the Salesforce mobile app?
To make a quick action available on the Salesforce mobile app, you need to add it to the Salesforce Mobile and Lightning Experience Actions section of the page layout. You can use the Page Layout Editor to drag and drop the quick action onto the section.
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