Salesforce ADX-201E Exam Questions

A cross-filter lets you filter records based on related objects and their fields. For example, you can filter accounts that have at least one opportunity from this year and at least one completed activity in the last 30 days. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm&type=5

A validation rule can enforce data quality by preventing users from saving records that do not meet certain criteria. In this case, the validation rule can check if both the Sales Engineer and the Account Executive lookup fields are blank, and display an error message if so. This way, the director of sales can ensure that every opportunity has either a sales engineer or an account executive assigned to the deal. Reference: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5

Manual sharing is a way of granting access to individual records by manually sharing them with other users, roles, or groups. Manual sharing can override the organization-wide default and role hierarchy settings and give additional access to specific records. In this case, manual sharing could be the reason why only one user can see the account record, even though they have the same profile and role as another user who cannot see it. Reference: https://help.salesforce.com/s/articleView?id=sf.security_sharing_manual.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. Reference: https://help.salesforce.com/s/articleView?id=sf.changesets.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.