When should an administrator consider when using Person Accounts'
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. Reference: https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm&type=5
Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy.
Which three options should an administrator recommend?
Choose 3 answers
To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly. Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable.htm&type=5
Support staff at Cloud Kicks work on multiple accounts and opportunities at the same time, Currently, they are switching between browser tabs, which is tedious and confusing. Support managers put in a request for a better agent experience.
What should an administrator recommend?
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
AW Computing wants to enable a backup resource to assign permissions while restricting the backup resource's ability to create or modify permission sets.
Which feature should be employed to accomplish this request?
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. Reference: https://help.salesforce.com/s/articleView?id=sf.admin_usermgt_delegated.htm&type=5
How should an administrator ensure the appropriate number of digits are entered Into the custom encrypted field created to capture credit card numbers on the Opportunity object?
A validation rule is a formula that validates the data entered by a user and prevents the record from being saved if the data does not meet certain criteria. In this case, the administrator can create a validation rule to ensure that the custom encrypted field for credit card numbers has exactly 16 digits. The other options are not applicable for encrypted fields. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_encrypted_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5
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