Cloud Kicks uses a dashboard with multiple components based on Account, Case, and Opportunity reports. The system administrator adds a dashboard filter on Account Owner. When filtering the dashboard by Account Owner, records are now missing from several Opportunity components.
What is the recommended way for the system administrator to resolve this issue?
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. Reference: https://help.salesforce.com/s/articleView?id=sf.dashboard_filters.htm&type=5
The sales manager at Cloud Kicks (CK) wants to make sure the accounts that CK serves are happy. One way they track this is by how many open cases an account has with CK. The sales manager asks CK's administrator to build a report to show Accounts with Open Cases.
What report type would this be?
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. Reference: 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
Cloud Kicks uses a Lightning web component to provide instructions to sales reps. An administrator needs to correct a spelling error in the displayed text in one of the Lightning web components.
What is the recommended tool to make the change?
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. Reference: https://developer.salesforce.com/tools/vscode https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.create_components
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 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. Reference: 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
An administrator at Clod Kicks has build a flow that delivers status update email to customers. Recently, there's been an increasae in support cases from customers reporting they had not received the email.
Where should the administrator look to investigate the issue?
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. Reference: 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