The Service team at Cloud Kicks needs a way to show the current status from the Account on the Case. This value should be on the page and is used in validation rules.
What should the administrator recommend to solve this?
A cross-object formula is a formula that references fields from related objects. The administrator can create a cross-object formula field on the Case object that displays the current status from the Account. This field can be used in validation rules and other processes. Reference: https://help.salesforce.com/s/articleView?id=sf.tips_on_building_formulas_cross_object_formulas.htm&type=5
AW Computing has several service plans it offers with its laptops. Management wants the sales team to focus on bringing in new business and to have the creation of the renewal opportunity for the service plans happen automatically.
What approach should the administrator take to automate the renewal process7
To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm&type=
Sales reps end partner consultants at Cloud Kicks work on the same kinds of shoe deals. The administrator has been asked to ensure that the Profit new on the Opportunity object is available to sales reps and is hidden from partners using Field Level Security.
Which two features should the administrator use to fulfil this request?
Choose 2 answers
A delegated administrator is a user who has been granted limited administrative privileges by an administrator through delegated administration groups. Delegated administrators can perform some administrative tasks without having full access to Setup.
Some functions that delegated administrators can perform are:
B) Build automation and validation rules using screen flows
Screen flows are types of flows that guide users through screens with elements such as text boxes, picklists, radio buttons, etc. Screen flows can also perform actions such as creating records, updating fields, sending emails, etc. Delegated administrators can build automation and validation rules using screen flows if they have been granted access to create and edit flows by an administrator. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_design_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_delegated_admins.htm&type=5
D) Make updates to permission set configurations
Permission sets are collections of settings and permissions that can extend users' functional access without changing their profiles. Delegated administrators can make updates to permission set configurations if they have been granted access to manage users by an administrator. Reference: https://help.salesforce.com/s/articleView?id=sf.users_permissionsets.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_useradmin_delegated.htm&type=5
An administrator needs to Import a large amount of historical data (more than 100,000 records) from another system.
how should the administrator import the data?
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. Reference: 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
Ursa Major Solar uses the custom object Product Development to track Ideas R&D is wording on. A former administrator added the custom object Potential Name with a lookup to Product Development to allow R&D to track names under consideration for those product. The R&D manager recently ran a record and noticed several potential names where the relationship to the Product Development record was missing. The current administrator needs to change this relationship to master detail to ensure a potential name only exists when there is product development.
Which two options are available for altering the existing Potential Name records for the deployment of this change to be successful?
Choose 2 answers
Move any Potential Name records with blank lookup fields to the recycle bin or assign any Potential Name records with blank lookup fields to an existing record from Product Development are two options available for altering the existing Potential Name records for the deployment of this change to be successful. Changing a lookup relationship to a master-detail relationship requires that all child records have a parent record. Therefore, any Potential Name records that have blank lookup fields to Product Development need to be either deleted or assigned to a valid Product Development record before changing the relationship type
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