ADM-201 Salesforce Certified Platform Administrator (Plat-Admn-201) Questions and Answers

Big Deal Alerts are notifications that are sent to users when an opportunity reaches a certain amount, probability, or stage. They can be configured by administrators to alert sales reps or managers when they have a high likelihood of winning a big deal. Key Deals are a feature of Einstein Opportunity Scoring that shows the top opportunities based on their score and stage, but they do not send notifications. Activity Timeline is a component of Lightning Experience that shows the past and upcoming activities related to a record, but it does not notify users of big deals. Performance chart is a type of report chart that shows how well users or teams are performing against their goals, but it does not alert users of big deals. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal.htm &type=5

To automate an outbound message, the administrator should use a workflow rule that defines the criteria for sending the message and the actions to perform when those criteria are met. One of the actions available for workflow rules is sending an outbound message to a designated endpoint URL with specified fields as parameters. Process builder, task assignment, and flow builder are not able to send outbound messages directly. References: https://help.salesforce.com/s/articleView?id=sf.workflow_define.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_action_outboundmessaging.htm &type=5

Flow Solutions are pre-built flows or templates that can be installed from AppExchange and customized to meet specific business needs. For example, Flow Solutions can provide common use cases such as lead generation, document generation, payment processing, and more. In this case, the administrator can use a Flow Solution that provides a mortgage calculator and generates leads for loans. Flow Solutions are easy to install and configure, and can help save time and budget for projects. References: https://help.salesforce.com/s/articleView?id=sf.flow_solutions.htm &type=5

Master-detail lookup is a type of relationship field that can be used to create a relationship between Account and Shoe and prevent orphaned Shoe records. Master-detail lookup establishes a parent-child relationship between two objects, where the parent record controls certain behaviors of the child record, such as security, ownership, and deletion. If the parent record is deleted, all the child records are deleted as well. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5

To add prepopulated subjects for Tasks and Events with the specific subjects as mentioned, the most efficient way is:

Add the new values to the predefined field values for the global actions New Event and New Task: This allows the administrator to define specific subjects for tasks and events directly within the global actions. When a user selects either of these actions, they will see the predefined subjects (such as Schedule Site Visit, Send Contract, Site Visit, and Ride Along) available in the subject field.

Options A, C, and D are not as straightforward or effective in achieving this specific requirement.

A cross object formula field is a type of formula field that references fields from related objects using relationships such as lookup or master-detail. It can be used to display data from one object on another object without creating another relationship or copying data. A cross object formula field can be created on opportunity object to display data from industry field on account object using account ID lookup relationship. A custom account field, a standard account field, or a master-detail relationship field are not types of fields that can display data from industry field on account object on opportunity page layout; they either do not exist or do not reference related objects. References: https://help.salesforce.com/s/articleView?id=sf.cross_object_formulas.htm &type=5

Lightning page allows you to customize a record page and add a screen flow as a component. You can use the Lightning App Builder to drag and drop the Flow component onto the page and select the screen flow you want to display.

Comprehensive and Detailed Explanation From Exact Extract:

Permission sets are used to grant additional permissions and access settings to individual users without changing their profiles or requiring a new profile to be created. You can use permission sets to extend users’ functional access without changing their existing profiles. To meet the request of giving comprehensive edit access on Campaigns to a few marketing users who have read-only access by default, you need to create a permission set with edit access on Campaigns and assign it to those users. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm &type=5

The mass transfer tool allows you to transfer up to 250 records at a time from one user to another user while keeping the existing team members intact. You can access this tool from Setup by entering Mass Transfer Records in the Quick Find box. References: https://help.salesforce.com/s/articleView?id=sf.mass_transfer_overview.htm &type=5

Setup audit trail is a tool that allows administrators to review recent configuration changes made in their org. It shows a list of up to 180 days of setup changes made by anyone in the org, including the date, time, user, and type of change. It can help administrators track who made what changes and when, and troubleshoot any issues caused by configuration changes. Critical updates are notifications that inform administrators of new features or enhancements that may impact their org; they do not show configuration changes made by users. Debug logs are records of database operations, system processes, and errors that occur when executing a transaction or running unit tests; they do not show configuration changes made by users either. Field history tracking is a feature that allows administrators to track changes to the values of certain fields on records; it does not show configuration changes made in setup. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm &type=5

To identify why a user is unable to log in to Salesforce, the administrator should review the login history for the user. The login history shows the date and time of each login attempt, the source IP address, the browser and platform used, the login type (such as username and password or single sign-on), and the status (such as success or failure). The login history can help troubleshoot common login issues such as incorrect username or password, invalid security token, IP restrictions, or login hours violations. Checking the attempted logins by running the setup audit trail, pulling the password history, or resetting the security token for the profile will not help identify why a user is unable to log in. References: https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm &type=5

Two ways that marketing users can now access converted leads for editing are:

Find them in the global search result, by entering the lead name or other keywords in the global search box and selecting Leads from the drop-down menu. Converted leads will appear in the search result with a check mark icon next to them.

Utilize a list view where lead status equals Qualified, by creating or modifying a list view on the Leads tab and adding a filter for Lead Status equals Qualified. Converted leads will have Qualified as their lead status and will be visible in the list view. Searching the Recent Records component on the homepage or using Data Import Wizard will not allow users to access converted leads for editing. References: https://help.salesforce.com/s/articleView?id=sf.leads_view_converted.htm &type=5

Einstein Opportunity Scoring is a feature that helps sales reps prioritize and close more deals by assigning each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using artificial intelligence and machine learning based on historical data and patterns from similar opportunities. Sales reps can use the score to focus on high-value opportunities and take actions to improve low-scoring ones. References: https://help.salesforce.com/s/articleView?id=sf.einstein_sales_oppty_scoring.htm &type=5

Probability is a standard percentage field on the Opportunity object that indicates how likely an opportunity will close successfully. It is automatically calculated based on the opportunity stage unless you make it editable on page layouts. To allow sales reps to change the probability field value of their opportunities, you need to make the field editable on page layouts. References: https://help.salesforce.com/s/articleView?id=sf.opportunity_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_layoutedit.htm &type=5

Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity. References: https://help.salesforce.com/s/articleView?id=sf.forecasting3_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm &type=5

To require users to follow the status values as they are on the path and prevent them from reverting back to previous status values, the administrator should use validation rules that check if the status field value is changed from one value to another value that is not allowed by business logic. For example, if status values are New > In Progress > Closed, then a validation rule can check if status is changed from Closed to In Progress or New, and show an error message if true. Predefined Field Values, Global Value Picklists, and Dependent Picklists are not able to enforce status progression or prevent status reversion. References: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm &type=5

A permission set group is a collection of permission sets that can be assigned to users as one unit; it simplifies permission management by reducing the number of permission assignments needed for users who require multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce; it can be used to extend users’ access beyond their profile without changing their profile. Creating permission sets and assigning permission set groups can help Cloud Kicks give access to new custom object with custom fields to more than one user by creating permission sets that include access to new custom object with custom fields and assigning permission set groups that contain those permission sets to users who need them. Adding users to manual sharing list or editing organization-wide defaults are not options for giving access to new custom object with custom fields to more than one user; they either do not apply to custom objects or do not grant object-level access. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.perm_set_groups_overview.htm &type=5

To provide appropriate access to a report that contains shoe records for all of the sales reps on their team, the administrator should configure three items:

A custom report type that includes the shoe object and its fields

A folder access that grants access to the sales manager and their team members to view and run reports in that folder

A field level security that allows the sales manager and their team members to see all the fields on the shoe object Report subscription, while useful for scheduling and delivering reports, does not affect access to the report itself. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_manage_folders.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm &type=5

To surface important values based on the stage of the opportunity, the administrator should use path key fields that display fields relevant to each stage along with guidance for success. Path key fields can be customized for each stage and can help users focus on key information and actions as they move opportunities through the sales process. Dynamic forms, opportunity processes, and workflow rules are not designed to show values based on stages. References: https://help.salesforce.com/s/articleView?id=sf.path_key_fields.htm &type=5

Flow builder is an automation tool that allows administrators to create flows that guide users through screens, collect data, and perform actions on records. It can be used to simplify the account creation process by creating a screen flow that shows only the essential fields for creating an account and hides any unnecessary fields or sections from the page layout. Approval process, workflow rule, and validation rule are not automation tools that can simplify the account creation process; they are used for different purposes such as approving records, updating fields, or enforcing data quality. References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm &type=5

To enable users to add repeating tasks in Salesforce, the administrator needs to do two things: first, enable the creation of recurring tasks in activity settings under setup; second, add the create recurring series of tasks field on the page layouts for tasks. This will allow users to create a series of tasks that repeat based on a specified frequency and end date. References: https://help.salesforce.com/s/articleView?id=sf.tasks_repeating.htm &type=5

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. References: https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm &type=5

Grant access using Hierarchies is a setting that can be used to configure the custom object to meet this requirement. Grant access using Hierarchies determines whether access to records of the custom object is granted through the role hierarchy. If this setting is unchecked, managers are unable to see the feedback records from their staff, unless they are given access by other means, such as sharing rules or manual sharing. References: https://help.salesforce.com/s/articleView?id=sf.security_sharing_owd_custom_objects.htm &type=5

Two reasons that would prevent a user from being deactivated are that the user is part of a territory hierarchy or that the user is assigned in workflow email alert. A territory hierarchy is a structure that defines how territories are related to each other in Salesforce; if a user is part of a territory hierarchy, they cannot be deactivated until they are removed from all territories. A workflow email alert is an action that sends an email to one or more recipients when a workflow rule is triggered; if a user is assigned in workflow email alert, they cannot be deactivated until they are removed from all email alerts. The user being in a custom hierarchy field or being the highest role in role hierarchy are not reasons that would prevent deactivation; they may affect data visibility or record ownership after deactivation, but they do not block deactivation itself. References: https://help.salesforce.com/s/articleView?id=sf.users_deactivate_considerations.htm &type=5

Escalation rules allow you to escalate cases based on certain criteria, such as time or priority. You can use escalation rules to transfer unassigned cases to the appropriate service representative within a specified time frame.

The likely cause for why a rehired user is no longer able to access records they worked on before leaving the company is that the records were manually shared with the user. Manual sharing allows granting access to individual records to specific users or groups. However, manual sharing is removed when a record owner changes or when a user’s role changes. When a user is deactivated, their role is removed and any manual sharing involving that user is deleted. When a user is reactivated, their role is restored but manual sharing is not. Therefore, the rehired user will not have access to records that were manually shared with them before deactivation. The stage of Opportunity records, permission sets, or record type of Opportunity records are not likely causes for why a rehired user is no longer able to access records they worked on before leaving the company. References: https://help.salesforce.com/s/articleView?id=sf.sharing_manual.htm &type=5

Standard objects are objects that are included with Salesforce by default, such as Account, Contact, Lead, Opportunity, etc. They have predefined fields and functionality that support common business processes. Custom objects are objects that you create to store information that is specific to your organization or industry. You can create new standard objects using the Object Manager in Setup. References: https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/standard_and_custom_objects

Component visibility allows you to restrict the visibility of a related list based on a permission set.

To display the screen flow, the administrator should create a tab and add the screen flow to the page. The administrator can also use a flow element and add the screen flow to the record page.

The other options are not relevant to this scenario. Adding the flow in the utility bar of the console will not display the screen flow. Installing an app from the AppExchange is not necessary to display the screen flow.

Here are the steps on how to create a tab and add the screen flow to the page:

Go to Setup > Tabs.

Click New.

Enter a name and label for the tab.

Select the Screen Flow tab type.

Select the screen flow that you want to display.

Click Save.

Here are the steps on how to use a flow element and add the screen flow to the record page:

Go to Setup > Customize > Lightning App Builder.

Select the record page that you want to add the screen flow to.

Click Edit.

Drag the Flow element from the Palette to the canvas.

Select the screen flow that you want to display.

Click Save.

Two considerations when installing a managed package in a sandbox are:

The installation link has to be modified to test.salesforce.com, because the default installation link points to login.salesforce.com which is for production orgs. To install a package in a sandbox org, the administrator has to replace login with test in the installation URL before clicking it.

The package will be removed any time the sandbox is refreshed, because refreshing a sandbox replaces its current data and metadata with those from its source org. If the source org does not have the package installed, then the sandbox will lose it after refresh. Any metadata changes to the package do not have to be recreated in production, because they are preserved during upgrades unless overwritten by the package developer. Install for Admins Only is not the only install option available; there are also Install for All Users and Install for Specific Profiles options. References: https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.data_sandbox_implementation_tips.htm &type=5

Two considerations for preventing users from accessing Salesforce from outside of their network are:

IP address restrictions are set on the profile or globally for the org, which limit login access based on IP ranges specified by an administrator

Restrict U2F Security Keys on the user’s profile to enforce login hours, which require users to use security keys during certain hours of day Assigning single sign-on to a permission set or enforcing Login IP Ranges on Every Request will not prevent users from accessing Salesforce from outside of their network. References: https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_keys_restrict.htm &type=5

Validation rule is a tool that can be used to enforce data quality and business logic by preventing users from saving records that do not meet certain criteria. In this case, a validation rule can be created on the Opportunity object to display an error message if the Stage field is Closed lost and the Loss Reason field is blank. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm &type=5

Assignment rules are tools that allow administrators to automatically route records to users or queues based on certain criteria. For example, an assignment rule can assign cases to different queues based on case priority, origin, type, or other fields. Assignment rules can be triggered when records are created manually, via email, web, or API. Assignment rules consist of multiple rule entries that define the criteria and actions for each assignment scenario. References: https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_casesupport_assign.htm &type=5

Currency locale and default language are two of the company settings that an administrator can configure in Salesforce. Currency locale determines how currency amounts are formatted and displayed in reports and other places. Default language determines the language used for labels, buttons, tabs, and other elements in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.admin_supported_currencies.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_supported_languages.htm &type=5

Description: The Account object in Salesforce is used to store information about individual customers or businesses that your organization interacts with. It holds essential data such as company name, contact information, industry, and related activities.

Use Case: Accounts are used to represent the organizations (or individuals) your support team is assisting. They serve as a central repository for tracking customer information and interactions.

Out of the Box Features: Includes fields like Account Name, Account Owner, Industry, Phone, and Address. It also supports relationships with Contacts, Opportunities, Cases, and other objects.

Description: The Case object is used to track and manage customer issues, complaints, requests, or inquiries. Each case represents a single customer interaction and can be used to manage the resolution process.

Use Case: Cases are fundamental to customer support operations. They help support agents keep track of customer problems, assign cases to appropriate team members, and ensure timely resolution.

Out of the Box Features: Includes fields like Case Number, Subject, Status, Priority, and Origin. It supports workflows, escalation rules, and case assignment rules.

Description: The Contract object stores information about the agreements between your company and your customers. These contracts define the terms of service, support levels, and other legal agreements.

Use Case: Contracts are useful for managing service level agreements (SLAs) and ensuring that support teams adhere to the agreed-upon terms. They can be linked to Accounts and Cases to provide context and track compliance.

Out of the Box Features: Includes fields like Contract Start Date, End Date, Contract Term, Status, and Account. It supports related lists to associate contracts with cases, assets, and other records.

Accounts:

Salesforce Account Object Documentation

Trailhead: Manage Your Customer Data

Cases:

Salesforce Case Object Documentation

Trailhead: Set Up Case Management

Contracts:

Salesforce Contract Object Documentation

Trailhead: Administer Salesforce Contracts

Account Object2. Case Object3. Contract ObjectReferences

Validation rules allow you to prevent users from changing an opportunity close date to a date in the past.

A roll-up summary field is a type of field that calculates values from related records, such as the count of child records or the sum of a field on child records. In this case, the administrator can add a roll-up summary field to the open house object to track the number of visitors by counting the child records on the visitors object. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm &type=5

Record types and sales processes allow you to have different page layouts, fields, required fields, and picklist values for different types of opportunities.

To prevent users from selecting more than one value on a picklist field, the administrator needs to change the field type from a multi-select picklist to a regular picklist, and select the “Choose only one value” checkbox on the field definition page. This will ensure that only one value can be selected on the record page and in reports and filters. References: https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm &type=5

A dashboard filter is a feature that allows users to filter dashboard components by one or more field values without changing the underlying report data. For example, a dashboard filter can allow users to view cases by origin, status, or owner. A dashboard filter consists of a filter name, one or more source fields, and one or more filter values. Users can apply one or more filters to see different views of the dashboard data. References: https://help.salesforce.com/s/articleView?id=sf.dashboards_filters.htm &type=5

A gauge component shows a single value along with its percentage of a total value within predefined ranges using colors (red-yellow-green). It is useful for showing key performance indicators (KPIs) such as total sales amount and progress towards sales goal. References: https://help.salesforce.com/s/articleView?id=sf.dashboards_gauge_component_type.htm &type=5

To track shoe designs by products, prevent them from being deleted, and allow multiple designs for one product across various stages, the administrator should create a custom object for shoe designs and configure a custom lookup field for shoe designs on the Product object. This will create a one-to-many relationship between products and shoe designs, and allow users to link multiple shoe designs to one product record. To prevent shoe designs from being deleted, the administrator can use validation rules or permissions. Adding a custom master-detail field for shoe designs on the Product object will create a many-to-one relationship, which is not desired. Using the standard object for designs or configuring a validation rule will not meet the requirement. References: https://help.salesforce.com/s/articleView?id=sf.customize_object_relationships_overview.htm &type=5

Formula fields are types of fields that calculate a value based on an expression or formula that references other fields or constants. Formula fields prevent administrators from changing their field type once they are created because they may be referenced by other functionalities such as reports, validation rules, workflow rules, etc., that depend on their data type and value. If a formula field is referenced by other functionalities, then changing its field type may cause errors or unexpected results. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm &type=5

Campaign influence is a feature that allows users to track how campaigns have influenced opportunities and measure the return on investment (ROI) of marketing efforts. Users can see which campaigns have influenced an opportunity on the related list and assign different attribution models to calculate the campaign influence. References: https://help.salesforce.com/s/articleView?id=sf.campaigns_influence.htm &type=5

A Chatter private group is a type of Chatter group that allows members to share feedback and ideas with each other in a secure and exclusive space; only members can see and post in a private group. It can be used by Ursa Major Solar to create a space for product owners to collaborate with just the product team by creating a Chatter private group and adding product owners as members. Using quick actions to log communication, configuring a Chatter public group, or adding activity history to document tasks are not solutions for creating a space for product owners to collaborate with just the product team; they either do not provide privacy or do not support collaboration. References: https://help.salesforce.com/s/articleView?id=sf.collab_groups_overview.htm &type=5

To share report folders with different groups of users with different levels of access, an administrator can use folder sharing settings under setup. Folder sharing settings allow administrators to share report folders with public groups, roles, roles and subordinates, territories, or portal roles with view or edit access. In this case, the administrator can share the Helpdesk folder with Support Agents with view access so they can run Helpdesk reports but not edit them; and share the R&D folder with Support Managers with edit access so they can view and edit R&D reports. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_folders_sharing.htm &type=5

To track assigned licenses and permission sets in Salesforce instead of using a spreadsheet, an administrator should use User Report type on Report object. User Report type allows creating reports that show information about users such as their profile, role, license type, active status, login history etc. It also allows adding fields related to permission sets such as Permission Set Assignments or Permission Set License Assignments. For example, an administrator can create a User Report that shows user name, profile name, user license name, permission set assignments count etc. Login History, Lightning Usage App, or Permission Set Groups are not features that can be used to track assigned licenses and permission sets in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.reports_report_types_standard_user.htm &type=5

Flow Builder supports creating a wizard that can collect user input and perform actions.

Paths allow you to display key fields and guidance for each stage of an opportunity. Kanban list views allow you to update records by dragging them between columns.

To use as an identifier when importing and updating records from a separate system, an administrator should use External ID field type on an object. External ID fields allow storing unique identifiers from external systems and using them for matching records during import or update operations. External ID fields can also be used for upsert operations that insert new records or update existing ones based on external ID values. For example, an administrator can create an External ID field on Account object that stores account numbers from an external ERP system and use it for importing or updating accounts from that system. Rich Text field, Record ID, and Auto-Number field are not suitable for using as identifiers when importing and updating records from a separate system. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_field_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.data_loader_upsert.htm &type=5

Flow Builder supports creating a screen that can launch a simple discount calculator when a button is clicked on an opportunity.

Case escalation rules are a feature that can be used to meet this requirement. Case escalation rules can automatically escalate cases that meet certain criteria, such as being open for more than a specified time or having a certain priority. Escalation rules can assign cases to a different owner or queue and send email notifications to the support manager or other recipients. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm &type=5

 Discount is not a standard field on the Opportunity object, so you need to create a custom field to capture the discount amount or percentage for each opportunity. To set up an approval process where opportunity discounts over 30% need to be approved by the VP of sales, and any discounts above 10% need to be approved by the user’s manager, you need to configure two separate approval processes with different entry criteria based on the discount field value and different approvers based on their roles. References: https://help.salesforce.com/s/articleView?id=sf.approvals_getting_started.htm &type=5

Guided selling, validation rules, and required fields on the page layout are three options that can be used to ensure sales reps fill out key fields when working on an opportunity through the process. Guided selling allows administrators to add prompts and guidance at each stage of the path to help reps move forward with confidence. Validation rules allow administrators to enforce data quality and business logic by preventing reps from saving records that do not meet certain criteria. Required fields on the page layout allow administrators to make certain fields mandatory for reps to enter before saving records. Configuring opportunity path can help reps visualize and update key fields at each stage, but it does not make them required or prevent them from moving forward without entering them. Using flow to mark fields required is not possible because flows cannot modify page layouts or field properties. References: https://help.salesforce.com/s/articleView?id=sf.path_guided_selling.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_properties.htm &type=5

One of the possible causes for being unable to add a new user in Salesforce is that the username is already in use by another organization. Usernames must be globally unique across all Salesforce orgs, so if another user has claimed that username before, it cannot be used again. To fix this issue, choose a different username that is not taken by anyone else. The username is not restricted to a domain specific to my domain unless specified by an administrator. The email address used for the username does not have to match a contact record. The email used for the username can be any valid email address. References: https://help.salesforce.com/s/articleView?id=sf.admin_usermgmt_add.htm &type=5

Before Save Flows are a type of record-triggered flow that run before a record is saved and can update fields on that record without any additional actions or DML operations. They are faster and more efficient than workflow rules or process builder for simple field updates when a record is created or updated. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_before_save_update.htm &type=5

In the scenario where a flow sends a reminder email 30 days before the warranty expiration date, and a customer renews their warranty, the expected behavior of the email element in the flow would be:

The email is not sent because the record no longer meets the criteria: Since the customer has renewed their warranty, the warranty expiration date has likely been updated to a new date three years in the future. Therefore, the record no longer meets the original criteria of being 30 days away from the expiration.

The other options do not accurately describe the expected behavior based on the given scenario.

Web-to-Case allows you to create cases from a form on your website.

Report type is a tool that can be used to pull contact fields into the custom report for Event. Report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. To edit the custom Event report type and add fields related via lookup, go to Setup > Report Types and select the Event report type. Then click Edit Layout and drag the fields from the Contact object to the layout. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm &type=5

Case escalation rules are used to escalate cases that have not been resolved within a certain time frame by changing the case owner, sending email notifications, or triggering workflow actions. You can use these actions to alert the appropriate users or groups when a case needs urgent attention or escalation. References: https://help.salesforce.com/s/articleView?id=sf.customize_caseesc.htm &type=5

To access the account object in Salesforce, users need to have permission to the account object on their profile or permission set. Permission to an object determines what users can do with records of that object, such as create, read, edit, delete, view all, or modify all. If users do not have permission to an object, they will not be able to see or access that object in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.users_profiles_permissions.htm &type=5

Two-factor authentication requires users to verify their identity with two pieces of information when they log in to Salesforce. One piece is their username and password, and the other is a verification code from an authenticator app or email or SMS.

A pending Chatter post is a post that has been scheduled to be published at a future date and time. However, if the user who created the pending Chatter post is deactivated before the scheduled date and time, then the pending Chatter post will be canceled and will not be published. This is because deactivated users cannot create or edit posts in Chatter. References: https://help.salesforce.com/s/articleView?id=sf.collab_scheduled_posts.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.collab_deactivated_users.htm &type=5

Process Builder is a tool that can be used to automate business processes by creating record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can be used to create a flow that executes when an opportunity is closed won and creates a client welcome task and a welcome email for the primary contact. References: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm &type=5

To show different picklist values for sales and marketing users, you can either use record types or profiles. Record types allow you to have different picklist values for different page layouts assigned to different profiles. Profiles allow you to restrict picklist values based on user permissions.

To make it easy for approvers to respond to approval requests, the administrator should configure three settings:

Update the organization’s chatter setting to allow approvals, which enables approvers to approve or reject requests from chatter feeds or email notifications

Enable the organization’s Email approval response setting, which allows approvers to reply to approval request emails with keywords such as APPROVE or REJECT

Add the Items to approve component to the approvers home page, which shows a list of pending approval requests that can be acted upon with one click Specifying initial submission actions within the approval process will not affect how approvers respond to requests. Creating a flow to automatically approve all records will bypass the approval process altogether. References: https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_email.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_one_click.htm &type=5

To allow a user to add new Campaign Members or update Member statuses, the administrator should make sure that Marketing User Checkbox is checked on the user record page. This checkbox enables users to create, edit, and delete campaigns, configure advanced campaign setup, import leads, manage campaign members, and update campaign history via mass update. The checkbox also requires users to have Read and Edit permissions on campaigns and leads/contacts. Creating a permission set, providing access to both Leads and Contacts, or running a Campaign report will not enable users to manage Campaign Members. References: https://help.salesforce.com/s/articleView?id=sf.campaigns_enable.htm &type=5

The $Record global variable allows you to reference the values of the active record the flow is running on.

A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can ensure that house showings are scheduled within the current year by comparing the showing date field with a formula that returns the current year. If the showing date field contains a date outside of the current year, then the validation rule will prevent users from saving or importing records with an error message. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm &type=5

A formula field is a type of field that calculates a value based on an expression or formula that references other fields or constants. For example, a formula field can display today’s date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today’s date when the status of the account is changed to ‘Audited’. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm &type=5

Dependent picklist and global picklist are two options that can be used to meet this requirement. Dependent picklist allows users to create a conditional relationship between two picklist fields, where the available values in one field depend on the value selected in another field. Global picklist allows users to create a set of picklist values that can be shared across multiple fields and objects, ensuring consistent values and reducing maintenance. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_dependent_picklists.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.picklist_global_picklists.htm &type=5