Advanced-Administrator Questions and Answers

To ensure that secure fields remain protected in email templates, administrators should remove the fields from the email. Email templates can expose sensitive information if they contain fields with secure data. By excluding these fields, administrators can prevent unauthorized access to sensitive information through email communication.

Removing Secure Fields from Email Templates:

When creating or updating email templates, administrators should carefully assess the fields included and remove any that contain sensitive information, such as encrypted fields or fields that contain Personal Identifiable Information (PII).

This approach ensures that secure information is not unintentionally shared via email, aligning with best practices for data security and minimizing exposure risks.

Implications of Including Secure Data in Emails:

Secure fields, particularly those that contain sensitive or confidential information, should be restricted from emails to avoid potential data breaches.

Email communication often lacks the same security controls as the Salesforce platform, making it essential to limit the sharing of sensitive data.

Incorrect options:

Implement GDPR: While GDPR compliance ensures proper data handling practices, it does not directly prevent secure fields from being included in emails.

Set up an approval process for email alerts: An approval process can control the sending of email alerts but does not inherently protect secure fields within the email content.

Use classic encrypted fields: Encrypted fields add a layer of security for data at rest within Salesforce but do not provide specific protections for data included in email templates. Moreover, encrypted fields cannot be referenced in email templates.

In conclusion, the most effective way to ensure that secure fields are not exposed through email templates is to remove these fields from the template altogether, avoiding the inclusion of sensitive data in email communications.

Escalation rules are rules that automatically escalate cases if they have not been resolved within a certain time frame or meet certain criteria such as priority or status. Escalation rules can perform actions such as changing ownership of cases, sending email notifications, or creating tasks for users or queues. By using escalation rules, AW Computing can ensure that cases are properly prioritized and handled within their SLA time limit.

Assignment rules are rules that automatically assign cases to users or queues based on criteria such as case origin, type, or product. Assignment rules can also send email notifications to users or customers when a case is assigned. By using assignment rules, AW Computing can ensure that cases are routed to the right agents or teams based on their skills and availability. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation_rules_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_caseassign.htm &type=5

The change can be made through the desktop site by using the Edit All button on the related list of products on the opportunity page. This button allows you to edit multiple products at once and change their price book entries. You cannot use this button on the mobile app, as it is not supported. You also cannot change the price book on the opportunity once it has products added to it, unless you remove all the products first. References: https://help.salesforce.com/s/articleView?id=sf.opportunity_products_edit.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.opportunity_products_change_pricebook.htm &type=5

To manage both B2C and B2B customers, CK should use Person Accounts and Contacts to Multiple Accounts features. Person Accounts allow CK to store information about individual consumers without requiring a separate account record. Contacts to Multiple Accounts allow CK to associate a contact with multiple accounts, such as their employer and their personal account. References: https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.account_contact_rel_overview.htm &type=5

Modify All is the level of access that the sales user will have on the Account object after being assigned to a muting permission set that mutes Delete access on Account. Muting permissions are a way to reduce or remove access to objects or fields for users who are assigned to permission set groups. Muting permissions can only mute object-level permissions, such as Create, Read, Edit, Delete, View All, or Modify All, but not field-level permissions or other permissions. Muting permissions can only reduce or remove access that is granted by other permission sets or permission set groups within the same permission set group, but not by profiles or other sources of access. Therefore, in this case, the muting permission set will only mute the Delete access on Account that is granted by the permission set group, but not the Modify All access that is also granted by the permission set group.

Two reasons why the user cannot find the Location object while using Data Loader are:

The label of Location may have been changed. The label of an object is the name that is displayed in the user interface and can be different from the API name that is used by Data Loader and other tools. If the label of Location has been changed to something else, such as Site or Venue, then the user may not be able to find it by searching for Location in Data Loader. The user should check the API name of the object in Object Manager or use the Describe Global operation in Data Loader to see all available objects and their labels.

The user’s profile needs create access to Location. The user’s profile determines what objects and fields they can access and what actions they can perform on them, such as creating, reading, updating, or deleting records. If the user’s profile does not have create access to Location, then they will not be able to load records into that object using Data Loader. The user should check their profile permissions in Setup or ask their administrator to grant them create access to Location.

The other two options are incorrect because:

Data Loader should only be used with standard objects is not a reason because Data Loader can be used with both standard and custom objects, as long as they are accessible and queryable via the API.

Location has a master-detail field to Account is not a reason because having a master-detail field does not prevent an object from being available in Data Loader, as long as it meets the other requirements such as accessibility and queryability.

Two options that the administrator can use to solve this scenario are:

Create a custom object. A custom object is an object that you define to store information that is specific to your organization or industry. In this case, you can create a custom object for the form that has more than 30 fields and relates to the account or opportunity object. This way, you can store multiple submissions of the form for each account or opportunity and track their changes over time.

Turn on Field Tracking. Field tracking is a feature that allows you to monitor changes to certain fields on an object and display them in a history related list. In this case, you can turn on field tracking for the fields on the form custom object and see what values were changed from one submission to another.

A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce. A permission set can be used to extend users’ functional access without changing their profiles. You can assign permission sets to individual users or groups of users based on their business needs. In this case, you can create a permission set with Read access to the Government ID field on the custom object and assign it to the Institutional Team users who need access to this field via reports. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.perm_sets_create.htm &type=5

The flow debug option is a tool that allows you to test and troubleshoot your flow by running it in debug mode and inspecting the values of variables and resources at each step. You can also set the debug mode to run as another user and see how the flow behaves for different users with different permissions and settings. In this case, using the flow debug option and setting the selection to run as another user can help identify why one user is experiencing a flow error while others are not. References: https://help.salesforce.com/s/articleView?id=sf.flow_debug.htm &type=5

Opening the flow in Debug mode and running it as another user allows simulating how the flow behaves for different users with different permissions and settings. This can help identify any issues related to user

The Automated Case User is the default user for cases created via Email-to-Case. This user needs to have permissions to the new record type in order to assign it to the incoming cases. If the Automated Case User does not have the permissions, the cases will receive a different record type based on the organization-wide default settings. References: https://help.salesforce.com/s/articleView?id=sf.case_email_to_case.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.case_automated_user.htm &type=5

UESTION NO: 187

The administrator at Cloud Kicks recently replaced several case workflow rules with a single before save flow. Since this change, some cases are routing In unexpected ways.

What could be the cause or the charges to routing?

A. The old workflow rules are still active and impacting routing.

B. The flow precedes assignment rules; workflow rules are after assignment rules.

C. Assignment rules no longer reference the correct fields.

D. Multiple automation tools have been used and the automation is executed in a different order.

Answer: D

Multiple automation tools have been used and the automation is executed in a different order. This could cause some cases to route in unexpected ways, because the before save flow might override or conflict with the assignment rules or other automation tools that run after the record is saved. The administrator should review the order of execution and ensure that the flow logic is consistent with the other automation tools. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_order.htm &type=5 https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm

Two combined automation tools that the administrator can use to create the task record and assign based on date criteria are:

Create a formula field to capture the MAX date. A formula field is a custom field that calculates a value based on other fields or expressions. In this case, a formula field can be used to capture the maximum value between Estimated Shipping Date and Client Need By Date fields and store it as a date value.

Make a Process Builder to create the task. A Process Builder is an automation tool that allows you to create processes that perform actions based on certain criteria. In this case, a Process Builder can be used to create a task record when a certain condition is met and assign its due date based on the formula field value.

The other two options are incorrect because:

An approval process is an automation tool that allows you to route records for approval based on certain criteria and approval steps. It does not create or assign tasks based on date criteria.

A workflow rule is an automation tool that allows you to perform actions based on certain criteria and evaluation time. It does not create or assign tasks based on date criteria.

Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and prices, and keep track of which one is most likely to close. Syncing a quote with an opportunity will update the opportunity amount, stage, and expected revenue fields based on the quote information. References: https://help.salesforce.com/s/articleView?id=sf.quotes_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm &type=5

Flows deployed with change sets are inactive by default and need to be manually activated in the destination org before they can run. Deploying or redeploying a flow with change sets creates a new version of the flow in the destination org, which preserves the previous versions and allows for rollback if needed. All flow dependencies, such as custom fields, objects, or variables, are automatically added to the change set when a flow is added

Force logout on session timeout is the recommended security setting to configure because it prevents users from resuming their sessions after they time out due to inactivity, which reduces the risk of unauthorized access to Salesforce data from unattended devices. References: https://help.salesforce.com/s/articleView?id=sf.security_sessions_logout.htm &type=5

Delegated administration allows administrators to delegate certain user management tasks to other users without granting them full administrative privileges. Delegated administrators can create and manage users only within specified roles or public groups. This option will meet the requirement of allowing each division to create and manage users only within their division. References: https://help.salesforce.com/articleView?id=delegated_administration_overview.htm &type=5

A session security level is a setting that determines how secure a user’s session is based on factors such as their login method, their IP address, their browser, or their device. Administrators can configure different session security levels for different user profiles and assign different actions or permissions to each session security level.

Multi-factor authentication (MFA) is a feature that requires users to verify their identity using two or more factors of authentication when they log in to Salesforce, such as their username and password plus a verification code or an app-generated token. MFA can enhance the security of user sessions and prevent unauthorized access.

If an administrator recently implemented MFA with a standard security level selected and is receiving cases that users are unable to log in, they should check the session security level required at login on the user profile. This setting determines what session security level users need to have when they log in based on their profile. If this setting is higher than the standard security level, users may not be able to log in with MFA alone and may need additional factors of authentication. References: https://help.salesforce.com/s/articleView?id=sf.security_sessions.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.identity_mfa.htm &type=5

REGEX is a function that allows administrators to check whether a text value matches a regular expression pattern. Regular expressions are a way to define complex patterns of characters using symbols and operators. REGEX can be used to enforce consistent formatting for a field value by specifying the required length, characters, and separators.

The Setup Audit Trail is a tool that allows you to view and download a log of changes made in your org’s Setup area. The log shows up to 20 fields of information for each change, such as who made it, when it was made, what type of change it was, and what values were changed. You can use the Setup Audit Trail to track configuration changes directly in production and identify any unauthorized or problematic changes. One of the changes that the Setup Audit Trail tracks is when a user grants login access to another user. This means that you can use the Setup Audit Trail to see if any other administrators or delegated administrators are using the Log In As a User feature. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.remoteaccess_granting_login_access.htm &type=5

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. References: 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

Displaying the related contacts related list and adding the direct field will allow users to distinguish between contacts and related contacts. The related contacts related list shows all contacts that are related to an account, either directly or indirectly. The direct field indicates whether a contact is directly associated with an account or not. By adding this field to the related list, users can easily see which contacts are direct and which are not. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_direct_field.htm &type=5

Role hierarchy is a sharing mechanism that should be used to open up opportunity sharing to directors who oversee regional managers so they can access records to assist regional managers. Role hierarchy is a way to grant access to records based on the user’s position in an organization’s hierarchy of roles. Role hierarchy can grant users access to records owned by or shared with users below them in the hierarchy for objects that have organization-wide defaults set to Private or Public Read Only. By using role hierarchy, the administrator can ensure that directors can access opportunities owned by or shared with regional managers who report to them

One of the IDs in the batch referenced a record that was in the recycle bin because deleting records with Bulk API does not delete records permanently but moves them to the recycle bin. Therefore, if a record ID in the batch matches an existing record ID in the recycle bin, an ‘entity is deleted’ error will occur.

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

The Analyze feature in the Lightning App Builder toolbar is a tool that helps you optimize the performance of your record pages by providing recommendations and insights on how to improve page load time and user experience. It can help you identify which fields and components are taking the most time to load and suggest ways to reduce their impact. You can also compare your page performance with other pages in your org or with Salesforce best practices. References: https://help.salesforce.com/s/articleView?id=sf.lightning_page_optimize.htm &type=5

Check the Reevaluate Workflow Rules After Field Change box on the Approval Process Field Update Action is what the administrator should do to troubleshoot the issue. This option allows the approval process field update to trigger any workflow rules or processes that are based on the updated field value. If this option is not checked, the approval process field update will not trigger any workflow rules or processes, and the Process Builder will not fire

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

Data Categories are a way to organize and classify knowledge articles into a hierarchical structure based on topics or criteria. Data Categories can help service reps quickly narrow down the number of articles by filtering or browsing by category. Data Categories can also be used to control the visibility and access of articles for different users or roles.

To use outbound change sets, a user needs to have the Create and Upload Change Sets permission on their profile or permission set. This permission allows users to create change sets in a sandbox or Developer Edition organization and upload them to another organization. References: https://help.salesforce.com/s/articleView?id=sf.changesets_create_upload_perm.htm &type=5

A phone field that provides the full phone number of the seller, a number field that designates the square footage of the listing, and a picklist field that designates the county of the listing should be used as filter criteria because they are fields that can be used to narrow down the report results based on specific values or ranges. A multi-select picklist field that designates features of the listing and a formula field that calculates a price for the listing should not be used as filter criteria because they are fields that cannot be filtered on in reports. References: https://help.salesforce.com/s/articleView?id=sf.reports_filtering.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_fields_unavailable.htm &type=5

Shield Platform Encryption is a Salesforce feature that allows you to encrypt sensitive data at rest while preserving critical platform functionality. It uses a combination of tenant secrets, encryption keys, and masking policies to protect your data. A field encryption policy is a set of rules that defines which fields are encrypted and how they are masked when displayed. A field encryption policy can be used to encrypt and mask the identification number field, except for the last two digits. References: https://help.salesforce.com/s/articleView?id=sf.security_pe_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_pe_field_encryption_policies.htm &type=5

A matching rule is a rule that defines how records are compared for duplication based on certain fields or fuzzy logic. By including more fields or changing the matching method, you can make the matching rule more or less strict and reduce false positives or negatives. In this case, including the email field to the existing matching rule for contacts can help avoid duplicate messages for common names by checking if the email addresses are also identical. References: https://help.salesforce.com/s/articleView?id=sf.matching_rules_create.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.matching_rules_considerations.htm &type=5

A flow is an automation tool that allows you to create processes that perform actions based on user input or record changes. A flow can be triggered by a user who launches it from a button, link, or Lightning page, or by the system when a record is created or updated. A flow has different versions that can be active or inactive. An active version is the one that runs when the flow is triggered, while an inactive version is the one that is saved but not running. When you deploy a flow to production with a change set, the flow version is deployed as inactive by default. This means that you need to activate the flow manually after deployment if you want it to run in production. References: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_changesets.htm &type=5

The user profile permissions on the Opportunity object is the item that the administrator should review to find out why the user is unable to delete the duplicate record. The user profile permissions determine what users can do with records and objects in Salesforce, such as creating, editing, deleting, viewing, or sharing. In this case, the administrator should check if the user has the Delete permission on the Opportunity object, which allows them to delete opportunity records that they own or have access to. If not, the administrator can either grant them this permission or delete the record for them. References: https://help.salesforce.com/s/articleView?id=sf.admin_general_permissions.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_object_permissions.htm &type=5

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. References: 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

Workflow is the debug log category that should be used to troubleshoot an issue with a flow. Workflow is a debug log category that captures information about workflow rules, flows, processes, approval processes, and entitlement processes. Workflow can help identify errors or issues related to these automation tools by showing details such as evaluation criteria, actions executed, variables assigned, and outcomes reached.

Changing the field type to a Lookup Relationship will allow deleting the Relationship field without deleting the Runners records. A lookup relationship creates a loose association between two objects, where the child records do not depend on the parent records for their existence. A lookup relationship can be deleted without affecting the child records, unlike a master-detail relationship that enforces cascading deletes. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5

Use an Insert operation to load data because the data is not already in Salesforce and does not need to be updated or deleted3. Map an External ID data value to the object because External IDs are used to create relationships between records that are being imported and records that already exist in Salesforce4. References: 3 https://help.salesforce.com/s/articleView?id=sf.data_loader_insert.htm &type=5 4 https://help.salesforce.com/s/articleView?id=sf.data_loader_relationships.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. References: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.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. References: https://help.salesforce.com/s/articleView?id=sf.changesets.htm &type=5

Process Builder and Flow Builder are tools that allow administrators to automate business processes in Salesforce without writing code. Process Builder and Flow Builder can perform actions such as creating records, updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc.

To automate several updates to lead records and update unrelated records at Cloud Kicks, an administrator can use two options:

B) Create a Process Builder that runs when a record is changed

Process Builder is a tool that allows administrators to create processes that consist of criteria nodes and action groups. Criteria nodes define the conditions that trigger the process and action groups define the actions that the process performs. Processes can run when a record is created or when a record is created or edited.

By creating a Process Builder that runs when a record is changed, an administrator can automate updates to lead records based on certain criteria and perform actions such as updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc. References: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.process_considerations.htm &type=5

C) Create a flow that runs when a record is created or updated

Flow Builder is a tool that allows administrators to create flows that consist of elements such as screens, assignments, decisions, loops, etc. Elements define the logic and user interface of the flow. Flows can run in different ways such as when a user clicks a button, when a record is updated by Process Builder, when an event occurs in the system (such as record creation), etc.

An after-save autolaunched flow is a type of flow that runs in the background when a record is saved and performs actions based on the record data or changes. An after-save autolaunched flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after-save autolaunched flow that runs when a Project record is created and creates a standard set of related Project Milestone records based on predefined values or variables. References: https://help.salesforce.com/s/articleView?id=sf.flow_trigger_types.htm &type=5 https://help.sales

Duplicate management is a feature that allows administrators to prevent or allow duplicate records for standard or custom objects. Duplicate management consists of two components: duplicate rules and matching rules.

B) Configure custom duplicate rules.

Duplicate rules are rules that determine what actions to take when users try to save duplicate records. Duplicate rules can block users from saving duplicates, alert users of duplicates and let them save anyway, or report on duplicates without affecting the save operation. Duplicate rules can also specify which fields to use for matching and which security settings to enforce. By configuring custom duplicate rules, the sales team administrator can prevent duplicate records from being created for contacts or other objects. References: https://help.salesforce.com/s/articleView?id=sf.data_prevent_duplicates.htm &type=5

C) Create custom matching rules.

Matching rules are rules that determine how duplicate records are identified by comparing fields and applying fuzzy matching algorithms. Matching rules can be standard or custom. Standard matching rules are predefined by Salesforce and apply to common objects such as contacts, accounts, or leads. Custom matching rules are created by administrators and apply to any standard or custom object. By creating custom matching rules, the sales team administrator can define how duplicate records are detected for contacts or other objects. References: https://help.salesforce.com/s/articleView?id=sf.data_matching_rules.htm &type=5

Paused flows can cause data to be saved in an unencrypted state because when a flow pauses, Salesforce saves its state and any data it has collected in a flow interview object, which is not encrypted by Shield Platform Encryption. References: https://help.salesforce.com/s/articleView?id=sf.security_pe_considerations_flows.htm &type=5

Contacts to Multiple Accounts is a feature that allows administrators to relate a contact to multiple accounts without creating duplicate contacts for each account. This feature is useful for scenarios where a contact has business relationships with more than one account, such as consultants, brokers, or loan advisors. By setting up Contacts to Multiple Accounts for loan advisors at DreamHouse Realty, administrators can track which loan advisors work with which customers and which accounts without creating duplicate contacts for each account. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_overview.htm &type=5

The setup audit trail tracks the recent setup changes that you and other administrators have made to your org. It can help you troubleshoot issues by showing you what changes were made, who made them, and when. In this case, the setup audit trail can help the administrator identify if someone changed the field-level security, page layout, or profile settings for the industry picklist field. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm &type=5

As explained in question 3, a price book is a list of products and their prices for a specific segment of customers or market. By creating a new price book for the U.K product pricing, Northern Trail Outfitters (NTO) can offer different prices for their products in the U.K market due to shipping and raw material cost differences. The price book can also specify which currency is used for the prices, such as pounds or euros. References: https://help.salesforce.com/s/articleView?id=sf.products_pricebooks_def.htm &type=5

A high assurance session is a type of session security level that requires users to verify their identity using a second factor of authentication, such as Salesforce Authenticator, a verification code, or a security key. Administrators can configure certain actions or permissions to require a high assurance session, such as exporting reports, viewing encrypted data, or accessing connected apps.

If users are able to run reports but are taken to a login screen and prompted for additional verification when they try to export a report, it could be because exporting is configured to require a high assurance session. This means that users need to use a second factor of authentication to export reports, even if they have already logged in with their username and password. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_sessions.htm &type=5

Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. References: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.htm &type=5

One possible cause of unexpected changes to record values is having multiple automation tools that update the same field on the same object. This can create conflicts and overwrite each other’s values. To resolve this issue, the administrator should consolidate automation tools and use only one tool per object and field combination. This can help avoid confusion and ensure consistent results. References: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm &type=5 https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/automation_considerations

A validation rule and a stage guidance in Path are two features that can help ensure that users input a use case before moving the opportunity stage to qualified.

A validation rule is a formula that validates the data entered by users and prevents records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to check if the Use Case field is blank when the Stage field is changed to Qualified, and display an error message if so.

A stage guidance in Path is a feature that displays helpful information or tips for each stage of a sales process on an opportunity record page. In this case, adding the Use Case field to the stage guidance in Path can remind users to fill out this field before moving to the next stage.

Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams is how the administrator should extend the Opportunity object to meet the teams’ different needs. Record types are a way to offer different business processes, picklist values, and page layouts to different users based on their profiles or permission sets. Page layouts are a way to control the layout and organization of fields, buttons, related lists, and other components on a record page. Sales processes are a way to define the stages that an opportunity goes through from creation to close. By using separate record types, page layouts, and sales processes for each team, the administrator can customize the opportunity object according to their different requirements and preferences.

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. References: 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

The resume event is recalculated and the email goes out to the account owner immediately because the flow uses a scheduled path that evaluates the expiration date field every time it changes. When the expiration date is changed to yesterday, the flow resumes immediately and executes the action of sending the email

Query and export the Account History object using Data Loader is how the administrator can acquire the field history data for analysis. Data Loader is a tool that allows administrators to import, export, insert, update, delete, or upsert records in Salesforce using CSV files. Data Loader can handle large data sets and complex data transformations. Data Loader can be used to query and export the Account History object, which stores the field history data for accounts, using SOQL statements. 

To ensure that sales reps’ managers can view records containing customer’s credit information but their colleagues cannot, NTO should grant access using hierarchies via the sharing settings. This option allows users above another user in the role hierarchy to have access to records owned by or shared with users below them in the hierarchy. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5

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

An entitlement process is a feature that allows you to define and enforce service-level agreements (SLAs) for your customers based on certain criteria and timelines. An entitlement process consists of milestones and actions that represent required steps and time limits for resolving customer issues. You can use entitlement processes to track if your support team is meeting your SLAs and provide consistent service quality to your customers. In this case, you can set up and configure entitlement processes for different types of cases and assign them to accounts or contacts based on their service contracts or warranties. References: https://help.salesforce.com/s/articleView?id=sf.entitlements_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.entitlements_process.htm &type=5