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The administrator at Universal Containers recently rolled out Email-to-Case functionality. Even though a new record type was created and specified in the Email-to-Case settings, all incoming cases are receiving a different record type.
What is likely causing the record type discrepancy?
A custom object called Item has a many-to-many relationship with the Account and Quota objects. At Cloud Kicks, account owners are changed frequently while ownership of Quota records remains unchanged. When an account owner is updated, the new account owner can only see Item records if they are also the owner of the Quota record.
What step should the administrator take to give access to all Item records?
Change the data format of the Quota relationship field from master-detail to lookup.
Cloud Kicks (CK) has a backup team of employees that helps short-staffed departments. These users could be working with sales one day and service the next. CK is implementing new Lightning record pages for each department so that they view records In a way that makes sense for each department.
How should the administrator ensure this Is configured correctly?
An administrator created a new custom object. When trying to upload new records to the custom object using.
Date Loader, they are unable to see the new custom object in the list of available objects.
What should the administrator do to resolve the issue?
A user is getting an error when attempting to merge two accounts. The administrator checks the
profile to see the user has Read/Write permission on Accounts and is the owner of both records.
What is preventing the user from completing the merge?
What would prevent a user from syncing a quote with an opportunity?
Cloud Kicks has two record-triggered flows on the same object. One flow creates a child record when criteria are met. The second record-triggered flow is based on criteria to check if the child record exists and updates a field. The field on the child record that needs to be updated Is still null after the second record trigger.
What should the administrator do to resolve this issue?
AW Computing continues to grow and has concerns about the volume of sensitive data being stored in its org. The administrator suggests utilizing Salesforce Shield.
What should the team consider before Implementing Salesforce Shield?
DreamHouse Realty wants to notify an assigned agent when an appointment Is booked on a custom object for one of their listed homes along with the total number of appointments booked so far. The administrator has configured a Roll-up Summary for the number of appointments as well as a flow to detect the creation of a new appointment
and send the information to the agent.
What consideration about process automation should the administrator be aware of to ensure the right Information is delivered?
Soles reps at AW Computing hove asked the Administrator to help them close deals faster on the Salesforce mobile app when they're in the new. They want to be able to quickly close an opportunity and have key fields, like status, pre populated to Closed Won.
What should an administrator create to achieve this?
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