Master the Salesforce Certified Advanced Administrator (WI24) Advanced-Administrator Exam with Confidence!

Public groups let you share records with a set of users defined by criteria such as role, profile, or individual users. You can use publicgroups as recipients for email alerts in workflow rules or process builder. References:https://trailhead.salesforce.com/en/content/learn/modules/administration_essentials_for_new_admins_in_lightning_experience/administration_essentials_for_new_admins_in_lightning_experience_security_shar ing

A forecast is a projection ofhow much revenue or quantity you can generate from your sales pipeline for a given period of time. A forecast can be either revenue-based or quantity-based, depending on what you want to measure and track. A revenue-based forecast shows the amount of moneyexpected from closed sales, while a quantity-based forecast shows the number of units expected from closed sales. You can choose the forecast type that best suits your business needs and goals when you set up Collaborative Forecasts in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm &type=5https://help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_ty pes.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 Fields component is a Lightning component that allows administrators to display fields from a record on a Lightning page based on certain conditions or criteria. For example, administrators can use filter logic to show or hide fields based on field values or user profiles. In this case, the administrator can use the Fields component to display fields that only apply to condos based on the value of a field that indicates the type of property. References:https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_fields.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 usersneed 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

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

Two considerations that the administratorshould remember about roll-up summary fields are:

• Roll-up types include COUNT, SUM, and AVG. A roll-up type is a function that determines how the data from the child records is aggregated and displayed on the parent record. The available roll-up types areCOUNT, which counts the number of child records; SUM, which adds up the values of a numeric field on the child records; AVG, which calculates the average value of a numeric field on the child records; MIN, which displays the lowest value of a field on thechild records; and MAX, which displays the highest value of a field on the child records.
• Roll-up summary fields are created on the master side of a master-detail relationship. A master-detail relationship is a type of relationship that links two objects together such that the master object controls certain behaviors of the detail object, such as security and deletion. A roll-up summary field is a type of field that displays a value that is calculated from child records related to a parent record. Roll-up summary fields can only be created on the master object of a master-detail relationship or on a lookup relationship if it is set as required.

The other two options are incorrect because:

• Roll-up summary fields do not prevent the conversion of a master-detail relationship to a lookup. They only prevent it if they reference a formula field that includes another relationship.
• Rollup fields are not calculated prior to save. They are calculated after save and may take some time to update.

References:https://help.salesforce.com/s/articleView?id=sf.customize_rollup_summary_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.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 withoutrequiring 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_behavi or.htm&type=5https://help.salesforce.com/s/articleView?id=sf.account_contact_rel_overview.htm &type=5

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

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 upsertrecords 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.