Ace the Salesforce Advanced-Administrator Exam: Ultimate Preparation Guide

The sales manager and system administrator will be able to edit this new contact record because they are either the owner or have Modify All Data permission respectively. Users above or below the sales manager in the role hierarchy will not be able to edit this contact record because contacts are controlled by parent and accounts are set to Public Read Only. All users in the organization will be able to view but not edit this contact record because accounts are set to Public Read Only. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.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

Making the field Read Only on the page layout prevents users from manually entering or editing the field value on the record page. This ensures that users cannot bypass answering the questions in order to determine their Tier value. Using a screen flow to ask the questions allows administrators to create an interactive user interface that guides users through a series of screens based on their inputs and logic. A screen flow can be used to ask questions and set the field value based on the answers

A rich text component allows administrators to add custom text or images to a Lightning page. Conditional visibility allows administrators to control when a component is visible based on criteria such as field values or device type. By using these features, administrators can highlight Canadian customers as a potential challenge for fulfillment without modifying the page layout or creating a new record type. References: https://help.salesforce.com/articleView?id=sf.app_builder_components_rich_text.htm &type=5 https://help.salesforce.com/articleView?id=sf.app_builder_component_visibility.htm &type=5

Dynamic actions are actions that appear on Lightning record pages based on criteria such as field values or user profiles. Dynamic actions allow administrators to customize which actions are available for users on different record types or page layouts without creating multiple page layouts for each scenario. By using dynamic actions and conditional visibility for accounts at AW Computing, administrators can show only relevant actions for customer service and sales users based on their situation. References: https://help.salesforce.com/s/articleView?id=sf.dynamic_actions_overview.htm &type=5

Login Forensics is a Salesforce feature that allows you to monitor and analyze login behavior and trends in your org. It can help you identify and prevent brute-force password attacks by showing you the number of login attempts, successes, and failures per user, location, and device. You can also set up alerts to notify you when a user exceeds a certain number of login failures or when a login originates from an unusual location or device. References: https://help.salesforce.com/s/articleView?id=sf.security_loginforensics.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_loginforensics_alerts.htm &type=5

Tableau CRM is a product that allows you to create complex dashboards with supporting charts based on data from a variety of sources, including Salesforce data and external data sources. Tableau CRM uses an analytics platform that stores data in datasets and lets you explore and visualize data using lenses and dashboards. You can also use artificial intelligence and machine learning features to discover insights and make predictions from your data. Tableau CRM is integrated with Salesforce and can be accessed from various apps and objects. References: https://help.salesforce.com/s/articleView?id=sf.bi_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.bi_data_overview.htm &type=5

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

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

Another quote is already synced with the opportunity will prevent a user from syncing a quote with an opportunity. Only one quote can be synced with an opportunity at a time. If a user tries to sync another quote, they will get an error message saying that the opportunity already has a synced quote. References: https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm &type=5