Ace the Salesforce Salesforce-Certified-Administrator Exam: Ultimate Preparation Guide

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

To help agents fill in event details and request dates for open house events without double-booking them, the administrator should create an approval process on the Campaign object, which is used to manage marketing events in Salesforce. The approval process can define entry criteria based on campaign fields such as type or status, specify initial submission actions such as sending email alerts or updating fields, assign approvers who can review and approve event requests, and specify final approval actions such as creating tasks or updating fields. Creating a workflow rule, a sharing rule, or a campaign will not help agents request event dates or prevent double-booking. References: https://help.salesforce .com/s/articleView?id=sf.campaigns_overview.htm&type=5https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm &type=5

A master-detail relationship is a parent-child relationship in which the master object controls certain behaviors of the detail object. The master object can be a standard or custom object, but not all standard objects support being a master. Roll-up summaries are fields that calculate the sum, count, min, or max of child records. The owner field on the detail records is not available and is automatically set to the owner of the master record.

References: https://www.forcetalks.com/blog/master-detail-relationship-in-salesforce/ https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm &type=5

Themes are a way to customize the look andfeel of Salesforce by changing the colors, images, and logos that appear on Lightning Experience pages. However, there are some limitations and considerations when using themes, such as: only one theme can be active at a time, and a theme applies to the entire org; themes apply only to Lightning Experience and do not affect Salesforce Classic or the Salesforce mobile app; up to 300 custom themes can be created, modified, or cloned from the built-in themes; Chatter external users see the built-in Lightningtheme only and cannot see custom themes. References:https://help.salesforce.com/s/articleView?id=sf.themes_overview.htm &type=5

Flow Builder supports creating a scheduled flow that can run at specified intervals and perform actions on a set of records that meet certain criteria.

References: https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_concepts_scheduled_start.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 thiscase, 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

An escalation rule is a tool that allows administrators to automatically escalate cases based on certain criteria and time triggers. For example, an escalation rule can change the owner of a case, send anemail notification, or update a field value when a case has been open for more than 7 days. An escalation rule consists of multiple rule entries that define the criteria and actions for each escalation scenario. References:https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm &type=5

A related record component is a type of component that allows users to view and edit fields from a parent record on a child record page without leaving the page. For example, a related record component can allow users to update the account status from the case layout by selecting an account record from a drop-down list. A rich text component is a type of component that allows users to display formatted text on a record page using rich text editor tools such as bold font, bullet points, images, and links. For example, a rich text component can display a message in bold font when a case is saved as acriticalrecord type by using conditional visibility rules. References: https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_related _record.htm&type=5https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_rich_text.htm &type=5

To allow a user to add new Campaign Members or update Member statuses, the administrator should make sure that Marketing UserCheckbox 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

To see certain information about one or more cases when referencing the contact record, an administrator can use two methods: edit the Related List component in the Lightning App Builder and choose Related List as the related listtype; and use the page layout editor to include the appropriate column in the Cases related list. The Related List component is a component that allows users to view and edit records related to a parent record on a record page. The Related List component has two types: Related List and Enhanced List. The Related List type shows records in a table format with columns that match the page layout of the parent record. The Enhanced List type shows records in a compact format with fewer columns and actions. To change the type of the Related List component, an administrator can use the Lightning App Builder and select either Related List or Enhanced List from the properties panel. The page layout editor is a tool that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. To include appropriate columns in a related list, such as case name, case ID, customer name, case reason, case status, and case creation date for cases related to contacts, an administrator can use the page layout editor and drag and drop the desired fields from the palette to the Cases related list on the contact page layout. References: https://help.salesforce.com/s/articleView?id=sf.lex_related_lists_component.htm &type=5https://help.salesforce.com/s/articleView?id=sf.customize_pagelayouts_overview.htm &type=5