Pass the Salesforce Advanced Administrator Advanced-Administrator Questions and answers with ValidTests

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

When deploying profiles using change sets, the field-level security settings are not included unless the fields themselves are also part of the change set. Therefore, the administrator should consider adding the new custom fields to change set 2 along with the profiles, or manually adjust the field-level security after deployment. References: https://help. salesforce.com/articleView?id=changesets_about_components.htm&type=5

While the Schema Builder is a powerful tool in Salesforce for visually creating and managing custom objects and fields, there are certain configurations that must be done in Object Manager rather than Schema Builder. One of these configurations is enabling field history tracking.

Field History Tracking:

Field history tracking cannot be configured directly within Schema Builder. This setting must be enabled from within the Object Manager, where administrators can specify which fields on an object should have their changes tracked.

Enabling field history tracking involves navigating to the object in Object Manager, accessing the field history tracking settings, and selecting specific fields to track.

Limitations of Schema Builder:

Schema Builder is useful for quickly creating custom objects, relationships, and fields, but it does not support all configurations, such as enabling field history tracking, defining object-level permissions, or setting advanced object configurations.

For these types of configurations, administrators need to return to Object Manager where these settings are available.

Incorrect options:

Add custom fields to the page layout: This task is typically done within Object Manager, but Schema Builder does allow customization of page layouts to a certain extent through drag-and-drop.

Make available for Customer Portal: Schema Builder does not control portal availability; however, this is managed through Object Manager settings related to record visibility for portal users.

Allow Reports and Activities: This setting can be configured in Schema Builder when initially creating an object, but further refinements and permission settings must often be done in Object Manager.

In conclusion, enabling field history tracking requires access to the Object Manager, as it cannot be configured through Schema Builder.

Cloning a sandbox creates a duplicate copy of an existing sandbox with the same type, name, description, configuration, and license type as the original sandbox. Cloning a sandbox is useful when you need to create multiple sandboxes with the same metadata and data for testing or development purposes. References: https://help.salesforce.com/s/articleView?id=sf.data_sandbox_clone.htm &type=5

Tableau CRM is a product that allows users to create complex dashboards with supporting charts based on data from a variety of sources, some of which live on internal company shared drives. Tableau CRM can connect to external data sources using connectors or dataflows and store the data in datasets within Salesforce. Tableau CRM can also use artificial intelligence and machine learning to provide insights and recommendations based on the data

Move some page components behind a tab, remove some of the fields displayed, and reduce the number of related lists displayed are three options available to the administrator to help with this issue. Moving some page components behind a tab can help reduce the loading time of a record page by hiding some components until they are needed by the user. Removing some of the fields displayed can help reduce the loading time of a record page by minimizing the number of queries and calculations that need to be performed when rendering the page. Reducing the number of related lists displayed can help reduce the loading time of a record page by limiting the amount of data that needs to be retrieved and displayed on the page

Identity verification history and login history are two areas that the administrator can review to understand potential root causes of multi-factor authentication issues. Identity verification history shows the methods and results of identity verification attempts for a user, such as email verification, SMS verification, or app verification. Login history shows the status, source, and location of login attempts for a user, as well as any login errors or challenges that occurred. These two areas can help the administrator identify if the user entered the correct verification code, if the user’s device or app is compatible with multi-factor authentication, or if there are any network or security issues that prevent successful verification. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_history.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.monitor ing_login_history.htm&type=5

Delegated administrators in Salesforce are designated users who are given limited administrative privileges to assist system administrators without having full access to all administrative functions. The two functions they can typically perform, which align with the permissions available to delegated admins, are:

Set up users and password management:

Delegated administrators can create and manage user accounts, which includes setting up new users, resetting passwords, and updating user details.

This is particularly useful for helping with user management tasks without providing full system administrator access.

Configure updates to sharing rules:

Delegated administrators can manage sharing rules within their specific groups or roles, which helps control access to records based on criteria set within the organization.

This level of access allows them to modify sharing rules to ensure appropriate data access without requiring full administrative control over all settings.

The other options listed are not within the scope of delegated administrator capabilities:

Manage custom objects and customize nearly every aspect: Delegated administrators do not have the ability to manage custom objects or perform extensive customization. These functions are reserved for system administrators with broader privileges.

Make updates to permission set configurations: Delegated administrators cannot create or modify permission sets. This is also restricted to full administrators, as it involves controlling access at a granular level across the org.

By utilizing delegated administrators for user and sharing rule management, organizations can maintain security and control while also sharing some administrative workload.

Permission sets are collections of settings and permissions that give users access to various tools and functions without changing their profile or requiring multiple profiles for users who perform different tasks across apps in your org. By assigning a permission set that has View All on Leads to the contractor, Cloud Kicks can grant them view access to all lead records without modifying their profile or creating a new one. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5

Two considerations that the administrator should 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 are COUNT, 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 the child 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.