Salesforce Advanced-Administrator - Salesforce Certified Platform Administrators II (Plat-Admn-301)

The resume event is recalculated and the email goes out to the account owner immediately because the flow uses a scheduled path that evaluates the expiration date field every time it changes. When the expiration date is changed to yesterday, the flow resumes immediately and executes the action of sending the email

A validation rule can enforce data quality by preventing users from saving records that do not meet certain criteria. In this case, the validation rule can check if both the Sales Engineer and the Account Executive lookup fields are blank, and display an error message if so. This way, the director of sales can ensure that every opportunity has either a sales engineer or an account executive assigned to the deal. References: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm &type=5

The Data Import Wizard is a tool that allows you to import data for standard and custom objects, including person accounts, into Salesforce. You can access it from the Setup menu and use it to import up to 50,000 records at a time. You can also use it to update, upsert, or delete existing records. The Data Import Wizard can help you match your data with Salesforce fields, prevent duplicates, and run import jobs in the background. References: https://help.salesforce.com/s/articleView?id=sf.data_importer.htm &type=5

Contacts to Multiple Accounts is a feature that allows administrators to relate a contact to multiple accounts without creating duplicate contacts for each account. This feature is useful for scenarios where a contact has business relationships with more than one account, such as consultants, brokers, or loan advisors. By setting up Contacts to Multiple Accounts for loan advisors at DreamHouse Realty, administrators can track which loan advisors work with which customers and which accounts without creating duplicate contacts for each account. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_overview.htm &type=5

A joined report is a type of report that allows you to create multiple report blocks that provide different views of your data. Each report block can have its own fields, columns, sorting, and filtering. A joined report can only be created from summary or matrix reports. You can use a joined report to show data from different report types or data sources on a single report. In this case, you can use a joined report to show Accounts with Open Cases by creating two report blocks: one for accounts and one for cases with a filter for open status. You can then join the two blocks by a common field such as Account ID or Account Name. References: https://help.salesforce.com/s/articleView?id=sf.reports_joined_format.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_joined.htm &type=5

Entitlement management lets you create and maintain service contracts that specify the support terms for each account. You can use entitlement processes to automatically apply the correct service contract to a case based on criteria you define. References: https://trailhead.salesforce.com/en/content/learn/modules/entitlements/entitlements_overview

A record type allows administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating a record type for the type of property (single-family home or condo), DreamHouse Realty can assign different page layouts to each record type that display only relevant fields for each property type. The record type can also determine which sales process and path are available for each opportunity. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.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.flow_overview.htm &type=

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. One of the changes that the Setup Audit Trail tracks is when a user’s profile is changed and who changed it. This means that you can use the Setup Audit Trail to see when a user’s profile has been changed and who changed the data. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm &type=5

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.monitoring_login_history.htm &type=5