Salesforce Advanced-Administrator - Salesforce Certified Advanced Administrator (SP25)

Upsert is an operation that can either update existing records or insert new records based on the External Id field. This way, the administrator can match existing leads and add new ones with Data Loader. References: https://help.salesforce.com/s/articleView?id=sf.data_loader_upsert.htm &type=5

 To make sure that the changes are in production, you need to add the components to an outbound change set and deploy it to production. A change set is a tool that allows you to send customizations from one Salesforce org to another. A change set can contain components such as objects, fields, profiles, permission sets, workflows, and more. You can use change sets to migrate changes from a sandbox org to a production org or between two sandbox orgs that are affiliated with the same production org. In this case, you need to add the master-detail field and all the affected profiles to an outbound change set in your sandbox org and then deploy it to your production org. References: https://help.salesforce.com/s/articleView?id=sf.changesets.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.changesets_components_field.htm &type=5

Debugging a flow allows administrators to test how a flow behaves before activating it or making changes to it. Debugging a flow runs it in real time using test data provided by the administrator or default values from the flow. However, debugging a flow also performs any actions defined in the flow, such as creating, updating, or deleting records. Therefore, if a flow has a delete element that deletes a record based on certain criteria, debugging the flow will delete the test record even if the flow is inactive. References: https://help.salesforce.com/s/articleView?id=sf.flow_debug.htm &type=5

To use outbound change sets, a user needs to have the Create and Upload Change Sets permission on their profile or permission set. This permission allows users to create change sets in a sandbox or Developer Edition organization and upload them to another organization. References: https://help.salesforce.com/s/articleView?id=sf.changesets_create_upload_perm.htm &type=5

The error condition formula of a validation rule should return TRUE when the validation rule should fire and display an error message. In this case, the validation rule should fire when the Title field has the value of ‘CEO’ and the Phone field is blank. The formula Title = ‘CEO’ && ISBLANK(Phone) returns TRUE when both conditions are met, and FALSE otherwise. References: https://help.salesforce.com/s/articleView?id=sf.fields_useful_field_v alidation_formulas.htm&type=5

Escalation rules are rules that automatically escalate cases if they have not been resolved within a certain time frame or meet certain criteria such as priority or status. Escalation rules can perform actions such as changing ownership of cases, sending email notifications, or creating tasks for users or queues. By using escalation rules, AW Computing can ensure that cases are properly prioritized and handled within their SLA time limit.

Assignment rules are rules that automatically assign cases to users or queues based on criteria such as case origin, type, or product. Assignment rules can also send email notifications to users or customers when a case is assigned. By using assignment rules, AW Computing can ensure that cases are routed to the right agents or teams based on their skills and availability. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation_rules_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_caseassign.htm &type=5

When Contacts to Multiple Accounts is enabled, a contact must always be associated with a primary account, even if the account field is not required on the page layout. The primary account determines how the contact is shared and how roll-up summary fields calculate values from the contact records. To remove the primary account from a contact, the contact must be deleted or merged with another contact. References: https://help.salesforce.com/s/articleView? id=sf.relating_contacts_to_multiple_accounts.htm&type=5

record types allow administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By using record types for accounts and contacts at AW Computing, administrators can track their accounts and competitors on different record types with different fields on their page layouts. For partner accounts, they can also use record types to specify different values in the Industry picklist field. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.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

The fields that display in the details of the record page are controlled by the page layout assigned to the user’s profile and record type. The administrator can edit the page layout to add, remove, or reorder fields on the record page. References: https://help.salesforce.com/s/articleView?id=sf.customize_layouts.htm &type=5