Salesforce CRT-211 - Prepare for your Advanced Administrator Certification Exam (SP25)

A lookup relationship with Read/Write sharing setting is the recommended option to use when adding a field to Case Outcome custom object. A lookup relationship is a type of relationship that links two objects together and allows users to associate one record with another. A lookup relationship does not affect the security or deletion of either record and can be optional or required. In this case, you can create a lookup relationship field on Case Outcome object that references Case object and allows users to link multiple Case records to multiple Case Outcome records. You can also set the sharing setting for the lookup field to Read/Write, which means that users who have access to the parent record can also access and edit the child record. References: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm &type=5 https://he lp.salesforce.com/s/articleView?id=sf.relationships_considerations_lookup.htm&type=5

To embed a report chart on a record page, you need to use a lightning component that displays report charts. You can filter the component visibility by setting conditions based on record fields, user attributes, or device type. In this case, you can filter the component visibility by matching the Account ID field on the report chart with the Account ID field on the record page. This will ensure that only the relevant data for that account is shown on the chart. References: https://help.salesforce.com/s/articleView?id=s f.reports_embed_chart_lightning.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_set_component_visibility.htm &type=5

Dynamic actions are a way to conditionally display actions on a record page based on criteria such as field values, user profile, device type, or record type. Dynamic actions can help streamline the user interface and guide users to take the right actions at the right time. Dynamic actions can be used to show or hide the Create Contract button based on the opportunity stage value

An after-save autolaunched flow is a type of flow that runs in the background when a record is saved and performs actions based on the record data or changes. An after-save autolaunched flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after-save autolaunched flow that runs when a Project record is created and creates a standard set of related Project Milestone records based on predefined values or variables. References: https://help.salesforce. com/s/articleView?id=sf.flow_trigger_types.htm&type=5 https://help.sales

Data Import Wizard is a tool that allows administrators to import data for standard and custom objects in Salesforce using CSV files. Data Import Wizard can handle up to 50,000 records at a time and supports simple data transformations and validations. Data Import Wizard can be used to upload records for a custom object when the number of records is small and the import frequency is low.

Configuring one app per department and activating record pages for each app will ensure that users view records in a way that makes sense for each department. An app is a collection of items that work together to serve a particular function. An app can have different record pages for different objects and profiles. By activating record pages for each app, the administrator can customize what users see based on their app context. References: https://help .salesforce.com/s/articleView?id=sf.app_manager_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_customize_lex _pages_assign.htm&type=5

A cross-filter lets you filter records based on related objects and their fields. For example, you can filter accounts that have at least one opportunity from this year and at least one completed activity in the last 30 days. References: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.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

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

A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. A roll-up summary field can be used to count, sum, min, or max values from child records. You can create a roll-up summary field on an object that has a master-detail relationship with another object. In this case, you can create a roll-up summary field on Room that counts the number of Equipment records related to it. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_types.htm&type=5