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

Two options that the administrator can use to solve this scenario are:

Create a custom object. A custom object is an object that you define to store information that is specific to your organization or industry. In this case, you can create a custom object for the form that has more than 30 fields and relates to the account or opportunity object. This way, you can store multiple submissions of the form for each account or opportunity and track their changes over time.

Turn on Field Tracking. Field tracking is a feature that allows you to monitor changes to certain fields on an object and display them in a history related list. In this case, you can turn on field tracking for the fields on the form custom object and see what values were changed from one submission to another.

A delegated administrator is a user who has been granted limited administrative privileges by an administrator through delegated administration groups. Delegated administrators can perform some administrative tasks without having full access to Setup.

Some functions that delegated administrators can perform are:

B) Build automation and validation rules using screen flows

Screen flows are types of flows that guide users through screens with elements such as text boxes, picklists, radio buttons, etc. Screen flows can also perform actions such as creating records, updating fields, sending emails, etc. Delegated administrators can build automation and validation rules using screen flows if they have been granted access to create and edit flows by an administrator. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_design_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_delegated_admins.htm &type=5

D) Make updates to permission set configurations

Permission sets are collections of settings and permissions that can extend users’ functional access without changing their profiles. Delegated administrators can make updates to permission set configurations if they have been granted access to manage users by an administrator. References: https://help.salesforce.com/s/articleView?id=sf.users_permis sionsets.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_useradmin_delegated.htm &type=5

Dynamic actions are actions that appear on Lightning record pages based on criteria such as field values or user profiles. Dynamic actions allow administrators to customize which actions are available for users on different record types or page layouts without creating multiple page layouts for each scenario. By using dynamic actions and conditional visibility for accounts at AW Computing, administrators can show only relevant actions for customer service and sales users based on their situation. References: https://help.salesforce.com/s/articleView?id=sf.dynamic_a ctions_overview.htm&type=5

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

Use an Insert operation to load data because the data is not already in Salesforce and does not need to be updated or deleted3. Map an External ID data value to the object because External IDs are used to create relationships between records that are being imported and records that already exist in Salesforce4. References: 3 https://help.salesforce.com/s/articleView?id=sf.data_loader_insert.htm &type=5 4 https://help.salesforce.com/s/articleView?id=sf.data_loader_re lationships.htm&type=5

To grant access for the sales rep who broke their phone and needs multi-factor authentication using Salesforce Authenticator app, the administrator can generate a temporary identity verification code for them. This code allows users who don’t have their verification method available to log in securely without compromising their account security. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_codes.htm &type=5

A phone field that provides the full phone number of the seller, a number field that designates the square footage of the listing, and a picklist field that designates the county of the listing should be used as filter criteria because they are fields that can be used to narrow down the report results based on specific values or ranges. A multi-select picklist field that designates features of the listing and a formula field that calculates a price for the listing should not be used as filter criteria because they are fields that cannot be filtered on in reports. References: https://help.salesforce.com/s/articleView?id=sf.reports_filtering.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.r eports_fields_unavailable.htm&type=5

A Text Area (Rich) field allows users to format the text with fonts, colors, images, and hyperlinks. It also supports mapping to an opportunity when converting a lead. References: https://help.salesforce.com/s/articleView?id=sf.fields_using_rich_text_area.htm &type=5

Record access remains the same after running the flow because changing the record type does not affect the sharing rules or the record owner. The Sales user will still have read and edit access to the account record based on their profile and the organization-wide default for accounts. The record type assignment only affects the page layout and picklist values that are available for the account record

Before installing a managed package from the AppExchange, the administrator should take into consideration several factors, such as:

Custom objects and custom fields used by the app count against the org’s limits. The administrator should check how many custom objects and fields are available in their org and how many are used by the app.

Apps may require certain Salesforce editions or features to be enabled. The administrator should check the app’s requirements and compatibility with their org’s edition and features.

Apps may require external, third-party web services to function properly. The administrator should check if the app integrates with any external services and if they need to set up any authentication or configuration for them.

The other two options are incorrect because:

Managed apps do undergo a formal security review by Salesforce before they are listed on the AppExchange.

Apps can be installed in a sandbox before they are installed in production.