Salesforce Plat-Admn-301 - Salesforce Certified Platform Administrator II

Configure one app per department and activate record pages for each app is how the administrator should ensure this is configured correctly. An app is a collection of items that work together to serve a particular function for a group of users. An app can include items such as tabs, objects, reports, dashboards, and record pages. A record page is a type of Lightning page that displays details about a specific record. A record page can be customized using Lightning App Builder and activated for different apps, profiles, or record types. By configuring one app per department and activating record pages for each app, the administrator can ensure that the backup team users can view records in a way that makes sense for each department depending on which app they are using.

A price book is a list of products and their prices that can be added to an opportunity. A product can have different prices for different markets or segments, and these prices are stored in different price books. In this case, the administrator should create a new price book for the new retail pricing and add the products that are sold to retail locations for resale. This way, the users can select the appropriate price book and products for their opportunities based on the type of customer they are selling to. References: https://help.salesforce.com/s/articleView?id=sf.products_pricebooks.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.products_define.htm &type=5

Time-based workflows are a type of workflow that execute actions based on a specific time trigger, such as a certain number of days before or after a date field on a record. Time-based workflows can cause delays in processing because they are added to a queue and processed in one-hour batches. If the queue is large or the system is busy, the actions may not execute at the exact time they are scheduled. Therefore, time-based workflows can contribute to reaching the hourly limit for processing workflow time triggers. References: https://help.salesforce.com/s/articleView? id=sf.workflow_time_action_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_limits.htm &type=5

Displaying the related contacts related list and adding the direct field will allow users to distinguish between contacts and related contacts. The related contacts related list shows all contacts that are related to an account, either directly or indirectly. The direct field indicates whether a contact is directly associated with an account or not. By adding this field to the related list, users can easily see which contacts are direct and which are not. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_direct_field.htm &type=5

Delegated Administration allows administrators to delegate certain user management tasks to non-administrators. For example, a delegated administrator can assign permissions sets to users in specified roles or public groups without having full access to modify permission sets. References: https://help.salesforce.com/s/articleView?id=sf.admin_usermgt_delegated.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

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

The sales manager and system administrator will be able to edit this new contact record because they are either the owner or have Modify All Data permission respectively. Users above or below the sales manager in the role hierarchy will not be able to edit this contact record because contacts are controlled by parent and accounts are set to Public Read Only. All users in the organization will be able to view but not edit this contact record because accounts are set to Public Read Only. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5

Chat must be routed with Omni-Channel in Lightning Experience because Omni-Channel is the only way to route chats to agents in Lightning Experience1. Chat can only be added to Console navigation Lightning apps because Chat is a console app feature and requires a console app with a console navigation style2. References: 1 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_omnichannel.htm &type=5 2 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_app.htm &type=5

Data Loader is a tool that allows administrators to import, export, insert, update, delete, or upsert records in Salesforce using CSV files. Data Loader can handle large data sets and complex data transformations. Data Loader can be used to import records for a custom object from a spreadsheet. Lightning Object Creator is a tool that allows administrators to create custom objects in Salesforce from spreadsheets. Lightning Object Creator can automatically map spreadsheet columns to fields and create relationships between objects. Lightning Object Creator can be used to create a custom object from a spreadsheet and import records at the same time.