Salesforce Salesforce-Certified-Administrator - Salesforce Certified Administrator (SU24)

Path is a feature that can be used to visually see the sales stages on an opportunity page. Path can include guidance and key fields for each stage to help users move opportunities along the sales process. Guidancecan provide tips, policy information, or best practices for each stage. Key fields can display important fields that users need to fill in or update for each stage. References:https://help.salesforce.com/s/articleView?id=sf.path_overview.htm &type=5

Split views are a feature that allows users to view records as a split list on object home pages in Lightning Experience apps that use console navigation. Split views show records in two panes: a list view pane on the left and a record detail pane on the right. Users can switch between different list views and records without losing context or scrolling. However, split views are only available on standard objects such as accounts, contacts, leads, opportunities, cases, etc., and not on custom objects such as shipments. References:https://help.salesforce.com/s/articleView?id=sf.lex_split_view.htm &type=5

To make sure that all of the Salesforce users log in using the branded login URL after deploying my domain, and give them a grace period for updating their bookmarks, the administrator should set the Redirect policy to Redirect with a warning to the same page within the domain. This will redirect users who try to log in from https://login.salesforce.com or another domain to https://nto.my.salesfo rce.com, and show them a warning message that they need to update their bookmarks. Setting the Login policy or preventing login from https://login.salesforce.com will not redirect users or give them a warning. Filtering with Form Factor will not affect log in URL. References:https://help.salesforce.com/s/article View?id=sf.domain_mgmt_redirect.htm&type=5

One of the possible causes for being unable to add a new user in Salesforce is that the username is already in use by another organization. Usernames must be globally unique across all Salesforce orgs, so if another user has claimed that username before, it cannot be used again. To fix this issue, choose a different username that is not taken by anyone else. The username is not restricted to a domain specific to my domain unless specified by an administrator. Theemail address used for the username does not have to match a contact record. The email used for the username can be any valid email address. References:https://help.salesforce.com/s/articleView?id=sf.admin_usermgmt_add.htm&type=5

Native debug feature is atool that can be used to identify the problem with the new flow. Native debug feature allows users to test a flow by running it with different input values and inspecting the output values at each element. Users can also see error messages and warnings that indicate where the flow failed or might fail. References:https://help.salesforce.com/s/articleView?id=sf .flow_debug.htm&type=5

To route new leads to the correct sales person based on thelead address, the administrator should use lead assignment rules that specify criteria based on lead fields such as City, State/Province, or Country, and assign leads that match those criteria to queues or users. Lead assignment rules can be triggered automatically when leads are created or manually by users. Creating a formula field, assigning with an escalation rule, or configuring a validation rule will not route leads to sales people. References:https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules.htm &type=5

Freezing a user is a way to temporarily prevent them from logging in to Salesforce without deactivating their user record. This is useful when you need to perform some cleanup tasks before deactivating a user, such as removing them from being referenced in a hierarchy field like Direct Manager. References:https://help.salesforce.com/s/articleView?i d=sf.users_freeze.htm&type=5

Creating a dashboard with the running user set as someone who can see all opportunities is a way to create an enterprise-wide dashboard of all open opportunities in the pipeline without changing any sharing settings. The running user determines what data is displayed on the dashboard based on their access level and permissions; if the running user can see all opportunities, then the dashboard will show allopportunities regardless of who views it. Updating the dashboard folder settings to manager for the sales reps role does not create an enterprise-wide dashboard; it only controls who can access the dashboard folder, not what data is displayed on the dashboard. Adding a filter to the dashboard to filter the opportunities by owner role does not create an enterprise-wide dashboard either; it only shows opportunities owned by users in certain roles, not all opportunities. Building individual dashboards for profiles that need to see the enterprise results is not a feasible solution; it would require creating multiple dashboards for different profiles and maintaining them separately, which is inefficient and redundant. References:https://help.salesforce.co m/s/articleView?id=sf.dashboards_running_user.htm&type=5

An ID variable is a type of variable that can store an ID value of a record or a record type in a flow. It can be used to store the ID of a record type for later use in a flow, such as assigning it to a record or using it in a condition. A boolean variable is a type of variable that can store a true or false value in a flow. A textvariable is a type of variable that can store a text value in a flow. A record variable is a type of variable that can store one or more field values of a record in a flow. References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_eleme nts_variables.htm&type=5

The Stage Setup Flow is a tool that allows administrators to customize stages for leads and opportunities based on best practices from Salesforceexperts. The Stage Setup Flow guides administrators through a series of questions about their sales process and then creates or updates stages for leads or opportunities accordingly. The Stage Setup Flow also provides tips and resources for each stage suchas key fields, guidance for success, reports and dashboards, etc. References:https://help.salesforce.com/s/articleView?id=sf.stages_setup_flow_overview .htm&type=5