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

Currency locale and default languageare two of the company settings that an administrator can configure in Salesforce. Currency locale determines how currency amounts are formatted and displayed in reports and other places. Default language determines the language used for labels, buttons, tabs, and other elements in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.admin_supported_currencies.htm &type=5https://help.sale sforce.com/s/articleView?id=sf.admin_supported_languages.htm&type=5

To require users to choose a specific search engine from a picklist when lead source is “Search Engine”, and hide it otherwise, the administrator shouldcreate a picklist for specific search engine on the same screen as lead source, and set conditional visibility so that it is only shown when lead source is “Search Engine”. This will make sure that users see only relevant fields based on their input. A decision element will create an extra screen that may disrupt user experience. An assignment element will not affect field visibility. A validation rule will not hide fields but only show errors when values are invalid. References: https://help.salesforce.com /s/articleView?id=sf.flow_ref_elements_screen_components_picklist.htm&type=5https://help.salesforce.com/s/articleView?id =sf.flow_ref_elements_screen_components_conditional_visibility.htm&type=5

To automate an outbound message, the administrator should use a workflow rule that defines the criteria for sending the message and the actions to perform when those criteria are met. One of the actions available for workflow rules is sending an outboundmessage to a designated endpoint URL with specified fields as parameters. Process builder, task assignment, and flow builder are not able to send outbound messages directly. References: https://help.salesforce.com/s/articleView?id=sf.workflow_define.htm &type=5https://help.salesforce.com/s/articleView?id=sf.workflow_action_outboundmessaging.htm &type=5

Mass delete records and data loader are two tools that can be used by Ursa Major Solar administrator undo import records into object mistake. Mass delete records tool allows administrators delete large numbers records meet certain criteria once setup interface; it can used undo import records into object mistake selecting records imported mistake deleting them mass delete records tool setup interface Data loader tool allows administrators import export delete large numbers records using CSV files command line interface API calls; it can used undo import records into object mistake using CSV file contains IDs records imported mistake deleting them data loader tool command line interface API calls Weekly data export data import wizard are not tools undo import records into object mistake because they either export import records but not delete them. References: https://help.salesforce.com/s/articleView?id=sf.admin_massdelete.h tm&type=5https://help.salesforce.com/s/articleView?id=sf.data_loader.htm &type=5

To free up user licenses for new users, the administrator should deactivate the former employees user record. This will prevent them from logging in and using Salesforce resources, but preserve their historical activities and data. Deleting or freezing user records will not release user licenses. References:https://help.salesforce.com/s/articleView?id=sf.admin_usermgmt_licensing.htm &type=5

The mass transfer tool allows you to transfer up to 250 records at a time from one user to another user while keeping the existing team members intact. You can access this tool from Setup by entering Mass Transfer Records in the Quick Find box. References:https://help.salesforce.com/s/articleView? id=sf.mass_transfer_overview.htm&type=5

Process Builder is a tool that can be used to automate business processes by creating record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can be usedto create a flow that executes when an opportunity is closed won and creates a client welcome task and a welcome email for the primary contact. References:https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

An escalation rule is a tool that allows administrators to automatically escalate cases based on certain criteria and time triggers. For example, an escalation rule can change the owner of a case, send an email notification, or update a field value when a case has been open for more than 7 days. An escalation rule consists of multiple rule entries that define the criteria and actions for each escalation scenario. References:https://help.salesforce.com/s/articleView?id =sf.case_escalation.htm&type=5

Flow builder and approval process are two tools that can be used by Ursa Major Solar to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Flow builder is a tool that allows administrators to create flows, which are guided processes that collect data and perform actions in Salesforce; it can be used to create a screen flow that guides users through the steps of submitting an expense report, such as entering expense details, uploading receipts, etc. Approval process is a tool that allows administrators to create approval processes, which are automated processes that require approval from one or more approvers; it can be used to create an approval process that routes expense reports to the appropriate managers for authorization basedon certain criteria, such as amount, type, etc. Validation rule, quick action are not tools for building a guided expense report process; they are used for different purposes such as enforcing data quality or creating records. References: https://help.sale sforce.com/s/articleView?id=sf.flow_builder.htm&type=5https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm &type=5

Bucket column allows you to categorize report data into groups without creating a formula or custom field. You can create buckets for different ranges of values and assign labels to them.

References: https://help.salesforce.com/s/articleView?id=sf.reports_bucketing_overview.htm &type=5