Practica para Admin parte 1

Time to Dye has three Account record types: Prospect, Customer and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity.

How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? (1 Answer)

• Remove the Customer Record Type as an Assigned Record Type in the users Profiles and Permission Sets

• Create a Workflow Rule or Process to change the Record Type from Customer to Prospect

• Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts

• Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.

Answer explanation

Si removemos el Record Type no van a poder crear nunca registros tipo Customer.

Si creamos una workflow o un process builder la modificación de record type va a ser automática, y no va a prevenir que alguien cree una Cuenta Customer.

La Auto-Asisgnment sirve para asignarles una cola o un dueño a Leads o Casos. No sirve para lo que nos piden.

Una regla de validación impediría directamente la creación de la cuenta, ya que al detectar que el campo Record Type = Customer y el Stage != Closed Won, tiraría un error y no se crearía.

What are two reasons a user cannot be deactivated? (2 Answers)

• The user is a recipient of Workflow Email Alerts

• The user account is frozen

• The user is the Owner of open Opportunities

• The user is a Default Case Owner

Uñeria & Co created a new custom object to track Nails Items. The Support Team cannot see the Nails object's tab.

Which two settings should the Administrator check to find the problem? (2 Answers)

• Support Team Permission Sets

• Page layout of Nails object

• Support Team Profiles

• Sharing Settings of Nails object

Answer explanation

El page layout controla qué campos, acciones, listas relacionadas etc se visualizan de un registro.

Las sharing settings se utilizan para compartir registros entre diferentes usuarios/grupos/roles

Los perfiles y los permission set controlan la visibilidad de las tabs, aplicaciones y objetos (no de los registros)

Thai Tanic has a service console that is used by agents who take calls from customers and stores. The administrator has created a screen flow that guides agents through the process to help them.

How should the administrator deploy the screen flow? (how can they setup the screen flow so the agents can launch it easily) (2 Answers)

• Create a link that launches the screen flow

• Use a code to launch the screen flow in a modal

• Launch the screen flow from the utility bar in the console

• Use a custom action that launches the screen flow

Answer explanation

Create a link y Use a code son opciones que no existen. La utility bar se puede configurar yendo a App Manager, eligen la aplicación que quieren modificar, van a la sección de Utility items y eligen Flow (y seleccionan el flow que quieran).

La custom actions deben ir al objeto, a ''Botones, vínculos y acciones'', le dan a "Crear acción" y les da la opción de crear una especie de botón para un flow. Luego tienen que agregarlo al page layout deseado, en la parte de Acciones Lightning Experience and mobile apps

How can multiple Campaign records be associated with a single Opportunity? (1 Answer)

• Campaign Members

• Primary Campaign Source

• Campaign Hierarchy

• Campaign Influence

Answer explanation

La campaign hierarchy se usa para vincular distintas campañas entre sí.

Los campaign members son las personas hacia quienes están dirigidas las campañas (contacts, leads y person accounts)

Campaign Primary Source: Marca la campaña principal de la oportunidad, aquella que es más importante o tuvo una mayor influencia en la oportunidad.

Campaign Influence: Se pueden crear varias campañas y se pueden agregar en una opportunity related list, pero solo una se marca como primary.