Plat-Admn-301 Exam Dumps - Salesforce Administrator Questions and Answers

To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won. References: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm &type=

A junction object is a custom object that has two master-detail relationships with two other objects. A junction object allows administrators to create many-to-many relationships between objects, such as relating multiple accounts to multiple regions.

To create a junction object called Account Region to link the standard Account object with a custom object called Region, an administrator needs to do the following steps:

A) Make a master-detail relationship field on the junction object to the Region object.

A master-detail relationship field is a field that links a child record to a parent record. The child record inherits the sharing and security settings of the parent record. By making a master-detail relationship field on the junction object to the Region object, an administrator can link each Account Region record to one Region record and make Region the first master of the junction object. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5

D) Configure a master-detail relationship field on the junction object to the Account object.

By configuring a master-detail relationship field on the junction object to the Account object, an administrator can link each Account Region record to one Account record and make Account the second master of the junction object. This allows administrators to relate multiple accounts to multiple regions through the junction object. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5

Case Source updates to ‘email’ before the record is saved because the Process Builder runs before the auto-response rule. Then, an email is sent out using Template2 because the auto-response rule evaluates the Case Source value after it is updated by the Process Builder and matches the criteria for Template2

To access a junction object record, a user needs to have at least read permission on one of its master records and on the junction object itself. If the user does not have access to either master record, they cannot access the junction object record. If the user has access to both master records, they can access the junction object record with the most permissive access level of either master record. References: https://help.salesforce.com/s/articleView?id=sf.security_sharing_rules_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm &type=5

A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross filters to create reports on accounts with or without opportunities, contacts, cases, or other related objects. In this case, you can use a cross filter with WITHOUT logic to show accounts without assets that have a certain product name or code. This way, you can identify customers that need to install a new solar panel monitor system. References: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_cross_filters.htm &type=5

Salesforce’s Data Export Service is a tool that allows you to export your organization’s data to a set of comma-separated values (CSV) files and store them in a backup location of your choice. You can schedule this service to run weekly or monthly and receive an email notification when your files are ready to download. This is one way to back up your data daily without using any external tools or services. References: https://help.salesforce.com/s/articleView?id=sf.data_export.htm &type=5

Email logs are files that provide information about email delivery and activity in your Salesforce org. Email logs contain details such as sender, recipient, subject, date, status, error code, and more for each email sent or received within a specified time range. You can use email logs to investigate issues with email delivery or performance in your org. In this case, you can use email logs to check if the status update emails were sent successfully or if there were any errors or failures. References: https://help.salesforce.com/s/articleView?id=sf.email_logs.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.email_logs_format.htm &type=5

A flow is an automation tool that allows you to create processes that perform actions based on user input or record changes. A flow can be triggered by a user who launches it from a button, link, or Lightning page, or by the system when a record is created or updated. A flow has different versions that can be active or inactive. An active version is the one that runs when the flow is triggered, while an inactive version is the one that is saved but not running. When you deploy a flow to production with a change set, the flow version is deployed as inactive by default. This means that you need to activate the flow manually after deployment if you want it to run in production. References: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_changesets.htm &type=5

A lookup relationship with Read/Write sharing setting is the recommended option to use when adding a field to Case Outcome custom object. A lookup relationship is a type of relationship that links two objects together and allows users to associate one record with another. A lookup relationship does not affect the security or deletion of either record and can be optional or required. In this case, you can create a lookup relationship field on Case Outcome object that references Case object and allows users to link multiple Case records to multiple Case Outcome records. You can also set the sharing setting for the lookup field to Read/Write, which means that users who have access to the parent record can also access and edit the child record. References: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_considerations_lookup.htm &type=5

Bucket field is a feature that allows administrators to group report values into categories without changing the data in Salesforce. Bucket field can help simplify reports and charts by reducing the number of values displayed and summarizing data based on criteria such as ranges or groups. Bucket field can be used to group specific picklist values together into one of two lists