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Administrator Questions and Answers (Q&A)

C. Hughes, Musician
Answered: Sep 25, 2020
In an instance when the sales manager at universal containers would want a dashboard to have a view of each of the accounts, opportunities, and related cases of the sale's representative, the...Read More

2 Answers

962 views
John Smith
Answered: Nov 21, 2024
Create a custom field on the account. Use an Apex trigger to update the field when contacts are added or deleted.

Cant do rollup summary between Account and contact. If there is a master...Read More

2 Answers

837 views
L. Hawkes, Teacher
Answered: Oct 16, 2018
The best answer to this is B. There is a need to still get a report for all of the accounts that were done for the past year. Some of these accounts may still be open but some of them are already...Read More

2 Answers

830 views
John Smith
Answered: Nov 21, 2024
Setup audit trail

Https://quizlet.com/148822822/salesforce-advanced-admin-practice-questions-flash-cards/ Setup Audit trail : this tracks the configuration & metadata changes done...Read More

1 Answer

782 views
E. Stanley, Technical writer
Answered: Sep 26, 2018
The manage entitlement permission must be enabled when you are creating an entitlement process. The milestones can be created dynamically based on other fields as well. When you are creating an...Read More

2 Answers

754 views
John Smith
Answered: Nov 21, 2024
Create a validation rule with the following formula: AND( ISCHANGED(StageName), NOT(ISCHANGED(NextStep))

Feedback: Research: https://success.salesforce.com/answers?Id=90630000000DE4eAAG

1 Answer

733 views
John Smith
Answered: Nov 21, 2024
Write a criteria-based workflow rule that updates the opportunity name concatenated with the account name.

Reference: http://www.proprofs.com/quiz-school/story.php?Title=NTc0NzY0

1 Answer

723 views
John Smith
Answered: Nov 21, 2024
Use a validation rule to do a VLOOKUP of the Billing Postal Code to a custom object that maps postal codes to states/provinces.
Use a trigger that populates Billing State/Province based on a...Read More

1 Answer

714 views
Mandrake
Answered: Nov 21, 2024
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1 Answer

704 views
C. Marcus, Content Developer
Answered: Feb 21, 2019
It is apparent that there are two things that the administrator would like to get. The first one is to know the closed/won opportunities for the last 6 months. The second one is to learn all of...Read More

2 Answers

701 views
John Adney
Answered: Jun 27, 2017
The answer here is: A and B. A because according to: https://help.salesforce.com/articleView?Id=territories_def.htm&type=0 - Quote: A territory is a flexible collection of accounts...Read More

2 Answers

690 views
John Smith
Answered: Nov 21, 2024
Merge the duplicate accounts, and then merge the duplicate contacts.

3 Answers

628 views
John Smith
Answered: Nov 21, 2024
Create a separate dashboard with data specific to each sales VP, scheduled to be delivered on Monday mornings.

1 Answer

628 views
John Smith
Answered: Nov 21, 2024
Delete all roll-up summaries that reference the detail object prior to converting,

Feedback: https://trailhead.salesforce.com/en/data_modeling/object_relationships You can change the...Read More

1 Answer

619 views
John Smith
Answered: Nov 21, 2024
Enable entitlements and add the tab for entitlements and service contracts.

Https://help.salesforce.com/articleView?Id=entitlements_overview.htm&language=en_US&type=0...Read More

1 Answer

584 views

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