An administrator at Ursa Major Solar needs to send information to an external accounting system What workflow action should the administrator use to accomplish this?
Answer(s): B
Outbound message allows you to send information to an external system as part of a workflow rule or approval process. You can use outbound message to specify which fields to send and which endpoint URL to send them to.
https://help.salesforce.com/s/articleView?id=sf.workflow_om_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_om_define.htm&type=5
Northern Trail Outfitters has the Case Object set to private. The support manager raised a concern the reps have a boarder view of data than expected and can see all cases on their groups dashboards. What could be Causing reps to have inappropriate access to data on dashboards?
Answer(s): C
Dynamic dashboards allow you to display data according to the security settings of the running user. If users have different access levels to data on dashboards, you can use dynamic dashboards to show them only what they are allowed to see.
https://help.salesforce.com/s/articleView?id=sf.dashboards_dynamic.htm&type=5
An Administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer. which two automation tools should the administrator use? Choose 2 answers
Answer(s): A,C
Process builder can be used to create a record-triggered flow that executes when an opportunity is closed as won and creates a follow-up task for the owner. Field update can be used to update a date field on the opportunity that can be referenced by a time-dependent workflow rule to create another task after 60 days.
https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_time_action_considerations.htm&type=5
An administrator Creates a custom text area field on the Account object and adds it to the service team's page layout. The services team manager loves the addition of this field and wants it to appear in the highlights panel so that the services reps can quickly find it when on the Account Page How should the administrator accomplish this?
Compact layouts determine which fields appear in the highlights panel on record pages and in the Salesforce mobile app. To create a custom compact layout, go to the Account object manager and select Compact Layouts from the sidebar menu. Then click New and add the desired fields to the layout.
https://help.salesforce.com/s/articleView?id=sf.compact_layouts_create.htm&type=5
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