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?
Answer(s): B
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
A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object.How should an administrator provide proper access?
Permission sets are a flexible way to grant additional access to users without changing their profiles. To provide access to the lead object for a team of support users, create a permission set that includes the appropriate object and field permissions for leads, and then assign it to the users.
https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5
An administrator supporting a global team of salesforce users has been asked to configure company settings.Choose 2 options
Answer(s): A,B
Currency locale and default language are 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.
https://help.salesforce.com/s/articleView?id=sf.admin_supported_currencies.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_supported_languages.htm&type=5
Which item is available in a Lightning App where visibility is limited to the Salesforce Mobile App?
Answer(s): C
Utility bar is a feature that is available in a Lightning app where visibility is limited to the Salesforce mobile app. Utility bar allows users to access common productivity tools, such as notes, history, recent items, and more, from any page in the app.
https://help.salesforce.com/s/articleView?id=sf.app_builder_utility_bar.htm&type=5
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