Plat-Admn-301 Salesforce Certified Platform Administrator II Questions and Answers

Two options that the administrator can use to solve this scenario are:

Create a custom object. A custom object is an object that you define to store information that is specific to your organization or industry. In this case, you can create a custom object for the form that has more than 30 fields and relates to the account or opportunity object. This way, you can store multiple submissions of the form for each account or opportunity and track their changes over time.

Turn on Field Tracking. Field tracking is a feature that allows you to monitor changes to certain fields on an object and display them in a history related list. In this case, you can turn on field tracking for the fields on the form custom object and see what values were changed from one submission to another.

The data masking tool is a tool that allows you to mask sensitive data in your full sandbox by replacing it with fictitious data. This can help you protect your data privacy and comply with regulations while testing in a realistic environment. You can use the data masking tool to mask data for standard and custom objects, including person accounts, and choose from different masking formats and options. References: https://help.salesforce.com/s/articleView?id=sf.data_mask.htm &type=5

Identity Verification History stores up to 20,000 records of users’ identity verification attempts for various features that require MFA, such as logging in from an unknown browser or device, resetting a password, or changing personal information. The data is stored for up to 6 months and then deleted automatically. Therefore, if a user has been inactive for more than 6 months or if there are more than 20,000 records in total, their data may be missing from Identity Verification History. References: https://help.salesforce.com/articleView?id=sf.identity_verification_history.htm &type=5

To manage both B2C and B2B customers, CK should use Person Accounts and Contacts to Multiple Accounts features. Person Accounts allow CK to store information about individual consumers without requiring a separate account record. Contacts to Multiple Accounts allow CK to associate a contact with multiple accounts, such as their employer and their personal account. References: https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.account_contact_rel_overview.htm &type=5

Changing the record type of a record does not affect the record access of a user. Record access is determined by the organization-wide default, role hierarchy, sharing rules, manual sharing, teams, and ownership. Record type only affects the page layout and picklist values that are available for the record. Therefore, if a user has access to a record before changing its record type, they will still have the same access after changing its record type. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_sharing_overview.htm &type=5

Check the Reevaluate Workflow Rules After Field Change box on the Approval Process Field Update Action is what the administrator should do to troubleshoot the issue. This option allows the approval process field update to trigger any workflow rules or processes that are based on the updated field value. If this option is not checked, the approval process field update will not trigger any workflow rules or processes, and the Process Builder will not fire

Debugging a flow allows administrators to test how a flow behaves before activating it or making changes to it. Debugging a flow runs it in real time using test data provided by the administrator or default values from the flow. However, debugging a flow also performs any actions defined in the flow, such as creating, updating, or deleting records. Therefore, if a flow has a delete element that deletes a record based on certain criteria, debugging the flow will delete the test record even if the flow is inactive. References: https://help.salesforce.com/s/articleView?id=sf.flow_debug.htm &type=5

Product schedules are features that allow administrators to track revenue or quantity over time for products in opportunities or orders. Product schedules can be either revenue schedules or quantity schedules, depending on whether the product is sold by amount or by quantity. Product schedules can be either standard or customizable, depending on whether they use predefined settings or custom settings.

Line item schedules are records that represent each installment of revenue or quantity for a product over time. Line item schedules are created automatically when a product with a product schedule is added to an opportunity line item or an order product.

One limitation of product schedules is that line item schedules are unavailable in Process Builder and Workflow. This means that administrators cannot use these tools to automate actions based on line item schedules, such as sending email alerts, creating tasks, updating fields, or invoking flows. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_product_schedules.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.orders_line_item_schedules.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.product_schedule_considerations.htm &type=5

To use outbound change sets, a user needs to have the Create and Upload Change Sets permission on their profile or permission set. This permission allows users to create change sets in a sandbox or Developer Edition organization and upload them to another organization. References: https://help.salesforce.com/s/articleView?id=sf.changesets_create_upload_perm.htm &type=5

The View Setup Audit Trail page lets you view the 20 most recent setup changes made to your org. You can also download a file of the last six months of setup changes. References: https://help.salesforce.com/s/articleView?id=sf.monitoring_setup_audit_trail.htm &type=5

Process Builder and Flow Builder are tools that allow administrators to automate business processes in Salesforce without writing code. Process Builder and Flow Builder can perform actions such as creating records, updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc.

To automate several updates to lead records and update unrelated records at Cloud Kicks, an administrator can use two options:

B) Create a Process Builder that runs when a record is changed

Process Builder is a tool that allows administrators to create processes that consist of criteria nodes and action groups. Criteria nodes define the conditions that trigger the process and action groups define the actions that the process performs. Processes can run when a record is created or when a record is created or edited.

By creating a Process Builder that runs when a record is changed, an administrator can automate updates to lead records based on certain criteria and perform actions such as updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc. References: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.process_considerations.htm &type=5

C) Create a flow that runs when a record is created or updated

Flow Builder is a tool that allows administrators to create flows that consist of elements such as screens, assignments, decisions, loops, etc. Elements define the logic and user interface of the flow. Flows can run in different ways such as when a user clicks a button, when a record is updated by Process Builder, when an event occurs in the system (such as record creation), etc.

VisualStudio Code is a recommended tool to make the change in the displayed text in one of the Lightning web components. VisualStudio Code is an integrated development environment (IDE) that supports Salesforce development tools such as Salesforce Extensions for Visual Studio Code, Salesforce CLI, and Lightning Web Components. You can use VisualStudio Code to create, edit, debug, and deploy Lightning web components and other Salesforce metadata. To make the change in the displayed text, you need to open the HTML file of the Lightning web component in VisualStudio Code and modify the text element accordingly. References: https://developer.salesforce.com/tools/vscode https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.create_components

Delegated administration allows administrators to delegate certain user management tasks to other users without granting them full administrative privileges. Delegated administrators can create and manage users only within specified roles or public groups. This option will meet the requirement of allowing each division to create and manage users only within their division. References: https://help.salesforce.com/articleView?id=delegated_administration_overview.htm &type=5

Force logout on session timeout is the recommended security setting to configure because it prevents users from resuming their sessions after they time out due to inactivity, which reduces the risk of unauthorized access to Salesforce data from unattended devices. References: https://help.salesforce.com/s/articleView?id=sf.security_sessions_logout.htm &type=5

A permission set is a collection of settings and permissions that can extend users’ functional access without changing their profiles. By creating a permission set with view All on Accounts and assigning it to the service and sales managers, an administrator can grant them access to all account records in their org without modifying their existing profiles. References: https://help.salesforce.com/s/articleView?id=sf.users_permissionsets.htm &type=5

A session security level is a setting that determines how secure a user’s session is based on factors such as their login method, their IP address, their browser, or their device. Administrators can configure different session security levels for different user profiles and assign different actions or permissions to each session security level.

Multi-factor authentication (MFA) is a feature that requires users to verify their identity using two or more factors of authentication when they log in to Salesforce, such as their username and password plus a verification code or an app-generated token. MFA can enhance the security of user sessions and prevent unauthorized access.

If an administrator recently implemented MFA with a standard security level selected and is receiving cases that users are unable to log in, they should check the session security level required at login on the user profile. This setting determines what session security level users need to have when they log in based on their profile. If this setting is higher than the standard security level, users may not be able to log in with MFA alone and may need additional factors of authentication. References: https://help.salesforce.com/s/articleView?id=sf.security_sessions.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.identity_mfa.htm &type=5

Two practices that the administrator should adhere to in order to ensure a successful deployment to production are:

Add permissions and access settings to outbound change sets in addition to the dependent component list. This can help avoid deployment errors or access issues caused by missing permissions or settings for the components in the change set. For example, if the change set includes a new custom object, the administrator should also include the object permissions, field-level security, page layouts, and record types for that object.

Run deployment validations on the change set in the sandbox prior to uploading to production. This can help test the change set for any errors or conflicts before deploying it to production. Deployment validations simulate the deployment without actually making any changes and report any issues or warnings.

The other two options are incorrect because:

Cloning a change set does not add forgotten dependent components to an uploaded change set. It only creates a copy of the existing change set that can be modified before uploading.

When deploying a new record type, it is not necessary to have it as the only component in the change set. It can be deployed along with other components as long as they are compatible and have the required dependencies.

Use an Insert operation to load data because the data is not already in Salesforce and does not need to be updated or deleted3. Map an External ID data value to the object because External IDs are used to create relationships between records that are being imported and records that already exist in Salesforce4. References: 3 https://help.salesforce.com/s/articleView?id=sf.data_loader_insert.htm &type=5 4 https://help.salesforce.com/s/articleView?id=sf.data_loader_relationships.htm &type=5

Login Forensics is a Salesforce feature that allows you to monitor and analyze login behavior and trends in your org. It can help you identify and prevent brute-force password attacks by showing you the number of login attempts, successes, and failures per user, location, and device. You can also set up alerts to notify you when a user exceeds a certain number of login failures or when a login originates from an unusual location or device. References: https://help.salesforce.com/s/articleView?id=sf.security_loginforensics.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_loginforensics_alerts.htm &type=5

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=

To review the performance of a Lightning record page, administrators can utilize two key tools:

Lightning Usage App:

The Lightning Usage App provides insights into user engagement and performance metrics for Lightning Experience.

Within this app, administrators can view specific metrics related to page load times and other performance factors.

This is a helpful resource for tracking usage and identifying potential issues with page speed or performance across the org.

Analyze Button:

The Analyze button is available within the Lightning App Builder when editing a Lightning record page.

By clicking this button, administrators can run a performance analysis on the page layout, which provides specific recommendations for optimizing page load times and improving overall user experience.

The tool evaluates components, their configuration, and potential sources of delay, giving direct feedback on areas to improve.

These two options directly provide performance analysis capabilities for Lightning record pages. The other options listed do not offer direct access to page performance metrics:

Activation Button is used for setting page visibility rules and activating a page, not for performance analysis.

Pages Menu helps in navigating and managing pages but does not provide performance metrics.

Using both the Lightning Usage App and the Analyze button allows administrators to comprehensively review and optimize Lightning page performance for improved user experience.

A delegated administrator is a user who has been granted limited administrative privileges by an administrator through delegated administration groups. Delegated administrators can perform some administrative tasks without having full access to Setup.

Some functions that delegated administrators can perform are:

B) Build automation and validation rules using screen flows

Screen flows are types of flows that guide users through screens with elements such as text boxes, picklists, radio buttons, etc. Screen flows can also perform actions such as creating records, updating fields, sending emails, etc. Delegated administrators can build automation and validation rules using screen flows if they have been granted access to create and edit flows by an administrator. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_design_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_delegated_admins.htm &type=5

D) Make updates to permission set configurations

Permission sets are collections of settings and permissions that can extend users’ functional access without changing their profiles. Delegated administrators can make updates to permission set configurations if they have been granted access to manage users by an administrator. References: https://help.salesforce.com/s/articleView?id=sf.users_permissionsets.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_useradmin_delegated.htm &type=5

The fields that display in the details of the record page are controlled by the page layout assigned to the user’s profile and record type. The administrator can edit the page layout to add, remove, or reorder fields on the record page. References: https://help.salesforce.com/s/articleView?id=sf.customize_layouts.htm &type=5

A managed package is a type of app that can be installed from the AppExchange. Managed packages are typically created by ISV partners or developers who want to distribute and sell applications that are upgradeable and have intellectual property protection. Before installing a managed package, an administrator should consider the following:

A) Custom objects and custom fields used by the app count against the org’s limits.

Managed packages may include custom objects and custom fields that are used by the app. These custom objects and custom fields count against the org’s limits and may affect the performance or functionality of the org. Administrators should review the components and requirements of the app before installing it and make sure they have enough space and resources for the app. References: https://help.salesforce.com/s/articleView?id=sf.packaging_limits.htm &type=5

C) Apps may require certain Salesforce editions or features to be enabled.

Managed packages may require certain Salesforce editions or features to be enabled in order to work properly. For example, some apps may require Lightning Experience, API access, custom permissions, or specific user licenses. Administrators should check the app’s description and documentation before installing it and make sure they meet the prerequisites for the app. References: https://help.salesforce.com/s/articleView?id=sf.packaging_install.htm &type=5

D) Apps may require external, third-party web services to function properly.

Managed packages may require external, third-party web services to function properly. For example, some apps may integrate with other platforms or systems such as Google Maps, PayPal, or Twilio. Administrators should check the app’s description and documentation before installing it and make sure they understand the implications and costs of using external web services. References: https://help.salesforce.com/s/articleView?id=sf.packaging_install.htm &type=5

A cross-filter lets you filter records based on related objects and their fields. For example, you can filter accounts that have at least one opportunity from this year and at least one completed activity in the last 30 days. References: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm &type=5

To debug platform events in Apex code, you need to set a debug log on the Automated Process entity. This entity represents an automated process user that runs flows and processes in your org. By setting a debug log on this entity, you can capture the events that are published and consumed by your flow and Apex code, as well as any errors or exceptions that occur during the execution. References: https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_debug.htm https://help.salesforce.com/s/articleView?id=sf.code_add_users_debug_log.htm &type=5

While the Schema Builder is a powerful tool in Salesforce for visually creating and managing custom objects and fields, there are certain configurations that must be done in Object Manager rather than Schema Builder. One of these configurations is enabling field history tracking.

Field History Tracking:

Field history tracking cannot be configured directly within Schema Builder. This setting must be enabled from within the Object Manager, where administrators can specify which fields on an object should have their changes tracked.

Enabling field history tracking involves navigating to the object in Object Manager, accessing the field history tracking settings, and selecting specific fields to track.

Limitations of Schema Builder:

Schema Builder is useful for quickly creating custom objects, relationships, and fields, but it does not support all configurations, such as enabling field history tracking, defining object-level permissions, or setting advanced object configurations.

For these types of configurations, administrators need to return to Object Manager where these settings are available.

Incorrect options:

Add custom fields to the page layout: This task is typically done within Object Manager, but Schema Builder does allow customization of page layouts to a certain extent through drag-and-drop.

Make available for Customer Portal: Schema Builder does not control portal availability; however, this is managed through Object Manager settings related to record visibility for portal users.

Allow Reports and Activities: This setting can be configured in Schema Builder when initially creating an object, but further refinements and permission settings must often be done in Object Manager.

In conclusion, enabling field history tracking requires access to the Object Manager, as it cannot be configured through Schema Builder.

REGEX is a function that allows administrators to check whether a text value matches a regular expression pattern. Regular expressions are a way to define complex patterns of characters using symbols and operators. REGEX can be used to enforce consistent formatting for a field value by specifying the required length, characters, and separators.

Flows are tools that automate business processes by collecting data and performing actions in your org or an external system. Flows can be triggered by various events such as record creation, updates, or invocations from other processes or flows. Flows can also send email alerts as part of their actions. To send a notification when a record is deleted and by whom, and to maintain their own discovery information, an administrator can use a flow that runs when a record is deleted, queries the record owner’s email address and discovery information from another object or variable, and sends an email alert with those details. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts.htm &type=5

Debug Log is a tool that captures information about database operations, system processes, and errors that occur when executing a transaction or running a unit test. Debug Log can help troubleshoot issues related to triggers, workflows, validation rules, or other custom logic by showing the order of execution and the values of variables and expressions

When a currency is added to an organization’s list of supported currencies, it cannot be deleted and once enabled, advanced currency management cannot be disabled are two considerations that AW Computing should be aware of prior to implementing this change to the existing system. Adding a currency to an organization’s list of supported currencies is an irreversible action that allows users to enter and view amounts in that currency for standard and custom objects that have currency fields. Enabling advanced currency management is also an irreversible action that allows administrators to define dated exchange rates for opportunities and opportunity products based on close dates or product dates instead of using static conversion rates

Email logs provide information about email delivery, such as the sender, recipient, date and time, delivery status, and any error messages. The administrator can use email logs to troubleshoot why users are missing expected email alerts and identify which emails are hitting the daily limit. References: https://help.salesforce.com/articleView?id=email_logs.htm &type=5

Configure one app per department and activate record pages for each app is how the administrator should ensure this is configured correctly. An app is a collection of items that work together to serve a particular function for a group of users. An app can include items such as tabs, objects, reports, dashboards, and record pages. A record page is a type of Lightning page that displays details about a specific record. A record page can be customized using Lightning App Builder and activated for different apps, profiles, or record types. By configuring one app per department and activating record pages for each app, the administrator can ensure that the backup team users can view records in a way that makes sense for each department depending on which app they are using.

A change set is a tool that allows you to send customizations from one Salesforce org to another. A change set can contain components such as objects, fields, profiles, permission sets, workflows, and more. You can use change sets to migrate changes from a sandbox org to a production org or between two sandbox orgs that are affiliated with the same production org. In this case, you can deploy a change set from the sandbox to production that includes the Amount field and all the custom profiles that need access to it. This way, you can update the field-level security settings for the field on each profile in one deployment. References: https://help.salesforce.com/s/articleView?id=sf.changesets.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.changesets_components_field.htm &type=5

Knowledge is a feature that allows administrators to create, manage, and share articles that provide information and solutions for common issues or questions. Knowledge articles can be searched by users using keywords or phrases.

To improve its customers’ ability to search for knowledge articles, UMS can use two options:

B) Create synonyms for specific search terms.

Synonyms are words or phrases that have the same or similar meanings, such as “TV” and “television” or “fix” and “repair”. By creating synonyms for specific search terms, administrators can ensure that customers can find relevant articles even if they use different words or spellings than the ones used in the articles. References: https://help.salesforce.com/s/articleView?id=sf.knowledge_search_synonyms.htm &type=5

D) Promote specific search terms for specific articles.

Promoted search terms are keywords or phrases that administrators can associate with specific articles to boost their relevance and ranking in search results. By promoting specific search terms for specific articles, administrators can ensure that customers can find the most helpful or popular articles for their queries. References: https://help.salesforce.com/s/articleView?id=sf.knowledge_search_promotion.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

Identity verification history and login history are two areas that the administrator can review to understand potential root causes of multi-factor authentication issues. Identity verification history shows the methods and results of identity verification attempts for a user, such as email verification, SMS verification, or app verification. Login history shows the status, source, and location of login attempts for a user, as well as any login errors or challenges that occurred. These two areas can help the administrator identify if the user entered the correct verification code, if the user’s device or app is compatible with multi-factor authentication, or if there are any network or security issues that prevent successful verification. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_history.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm &type=5

A public group is a grouping of users, roles, roles and subordinates, or other groups that can be used to share access to records or folders. A sharing rule is a rule that grants additional access to records based on certain criteria or ownership. In this case, the administrator should create a public group for the renewals team and create a criteria based sharing rule on opportunities that grants read-only access to the group for all closed won opportunities. This way, the renewals team can see all the opportunities that are eligible for renewal while keeping the account private. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.sharing_rules.htm &type=5

 To make sure that the changes are in production, you need to add the components to an outbound change set and deploy it to production. A change set is a tool that allows you to send customizations from one Salesforce org to another. A change set can contain components such as objects, fields, profiles, permission sets, workflows, and more. You can use change sets to migrate changes from a sandbox org to a production org or between two sandbox orgs that are affiliated with the same production org. In this case, you need to add the master-detail field and all the affected profiles to an outbound change set in your sandbox org and then deploy it to your production org. References: https://help.salesforce.com/s/articleView?id=sf.changesets.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.changesets_components_field.htm &type=5

Making the field Read Only on the page layout prevents users from manually entering or editing the field value on the record page. This ensures that users cannot bypass answering the questions in order to determine their Tier value. Using a screen flow to ask the questions allows administrators to create an interactive user interface that guides users through a series of screens based on their inputs and logic. A screen flow can be used to ask questions and set the field value based on the answers

When deploying profiles using change sets, the field-level security settings are not included unless the fields themselves are also part of the change set. Therefore, the administrator should consider adding the new custom fields to change set 2 along with the profiles, or manually adjust the field-level security after deployment. References: https://help.salesforce.com/articleView?id=changesets_about_components.htm &type=5

IP ranges are settings that restrict login access to Salesforce from specific IP addresses. Administrators can set IP ranges at the org level or at the profile level. If a user tries to log in from an IP address that is outside the allowed range for their profile or their org, they will not be able to access Salesforce. Therefore, if a user started to work remotely and is having an issue logging in, it could be because they are not in the IP range for their profile or their org. References: https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm &type=5

One possible cause of unexpected changes to record values is having multiple automation tools that update the same field on the same object. This can create conflicts and overwrite each other’s values. To resolve this issue, the administrator should consolidate automation tools and use only one tool per object and field combination. This can help avoid confusion and ensure consistent results. References: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm &type=5 https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/automation_considerations

Bulk API and Dataloader.io are both tools that can be used to update large numbers of records in Salesforce. Bulk API is a RESTful API that allows you to create, update, delete, or query millions of records asynchronously by submitting batches of data. Dataloader.io is a web-based data loader tool that allows you to import, export, or delete data using a simple user interface. References: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm https://dataloader.io/

Lightning Object Creator is a tool that allows you to create custom objects and fields from a spreadsheet in a few clicks. Lightning Object Creator analyzes the spreadsheet data and suggests the best way to map it to Salesforce fields and relationships. You can also import the data from the spreadsheet into the new custom object and view it in a list view or a related list. In this case, you can use Lightning Object Creator to create a custom Project object from the spreadsheet that tracks installations and also import the data into the new object. References: https://help.salesforce.com/s/articleView?id=sf.object_creator_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.object_creator_create_object.htm &type=5

Data Categories are a way to organize and classify knowledge articles into a hierarchical structure based on topics or criteria. Data Categories can help service reps quickly narrow down the number of articles by filtering or browsing by category. Data Categories can also be used to control the visibility and access of articles for different users or roles.

Password Policies on the System Administrator profile is a feature that allows administrators to set different password requirements for users with different profiles. Password Policies can specify the minimum length, complexity, expiration period, history enforcement, lockout interval, and warning message for passwords. Password Policies can be used to enforce stricter password requirements for system administrators than for other users

The equivalent field is the field that matches the dashboard filter field on the source report object. For example, if the dashboard filter is on Account Owner, then the equivalent field on the Opportunity object is Opportunity Owner. Changing the equivalent field ensures that the dashboard filter applies correctly to the Opportunity components. References: https://help.salesforce.com/s/articleView?id=sf.dashboard_filters.htm &type=5

The flow debug option is a tool that allows you to test and troubleshoot your flow by running it in debug mode and inspecting the values of variables and resources at each step. You can also set the debug mode to run as another user and see how the flow behaves for different users with different permissions and settings. In this case, using the flow debug option and setting the selection to run as another user can help identify why one user is experiencing a flow error while others are not. References: https://help.salesforce.com/s/articleView?id=sf.flow_debug.htm &type=5

The most suitable tool to identify potential security risks associated with Lightning Web Components is the Health Check. Health Check allows Salesforce administrators to evaluate and monitor the security posture of their Salesforce org by comparing its settings against Salesforce's recommended security baseline. This feature provides visibility into settings like session security, password policies, and more, which can directly impact the security of custom apps using Lightning Web Components.

Health Check:

Salesforce Health Check examines various security settings in your Salesforce org and provides a score based on how closely your settings align with Salesforce's recommended security baseline.

By using this tool, administrators can identify vulnerabilities and see specific actions to remediate any security gaps found within the org.

Health Check is especially relevant when evaluating new custom applications and components since it can highlight areas that require tightening security to meet organizational standards.

Other options listed:

Master Encryption Keys is relevant for managing encryption but not directly for identifying security risks.

Salesforce Optimizer is used for overall performance and usage insights and doesn’t specifically focus on security assessments.

Self-signed Certificates are primarily used for secure communications and do not serve as a tool for security risk assessment.

Therefore, Health Check is the best tool to help the administrator expose potential security risks within the custom Lightning Web Components.

When the feature for Contacts to multiple Accounts is enabled, a Contact can have a direct relationship with multiple Accounts. However, one of these relationships must be designated as the primary Account relationship. This relationship is required on a Contact regardless of the page layout settings and cannot be removed unless the Contact is deleted or merged with another Contact. References: https://help.salesforce.com/s/articleView?id=sf.shared_contacts_set_up.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.shared_contacts_considerations.htm &type=5

Workflow is the debug log category that should be used to troubleshoot an issue with a flow. Workflow is a debug log category that captures information about workflow rules, flows, processes, approval processes, and entitlement processes. Workflow can help identify errors or issues related to these automation tools by showing details such as evaluation criteria, actions executed, variables assigned, and outcomes reached.

The Analyze feature in the Lightning App Builder toolbar is a tool that helps you optimize the performance of your record pages by providing recommendations and insights on how to improve page load time and user experience. It can help you identify which fields and components are taking the most time to load and suggest ways to reduce their impact. You can also compare your page performance with other pages in your org or with Salesforce best practices. References: https://help.salesforce.com/s/articleView?id=sf.lightning_page_optimize.htm &type=5

One possible reason for the changes to case routing is the difference in the order of execution between before save flow triggers and workflow rules. Before save flow triggers run before assignment rules, which means that any field updates made by the flow can affect how the assignment rules assign the case. Workflow rules run after assignment rules, which means that any field updates made by the workflow do not affect how the assignment rules assign the case. Therefore, replacing workflow rules with before save flow triggers can change the case routing logic. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.order_of_execution.htm &type=5

Query and export the Account History object using Data Loader is how the administrator can acquire the field history data for analysis. Data Loader is a tool that allows administrators to import, export, insert, update, delete, or upsert records in Salesforce using CSV files. Data Loader can handle large data sets and complex data transformations. Data Loader can be used to query and export the Account History object, which stores the field history data for accounts, using SOQL statements. 

Dynamic actions are a way to conditionally display actions on a record page based on criteria such as field values, user profile, device type, or record type. Dynamic actions can help streamline the user interface and guide users to take the right actions at the right time. Dynamic actions can be used to show or hide the Create Contract button based on the opportunity stage value

Chat must be routed with Omni-Channel in Lightning Experience because Omni-Channel is the only way to route chats to agents in Lightning Experience1. Chat can only be added to Console navigation Lightning apps because Chat is a console app feature and requires a console app with a console navigation style2. References: 1 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_omnichannel.htm &type=5 2 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_app.htm &type=5

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 primary account relationship is a feature that allows you to link a contact to a single account as its primary account. A primary account relationship is required on a contact regardless of the page layout settings or the contact to multiple accounts feature. This means that you cannot remove the primary account from a contact, but you can change it to another account. You can also add secondary accounts to a contact if you have enabled the contact to multiple accounts feature. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_fields.htm &type=5

To resolve the issue with the Process Builder, the administrator should do the following steps:

Review the Error Email for the Process Builder and rectify the issues. The error email contains information about what caused the error and how to fix it.

Deactivate the Process Builder in production. This will prevent further errors from occurring while the administrator fixes the Process Builder.

Fix the Process Builder in a sandbox and migrate the change to production. This will ensure that the Process Builder is tested and validated before deploying it to production. References: https://help.salesforce.com/s/articleView?id=sf.flow_troubleshoot_error_email.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_deploy.htm &type=5

Configuring one app per department and activating record pages for each app will ensure that users view records in a way that makes sense for each department. An app is a collection of items that work together to serve a particular function. An app can have different record pages for different objects and profiles. By activating record pages for each app, the administrator can customize what users see based on their app context. References: https://help.salesforce.com/s/articleView?id=sf.app_manager_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_customize_lex_pages_assign.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