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Sales reps at AW Computing hove been reporting that contact phone numbers sometimes revert book to on old value after being updated.
What should the administrator do to resolve this issue?
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. Reference: 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
Which three fields should be used as filter criteria? Choose 3 answers
A phone field that provides the full phone number of the seller, a number field that designates the square footage of the listing, and a picklist field that designates the county of the listing should be used as filter criteria because they are fields that can be used to narrow down the report results based on specific values or ranges. A multi-select picklist field that designates features of the listing and a formula field that calculates a price for the listing should not be used as filter criteria because they are fields that cannot be filtered on in reports. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_filtering.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_fields_unavailable.htm&type=5
An administrator has a request to create a Next Steps field for users to document what they need to do next on a lead. The field should allow users to format the text and be mapped to an opportunity when converted.
What type of field will satisfy these requirements?
A Text Area (Rich) field allows users to format the text with fonts, colors, images, and hyperlinks. It also supports mapping to an opportunity when converting a lead. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_using_rich_text_area.htm&type=5
Person accounts were recently activated at Cloud Kicks.
There are three record types for accounts:
* B2B customer
* B2C Customer
* External Partner
There are two record types for leads:
* B2B Lead
* B2CLead
The test team finds that when the Convert button is clicked on a B2C Lead record, only the B2B Customer and External Partner account record types are available choices on the Conversion Layout.
What should the administrator do to correct this issue?
Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. Reference: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.htm&type=5
The Cloud Kicks administrator wants to open up opportunity sharing to directors who oversee regional managers so they can access records to assist regional managers.
What sharing mechanism should be used?
Role hierarchy is a sharing mechanism that should be used to open up opportunity sharing to directors who oversee regional managers so they can access records to assist regional managers. Role hierarchy is a way to grant access to records based on the user's position in an organization's hierarchy of roles. Role hierarchy can grant users access to records owned by or shared with users below them in the hierarchy for objects that have organization-wide defaults set to Private or Public Read Only. By using role hierarchy, the administrator can ensure that directors can access opportunities owned by or shared with regional managers who report to them
