Admin Flashcards by Brian G

Which two admin certification exam objectives are weighted at 10%?

A. Data Management, Analytics - reports/dashboards

b. sales and marketing apps, Data management
c. analytics - reports and dashboards, org setup
d. org setup and service, support apps

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Which two Administrator Certification exam objectives are weighted at 13%?

a. service and support apps, user setup
b. security and access, service and support apps
c. data management, activity management and collaboration
d. data management and or setup

b. security and access, service and support apps

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exam weights?

Organizational setup: 
User setup: 
Security and access: 
Standard and custom objects: 
Sales and marketing applications: 
Service and support applications: 
Activity management and collaboration: 
Data management: 
Analytics—reports and dashboards:
Workflow/process automation: 
Desktop and mobile administration: 
AppExchange:

Organizational setup: 3%
User setup: 7%
Security and access: 13%
Standard and custom objects: 14%
Sales and marketing applications: 14%
Service and support applications: 13%
Activity management and collaboration: 3%
Data management: 10%
Analytics—reports and dashboards: 10%
Workflow/process automation: 8%
Desktop and mobile administration: 3%
AppExchange: 2%

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Solar components and sustems supplier, ursa major solar wants to ensure that the information is up to date on their company info page. Which set of info can an admin specify in the company info page?

a. business hours, translation settings, corporate currency
b. organization name, default time zone, default language
c. primary contact, chatter settings, set domains
d. fiscal year, password policies, default time zone.

b. organization name, default time zone, default language

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Solar company wants to ensure that all of its locale settings are up to date and consistent in the salesforce system. The admin is going through the process of making updates and config parameters for this info. Pick two

a. business hours and holidays
b. time and number display format
c. first/last name and date format
d. phone number and currency format

b. time and number display format

c. first/last name and date format

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vp of sales has changed the naming convention for opp to make it more uniform across the company. the sales manager wants to update multiple opp names for his sales team in Europe using his team europe list view in sf.

which user interface settings should be used to allow users with all required profile permissions to edit records in list views? pick 2

a. enable inline editing
b. enable enhanced lists
c. enable enhanced page layout editor
d. enable enhanced profile list views

a. enable inline editing

b. enable enhanced lists

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Salesforce users at a solar company complain that global search returns too many records. Which two configs should an admin perform to help users manage search results?

Specify the search filter fields for the objects search layout

reduce the number of records displayed for each object in the search results page.

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what is a list view

a list of records that meet specific filter criteria

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a new hire at a solar company joined customer service to interact with customers and handle cases. This user needs access to the service console to manage the cases and customer info

what should an admin do to assign a serviecloud user license to a new user?

a. enable service cloud user on the user record detail page
b. clone the sample console and assign it to the user
c. create a new permission set license assignment
d. enable service console in support settings.

a. enable service cloud user on the user record detail page

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a medium-sized company is growing internationally. an admin receives details of a new hire in the japan office who requires access to the salesforce org.

which 2 requirements should the administrator consider when creating a new user in a production sf org?

a. usernames must be unique across all production sf orgs
b. usernames must be in the form of an email address
c. usernames must be the same as the user’s email address
d. useranmes must include the company’s email domain

a. usernames must be unique across all production sf orgs

b. usernames must be in the form of an email address

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a new employee is trying to login to sf, but is having trouble and getting login error msgs. He reaches out to the sf admin for help.

what should an admin do first to troubleshoot login error msgs?

a. check the user’s login history related list on the user record
b. review entries in the setup audit trial
c. log in as the user to view the error msgs.
d. search the debug log for the error message

a. check the user’s login history related list on the user record

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admin is notified that one employee is going on leave for a few weeks. the company does not want the employee logging in to sf while on leave.

what should the admin do to prevent a user from logging into sf temporailty?

a. reset the user’s password
b. freeze the user’s account
c. change the user’s login hours
d. delete the user’s account

b. freeze the user’s account

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admin is asked to deactivate the sf user account for an employee who has recently left the company.

when a user account is deactivated, what happens to the associated license?

a. the license becomes available for reassignment
b. the license is deleted
c. the license is removed from the billable licenses for the org
d. the license is automatically assigned to another user

a. the license becomes available for reassignment

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What are two reasons a user cannot be deactivated?

The user is the recipient of workflow email alerts

user is a customer community admin

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what is a user license

determines the baseline of features that the user can access. every user must have exactly one user license. you assign user permissions for data access through a profile and optionally one or more permission sets

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what is a permission set

collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

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what is a profile

define how users access objects and data, and what they can do within the app. when you create users, you assign a profile to each one

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a vp of sales wants to take a look at all of the sales deals that are currently in play for the sales team to determine how well they’re tracking toward their goal for the quarter.

what standard object stores info about sales deals?

a. accounts
b. assets
c. products
d. opportunities

d. opportunities

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a sales team member wants to view the info related to one of their accounts to have a 360-degree view of the customer

which 2 standard objects are related to account records?

a. cases
b. campaigns
c. opportunities
d. leads.

cases and oppS

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Marketing magager wants to run a marketing campaign for their upcoming event. the manager wants to capture as much info as possible from the campaign in sf.

which 3 objects have a relationship with a campaign:

a. lead
b. contact
c. account
d. opp
e contact role

lead, contact, opp

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a field is needed that reflects account size based on the standard field, number of employees.

which formula function should an admin use to evaluate different results based on a specific condition with multiple outcomes?

a. ispickval
b. text
c. if
d. and

c. if

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a sales manager want opps, not updated in the past 30 days., to be flagged automatically.

how should an administrator implement this requirement?

a. create a formula field to calc the time since last update and display an image of a red flag if it meets the defined criteria
b. add a formula to the default value of the last modified date field to turn the text red if the record meets the criteria
c. add a formula to the default value of the opp name field to turn the background red if the record meets the criteria
d. create a formula field to show the last login date of the owner and display an alert message if it meets the defined criteria

a. create a formula field to calc the time since last update and display an image of a red flag if it meets the defined criteria

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the ceo does not want to see the list of contacts when viewing an account page but still needs to access contact records.

how should an admin config this?

a. removed read access permissions for contacts from the ceo
b. set the contact org-wide default sharing settings to private
c. create an account page layout without the contacts related list
d. remove the account related list from the contact page layout

c. create an account page layout without the contacts related list

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vp of sales wants to ensure that there is a consistent colorcoded report tot track picklist values easily from the stage field on an opp

how should an admin ensure that a picklist fields values display in consistent colors on all reports. pick 2

a. use a bucket field that defines the color for each value
b. configure report conditional highlighting for each value
c. update the picklist field and set the color for each value
d. create a formula field that defines the color for each value.

c. update the picklist field and set the color for each value
d. create a formula field that defines the color for each value.

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a company wants to track invoice payments on an opp related list. Only the finance team should see this related list. but all users should be able to view invoice payment reports. how should the admin implement this requirement? a. create a new page layout and profile for the finance team b. set the invoice payment org-wide sharing settings to private c. build an invoice payment report with a running user of finance d. grant finance access only to the invoice payment object.

a. create a new page layout and profile for the finance team

a delegated admin cannot edit the created date field for the account record. what reason should the admin give for why this is occurring

sustem audit field and it's read-only for existing records

a company wants to create a field to store credit card numbers and needs to make sure the info is protected. what two actions allow the admin to provide enhanced security for this field?

create an encrypted field update field level security settings

a company has a renewals sales team that uses the opp object. the team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. what feature allows an admin to maintain the same field for two different teams?

record types

a sales team focused on renewals. The team uses many of the same opp fields as other teams, but needs different stage values. what should an admin update to support this requirement?

stage selected values in the sales process

customer support team wants to sue a different page layout when closing a case. what method should the admin use to fulfill this request?

case close page layout

what is a formula field

read-only field who value is evaluted from the formula or expression defined by us. 7 different types: number, currency, percent, date, date/time, checkbox, text

what are custom objects

Objects created by a user according to their need. Each custom object has 5 standard fields.

what is a roll-up summary field

custome object field that calcs the value from related records in a related list. These fields are created to display a value of fields in a detail record. Defined on Master-detail relationship only

what is a look-up field

one to many relationship. this relationship two objects has no effect on deletion or security. Child objects are independent. child objects have a separate setting. If you delete the parent object the child object remains in the system. a child object may or may not have a parent.

what is a master detail relationship

closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. ex. you can define a two object master detail relationship sich as account-expense report. that extends the relationship to subdetail records such account - express report - expense line item.

one to many

relationship with many child objects but one parent object.

a company is looking to explore ways to increase protection of the orgs sf data from unauthorized access. it has been proposed to leverage the trusted IP ranges feature. what is a benefit of entering trusted IP ranges in the network access section? a. users who log in within the network are not required to verify their id b. all attempts to log in from outside the network are denied c. users are unable to log in through the API on networks not marked as trusted d. appexchange packages can communicate with an external site

a. users who log in within the network are not required to verify their id

password policy in a companys org shows that the length of time until passwords expire is 60 days. however, sales reps are complaining that their passwords expire every 30 days. where should the system admin change the password expiration period for the sales rep users? a. individual user records b. permission sets assigned to the users c. profiles assigned to the users d. roles assigned to the users

c. profiles assigned to the users

a vp has requested that the sales rep commission report be visible to the executive team. how should the admin provide visibility to the sales rep commission report to the executive team only? a. set opp org-wide default sharing settings to private b. save the report in a folder shared with the exec team c. name the report "for exec team use only - do not use d. save the report in the my personal reports folder

b. save the report in a folder shared with the exec team

How can a system admin discover who added a field to the account page layout?

use setup audit trail

a company uses a private sharing model for cases. each product line has serval product specialists who want to have visibility to all cases involving their product line. who should an admin do this?

create a predefined case team for each group specialist and assign the team using case assignment rules

Org-wide sharing default

defines default access level for an object's records with org wide sharing settings. org wide sharing settings can be set separately for custom objects and many standard objects. including assets, campaigns, cases, and accounts and their contracts.

a company uses custom obejct to track inventory items. The support team cannot see the inventory objects lab. what two settings should the system admin check to find the cause of the problem. 2 answers

support profiles support team permissions sets

a company had 3 account record types. Prospect, customer, and vendor. the customer record type is only for accounts that have closed won opp. how should a n admin prevent users from selecting the customer record type when they create new account records?

remove the customer record type as an assigned record type in the user's profiles and permission sets.

an admin cannot share a report folder. what is a possible reason

folder is private

what are sharing rules

give users greater access by making autmatic exceptions to your or-wide sharing settings. extend sharing access to users in public groups, roles, or territories.

role hierarchy

sf offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your sf orgs data. roles within the hierarchy access on key components such as records and reports.

a company imports accounts from an external order system that has its own id field for each record what should an admin do to help prevent dups during these imports a. import the data using the data loader b. use the id from the order system in place of the sf id c. create a unique external id field on accounts in sf fro matching d. create a formula field that ids matches

c. create a unique external id field on accounts in sf fro matching

sales opps team needs to import and export accounts, contacts, opps, and orders. which profile permissions do the sales opps team need to be able to perform this task? 2 a. API enabled b. modify all for those objects c. view all data d. weekly data export

a. API enabled | b. modify all for those objects

a director noticed that when sales reps move opps to the closed stage. they don't always fill in the product installation date. When the date is not logged the opps teams has to reach out to the sales rep to confirm the install date. the director requested that a sales rep not be allowed to close an opp without first logging the product install date. which feature requires a value in the product installation date, a customer date field, when the opportunity stage changes to closed. a. validation rule b. dependent picklist c. page layout d. record type

a. validation rule

vp of marketing loaded leads into the org and now realizes they need to be deleted. the vp has asked the admin to delete them. best practices are recommended prior to mass deleting records. 2 a. download a setup audit trail for the last 6 months before deletion b. schedule a weekly data export and download the backup zip files c. create a new list view for all records that need to be deleted. d. run and export a report to archive before deletion

b. schedule a weekly data export and download the backup zip files d. run and export a report to archive before deletion

How long is data stored in the recycle bin?

15 days

a company had inconsistent data in its 20k existing accounts and asked the admin to convert all of the standard country fields to ISO codes. Which method should the system admin use?

Mass update addresses

Which set of salesforce records is exported by choosing the export all option instead of export in data loader?

records for specified object including records in the recycle bin

an admin uses the import wizard to update existing account records. which two values can the import wizard use to find matching records

account name site fields

which config option shows sales reps the fields they must fill in prior to saving an opp?

pay layout required fields

lookup filter

admin settins that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.

data import wizard

a tool to import data for many standard sf objects. 50K at a time

validation rules

verify that the data a user entwers into a record meets the standards you specify before the user can save the record

data loader vs import wizard

data loader: need to load 50k - 5 million records. want to schedule regular data loads, nightly imports want to export your data for backup wizard: less than 50k records prevent dups by uploading records according to account name and site, contact email address, or lead email address

csv file

comma separated values in plain text.

a company has created a new product line with a special sales team. The sales process for the new line is more complex than the current sales process and requires additional stages to the sales path. how should an admin config sf to ensure only the appropriate stages are visible based on the product line. a. create a sales process and opp record type for each product line b. create a validation rule to display the appropriate stages based on product line c. create new forecast categories and assign the new stage picklist values to those categories d. create a validation rule to display the appropriate stages based on the user's role.

a. create a sales process and opp record type for each product line

a company has noticed an increase in sales reps logging opps without products. The opps team then has to go back into each opp after the fact and add products. which config change should the admin make to help sales reps remember to add products to every opp? a. create a related list to enable the user to view the related products? b. enable the opp setting to prompt users to add products to opp. c. create a workflow rule on the opp object to add a default product to opp with no products d. set the org-wide defaults for price books to use and products to read only.

b. enable the opp setting to prompt users to add products to opp.

a new product line has just been announced. The web form on the website is generating a lot of leads where prospects have indicated interest in particular products. these leads are imported directly into sf automatically. whate features should the admin use to assign ownership of a lead to the appropriate product team using the custom lead field product interest? 2 a. assignment rules b. escalation rules c. lead teams d. queues

d. queues | a. assignment rules

a potential custom cannot open email attachments per company it restrictions. how should a sales rep send the product data sheet to a prospect without attaching the doc to an email? a. copy and paste the data sheet content and create a customer page within the customer community b. upload the data sheet to a library and create/send a content pack to the prospect c. attach the data sheet to a notes and attachment related list and email the link to the prospect d. assign the prospect as a campaign member to the product data sheet campaign record.

b. upload the data sheet to a library and create/send a content pack to the prospect

custom fields in the lead object can be mapped to what objects?

opportunity, account, contact

two different sales teams that sell different products. each type of sale captures different info and has a different sales cycle. how should the system admin configure sf to meet these requirements?

create a page layout, sales process, and record type for each type of sale

Ursa Major Solar offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compared to those offered by other vendors. What should the system administrator implement?

competitors on the opportunity page layout.

Ursa Major Solar wants the sales team to access information about Closed Won opportunities with a common competitor for all pending big deals. What set of features should the system administrator implement?

competitors and similar opps

How should the system administrator implement weekly notifications for sales reps that include opportunities that need attention based on the opportunity owner's last login, past due opportunities, and all opportunities that have not been updated in the last 30 days?

Create opp update reminders

Ursa Major Solar sells through many different reseller networks. Each reseller's deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer. How should the sale process be modified to ensure opportunities are not double-counted in the pipeline?

Change the forecast category to omitted on the dup opptunities

what two objects can be related to campaign members

leads and contacts

how can multiple campaign records be associated with a single opp?

campaign influence

what feature tracks how often a file is viewed

content deliveries

What two related lists should be added to the opportunity page layout to track how campaigns contribute to the overall pipeline?

campaign influence | contact roles

customers are not being notified when support reps add comments to their support case. The customer support manager needs a way to automatically email the customer when her team adds a comment to a case. how should an admin config the salesforce org for an email to be automatically sent when a comment is added to case? a. enable case comment notifications to contacts. b. add the comment to the case chatter feed c. include the customer in the assignment rule d. set the customer as the automated case user.

a. enable case comment notifications to contacts.

a company wants an automated way to notify the supportteam when an unresolved case has been open for over 4 hours. what feature should be used to alert support managers when a case has been open for more than 4 hours? a. case queues b. auto-response rules c. escalation rules d. case assignment rules

c. escalation rules

a company wants to create a knowledge base where articles can be classified into categories. what 2 benefits of using data categories with sf knowledge? pick 2 a. article owners can track views b. articles can be classified into groups c. article access can be controlled d. articles can be referenced in chatter posts

b. articles can be classified into groups | c. article access can be controlled

a company wants to reduce support costs by allowing customers to work together to answer one another's questions and solve problems. what feature should an admin use to allow its customers to do this? a. communities b. campaigns c. omi-channel d. mass emails

a. communities

What configuration action should be performed to ensure every case gets assigned to a valid Owner?

Define the default case owner in support settings

Support representatives at Ursa Major Solar want the same technical engineer group to be associated with each new case. What should a system administrator define to implement this requirement?

a case assignment rule to associate the case team

What is a potential benefit of using Suggested Solutions?

reduced support costs

What Salesforce feature should a company implement to provide a method for its resellers to track their leads and opportunities?

lightning partner community

A system administrator enables Case Feed Actions and Feed Items in Support Settings. With the appropriate profile permissions enabled, what change will users see?

Cases will use feed layouts rather than standard page layouts

Ursa Major Solar wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location. What should the system administrator use to set this up?

Assignment rules and queues

web-to-case

Gather customer support requests directly from your company’s website and automatically generate new cases with web-to-case.

Sales communities

Salesforce Communities provide a way for employees, customers, and partners to connect in one place. Companies can collaborate and communicate outside of the company with people who are key to the business.

Assignment Rules

Define conditions that determine how leads or cases are processed

Auto-response rules

Send automatic email responses to lead or case submissions based on the record's attributes

Salesforce knowledge

Salesforce Knowledge lets you create and manage a knowledge base with your company information and securely share it when and where it's needed.

Case escalation rules

Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entru

The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director’s team uses the calendar feature in Salesforce so she can access the team's busy schedule. However, members of the team log their all-day events differently and the sales director wants some uniformity. How should a sales rep create an all-day event in Salesforce? a. use task for an all day event bc then no time fields are needed b. check the all day event checkbox on the event c. ensure the event is scheduled for times within the start and end of day hours d. ask the system admin to check all day events in the activity settings

b. check the all day event checkbox on the event

which actions allow an admin to limit chatter access during rollout to a subset of sf users? pick 2 a. create a permission set with the enable chatter permission for the subset of users b. add the subset of users tot the company-wide chatter group c. edit a profile to enable chatter for the subset of users d. create an email invitation for the subset of users.

c. edit a profile to enable chatter for the subset of users | a. create a permission set with the enable chatter permission for the subset of users

How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?

post a private message to the recipient

activities

Activities are records of the interactions your organization has with records such as your accounts, contacts, and opportunities. They can be either tasks or events.

Chatter groups features

Users in a Chatter group can: -Collaborate in a private, public, or unlisted group. - Use Announcements for important messages. - Post updates, files, and links. - Include customers in private groups.

which functions can be customized for the sf mobile app? pick 2 a. field permissions b. nav menu content c. custom objects d. object compact layout

b. nav menu content | d. object compact layout

what can an admin do to synchronize between sf and outlook using lightning for outlook? a. accounts b. events c. tasks d. notes

b. events

what option can be added to outlook publisher layouts

quick actions

lightning for outlook

Lightning for Outlook can link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. It can also relate events to records within Salesforce.

sf mobile app

The Salesforce app gives you access to the same information you see on your computer, but organized for getting work done while away from the office.

how should an admin config a report for each sales rep to see their own open opps? a. create a reporting snapshot grouped by sales rep b. create a report with a cross filter by my opps c. create a report filtered by my opps d. create a report schedule for each sales rep

c. create a report filtered by my opps

which 3 report charts show how many leads are in the marketing pipeline based on lead status and what % each lead status represents? a. grouped bar chart b. pie chart c. donut chart d. line chart e. funnel chart

b. pie chart c. donut chart e. funnel chart

what 2 actions should the admin perform to ensure that the finance user sees opps in the pipeline report? a. select save hierarchy level on the pipeline report b. create a new report formula on the pipeline report c. update the report filter to show all opps d. change the org-wide opp sharing default to public read

a. select save hierarchy level on the pipeline report | c. update the report filter to show all opps

what should an admin config to provide each sales rep a dashboard that shows their current opp pipeline? a. set a dashboard filter to the current user b. create a dashboard folder for each user c. filter the dashboard with dynamic view set to the vp of sales d. set the dashboard running user to the dashboard viewer.

d. set the dashboard running user to the dashboard viewer.

what is the max number of components that can be added to a single dashboard

what should an admin do when users are unable to find a customer report type? a. make sure the new report type is deployed b. make sure the user profile includes the report type c. add the new report type to the related objects d. add a button for the new report type to the report builder

a. make sure the new report type is deployed

how should an admin ensure that product managers can report on opps in their product line? a. create a sharing rule based on criteria b. save all opps reports in a public folder c. move all product maangers to a role below the sales rep d. create a new role for product managers and sales reps.

a. create a sharing rule based on criteria

What report should an administrator use to display the number of contacts related to an account?

summary report with a report formula

What are three reports that can be used to display a list of the top 10 accounts on a dashboard?

tabular report with rows to display set to 10 summary report with a chart summary report without a chart

What should an administrator do to organize the fields available on a report?

Tabular report

summary report

This report is similar to a tabular report, but allow users also to group rows of data, view subtotals, and create charts. It can be used as the source report for dashboard components. Use this type of report to show subtotals based on the value of a particular field, or when you want to create a hierarchical list, such as all opportunities for your team, subtotal by Stage and Owner.

Matrix report

Matrix reports allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type of report for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

report type

Two kinds of report types: Standard report: Standard report type gives you access to most Salesforce data. For example, the opportunities report type gives you access to opportunity records and fields in your report. Custom report: Custom report type gives you access to custom objects in Salesforce, or custom views of standard objects, which an admin configures.

filter logic

Use filter logic to customize how existing filters apply to a report. Each filter is assigned a number. If you’d like your report to return records that meet the criteria of Filter 1 and either Filter 2 or Filter 3, use this filter logic: Filter 1 AND (Filter 2 OR Filter 3). Filter logic requires at least one field filter.

The administrator at Ursa Major Solar created a process in Process Builder that sends email alerts when a high-priority case is created. A new support engineer who works remotely complains about not receiving the email alerts. All other users receive these email alerts. How can a Salesforce administrator troubleshoot this issue? a. verify the user's email address b. check that the process is active c. check that the correct email template is used d. check that the process evaluation criteria is correct.

a. verify the user's email address

Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly.which queue should the admin view to monitor pending actions? a. outbound messaging delivery queue b. mass email queue c. paused flow interviews d. background jobs queue

c. paused flow interviews

In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record?

validation rules, assignment rules, auto-response rules, workflow rules, escalation rules

a company's account managers requested email alerts anytime an opp or case is created on accounts that they own. what is mini number of workflows needed to accomplish this task? a. one workflow rule with two email alerts b. two workflow rules with one email alert each c. no workflow rules, but two email alerts d. four workflow rules for create and update on opp and accounts.

b. two workflow rules with one email alert each

what are the two final approval actions in an approval process? pick 2 a. create a chatter post b. add an email alert c. send an outbound message d. call apex

b. add an email alert | c. send an outbound message

Ursa Major Solar wants to assign a task automatically to account managers when a customer's agreement is about to expire. How should an administrator configure this functionality?

Create a time-based workflow on account with a rule criteria of Agreement End Date > TODAY().

An administrator created a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts. how to troubleshoot this?

verify the user's email address

Ursa Major Solar wants to create a workflow rule to send an email alert to members of its board of directors, none of whom use Salesforce. How many of the board members can be added to a single email alert?

up to 5 additional email addresses can be added to the email alert

flow

Flow is an application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users.

quick action

Quick actions can be object-specific or global actions. Only Create, Update, and Log a Call actions are supported. You can also use actions in a process, and can only set values for fields that are part of the action’s layout.

process trigger

Every process includes a trigger, which tells the process when to start. How you configure that trigger depends on what type of process you’re creating—record change, event, invokable.

approval process

An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.

Delete an approval process

Before you delete an approval process, make sure it’s inactive. Delete pending approval requests that are associated with it, and remove them from the recycle bin.

activate an approval process

An approval process must have at least one step before you can activate it. After an approval process is activated, you can’t add, delete, or change the order of the steps, or change its reject or skip behavior, even if the process is inactive.