Pass the Salesforce Salesforce Advanced Administrator CRT-211 Questions and answers with CertsForce

The PARENTGROUPVAL function is a formula function that returns the value of a parent group in a report. It can be used to compare values across different groupings and show relative performance. In this case, the administrator can use this function to show the lead source effectiveness for each country by calculating the percentage of leads from each lead source divided by the total number of leads for each country. References: https://help.salesforce.com/s/articleView?id=sf.reports_formulas_parentgroupval.htm &type=5

To add a user to an opportunity team, you need Edit access on the account associated with the opportunity and either own the opportunity or be above the owner in the role hierarchy. References: https://help.salesforce.com/s/articleView?id=sf.teams_adding.htm &type=5

Data Import Wizard is a tool that allows administrators to import data for standard and custom objects in Salesforce using CSV files. Data Import Wizard can handle up to 50,000 records at a time and supports simple data transformations and validations. Data Import Wizard can be used to upload records for a custom object when the number of records is small and the import frequency is low.

 A cross-object formula is a formula that references fields from related objects. The administrator can create a cross-object formula field on the Case object that displays the current status from the Account. This field can be used in validation rules and other processes. References: https://help.salesforce.com/s/articleView?id=sf.tips_on_building_formulas_cross_object_formulas.htm &type=5

Entitlement management lets you create and maintain service contracts that specify the support terms for each account. You can use entitlement processes to automatically apply the correct service contract to a case based on criteria you define. References: https://trailhead.salesforce.com/en/content/learn/modules/entitlements/entitlements_overview

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

Salesforce Authenticator is an app that adds an extra layer of security for logging into Salesforce by requiring users to verify their identity using their mobile device after entering their username and password on Salesforce login page. To see how many users have successfully used Salesforce Authenticator since it was rolled out, an administrator can use two methods:

A) Create a new view In Identity Verification History, specifying Method.

Identity Verification History is a tool that shows information about each identity verification event for users in your org, such as the date and time, the verification method used, the IP address, and the status of the verification. By creating a new view in Identity Verification History and specifying the method as Salesforce Authenticator, an administrator can see how many users have used the app to verify their identity when logging in. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_history.htm &type=5

D) Export Login History and filter based off of Authentication Method Reference.

Login History is a tool that shows information about each login attempt for users in your org, such as the date and time, the username, the source IP address, the login type, and the status of the login. By exporting Login History as a CSV file and filtering based on the Authentication Method Reference column, an administrator can see how many users have used Salesforce Authenticator as their authentication method when logging in. References: https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm &type=5

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:

A) Set up users and password management.

Delegated administrators can set up and manage users who belong to specified roles or territories, including creating, editing, freezing, and unlocking users; resetting passwords; assigning permission sets; and managing public groups. References: https://help.salesforce.com/s/articleView?id=sf.admin_useradmin_delegated.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

A lookup relationship creates a link between two objects. The child object can have its own security settings and does not inherit them from the parent object. This is suitable for audit records that need to be preserved and accessed by a specific team. References: https://trailhead.salesforce .com/en/content/learn/modules/data_modeling/relationships

Escalation rules are rules that automatically escalate cases if they have not been resolved within a certain time frame or meet certain criteria such as priority or status. Escalation rules can perform actions such as changing ownership of cases, sending email notifications, or creating tasks for users or queues. By using escalation rules, AW Computing can ensure that cases are properly prioritized and handled within their SLA time limit. References: https://help.salesforce.com/s/articleView?id=sf.cas e_escalation_rules_overview.htm&type=5