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Maximum invalid login attempts, password complexity requirements, and number of days until expiration are three password policies that anadministrator can configure to encourage employees to choose secure and appropriate passwords for their Salesforce accounts. Maximum invalid login attempts determines how many times a user can enter an incorrect password before being locked out of Salesforce. Password complexity requirements determine how complex a user’s password must be based on criteria such as length, case sensitivity, alphanumeric characters, etc. Number of days until expiration determines how often users must change their passwords. References:https://help.salesforce.com/s/articleView?id=sf.security_password_policies.htm &type=5

Account and contact are two records that can be created when using the lead conversion process. The lead conversion process converts a lead intoan account, a contact, and optionally, an opportunity. References:https://help.salesforce.com/s/articleView?id=sf.convert_lead.h tm&type=5

Validation rules allow you to prevent users from changing an opportunity close date to a date in the past.

References:https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm &type=5

To require users to choose a specific search engine from a picklist when lead source is “Search Engine”, and hide it otherwise, the administrator shouldcreate a picklist for specific search engine on the same screen as lead source, and set conditional visibility so that it is only shown when lead source is “Search Engine”. This will make sure that users see only relevant fields based on their input. A decision element will create an extra screen that may disrupt user experience. An assignment element will not affect field visibility. A validation rule will not hide fields but only show errors when values are invalid. References: https://help.salesforce.com /s/articleView?id=sf.flow_ref_elements_screen_components_picklist.htm&type=5https://help.salesforce.com/s/articleView?id =sf.flow_ref_elements_screen_components_conditional_visibility.htm&type=5

To track assigned licenses and permission sets in Salesforce instead of using a spreadsheet, an administrator should use User Report type on Report object. User Report type allows creating reports that show information about users such as their profile, role, license type, active status, login history etc. It also allows adding fields related to permission sets such as Permission Set Assignments or Permission Set License Assignments. For example, an administrator can create a User Report that shows user name, profile name, user license name, permission set assignments count etc. Login History, Lightning Usage App, or Permission Set Groups are not features that can be used to track assigned licenses and permission sets in Salesforce. References:https://help.salesforce.com/s/articleView?id=sf.reports_report_types_standard_user.htm &type=5

Fault connector and screen component are two features that can be used to address the issue of users seeing error messages when they use one of their screen flows. Fault connector can be used to handle errors that occur when a flow element fails, such as a record create or update element. Screen component can be used to display a message to the user with text explaining what went wrong and how to correct it. References: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_connector_fault. htm&type=5https://help.salesforc e.com/s/articleView?id=sf.flow_ref_elements_screencmp_display_text.htm&type=5

A Chatter private group is a type of Chatter group that allows members to share feedback and ideas with each other in a secure and exclusive space; only members can see and post in a privategroup. It can be used by Ursa Major Solar to create a space for product owners to collaborate with just the product team by creating a Chatter private group and adding product owners as members. Using quick actions to log communication, configuring a Chatter public group, or adding activity history to document tasks are not solutions for creating a space for product owners to collaborate with just the product team; they either do not provide privacy or do not support collaboration. References:https://help.salesforce.com/s/articleView?id=sf.collab_groups_overview.h tm&type=5

There are two possible reasons why users are unable to access a report based on a custom report type created by an administrator. One is that the custom report type is in development mode, which means that it is not deployed and available for use by other users except for administrators and users with manage custom report types permission. The other is that the report is saved in a private folder, which means that it is visible only to its owner and not shared with other users or groups. References: https://hel p.salesforce.com/s/articleView?id=sf.reports_builder_custom_report_types.htm&type=5https://help.salesforce.com/s/articleView?id=sf.reports_builder_folders. htm&type=5

Flow builder and approval process are two tools that can be used by Ursa Major Solar to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Flow builder is a tool that allows administrators to create flows, which are guided processes that collect data and perform actions in Salesforce; it can be used to create a screen flow that guides users through the steps of submitting an expense report, such as entering expense details, uploading receipts, etc. Approval process is a tool that allows administrators to create approval processes, which are automated processes that require approval from one or more approvers; it can be used to create an approval process that routes expense reports to the appropriate managers for authorization basedon certain criteria, such as amount, type, etc. Validation rule, quick action are not tools for building a guided expense report process; they are used for different purposes such as enforcing data quality or creating records. References: https://help.sale sforce.com/s/articleView?id=sf.flow_builder.htm&type=5https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm &type=5

A formula field is a type of field that calculates avalue based on an expression or formula that references other fields or constants. For example, a formula field can display today’s date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today’s date when the status of the account is changed to ‘Audited’. References:https://help.salesforce.com/s/articleView? id=sf.fields_about_formulas.htm&type=5