A sales rep at Ursa Major Solar was assigned to a role under their manager and is the record owner of several opportunities; however, the sales rep is missing from the manager's forecast.
What should the administrator review to solve this issue?
Allow Forecasting is what the administrator should review to solve this issue. Allow Forecasting is a user permission that enables users to access and edit forecasts. If a user does not have this permission, they will not be able to see their own forecast or any forecasts below them in the role hierarchy. Therefore, the administrator should make sure that the sales rep has this permission enabled on their profile or permission set.
An administrator need a business process automated, but only for certain user and profiles. The administrator will need to frequently update which users and profiles will use the process. After evaluating the declarative options, it was determined that this functionality must be done via an Apex trigger.
What software requirement should the administrator request so that process execution can be declaratively controlled?
Use a custom permission set that is assigned to the user because custom permissions are a way to grant access to custom processes or functionality based on user profiles or permission sets. Custom permissions can be referenced by Apex code, validation rules, flows, or other logic to control whether a process should run for a user or not. Custom permissions can be used to declaratively control process execution by assigning them to users or profiles.
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?
The administrator at AW Computing implements multi-factor authentication using the Salesforce Authenticator app downloaded on company-provided iPhones. A sales rep breaks their phone and needs to update an opportunity record.
How should the administrator grant access for the sales rep?
The sales agents at DreamHouse Realty have a profile that allows them to import records for a custom object called House. The agents only need to make imports occasionally and typically Import around 100 new records at a time.
What tool should the agents use to upload records?
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.
