Salesforce Certified Administrator Practice Test - Questions Answers, Page 9

Campaign influence is a feature that allows users to track how campaigns have influenced opportunities and measure the return on investment (ROI) of marketing efforts. Users can see which campaigns have influenced an opportunity on the related list and assign different attribution models to calculate the campaign influence.

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

Record types are a way to assign different page layouts and picklist values to different users based on their business needs. To use two different page layouts for customer and partner accounts, create one record type for each account type and assign them to the appropriate page layouts and profiles.

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

Component visibility filters are a way to make the record pages more dynamic and easier to use by showing or hiding components based on certain criteria. For example, users can see different components based on their profile, role, record type, or field values.

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

Case escalation rules are a way to automatically escalate cases that meet certain criteria, such as being open for more than a specified time or having a certain priority. Escalation rules can assign cases to a different owner or queue and send email notifications to the support manager or other recipients.

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

To display the screen flow, the administrator should create a tab and add the screen flow to the page. The administrator can also use a flow element and add the screen flow to the record page.

The other options are not relevant to this scenario. Adding the flow in the utility bar of the console will not display the screen flow. Installing an app from the AppExchange is not necessary to display the screen flow.

Here are the steps on how to create a tab and add the screen flow to the page:

Go to Setup > Tabs.

Click New.

Enter a name and label for the tab.

Select the Screen Flow tab type.

Select the screen flow that you want to display.

Click Save.

Here are the steps on how to use a flow element and add the screen flow to the record page:

Go to Setup > Customize > Lightning App Builder.

Select the record page that you want to add the screen flow to.

Click Edit.

Drag the Flow element from the Palette to the canvas.

Select the screen flow that you want to display.

Click Save.

Manual sharing allows record owners to share individual records with other users or groups. This is useful when one-off sharing is needed for a specific situation. Hierarchical sharing, criteria-based sharing and owner-based sharing are not suitable for this scenario because they are based on predefined rules or roles that do not match the requirement.

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

Data Export Wizard allows administrators to export data from Salesforce in CSV files. It can be used to export data for backup purposes or to analyze data in external tools. Data Import Wizard is used to import data into Salesforce, not export. Data Loader is a desktop tool that can also export data, but it is more complex and requires installation. Report Builder is used to create reports in Salesforce, not export data.

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

Email-to-Case allows administrators to set up routing addresses that automatically create cases from incoming emails and assign them to queues based on predefined criteria. This way, emails from customers can generate cases automatically and be sent to the correct queue. A flow is a tool for building automated processes, but it is not designed for email routing. A custom email service is a way to process inbound emails using Apex code, but it requires coding skills and is more complex than Email-to-Case. An escalation rule is a way to escalate cases based on certain conditions, but it does not create cases from emails or assign them to queues.

Reference: https://help.salesforce.com/s/articleView?id=sf.customize_email2case.htm&type=5

Big Deal Alerts are notifications that are sent to users when an opportunity reaches a certain amount, probability, or stage. They can be configured by administrators to alert sales reps or managers when they have a high likelihood of winning a big deal. Key Deals are a feature of Einstein Opportunity Scoring that shows the top opportunities based on their score and stage, but they do not send notifications. Activity Timeline is a component of Lightning Experience that shows the past and upcoming activities related to a record, but it does not notify users of big deals. Performance chart is a type of report chart that shows how well users or teams are performing against their goals, but it does not alert users of big deals.

Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal.htm&type=5