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Person accounts were recently activated at Cloud Kicks.
There are three record types for accounts:
* B2B customer
* B2C Customer
* External Partner
There are two record types for leads:
* B2B Lead
* B2CLead
The test team finds that when the Convert button is clicked on a B2C Lead record, only the B2B Customer and External Partner account record types are available choices on the Conversion Layout.
What should the administrator do to correct this issue?
The issue is that the Company field is being populated on B2C Leads, which is causing the Lead Conversion Layout to only display Business Account record types. To correct this, the administrator should use a validation rule to ensure that the Company field is blank on B2C Leads. This will prevent the Lead Conversion Layout from displaying Business Account record types and will allow the administrator to select the B2C Customer record type.
An administrator created and activated several record-triggered flows that are configured to run before the record is saved on the same object.
What should the administrator consider about the order of execution for flows?
The order of execution for flows that are configured to run before the record is saved on the same object is unpredictable and may vary depending on factors such as flow version, flow name, or flow creation date. Therefore, it is recommended to avoid creating multiple flows with the same trigger conditions and instead consolidate them into a single flow.
What are three options available to the administrator to help with this issue? Choose 3 answers
To help with this issue, the administrator can do the following options:
Move some page components behind a tab. This will reduce the number of components that load initially and improve performance.
Remove some of the fields displayed. This will reduce the amount of data that needs to be retrieved and rendered on the page.
Reduce the number of related lists displayed. This will also reduce the amount of data that needs to be retrieved and rendered on the page. Reference: https://help.salesforce.com/s/articleView?id=sf.lex_performance_considerations.htm&type=5
DreamHouse Realty manages Its accounts and contacts In Salesforce using a B2C account model. The business has requested that third-party loan advisors be tracked in Salesforce along with the customers they work with.
Hour should the administrator track third-party financial advisors and the customers they work with?
Universal Containers has found duplicate contacts in Salesforce. The sales team administrator prevent duplicate records from being created.
Which two ways should the administrator customize duplicate management?
Choose 2 answers
Duplicate management is a feature that allows administrators to prevent or allow duplicate records for standard or custom objects. Duplicate management consists of two components: duplicate rules and matching rules.
B) Configure custom duplicate rules.
Duplicate rules are rules that determine what actions to take when users try to save duplicate records. Duplicate rules can block users from saving duplicates, alert users of duplicates and let them save anyway, or report on duplicates without affecting the save operation. Duplicate rules can also specify which fields to use for matching and which security settings to enforce. By configuring custom duplicate rules, the sales team administrator can prevent duplicate records from being created for contacts or other objects. Reference: https://help.salesforce.com/s/articleView?id=sf.data_prevent_duplicates.htm&type=5
C) Create custom matching rules.
Matching rules are rules that determine how duplicate records are identified by comparing fields and applying fuzzy matching algorithms. Matching rules can be standard or custom. Standard matching rules are predefined by Salesforce and apply to common objects such as contacts, accounts, or leads. Custom matching rules are created by administrators and apply to any standard or custom object. By creating custom matching rules, the sales team administrator can define how duplicate records are detected for contacts or other objects. Reference: https://help.salesforce.com/s/articleView?id=sf.data_matching_rules.htm&type=5
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