Plat-101 Exam Dumps - Salesforce Certified Platform Foundations

Creating record types on Account called Partner and Customer is the recommended way to display only the information applicable to each group. Record types allow different page layouts, picklist values, and business processes to be assigned to different users based on their profile. For example, the Partner record type could have a page layout that includes fields specific to partners, such as Partner Type, Partner Level, and Partner Status. The Customer record type could have a different page layout that excludes those fields. Using Account for customers and creating a custom object for partners would not be advisable, because it would create data silos and make reporting and sharing more difficult. Creating custom objects called Partner and Customer would not make sense, because they are both types of accounts and should use the standard Account object.

The action that the team members should do to ensure they receive the weekly results of the dashboard by email is to subscribe to the dashboard. Subscriptions let users schedule dashboards to run at regular intervals and send notifications to them or other recipients by email or Chatter. Users can also set conditions for when the notifications are sent, such as when the dashboard returns no results or the results change.

The place where the employee should update their name and email address changes is the User Record page from Setup. The User Record page is where the employee can view and edit their personal information, such as name, email, username, alias, and profile. The employee can access the User Record page by clicking on their profile icon and then clicking Settings. Then, they can click on Personal Information under My Personal Information and edit their name and email address. The User Profile page is where the employee can view and edit their profile picture, about me, title, and contact information, but not their name and email address. The Contact Record page is where the employee can view and edit their contact details, such as phone, address, and social media accounts, but not their name and email address.

 The solution to the error is to remove. New Employee appendix from the sandbox username. When you create a sandbox, Salesforce appends the sandbox name to all usernames in the sandbox copy, so that they don’t conflict with usernames in the production org. To sign in to the production org, the employee needs to use their original username without the sandbox name.

The Global search bar in Salesforce is the quickest way to find any report, record, or file across the platform. It is accessible at the top of the interface and eliminates the need to navigate through folders manually.

A. Use the search bar in All Reports: This option restricts the search to the Reports tab and is less efficient for quick navigation.

C. Use the search bar in All Folders: This is specific to searching folders and does not provide a comprehensive search for all reports.

References from Salesforce Documentation:

Global Search Overview

Efficient Navigation in Salesforce