practice Flashcards
custom lead fields and standard (automatically) lead fields are converted to
account, contact and opp fields
quickly provide access to sales reports and dashboards
app exchange
export archived records and soft-deleted records with
export All
control access to chatter with
profile or permission set
child records cannot be updated by __
workflow rules
modify record type using ___
workflow rules
Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object.
A master-detail relationship with profile permissions or A master-detail relationship with a criteria-based sharing rule
A master-detail relationship with profile permissions
utomatically set some fields when a Lead
is created.
Record Triggered-Flow that runs Before save