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Admin Maintenance (Winter '20)

1. By 'Report on account team' an Administrator use to determine different levels of team member access to an Account.
2. An Administrator needs to automatically add account team members to an account, 'Process Builder' can be used by Administrator to meet this requirement. 
3. Team Member Access button show 'Maximum access' when selected.
4. To customize the opportunity contact roles go to --> 'setup-object manager-opportunity contact role'.
5. On 'Merge field' picker an Administrator find a sender signature field.
6. '1000' approval processes can be active in one org.
7. 'Formula field' reference type is available when an Administrator uses the "Where is this used?" button on a field?

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  1. AnonymousDecember 16, 2019 at 9:28 AM

    Go to contact object-Email(Field)-Edit- then add GDPR.
    Do the above for Phone-Edit-then add PII.
    Do the above for Birthday-Edit-then HIPAA.

    ReplyDelete
    Replies
    1. AnonymousDecember 18, 2019 at 2:15 PM

      Hands-On Challenge

      From the Object Manager,
      find the object "Contact
      that you want to edit, and select Fields & Relationships from the sidebar.
      Select the field that you want to apply compliance categorization values to, and click Edit. For Compliance Categorization, add or remove the available values,
      and click Save.

      Delete
  2. Sabby HorrocksFebruary 18, 2020 at 12:53 PM

    Thank you!

    ReplyDelete
  3. testMarch 8, 2020 at 9:59 PM

    Thanks

    ReplyDelete

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