Salesforce

  Give Users Read-Only Access to Recipes Improve data transparency for your team while maintaining control over data processes. By granting users read-only access to recipes, you allow users to view the details of recipes and understand dataset content without the risk of accidental modifications. Assign colleagues the permission: Recipes View Only. With this permission, when users visit Data Manager, they see only the Recipes option. They can open recipes and view their content but can’t edit, run, or delete them. From Setup, in the Quick Find box, search for and select  Permission Sets . Select or create a permission set. Click  System Permissions , and select  Recipes View Only . When users visit Data Manager and click a recipe name, they can view the recipe’s details in the recipe editor. Use Version Control When Saving Dashboard Component Changes Enhance your ability to manage and track changes in dashboard components by implementing version control. Users can n...

  Learn What’s New in Data Cloud Setup and Administration for Winter ’25 Do More with New Data Types in Data Cloud To enhance flexibility, you can now use the email, URL, phone, percent, and Boolean data types in Data Cloud. These data types expand data compatibility and interoperability with external systems that interface with Data Cloud. Data Type Description Email Stores email addresses. The email data type is modeled on the text data type. You can use any valid text value for ingestion into an email data type field. Data Cloud doesn’t validate the format. URL Stores URL values. Data Cloud doesn’t parse or interpret the ingested URL value. It also doesn’t validate the value for correctness. Data Cloud doesn’t store any metadata related to the URL. Phone Stores phone numbers. Data Cloud doesn’t validate the format of the phone number. The phone data type is modeled on the text data type. Any valid text value is accepted for ingestion into a phone data type field. Percent Holds p...

  Make Invocable Actions Easier to Configure with New InvocableVariable Modifiers Simplify the configuration of invocable actions using new modifiers from Salesforce. Both the defaultValue and placeholderText modifiers will appear in Flow Builder for the Action elements that correspond to an invocable method. Here’s how to use them. defaultValue Modifier : Set a default value for an input parameter. When the action is used, the input parameter will have a predefined value unless changed by the user. placeholderText Modifier : Set custom placeholder text for an input parameter. Text can provide examples or additional guidance to help users understand what to enter in the input field. Accessing these modifiers in Flow Builder makes it easier to configure and use the actions within your flows. This change applies to Lightning Experience and Salesforce Classic in Performance, Unlimited, Developer, Enterprise, and Database.com editions.

Maintain Your Tableau CRM Consultant Certification for Spring ’23 1. Where is the multivalue function used? Data Prep’s formula transformation 2. Which sampling option is available to populate a data sample? Select All Column Values 3. What simple process allows a user to upgrade old dataflows to use the latest Data Prep features? Convert to Recipe 4. What does the Input widget do? Captures numeric values to be used as a data source 5. Templated CRM Analytics apps can be refreshed manually or on a schedule. Where are these refresh controls accessed In actions in the App Install History   6. What are the steps to add a tooltip to a selected repeater widget? Click Tooltip, set content and size, preview, then click done

 Maintain Your Administrator Certification for Spring '23 1. What information is listed in the Details panel for recently used reports? Answer: A, B, C 2. What is used to give sales reps access to a guided process to import contacts and leads? Answer:  Sample CSV file 3. Which feature efficiently removes inactive picklist values? Answer: Bulk Delete Unused Values 4. Which type of Process Builder processes can be converted using the Migrate to Flow tool? Answer: Record-triggered Get Hands-on with Enhance Record Pages With Dynamic Forms Follow steps show in Screenshot also highlighted with Red Box:

Maintain Your Platform App Builder Certification for Winter ’23 1. What component customizes related lists directly from the Lightning App Builder? Answer:      Dynamic Related List – Single 2. Where can a debug flow test be created and saved? Answer:      Flow Builder 3. What action enables smart email auto-responses in Flow Builder? Answer:      Create Article Recommendations 4. Custom address fields improve address data accuracy for your users using what type of list? Answer: State and Country/Territory Picklists 5. What are the benefits of using Dynamic Forms on record pages? Answer:      Place fields anywhere on the page  Use Visibility Rule to show and hide fields  6. Restriction or scoping rules now allow multiple values. When should double quotes surround a value? Answer:      If a single value contains a comma  Get Hands-On With Permission Set Expiration Verify before performing this: Perm...