Certified Advanced Administrator

A criteria-based sharing rule can select opportunity records by field value, so Won = true identifies closed-won opportunities. Sharing those records with the Finance Director role and its subordinates grants the finance team access. Owner-based sharing rules select records according to their owners rather than a record field value.

Selecting fewer objects reduces the data included in an export. Excluding Recycle Bin content and deselecting images, documents, and attachments also reduces export content; special file content increases data-export processing time and file size. Export scheduling frequency does not reduce the size of a given full export.

Salesforce field-level security controls whether a field is visible in reports. A permission set can grant Read access to a specific field for selected users, supplementing the restrictive Sales profile without granting the field to all Sales users.

An Accounts report can use a cross filter set to exclude Opportunities, with opportunity subfilters for Closed/Won status and a Close Date in the last year. Cross filters support excluding primary-object records based on related child records and can be combined with related-object field filters.

Person Accounts store individual-consumer information alongside business accounts in the same Salesforce org. Contacts to Multiple Accounts lets a person account be related indirectly to a business account, enabling an individual customer who works for a larger customer organization to be tracked in both contexts.