Certified Advanced Administrator

The best way for an administrator to create a replica of the production organization that includes existing fields, page layouts, record types, objects, and data contained in the fields and objects is to create a full sandbox. A full sandbox is a complete copy of your production organization and includes all data and metadata, making it the most suitable option for this requirement.

Data Loader is primarily used for importing and exporting data, not metadata. Change sets require a sandbox and are not available for Developer Edition organizations. Therefore, the correct deployment tools for deploying metadata from a Developer Edition organization to another organization are Salesforce Extensions for Visual Studio Code and Ant Migration Tool.

To allow users to have access to the Find Duplicates button on the lead object, the administrator must provide Delete permission. This permission is necessary because the Find Duplicates functionality often involves merging leads, which requires the ability to delete duplicate records.

Collaborative Forecasting includes the capability to rename categories for better customization and identification during forecasting processes. It supports forecasting using opportunity splits, which allows sales contributions to be divided among team members, leading to more accurate forecasts. Additionally, users can select a default forecast currency setting to ensure consistency in forecasts across various regions or currencies.

To meet the requirement of billing customers who buy the Freight Container product in monthly installments, an administrator should create a default revenue schedule on the product. A revenue schedule allows for the distribution of revenue over time. Creating a default revenue schedule on the product will enable billing customers in monthly installments by setting up the revenue schedule to recognize the monthly installment amount and the duration of the billing period.