Use the equals operator and {!$GlobalConstant.True} as the value.

The equals operator is an operator that compares two values and returns
true if they are equal or false if they are not equal; it can be used in decision elements in flow builder to check if two values match certain criteria. The {!$GlobalConstant.True} value is a global constant value that represents true in flow builder; it can be used in decision elements in flow builder as one of the values being compared. Using equals operator and {!$GlobalConstant.True} as value can help Cloud Kicks update screen flowso that if checkbox field High Value Customer is set true first screen is skipped by using equals operator compare High Value Customer field value with {!$GlobalConstant.True} value in
decision element output connector conditions; if condition is met first screen is skipped else first screen is shown. Using equals operator “High Value Customer” as value contains operator {!$GlobalConstant.False} as value contains operator “High Value Customer” as value are not valid options for updating screen flow skip first screen if checkbox field High Value Customer is set true because they either use wrong values wrong operators compare checkbox field values.
References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_operators.htm&type=5https://help.s
alesforce.com/s/articleView?id=sf.flow_ref_elements_decision.htm&type=5

Create a dependency between the Product Category field and Lead Source field.

To display only the proper leadsources based on the product category
chosen, an administrator should create a dependency between the Product Category field and Lead Source field on Lead object. A dependency is a relationship between two picklist fields that restricts the values available in one picklist based on the value selected in another picklist. For example, an administrator can create a dependency that shows only Online Store and Social Media as lead sources if Product Category is Shoes, but shows only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a
page layout for each category, creating business processes and record types for each category, or creating a single business process with record types for each category will not display only the proper lead sources based on the roduct category chosen.
References:https://help.salesforce.com/s/articleView?id=sf.customize_dependent.h
tm&type=5

Configure an auto responserule to email thelead.

Auto response rules are a way to automatically send email responses to
leads or cases based on certain criteria such as lead source, industry, etc. They can be used to send personalized emails whenever a lead fills out a web-to-lead form on a website and send different messages based on the lead industry field value. Using validation rule to trigger workflow to email the lead is not possible because validation rules cannot trigger workflows or send emails; they only prevent records from being saved if theydo not meet certain criteria. Adding a public group and process builder to email the lead is unnecessary because auto response rules can handle this requirement without additional configuration
or customization. Creating an assignment rule to email the lead is also unnecessary because assignment rules are used to assign leads or cases to users or queues based on certain criteria, not send emails; although they can have email alerts as part of their actions, they are not as flexible as auto response rules for personalizing email messages.
References:https://help.salesforce.com/s/articleView?id=sf.customize_leadsauto
response.htm&type=5

Run a Health Check to identify vulnerabilities.

To provide a summary of org’s security health, an administrator should run a
Health Check that compares org’s settings against baseline settings defined by Salesforce Security Baseline Standard or industry standards such as CIS (Center for Internet Security) Benchmark Standard. Health Check generates an overall health score based on how org’s settings match with baseline settings for various security categories such as Password Policies, Network Access, Session Settings etc. Health Check also provides recommendations for improving org’s security health score by adjusting settings that do not
match with baseline settings. Changing Org-Wide Default to private, turning on Event Monitoring, or downloading user login data will not provide a summary of org’s security health.
References:https://help.salesforce.com/s/articleView?id=sf.security_health_check.ht
m&type=5

Edit the picklist values for the Campaign Status in object Manager.

Modify the picklist value on the Campaign Member Statuses related list

Campaign Status is a standard picklist field on the Campaign object that
indicates whether a campaign is planned, in progress, completed, or aborted. Campaign MemberStatus is a custom picklist field on the Campaign Member object that indicates how a person responded to a campaign, such as sent, responded, registered, attended, etc. To add a new picklist value for Campaign Status, you need to edit the field in Object Manager. To add a new picklist value for Campaign Member Status, you need to modify the field on the Campaign Member Statuses related list on the Campaign page layout.
References: https://help.salesforce.com/s/articleView?id=sf.campaigns_fields.htm&type=5https://help.sa
lesforce.com/s/articleView?id=sf.campaigns_member_status.htm&type=5

Use Campaign Hierarchy where the monthly events roll up to a parent Campaign

Campaign hierarchy is a feature that allows administrators to organize
campaigns into a parent-child relationship, where the parent campaign represents a larger initiative and the child campaigns represent smaller or more specific activities within that initiative. Using campaign hierarchy can help Ursa Major Solar report on campaign ROI by month and series by creating a parent campaign for the series of networking events and creating individual child campaigns for each monthly event. The parent campaign can show the aggregated metrics and ROI for the entire series, while the child campaigns can show the metrics and ROI for each month. Adding different record types for the monthly event types, creating individual campaigns that all have the same name, or configuring campaign member statuses to record which event members attended are not solutions for reporting on campaign ROI by month and series; they either do not group campaigns into a hierarchy or do not track campaign metrics or ROI.
References:https://help.salesforce.com/s/articleView?id=sf.campaigns_hierarchy.htm&
type=5

Roll-Up summary field sexist on the master object.

One scenario that could prevent an administrator from changing the relationship between work item and project custom objects from master-detail to lookup is that roll-up summary fields exist on the master object (project). Roll-up summary fields are fields that calculate values from related records in a master-detail relationship; they cannot be used in a lookup relationship. If roll-up summary fields exist on the project object, they would prevent the administrator from changing the relationship type unless they are deleted first. A junction object is not required to support a lookup relationship; it is only used when
creating many-to-many relationships between two objects using two master-detail relationships. The lookup field in all the records containing a value or the lookup field being required for saving records are not scenarios that would prevent changing the relationship type; they are scenarios that would allow changing the relationship type without losing data or functionality.
References:https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&t
ype=5https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&typ
e=5

Append their security token at the end of their password to login.

To use Data Loader to mass import new records to a custom object from a
new API, the administrator will need to append their security token at the end of their password to login. The security token is an alphanumeric code that is required for API access when logging in from an IP address that is not trusted by Salesforce. The security token can be obtained from the user’s personal settings or by resetting it via email. Adding a permission set, resetting the password and the security token, or using the DataImport Tool are not necessary for using Data Loader.
References: https://help.salesforce.com/s/articleView?id=sf.data_loader.htm&type=5https://help.salesfor
ce.com/s/articleView?id=sf.security_token.htm&type=5

Create a junction with a custom object.

Create two master detail relationships on the new object.

To create a many-to-many relationship between two existing custom objects,
the administrator needs to create a junction object that has two master-detail relationships, one to each of the custom objects. This will allow each record of one object to be linked to multiple records from another object and vice versa.
References:https://help.salesforce.com/s/articleView?id=sf.relationships_manytoman
y.htm&type=5

Leads

Opportunities

The Stage Setup Flow is a tool that allows administrators to customize
stages for leads and opportunities based on best practices from Salesforce experts. The Stage Setup Flow guides administrators through a series of questions about their sales process and then creates or updates stages for leads or opportunities accordingly. The Stage Setup Flow also provides tips and resources for each stage such as key fields, guidance for success, reports and dashboards, etc.
References:https://help.salesforce.com/s/articleView?id=sf.stages_setup_flow_overvie
w.htm&type=5