Validation Rules

To require users to follow the status values as they are on the path and
prevent them from reverting back to previous status values, the administrator should use validation rules that check if the statusfield value is changed from one value to another value that is not allowed by business logic. For example, if status values are New > In Progress > Closed, then a validation rule can check if status is changed from Closed to In Progress or New, and show an error message if true. Predefined Field Values, Global Value Picklists, and Dependent Picklists are not able to enforce status progression or prevent status
reversion.
References:https://help.salesforce.com/s/articleView?id=sf.validation_rules_over
view.htm&type=5

Process Builder

Process Builder is a tool that can be used to automate business processes
by creating record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can be used to create a flow that executes when an opportunity is closed won and creates a client welcome task and a welcome email for the primary contact.
References:https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm
&type=5

Object layouts should be configured to include the groups related list.

The Add Record action must be configured in the group publisher.

To enable record sharing and collaboration with groups, you need to add the
groups related list to the object layouts and configure the Add Record action in the group publisher.
References: https://help.salesforce.com/s/articleView?id=sf.collab_groups_records.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.collab_groups_record_actions.htm&type=5

Geolocation

Geolocation fields allow you to store the latitude and longitude coordinates
of a location. They can be used to calculate distances between records and display maps of accounts, contacts, leads, or other custom objects.
References:https://help.salesforce.com/s/articleView?id=sf.customize_geoloc.htm&
type=5

Filter the component visibility with User > Profile > name = sales User.

Filter the component visibility with Form Factor = phone

To show a component that shows LinkedIn data only to sales users when
they are on their mobile phones, the administrator should filter the component visibility with two conditions:
User > Profile > name = sales User, which checks if the user’s profile name is
“sales User”
Form Factor = phone, which checks if the user’s device is a phone Filtering with
view or role will not achieve the desired result.
References: https://help.salesforce.com/s/articleView?id=sf.app_builder_page_visibility_rules.htm&type=5

Dashboard Filter

A dashboard filter is afeature that allows users to filter dashboard components by one or more field values without changing the underlying report data. For example, a dashboard filter can allow users to view cases by origin, status, or owner. A dashboard filter consists of a filter name, one or more source fields, and one or more filter values. Users can apply one or more filters to see different views of the dashboard data.
References:https://help.salesforce.com/s/articleView?id=sf.dashboards_filters.htm&ty
pe=5

The current user does not have access to the report folder.

The running dashboard user and viewer have different permissions.

Dashboards show data from source reports as visual components that
provide a snapshot of key metrics and performance indicators. Dashboards need to be refreshed manually or scheduled to run on a regular basis to reflect the most recent data from the reports. The running user of a dashboard determines whose security settings are applied when the dashboard is run. If the running user is different from the viewer of the dashboard, they may see different data based on their permissions and sharing settings.
References:https://trailhead.salesforce.com/en/content/learn/modules/lex_impleme
ntation_dashboards_and_reports/dashboards

Select the “Choose only one value “checkbox on the pick list field.

Change the field type from a multi-select picklist field to a picklist field.

To prevent usersfrom selecting more than one value on a picklist field, the
administrator needs to change the field type from a multi-select picklist to a  regular picklist,and select the “Choose only one value” checkbox on the field definition page. This will ensure that only one value can be selected on the record page and in reports and filters.
References:https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm&t
ype=5

Change the probability associated with the stage.

Expected revenue is calculated as Amount xProbability. If the expected
revenue field displays incorrect values, it means that the probability associated with the stage is not accurate. The administrator should change the probability to reflect the actual likelihood of closing the opportunity at that stage.
References:https://help.salesforce.com/s/articleView?id=sf.forecasts3_expected_rev
enue.htm&type=5

Assignment and escalation rules may be affected.

Any list view based on the custom field is deleted.

Two data loss considerations when changing a custom field type from Text to
Picklist are:
Assignment and escalation rules may beaffected, because the values in the
picklist may not match the values that were previously entered in the text field, and the rules may not trigger as expected.
Any list view based on the custom field is deleted, because the filter criteria for the list view may not be valid for the new field type, and the list view cannot be
displayed. There will be no data loss with use of a global value set or auto updates to Visualforce references, because these are not related to changing a custom field type from Text to Picklist.
References:
https://help.salesforce.com/s/articleView?id=sf.fields_changing_type_consideration
s.htm&type=5