A custom summary formula is a formula that calculates values from summary fields in reports such as sums, averages, counts, etc. Custom summary formulas can use functions such as PREVGROUPVAL which returns the value of a field from the previous row at the same grouping level. By using a custom summary formula with the PREVGROUPVAL function, an administrator can create a report to calculate the year-over-year change in the dollar amount of a company's opportunities by subtracting the amount from the previous year from the amount from the current year and dividing by the amount from the previous year. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_summary_formulas.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_builder_functions.htm&type=5

Permission sets are collections of settings and permissions that give users access to various tools and functions without changing their profile or requiring multiple profiles for users who perform different tasks across apps in your org. By assigning a permission set that has View All on Leads to the contractor, Cloud Kicks can grant them view access to all lead records without modifying their profile or creating a new one. Reference: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5

To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline and make adjustments based on changing business conditions. Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm&type=5

The order in which record-triggered flows are executed is not guaranteed. If there are multiple record-triggered flows on the same object and trigger type, Salesforce does not guarantee which one runs first. Therefore, the administrator should consider this when designing record-triggered flows that depend on each other's outcomes. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_order.htm&type=5

Displaying the related contacts related list and adding the direct field will allow users to distinguish between contacts and related contacts. The related contacts related list shows all contacts that are related to an account, either directly or indirectly. The direct field indicates whether a contact is directly associated with an account or not. By adding this field to the related list, users can easily see which contacts are direct and which are not. Reference: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_direct_field.htm&type=5