Salesforce Plat-Admn-301 Online Access

The Delete permission is missing on the user for Accounts is what is preventing the user from completing the merge. Merging accounts is a way to combine up to three duplicate accounts into one master record and update the related records accordingly. Merging accounts requires the Delete permission on accounts because merging accounts involves deleting the duplicate records and keeping only the master record.

An entitlement process is a feature that allows you to define and enforce service-level agreements (SLAs) for your customers based on certain criteria and timelines. An entitlement process consists of milestones and actions that represent required steps and time limits for resolving customer issues. You can use entitlement processes to track if your support team is meeting your SLAs and provide consistent service quality to your customers. In this case, you can set up and configure entitlement processes for different types of cases and assign them to accounts or contacts based on their service contracts or warranties. References: &type=5 &type=5

Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In this case, the administrator should utilize territory management to add the operations team to the East territory, which contains all the accounts and opportunities in the East region. This way, the operations team members can access all the records in their territory regardless of who owns them or what the organization-wide default is. References: &type=5 &type=5

Data Import Wizard is a tool that allows administrators to import data for standard and custom objects in Salesforce using CSV files. Data Import Wizard can handle up to 50,000 records at a time and supports simple data transformations and validations. Data Import Wizard can be used to upload records for a custom object when the number of records is small and the import frequency is low.