App Builder Flashcards
Universal Containers has two types of customer support processes: Platinum and Diamond. The app builder created separate record types for each process on the Case object. The customer support team should not be able to create new cases with the Diamond record type.
How should this requirement be met?
A. Update the profile to remove the Diamond record type from the support team.
B. Remove the ability for the support team to create new case records.
C. Make the record type hidden to all users and then use sharing rules to share it.
D. Update the organization-wide defaults to private.
A. Update the profile to remove the Diamond record type from the support team.
Universal Containers sells to three different types of organizations: Partner, Enterprise, and Small Business. Some of the information collected about each organization overlaps; however, there are also unique attributes to each type of organization that need to be tracked, some of which are required.
What solution meets these requirements?
A. Three different sections on an Account page layout, which each section displaying the relevant fields for that organization.
B. A Partner Community for partner organization records, and two lead record types for Enterprise and Small Business organizations.
C. Three Account record types, each with its own page layout to display the relevant fields for that type of organization.
D. Three custom objects for the three organization types, each with custom fields that pertain to that type of organization.
C. Three Account record types, each with its own page layout to display the relevant fields for that type of organization.
The marketing team at Universal Containers has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records.
Which two actions should be taken to meet this requirement? (Choose two.)
A. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
B. Use Data Loaderג€™s update function to import leads and match to existing records based on e-mail address.
C. Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to-Lead scenario.
D. Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation
A. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
D. Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation
Which two will prevent a formula field from being referenced by a Roll-Up Summary field? (Choose two.)
A. A cross-object workflow updating a field referenced by the formula field.
B. The CASE() function in the formula field.
C. The NOW() function in the formula field
D. A cross-object field reference in the formula field.
C. The NOW() function in the formula field
D. A cross-object field reference in the formula field.
Universal Containers is rolling out a new opportunity review process. Regional managers will need to edit opportunities for their subordinates, but not for other groups. Managers and users should be able to view all opportunities.
Which two approaches are recommended to meet their requirement? (Choose two.)
A. Set organization-wide defaults to public read/only.
B. Create standard role hierarchies
C. Set organization-wide defaults to public read/write.
D. Create criteria based sharing rules.
A. Set organization-wide defaults to public read/only.
B. Create standard role hierarchies
Which two relationship types can be defined with external objects? (Choose two.)
A. Cross-Organization Lookup
B. External Lookup
C. Indirect Lookup
D. External Master-Detail
B. External Lookup
C. Indirect Lookup
Which two are capabilities of Schema Builder? (Choose two.)
A. Viewing page layouts in a new window.
B. Editing custom settings.
C. Showing selected objects on a page.
D. Creating a new record type.
A. Viewing page layouts in a new window.
C. Showing selected objects on a page.
Which two features can extend record access beyond the organization-wide defaults? (Choose two.)
A. Criteria-based sharing rules.
B. Owner-based sharing rules.
C. Public or private groups.
D. Dynamic role hierarchy.
A. Criteria-based sharing rules.
B. Owner-based sharing rules.
Universal Containers needs to send an Outbound Message to an external system when a record has been updated.
What is the recommended feature to meet this requirement?
A. Lightning Connect
B. Workflow
C. Process Builder
D. Flow Launcher
B. Workflow
Universal Containers wants to display a message when an opportunity close date is less than 60 days in the future.
What can be used to display different text on the opportunity record depending on the number of days until the target close date?
A. Workflow Update
B. Process Builder
C. Sales Process
D. Formula Field
D. Formula Field
Which three are true about converting a tabular, summary, or matrix report to a joined report? (Choose three.)
A. Cross filters are not supported in joined reports.
B. The Rows to Display filter is not supported in joined reports.
C. Joined report blocks are formatted as matrix reports.
D. Report formula fields are not supported in joined reports.
E. Bucket fields are not supported in joined reports.
A. Cross filters are not supported in joined reports.
B. The Rows to Display filter is not supported in joined reports.
E. Bucket fields are not supported in joined reports.
Universal Containers has deployed custom tabs to Production via change sets, without including the profile settings or permission sets.
What is the setting for the visibility of custom tabs?
A. Custom tabs are hidden for all users.
B. Custom tabs are default off for all users.
C. Custom tabs are default on for all users.
D. Custom tabs are not deployed.
A. Custom tabs are hidden for all users.
Representatives at Universal Containers uses Salesforce to record information for new Leads. When new prospects are added, an outbound message is sent to
SAP with the Leadג€™s information.
What automation process will accomplish this without writing any code?
A. Design an Approval Process that sends an outbound message upon approval.
B. Create a process using Process Builder to send the outbound message.
C. Use Flow to create a wizard that will send an outbound message.
D. Create a Workflow Rule with an outbound message as the action.
D. Create a Workflow Rule with an outbound message as the action.
User at Universal Containers needs to be able to quickly create a contact record from the Account record’s Chatter feed. How should the App Builder enable the functionality?
A. By creating a custom “Create a Record” Action on the Account.
B. By creating a custom “Detail Page” Button on the Account.
C. By creating a custom “Detail Page” Button on the Contract.
D. By creating a custom “Create a Record” Action on the Contract
A. By creating a custom “Create a Record” Action on the Account.
A sales manager would like to look at an Account record and view charts of all the related open opportunities, closed/won opportunities, and open cases.
How many report charts can be added to the Account page layout to meet this requirement?
A. 3
B. 4
C. 2
D. 1
C. 2
Universal Containers manages internal projects by department using a custom object called Projects. Only employees in the projectג€™s respective department should have view access to all of the departmentג€™s project records. If an employee changes job roles and moves to another department, the employee should no longer have access to the projects within their former department.
Which two options will meet these requirements assuming the organization-wide default for Projects is set to Private? (Choose two.)
A. Create a criteria-based sharing rule using the Projectג€™s department that grants access to users by profiles.
B. Create a criteria-based sharing rule using the Projectג€™s department that grants access to users by permission sets.
C. Create a criteria-based sharing rule using the Projectג€™s department that grants access to users by roles.
D. Create a criteria-based sharing rule using the Projectג€™s department that grants access to users by public groups.
C. Create a criteria-based sharing rule using the Projectג€™s department that grants access to users by roles.
D. Create a criteria-based sharing rule using the Projectג€™s department that grants access to users by public groups.
Universal Containers has a customer base where many customers have the same or similar company names.
Which functionality should be configured to improve an end userג€™s search experience? (Choose two.)
A. Update the account search layouts search filter fields.
B. Update the account search layouts accounts tab columns displayed.
C. Update the account search layouts search results columns displayed.
D. Update the account search layouts list view filter settings.
A. Update the account search layouts search filter fields.
C. Update the account search layouts search results columns displayed.
An app builder creates an Account validation rule on the Industry field that will throw an error if the length of the field is longer than 6 characters. Another app builder creates a workflow with a field update that sets the Industry field to Technology whenever the Billing City field is set to San Francisco.
What will happen the next time a sales person saves an Account with a Billing City of San Francisco?
A. The record will save and the Industry field will change to Technology.
B. The record will not save and no error message will be displayed.
C. The record will not save the validation ruleג€™s error message will be displayed.
D. The record will save but the Industry field will not change to Territory.
A. The record will save and the Industry field will change to Technology.
What is a true statement when deleting a dashboard?
A. Deleting a dashboard also deletes the components within it. It does not delete the custom reports used by the components.
B. Deleting a dashboard does not move the dashboard to the Recycle Bin and therefore the dashboard cannot be recovered.
C. Deleting a dashboard also deletes the components within it as well as the custom reports used by the components.
D. Deleting a dashboard requires a user to first edit the components to remove the underlying reports.
A. Deleting a dashboard also deletes the components within it. It does not delete the custom reports used by the components.
A junction object has two Master-Detail relationships, a primary and a secondary master object.
What happens to a junction object record when both associated master records are deleted?
A. The junction object record is permanently deleted and canג€™t be restored.
B. The delete operation cannot be performed on both master records.
C. The delete operation is not allowed with Roll-up summary fields defined.
D. The junction object records is deleted and placed in the recycle bin.
A. The junction object record is permanently deleted and canג€™t be restored.
Universal Containers wants its Field Sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The Inside Sales Team needs to see all accounts in Salesforce.
How should an app builder accomplish this?
A. Set the Organization-Wide Default to Public for accounts. Create profiles for each Marketing Team, and create an Inside Sales Team role that is at the top of the Role Hierarchy.
B. Set the Organization-Wide Default to Public for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team permission set with the “View All” setting for accounts.
C. Set the Organization-Wide Default to Private for accounts. Create permission sets for each Marketing Team, and create an Inside Sales Team profile with the “View All” setting for accounts.
D. Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team profile with the “View All” setting for accounts.
D. Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team profile with the “View All” setting for accounts.
The app builder has just created a Visual Workflow for the VP of Service.
Which two Flow be accessed by users? (Choose two.)
A. Custom Button
B. Quick Action
C. Visual Workflow Launcher
D. From a Process
A. Custom Button
D. From a Process
Which two metadata changes can be made directly in a production environment without deploying from a sandbox? (Choose two.)
A. Validation rules
B. Apex Triggers
C. Apex Classes
D. Visualforce pages
A. Validation rules
D. Visualforce pages
The Training team at Universal Containers uses a custom Training object to track their customer training sessions. An app builder needs to create a relationship between the Training object and the related Studentsג€™ record.
Which two statements are true when creating a Student Lookup field on the Training object? (Choose two.)
A. On Training record, the Student Lookup field can be made optional.
B. On Student record, users can set up Roll-up summary field on Training records.
C. On Training record, users can only delete Students, if they have access to it.
D. Cross-object field updates between Training and Student records are not supported.
A. On Training record, the Student Lookup field can be made optional.
D. Cross-object field updates between Training and Student records are not supported.