Business Logic and Process Automation I

Question 1

Which operator would need to be used to connect two or more strings in a formula field?

Answer 1

& (Concatenate)

Question 2

Which data types can be returned by a formula field in Salesforce?

Answer 2

A formula field can return text, number, currency, checkbox, percent, date, date/time, or time.

Question 3

What functions are available for roll-up summary fields?

Answer 3

Count, Sum, Max, Min

Question 4

What types of functions can be utilized in a formula field ?

Answer 4

Date & Time, Logical, Math, Text, and Advanced

Question 5

What are some limitations of roll-up summary fields?

Answer 5

There is a max number of roll-up summary fields per object (25). They do not work for lookup relationships. They cannot roll-up a formula field that references a field on another object or contains a dynamic date function.

Question 6

What is the object requirement for roll-up summary fields?

Answer 6

The object must be on the master side of a master-detail relationship between two objects. Some standard relationships such as Account and Opportunity are also supported.

Question 7

When do validation rules stop a record from saving ?

Answer 7

When the formula or expression defined equals True

Question 8

What can the REGEX function do ?

Answer 8

It can be used to specify a format that a field should be entered in. For example, REGEX(Social_Security_Number__c , [0-9]{3}-[0-9]{2}-[0-9]{4}) specifies that the field should be in the Social Security Number format.

Question 9

Where can an error message associated with a validation rule appear?

Answer 9

It can be used to specify a format that a field should be entered in. For example, REGEX(Social_Security_Number__c , [0-9]{3}-[0-9]{2}-[0-9]{4}) specifies that the field should be in the Social Security Number format.

Question 10

Which formula field function can be used to return the conversion rate to the corporate currency for a given currency ISO code?

Answer 10

CURRENCYRATE

Question 11

Which formula would need to be defined in a formula field to add 6 months to a custom field named “Contract_start_date_c” ?

Answer 11

ADDMONTHS(Contract_Start_Date__c, 6)

Question 12

You have repeated actions and criteria across multiple processes. What feature of Process Builder could help with this duplication?

Answer 12

Invocable processes - have the option of reuse so that you don’t spend your time on repetitive work.

Question 13

A user wants to be able to reposnd to approval requests through email. What permission do they need to meet this requirement?

Answer 13

API enabled permission on their profile or assigned permission set

Question 14

How can the record type for a converted lead be set based on the user that is converting the lead?

Answer 14

Set the default record types for each profile for Account, Contact and Opportunity to the desired record type for converted records.

Question 15

What is the correct order of execution validation rules are processed?

Answer 15

Validation rules, assignment rules, auto-reponse rules, workflow rules, escalation rules

Question 16

What function should an App builder use to return “today’s” date in a formula field?

Answer 16

TODAY()

Question 17

What fields are available when MIN or MAX rollup type is selected?

Answer 17

Date
Date/Time
Number
Percent
Currency

Question 18

Which action is not executed after a reevaluated workflow?

Answer 18

Time-dependent actions aren’t executed for a reevaluated workflow rule