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App Builder Cert > crm app builder flashcards > Flashcards

crm app builder flashcards

1
Q

To enable the Publisher Actions area on Page Layouts, navigate to:

A

Setup - Customize - Chatter - Chatter Settings

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2
Q

Where can a Standard Lightning Component be placed in the Lightning App Builder tool?

A

Canvas

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3
Q

Which of these is not a valid report format?
Tabular
Summary
Detailed
Joined
Matrix

A

Detailed

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4
Q

A custom object has a public read only sharing setting that does not grant access using hierarchies. A dynamic sharing rule provides write access to the object for the global marketing public group if the record is marked as global. A user creates a new record and marks it as global. Who will have write access to the record.

A

The record owner and the global marketing public group.

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5
Q

Company X needs a sandbox for load testing before they deploy their new application. The sandbox will need to contain their app and a complete copy of their data. What type of Sandbox will you recommend they use?

A

a full sandbox

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6
Q

The only sandbox that provides a full copy of all data plus the application is the _______.

A

full sand box

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7
Q

Company X has a custom object that has a many-to-many relationship with Opportunity/Line Item carrying price and amount info. In order to compute total amounts and total prices per Opportunity using Roll-up summary fields, what field type or relationship will you use?

A

Master-detail

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8
Q

Roll-up summary fields are only available on the _______ in a master-detail relationship.

A

master object

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9
Q

Describe the ramifications of field updates and potential for recursion in the following scenario: If a field update for Rule1 triggers Rule2 and a field update for Rule2 triggers Rule1.

A

The updates create a loop and the org limits for workflow time triggers per hour will likely be exceeded.

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10
Q

Which of the following cannot be translated via the Translation Workbench?
Custom Report Type
Validation Error Message
Standard Field Help
Report Name

A

Report Name

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11
Q

User cannot see a custom object field called “industry” in the report builder, but the same user can see it in the page layout. Why?

A

The industry field is not included in the custom report type.

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12
Q

Company X wants to do load testing of their new application. Which type of sandbox should they use?

A

full copy

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13
Q

If a report is run which returns 20,000 records, then…

A

the first 2,000 records are displayed in the User Interface.

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14
Q

Before Apex code can be deployed in production, what percentage of test coverage must be achieved?

A

75%

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15
Q

Based solely on Role Hierarchy, a manager can do all of the following except:
a. view all folders their subordinate has access to, i.e. reports, documents, and email templates.
b. extend sharing on his and subordinate’s records
c. view, edit, delete, and transfer her and sub’s records
d. view records their sub does not own but can view

A

a. View all folders their subordinate has access to, i.e. reports, documents, and email templates.

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16
Q

How can you highlight totals in a report?

A

use Summary totals

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17
Q

Resort X uses a custom object to track site visits. When the status of the site visit is changed from “in process” to “on hold”, the business wants the site visit owner to be automatically assigned to an “on hold” queue. Which features can admin use to do this?

A

Process Builder and Apex Trigger

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18
Q

Assignment Rules can only be used with _______ and _______, and never ________.

A

Assignment Rules can only be used with leads and cases, and never custom objects.

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19
Q

How can you create Many to Many relationships in Salesforce?

A

Use a junction object.

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20
Q

Give an example of a junction object.

A

Student Enrollments is a junction object to hold the records representing student’s enrollments in courses. Many students can be enrolled in many courses.

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21
Q

Company X requires that an opportunity has a new field showing the value of its related account’s billing state. This value should not change after the opportunity has been created. What is the recommended solution to configure this automated behavior?

A

Workflow

The trigger is on opportunity creation and this is a suitable use case for a workflow.

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22
Q

You can’t see a Visualforce page in the Salesforce Mobile app. What could be the reason?

A

The page is not enabled for mobile access.

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23
Q

Company X has included their orders as an external data object in Salesforce. They want to create a relationship between Accounts and the Orders object (one-to-many relationship) leveraging a key field for account which is on both the external Orders object and the standard Account object. Which relationship type should the create?

A

Indirect Lookup Relationship

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24
Q

A _______ links an external child object to a parent standard or custom object.

A

Indirect Lookup Relationship

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25
Q

A _______ links an external parent object to a standard, custom or external child object.

A

External Lookup Relationship

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26
Q

“Stock Symbol” is a custom field on the Account object. What is the best way to make this field appear on Contact detail page layout?

A

Formula field

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27
Q

Under what circumstances would the sharing button be enabled on a detail view for a record?

A

When record sharing is set to public read only or private for the object.

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28
Q

Which of the following features do Person accounts NOT have?
a. Person accounts can be added to campaigns.
b. Person accounts can be added to the case account name or contact name fields or both.
c. Person accounts can be included in account hierarchies.
d. Person accounts can be invited to events.
e. Person accounts can be sent individual or mass emails.

A

Person accounts can be included in account hierarchies.

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29
Q

Company X wants to make sure that the mailing post code for a contact matches the related account shipping postal code. How will you implement this using a formula in your validation rule?

A

A simple compare operator (< >) in a formula is the most accurate way of matching the two post codes.

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30
Q

You want to allow call scripting for call center employees to collect information from their customers. Which tool would you use?

A

Visual Workflow

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31
Q

Admin wants to perform some maintenance to delete obsolete fields. Which of the following are true about deleting fields?
a. The fields cannot be deleted if they are referenced in a report.
b. If enabled, the Field History will also be deleted.
c. Once deleted the fields will have to be manually removed from page layouts.
d. The deleted fields can be restored from the recycle bin for 15 days.

A

b. If enabled, the Field History will also be deleted.

d. The deleted fields can be restored from the recycle bin for 15 days.

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32
Q

A custom object called Sample has a Master-Detail relationship with the Opportunity object. One opportunity can have one or many related samples. Each sample has fields for Start Date, Estimated End Date and Actual End Date. How would a developer meet this requirement to provide a COUNT of all related samples which are still active (actual End date is not completed?)

A

Create a Roll-up Summary Field

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33
Q

Company X needs to create a roll-up summary field on a custom object that counts the number of related records on a child object. What type of field must exist before the roll-up summary can be created, and where should it be defined?

A

A master-detail relationship field on the child object.

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34
Q

When someone doesn’t have access to a field, what will happen if a field fails a validation with that field? (ie a validation rule on a field that is invisible to the user)

A

The validation rule is enforced even if the user doesn’t have access to the field.

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35
Q

Folders are used in Salesforce.com to store…

A

reports, dashboards, documents, and email templates.

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36
Q

What is the use of marketing user profile?
Select one:
a. User can create Campaigns.
b. User can work in the marketing app.
c. The user can import Leads.
d. None of these options.

A

User can create Campaigns.

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37
Q

Your Org wants to refresh a sandbox on a weekly basis with some sample data. Which sandbox type will you create?

A

Partial Copy Sandbox

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38
Q

How often can you refresh a Partial Copy sandbox?

A

every five days

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39
Q

What determines whether a user can create a new record using a specific record type?

A

Profiles determine access to record types.

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40
Q

Which of the following are not available on Custom Objects?
a. Workflow
b. Record Types
c. Assignment Rules
d. Validation Rules

A

Assignment Rules are not available on Custom Objects.

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41
Q

Management wants the sales and marketing teams to have different navigation menus in the Salesforce Mobile app. The Sales team will need access to Leads, Contacts, Accounts and Opportunities and the Marketing team will need access to Campaigns, Leads and Contacts. How should Admin do this?

A

Create separate sales and marketing profiles and ensure the profiles have access to the appropriate tabs for the objects they require.

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42
Q

When would you refresh a sandbox?
Select one:
a. Before user acceptance test (UAT).
b. After a production user is added.
c. After a major update.
d. After user training.

A

a. Before user acceptance test (UAT).

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43
Q

VP of Sales has requested that his sales reps be given access to view all accounts in org. However, he also requested his sales reps only be allowed to create new opportunities on accounts they own. As the App Builder, how will you implement this requirement?

A

Create a “new opportunity” quick action that validates account ownership before the opportunity can be created.

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44
Q

Dev noticed that a workflow field update does not trigger a validation rule. The validation rule does work when records are updated from the user interface. What could be the reason for this?

A

Validation rules fire before workflow rules.

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45
Q

What is the first step you must do when creating a new report?

A

Select the report type.

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46
Q

Which statement is true about social accounts?
a. You can use social accounts data even when not logged into the social account.
b. You can use social accounts to import data into salesforce.
c. Connection to social account is established through a company-wide “named principal”
d. You need a personal social account in order to see social account data.

A

d. You need a personal social account in order to see social account data.

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47
Q

You have created a time-based workflow that escalates a Lead record 10 days after it has been created if no updates have occurred. What is the best way to test that the new time based workflow rule is working?

A

Create a new lead record the view the time0based workflow queue.

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48
Q

All users of a recruiting app should be able to edit all positions except for Bill. Bill should only be able to view positions but not edit them. How can this requirement be met?

A

Set Org Wide Default for positions to public Read-Only and use a Sharing Rule to provide read/write access to all users except Bill.

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49
Q

Which type of field cannot be universally required (mandatory)?
a. Number
b. Text
c. Lookup
d. Email

A

Lookup

A Lookup field is not mandatory because by its nature it is optional - there might not be another Object it is connected to.

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50
Q

Which objects can be members of a campaign?

A

Leads and Contacts

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51
Q

The Director of Marketing has asked you to create a formula field that tracks how many days have elapsed since a contact was sent a marketing communication. The Director is only interested in whole units. Which of the following functions will be part of your formula?
a. Today ( )
b. Now ( )
c. Date ( )
d. Datevalue ( )

A

Today ( )

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52
Q

When you create a Business Process, what must you do? Select one:
a. Create a Page Layout
b. Associate a Record Type
c. Create a Sales Process
d. Create Validation rules

A

Associate a Record Type

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53
Q

Name the 4 types of business processes.

A

Sales process,
Lead process,
Support process,
Solution process

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54
Q

If the Time Zone field for your Org is Indian Standard Time (IST) and the Time Zone field on your record is set to Pacific Standard Time (PST), when you schedule a report to run every day at 2:00 PM, when will it run?

A

The report will run every day between 2:00 PM and 2:29 PM PST.

The user time setting will override the org if set.

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55
Q

For a contact object, all users should be able to see all the fields except Natalie who should not be able to see Mobile Number field. How can you achieve this requirement?

A

Use Field Level Security and Profiles.

Field Level Security can prevent the user from seeing the field and it is applied to a profile.

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56
Q

A Field hidden with Field Level Security can still be viewed from: (Select one)
a. Search
b. Reports
c. Console
d. None of these options
e. Page Layout

A

None of these options

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57
Q

Data Loader can be run through the Command Line.
True/False

A

True.
Data Loader CAN be run through the Command Line.

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58
Q

Your senior executive team have asked for daily metrics without having to log in to Salesforce. How can you achieve this?

A

Schedule the dashboard for daily refresh and email distribution.

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59
Q

A custom object has an Org-Wide Default setting of private but the Grant Access Using Hierarchies check box is turned off. Which users can select the Sharing button on records for that object?

A

Only the record owner and a user with the System Admin profile.

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60
Q

A salesperson is using Salesforce with the lightning user interface. He only sees the social contacts link for Twitter and not Facebook on his records. Why would this be happening?

A

Facebook is not longer supported by Social Contacts.

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61
Q

Which field type could be used to track the number of days a case has been open?

A

Formula field

A formula field can be used to create a formula that subtracts the case open date from today to determine how many days the case has been open.

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62
Q

Company would like to embed a chart of all related opportunities grouped by stage, on the account details page. Which type of report should be used?
a. A tabular report on the account object
b. A summary report on the account object
c. A tabular report on the opportunity object
d. A summary report on the opportunity object

A

A summary report on the opportunity object

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63
Q

Company wants to provide a different view for its users when they access an account record in Salesforce1 Instead of in the standard web version. How can this be accomplished?

A

By adding a mobile layout and assigning it to a profile
AND
By adding Visualforce pages to the Mobile Cards section

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64
Q

Person accounts have what limitations…

A

Person accounts aren’t supported by Data.com Duplicate Management.
Person accounts can’t have relationships with contacts.

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65
Q

Which of the following statements are true about cross-object formula fields in a Master-Detail relationship? (Select one)
a. You can only create a cross-object formula field on the child object.
b. You can create a cross-object formula field on both the parent and child object.
c. You can only create a cross-object formula field on the parent object.
d. A cross-object formula field is not available for a Master-Detail relationship

A

You can only create a cross-object formula field on the child object.

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66
Q

Which Salesforce formula function can return a value based on more than two different field parameters?
a. Contains
b. IF Statement
c. Beings
d. CASE Statement

A

CASE Statement

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67
Q

A change set can be moved between…? (Select one or more)
a. A sandbox and the associated production org.
b. Any sandbox to any production org.
c. Any developer edition org to any sandbox org.
d. Any two sandboxes that belong to the same production org.

A

A sandbox and the associated production org.

Any two sandboxes that belong to the same production org.

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68
Q

An app builder needs to change the data types of a few custom fields. The app builder is not able to delete and recreate any of the fields, nor modify any apex code. Which data type change will require the app builder to perform additional steps in order to retain existing functionality?
a. In an apex class from number to text.
b. Changing the datatype of a field used in a report from text to an encrypted field.
c. As an external ID from number to text.
d. In lead conversion from number to text.

A

In lead conversion from number to text.

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69
Q

If you change the data type of any custom field that is used for lead conversion, that lead field mapping will _______.

A

… that lead field mapping will be deleted.

You will have to recreate the field mapping.

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70
Q

With a many-to -many relationship using a Junction Object, the first master-detail relationship you create on the junction object becomes the primary relationship and this affects which of the following? (select all the apply)
a. Roll-up summary and formula fields can only reference the primary object
b. The look and feel of the object and detail pages come from the Primary object
c. Ownership is inherited from the Primary object
d. If Divisions are used, the division is inherited from the primary object.

A

b. The look and feel of the object and detail pages come from the Primary object
c. Ownership is inherited from the Primary object
d. If Divisions are used, the division is inherited from the primary object.

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71
Q

A custom field contains a feedback score (number 1-5). End users would like a visual indicator of one to five based on the number found in the feedback score field. How can you implement this requirement?
a. with a Number field
b. with text
c. using a custom image
d. with a formula

A

with a formula

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72
Q

A custom object called “House” is related to an Opportunity and there can be many Houses per Opportunity. On the House object, you have a field named “Square feet”. You need to show the total of Square feet for all houses related to the Opportunity. What type of relationship will you use between the two objects?
a. Junction
b. Lookup
c. Cross object
d. Master-Detail

A

Master-Detail

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73
Q

Person accounts fit your customers best if they are:
a. vacation travelers
b. gym members
c. online shoppers
d. VIP Executives
e. account managers

A

a. vacation travelers
b. gym members
c. online shoppers

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74
Q

A developer has completed work in the sandbox and is ready to send it to a related org. What is the easiest deployment tool that can be used?
a. Force.com IDE
b. Unmanaged Packages
c. Force.com Migration Tool
d. Change Sets

A

Change Sets

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75
Q

Actions on a Lightning Page allow you to do which of the following?
a. Send email, send outbound messages, and launch a flow
b. Clone records, add users, and assign permissions
c. Send email and delete or clone records
d. Send email, create a task, and create or update records

A

d. Send email, create a task, and create or update records

76
Q

Company needs to be able to track how many opportunities are closing within the next 30 days. What can be used to address this requirement?
a. Apex code
b. A workflow rule
c. Process Builder
d. A Roll-up summary field and a Report

A

d. A Roll-up summary field and a Report

77
Q

Company uses the Salesforce classic interface and provide access for the sales, service, and marketing teams. Senior management wants to ensure that when users log in, their home tab provides access to links and documentation that are specifically relevant to their job function. How can this be implemented?
a. Create separate home page custom components and layouts and assign to users by profile
b. Create separate home page custom component and layouts and assign to users by role.
c. Expose specific elements within a home page custom component determined by profile.
d. Expose specific elements within a home page custom component determined by role.

A

a. Create separate home page custom components and layouts and assign to users by profile

78
Q

When should a system admin consider using the Salesforce AppExchange? (Choose 2)
a. When looking for pre-built custom apps and tools.
b. When standard Salesforce functionality needs to be extended.
c. To submit ideas for Salesforce application enhancements
d. To find answers to Salesforce application questions.

A

a. When looking for pre-built custom apps and tools.
b. When standard Salesforce functionality needs to be extended.

79
Q

Company Reps use Salesforce to record info for new Leads. When new prospects are added, an outbound message needs to be sent to the external SAP system with the Lead info. As an App Builder, which Salesforce feature will you use to implement this request?
a. Create a workflow rule
b. Use Visual Workflow
c. Create a process using Lightning Process Builder
d. Design an approval process

A

Create a workflow rule

80
Q

Which type of Sandbox can only be refreshed every 29 days?
a. Developer Pro Sandbox
b. Developer Sandbox
c. Partial Copy Sandbox
d. Full Sandbox

A

Full Sandbox

81
Q

You have been asked to provide users with a way to identify a contact’s “Preferred Contact Method” on Contact records. Users need to be able to identify whether a phone number or an email address is the contact’s preferred communication method. Which field type will you use to implement this requirement?
a. Picklist
b. Email
c. Checkboxes
d. Formula

A

a. Picklist

82
Q

Your marketing team wants to send an email to 5,000 contacts in Salesforce on a weekly basis. Salesforce’s mass email functionality has a limit on the number of emails that be sent each day. What do you recommend to meet this requirement?
a. Develop apex code and Visualforce pages to send the emails.
b. Download all contacts to a CSV file and use an email client to send the emails.
c. Research and evaluate products available on the AppExchange to send mass emails.
d. Request Salesforce increase the number of maximum

A

c. Research and evaluate products available on the AppExchange to send mass emails.

83
Q

Which report format summarizes data in a grid against horizontal and vertical criteria and provides totals for both rows and columns?
a. Summary
b. Matrix
c. Tabular
d. List

A

Matrix

Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns.

84
Q

The sales team would like to minimize the number of fields that they see when they are creating an Opportunity when using Salesforce1. The admin has created a custom action on the account, but the sales users do not see it when they log in to Salesforce1. What could be the problem?
a. The custom action has not been added to the appropriate page layout.
b. The custom action has not been added to the Salesforce1 navigation.
c. The custom action has not been assigned to the user profile.
d. The custom action has not been set active on the account.

A

a. The custom action has not been added to the appropriate page layout.

85
Q

Company is importing 1,000 lead records and want to avoid creating duplicates. What is the easiest and quickest way for the admin to do it?
a. Use the “prevent duplicates” setting in Leads configuration.
b. Include a column in the import file that has the other record name.
c. Use the Data Import Wizard
d. Run duplicate check

A

Use the Data Import Wizard

86
Q

App Builder has been asked to ensure that the amount field is populated when stage is set to Closed Won. What is the most efficient way to do this?
a. A Validation Rule
b. With the Lightning Process Builder
c. With a Workflow
d. An Approval Process

A

A Validation Rule

87
Q

A _______ is the simplest, most efficient way to perform data validation.

A

Validation Rule

A Validation Rule is the simplest, most efficient way to perform data validation.

88
Q

Users log their working hours into a custom object call LogTime. Once a month an invoice is created to bill the customer. Invoice is a custom object Admin created. What type of relationship do they need to create so that they can show all the time logged by a user on the Invoice?
a. Master-Detail between Invoice and User
b. Master-Detail on LogTime linking to Invoice and a Roll Up Summary field on Invoice.
c. LookUp between Invoice and User
d. LookUp on LogTime linking to Invoice and a Roll Up Summary field on Invoice.

A

b. Master-Detail on LogTime linking to Invoice and a Roll Up Summary field on Invoice.

89
Q

Roll-up summary and formula fields are always read only on detail pages and not available on edit pages… (Select one)
a. False
b. Only applicable to Roll-up Summary Fields
c. Only applicable to Formula Fields
d. True

A

True.

90
Q

Name the Salesforce processes rules in order.

A
  1. Validation rules
  2. Assignment rules
  3. Auto-response rules
  4. Workflow rules (with immediate actions)
  5. Escalation rules

Very Awesome Automobiles Work Everywhere!!

91
Q

Company uses a custom object to track open job positions and would like to send an automatic email to the hiring manager when a position is moved to the closed stage. What can be used to accomplish this?

A

Workflow rule

92
Q

Sales reps want to capture custom feedback record related to each account. The sales reps want to accomplish this with minimal clicks on the Salesforce Mobile app. (name 2 things)

A

Create an object-specific action on Account

Create predefined values for most of the fields.

93
Q

Which of the following cannot be a Dependent Picklist field type?
a. Checkbox
b. Multi-select Picklist
c. Custom Picklist
d. None of the Above

A

Checkbox

94
Q

What two are the only field types that can be dependent picklists?

A

Multi-select or custom picklist

95
Q

Which functionality cannot be achieved by the final rejection action in an Approval Process?

A

Delete the Record

96
Q

Gauge and metric dashboard component types are based on what from a report?

A

a single value

97
Q

Company has a validation rule to set the department field to “Technology” when the job location is San Francisco, however there is also a workflow to update the department field to “Science”, also based on the job location being set to San Francisco. What value gets saved to the department field when a user changes the job location field to

A

Science

98
Q

What is the order of execution for Rules?

A

Validation Rules
Triggers
Assignment Rules
Workflow Rules

99
Q

Which of the following relationship is not permitted?
a. Master (Custom Object) and Detail (Standard Object)
b. Master (Custom Obj) and Detail (Custom object)
c. Look Up btn (Standard Obj) and (Standard Object)
d. Look Up btn (Standard Obj) and (Custom Obj)

A

Master (Custom Object) and Detail (Standard Object)

100
Q

Company needs to set the record type for a converted lead’s Account, Contact, and Opportunity based on the user who is converting the lead. How can this be accomplished?

A

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

101
Q

Which of the following can be configured in a production organization? (select 2)
a. Process Builder
b. Validation Rules
c. Apex Classes
d. Apex Triggers

A

Process Builder
Validation Rules

102
Q

Apex classes and triggers need to be deployed from a _______ to _______. They cannot be created directly in a _______.

A

Apex classes and triggers need to be deployed from a sandbox to production. They cannot be created directly in a production environment.

103
Q

Which of the following cannot be imported via the Import Wizard? select one:
a. Leads
b. Cases
c. Person Accounts
d. Solutions

A

Cases

104
Q

When a lead fails to be created thru web to lead due to a validation error, the error messages get sent to:

A

the default lead owner

105
Q

Which of the following cannot be done via Workflow?
(select one)
a. Create a task
b. Create an Outbound Message
c. Create an Event
d. Create an Email Alert

A

Create an Event

106
Q

To be able to delete an opportunity, the user created an approval process. How will they be able to implement this requirement? Name two ways.

A

An Approval Process with an apex trigger deleting the record.
OR
A Visual Workflow since it can delete the record.

107
Q

Approval processes, Process Builder, and Workflow rules cannot _______.

A

delete records

Approval processes, Process Builder, and Workflow rules cannot delete records.

108
Q

A master-detail relationship cannot exist between…

A

Custom object to Standard object

109
Q

Standard objects can’t be on the detail side of a _______ in a master-detail relationship.

A

custom object

Standard objects can’t be on the detail side of a custom object in a master-detail relationship.

110
Q

Which formula will you use to calculate the date/time difference btn when the record was created and now?
select one:
a. Created date - Now()
b. Now() - created date
c. DateValue(created date) - today()
d. Today() - datevalue(created date)

A

Now() - created date

Today() would only return the date difference and not the date and time difference as required.

111
Q

Admin is loading CSV formatted data, into a custom app from another computer system. The user object, positions and job applications are owned by named users in a related custom object. Which obstacle will the developer encounter when using the import wizard?

A

The import wizard does not support the User object.

112
Q

If a field is required in the page layout and read only in the field-level security settings, then what will happen?

A

The page layout overrides the field-level security and the field will be required only for the user.

113
Q

With the Social Customer Service Starter Pack, you can enable Social Customer Service and up to how many social accounts from any social network?

A

2

114
Q

All of the following actions may take place on a Workflow Rule EXCEPT: (select one)
a. Outbound API
b. Create a Task
c. Create an Event
d. Update Field

A

Create an Event

115
Q

In a report, how many ranges can be defined for Conditional Highlighting?
a. 3
b. 4
c. 5
d. 2

A

3

116
Q

Sales reps can modify fields on an opportunity until it is closed. After the opportunity is closed, only the sales operations team can modify the “post follow up date” and “post close follow up comments” fields. How will you implement this requirement?
a. Use field-level security on page layouts to restrict editing fields.
b. Use field-level security to mark fields as read-only on the sales profile.
c. Use multiple record types, page layouts, and profiles.
d. Use record types with field sets and restrict editing fields using field-level security.

A

c. Use multiple record types, page layouts, and profiles.

117
Q

A developer has created a calculated cost field on the Opportunity Product object. There is a requirement to display the total calculated cost on the Opportunity. Can the developer meet this requirement with a roll-up summary field? (Choose 2 answers)
a. Yes, if the formula does not contain the NOW or TODAY functions.
b. Yes, if the formula does not contain any functions.
c. Yes, if the formula only refers to fields in the Opportunity Product object.
d. No, it is not possible to roll up a formula field.

A

a. Yes, if the formula does not contain the NOW or TODAY functions.

c. Yes, if the formula only refers to fields in the Opportunity Product object.

118
Q

From a Salesforce Mobile app record page, users can see a set of icons on the action bar and can tap “Show More (…)” to open the action menu. These icons represent: (select all that apply)
a. Standard and Custom buttons
b. Standard Chatter Actions
c. Apex Actions
d. Object Specific Actions
e. Global Actions

A

a. Standard and Custom buttons
b. Standard Chatter Actions

d. Object Specific Actions
e. Global Actions

119
Q

Customer services wish to analyze how many open cases there are each day over a period of time. How can they achieve this?
a. Tabular Reports
b. Summary Reports
c. Matrix Reports
d. Analytic Snapshot

A

d. Analytic Snapshot

120
Q

A _______ allows you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.

A

An Analytic Snapshot allows you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.

121
Q

Analytic Snapshots are comprised of what three things?

A
  1. A source report of type Tabular or Summary.
  2. A Custom Object with fields matching the columns in the source Report.
  3. An Analytic Snapshot definition, which maps fields and schedules the snapshot runs.
122
Q

Which of the following is not a Return Type for Formula Fields?
a. Currency
b. Radio Button
c. Text
d. Percent

A

b. Radio Button

123
Q

Company would like to use a Chatter group for their mergers and acquisitions team to collaborate on potential new projects. This Chatter group should not be visible for non-members to see or join, and should be assessed by invites only. How can you meet this requirement?
a. Private Chatter group
b. Member Chatter group
c. Public Chatter group
d. Unlisted Chatter group

A

d. Unlisted Chatter group

124
Q

Field sales reps want to see key fields at a glance when they view Opportunities on their mobile device. What feature can accomplish this?
a. Quick Actions
b. Expanded Lookups
c. Compact Layouts
d. Page Layouts

A

c. Compact Layouts

125
Q

_______ display just the key fields that you define at the top of the page on the mobile device (or in Salesforce Lightning).

A

Compact Layouts display just the key fields that you define at the top of the page on the mobile device (or in Salesforce Lightning).

126
Q

Which permission is required to install and uninstall packages from the Salesforce AppExchange?
a. Create AppExchange Packages
b. Upload AppExchange Packages
c. Manage Package Licenses
d. Download AppExchange Packages

A

d. Download AppExchange Packages

127
Q

Name three things we need to know about Person Accounts.

A

A Person Account uses the storage of one Account and one Contact.

Person Accounts have different icons than Business Accounts

A Person Account can only be merged with another Person Account

128
Q

How many external IDs are allowed on an object?

A

7

129
Q

What happens when a parent record is deleted where there is a Lookup relationship between Parent and Child Objects?

A

The child records are not deleted.

130
Q

Company wants to enforce some simple business rules to validate data that users are entering. What is the easiest method for the App Builder to use?
a. Custom Visualforce pages
b. Validation Rules
c. Apex Code
d. Apex Triggers

A

b. Validation Rules

131
Q

In Company’s data model, object A is related to B and object B is related to C. How will a developer create a report to include fields of objects A and C?
a. Report cannot be created
b. Create a custom report with only A and C fields as the relationship already exists.
c. Create lookup relationships btn A, B, and C.
d. Create a custom report type with A, B, and C, and use it in the report.

A

d. Create a custom report type with A, B, and C, and use it in the report.

132
Q

Admin is trying to add a custom Visualforce page to the mobile app quick navigation menu but it is not appearing. What is the possible reason why?
a. The Visualforce page doesn’t have a tab.
b. Visualforce page has fields that cannot be displayed in the mobile app.
c. Visualforce pages cannot be added to the mobile app.
d. The menu hasn’t been configured to have Visualforce pages.

A

a. The Visualforce page doesn’t have a tab.

133
Q

You have limited in-house development resources, but would like to support online payment processing for the sale of products. What is the recommended solution to meet this requirement?
a. Configure pricebooks, products, and payments schedules to enable this capability.
b. Work w developers to develop custom code for payment processing.
c. Install an AppExchange product to provide Payment Gateway processing.
d. Configure Outbound Messaging to send a message to an external Payment Gateway.

A

c. Install an AppExchange product to provide Payment Gateway processing.

134
Q

Which social network is available in the Lightning Experience and Salesforce Mobile app?
a. LinkedIn
b. Klout
c. Facebook
d. Twitter

A

d. Twitter

135
Q

Company needs to capture the “area of business” for new leads. A new lead may operate across multiple areas of business. They intend to add a field on leads to store this information. What is the most appropriate field type to use to ensure quality data is entered?
a. Picklist
b. Multi-select Picklist
c. Radio buttons (multi select)
d. Text area

A

b. Multi-select Picklist

136
Q

What happens to the Secondary Relationship when the Primary Relationship is deleted in the Junction Object?
a. The secondary relationship becomes the Primary automatically
b. You can’t delete the primary relationship
c. Secondary Relationship has to be made Primary by manual intervention.
d. Nothing Happens

A

a. The secondary relationship becomes the Primary automatically

137
Q

Invited coworkers on Chatter, who only have a Chatter Free license cannot:

a. none of these answers
b. post on their feed
c. view profiles
d. see your Salesforce.com data or records
e. join groups

A

d. see your Salesforce.com data or records

138
Q

What should be the advanced filter conditions to meet the requirement “Find all the opportunities over $1M that are closing in the next 60 days as well as opportunities over $5M that are closing in the next 120 days?
1) Amount greater than $1M
2) Close Date equals within Next 60 Days
3) Amount greater than $5M
4) Close Date = within Next 120 Days
a. (4 AND (2 OR 3)) OR 1
b. (1 AND 2) OR (3 AND 4)
c. (1 AND (2 OR 3)) OR 4
d. (1 OR 2 OR 3) AND 4

A

b. (1 AND 2) OR (3 AND 4)

139
Q

If a user has read only access to an account, will they be able to attach a File in the Attachment related list on the record?
a. No
b. Yes, if the file is more than 5 MB in size.
c. Yes, if the file is less than 5 MB in size.
d. Yes

A

No.

If the user has only read only access to the record, they cannot attach files to it.

140
Q

Once a _______ is saved with a standard with a standard or custom primary object, the primary object cannot be changed for the _______.

A

report type

Once a report type is saved with a standard with a standard or custom primary object, the primary object cannot be changed for the report type.

141
Q

A Developer wants to specify the objects that users can access. With which kind of security settings can he achieve his goal? (select one or more)
a. Field Level Security
b. Permission Sets
c. Org Wide Defaults
d. Profiles

A

b. Permission Sets

d. Profiles

142
Q

What type of relationships are supported for external objects? (select one or more)
a. External Lookup
b. Master-Detail
c. Lookup
d. Indirect Lookup

A

a. External Lookup

c. Lookup
d. Indirect Lookup

143
Q

Only lookup, external lookup, and indirect lookup relationships are available for _______. No other relationship types are supported.

A

external objects

Only lookup, external lookup, and indirect lookup relationships are available for external objects. No other relationship types are supported.

144
Q

If you send a change set from a sandbox to production for a custom object without a profile, what happens to the tabs in the production org?
a. The tab for the Custom Object is set to Off.
b. The tab for the Custom Object is set to Deleted.
c. The tab for the Custom Object is set to Hidden.
d. The tab for the Custom Object is set to On.

A

c. The tab for the Custom Object is set to Hidden.

145
Q

Authentic Clippers have a custom object named “service” which has a lookup relationship to Account. They want to enhance Salesforce1 w an action that allows account managers to create a new service while viewing the Account record. As the App Builder, how will you configure this new action?
a. Enter an object-specific action to Service and put it in the Account Layout.
b. Enter an object-specific action to Account and put it in the Service Layout.
c. Enter an object-specific action to Account and put it in the Account Layout.
d. Enter an object-specific action to Service and put it in the Service Layout.

A

c. Enter an object-specific action to Account and put it in the Account Layout.

146
Q

When you create a _______, you create it on the parent object and choose the target object (child) - any object that has a master-detail or lookup relationship to the parent object. The action then needs to be placed on the parent object page layout as this is where you will create it from.

A

object-specific action

When you create a object-specific action, you create it on the parent object and choose the target object (child) - any object that has a master-detail or lookup relationship to the parent object. The action then needs to be placed on the parent object page layout as this is where you will create it from.

147
Q

App Builder wants to customize the mobile app to use their own branding. Which components of the mobile app can be customized? (select one or more)
a. the background color of edit pages
b. the image on the loading page that appears after a mobile user logs in.
c. brand color for key user interface elements such as the header, buttons, and search bar.
d. the background color on the loading page that appears after a mobile user logs in.

A

b. the image on the loading page that appears after a mobile user logs in.
c. brand color for key user interface elements such as the header, buttons, and search bar.
d. the background color on the loading page that appears after a mobile user logs in.

148
Q

What happens to the child record of a junction object if either of the associated master records are deleted?

a. The child record is permanently deleted.
b. The child record is flagged as deleted and will be removed prior to the next backup.
c. The junction object cannot be deleted.
d. The child record is deleted and placed in the recycle bin.

A

d. The child record is deleted and placed in the recycle bin.

149
Q

A _______ has two master records pointing to it.

A

junction object

A junction object has two master records pointing to it.

150
Q

A Workflow Approval process may be used for all of the following objects EXCEPT:
a. Assets
b. Users
c. Opportunity
d. Contracts

A

b. Users

151
Q

You cannot create approval processes on users. You could however, use a workflow to automate a process such as adding the newly created user into a _______.

A

Chatter group

You cannot create approval processes on users. You could however, use a workflow to automate a process such as adding the newly created user into a Chatter group.

152
Q

What type of data cannot be imported using the import wizard?

A

Users and Opportunities

153
Q

Which features in Salesforce allows managers to see the data of their subordinates?

A

Role Hierarchy

154
Q

What can you build with the Lightning App Builder?
a. Apps optimized for a particular task
b. Simple, single-page apps with drill-down capability
c. At-a-glance, dashboard-style apps.

A

d. All of these answers.

155
Q

When you “mouse over” a record link (eg an account) the Hover Layout displayed is based on what?

a. Mini Page Layout
b. Hover Layout
c. Page Layout
d. Console Layout

A

a. Mini Page Layout

156
Q

On the Field Update Detail page, what does “Re-evaluate Workflow Rules after Field Change” do if the value of the field has changed?

a. Triggers workflows that have already fired.
b. Triggers all the workflow rules again.
c. Triggers workflow rules that didn’t fire before.
d. Triggers the validation rules again.

A

b. Triggers all the workflow rules again.

157
Q

A custom application is used to record staff details. The DOB field is considered private and should only be visible to HR users. What can be used to prevent a non-HR user from accessing this data?

A

Field Level Security

158
Q

Company conducts evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. They want to ensure that only the sales reps, their managers, and their managers’ executives can view the rep’s evaluation record, but the reps should not be able to view the executive comment field on their review. How will you implement?

A

Use Role Hierarchy to provide record level access. Then to limit the reps from viewing the executive comment field, use separate profiles for reps and management to define the field level security.

159
Q

Name three reasons that will cause an analytical snapshot to fail?

A

The report has been changed to a Matrix report.
The Source report has been deleted.
The Running User is inactive.

160
Q

A workflow on Opportunity will change the Status field to “In Progress” when the Stage field is changed to “Negotiation.” There is a validation rule on Status that will prevent the status being set to “In Progress” if the amount of the opportunity is less that $10k. A user cannot see the Status field due to Field Level Security. When he changes the opportunity to the “Negotiation” stage, the status is still being changed to “In Progress” even though the amount of the opportunity is only $3,500. Why would this occur?

A

Because updates to records based on workflow rules don’t trigger validation rules, workflow rules can invalidate previously valid fields.

161
Q

Case escalation rules triggered on the last modification will be reset each time a user…

a. edits a case.
b. creates a case.
c. reads a case.
d. none of the above.

A

a. edits a case.

162
Q

The VP of Sales wants sales reps to be able to quickly create a new opportunity record automatically related to an existing account. This should only be available in the Salesforce Mobile app. Where would a developer place a quick action to accomplish this?
a. The Mobile Card section of the Account page layout.
b. The Salesforce Mobile app Action Bar section of the Opportunity page layout.
c. The Salesforce Mobile app Action Bar section of the Account page layout.
d. The Quick Actions section of the Account page layout.

A

c. The Salesforce Mobile app Action Bar section of the Account page layout.

163
Q

Which feature sets the base level of access to an object?

a. Public Groups
b. Roles
c. Org Wide Defaults
d. Profiles

A

d. Profiles

164
Q

_______ set the baseline access for RECORDS, but the base level of access to objects (eg to create, read, edit, delete) is defined in _______.

A

Org-wide sharing defaults, user Profiles

Org-wide sharing defaults set the baseline access for RECORDS, but the base level of access to objects (eg to create, read, edit, delete) is defined in user Profiles.

165
Q

Company has a custom object that is related to the Opportunity object to store a list of items and their prices. In order to compute total amounts and total prices per Opportunity using Roll-up summary fields, what relationship type will you need between the two objects?
a. Lookup
b. Master-Detail
c. Junction
d. Cross-object

A

b. Master-Detail

166
Q

To be able to use _______, you must have a Master-Detail relationship between the two objects.

A

Roll-up Summary fields

To be able to use Roll-up Summary fields, you must have a Master-Detail relationship between the two objects.

167
Q

You have a custom object that has thousands of old records. You need to archive these records two months after the record status is changed to closed and keep these records for seven years for tax purposes. You don’t need to keep all of the fields on the records. What do you need to do to achieve this?

A
  1. Create a new Record Type for the archived records.
  2. Create a workflow to change the Record Type two months after the status equals closed and to remove the fields that are no longer required.
  3. A new page layout will allow you to display just the fields you require on the archived records.
168
Q

Company wants a sandbox for development which can be refreshed every 5 days with all the configuration and some sample data. What sandbox type should they choose?

A

a Partial Copy Sandbox

169
Q

Company wants to roll out new product bundles with several pricing options. Pricing options include product-price bundles, account specific pricing and they also need to be able to produce quotes for their customers. Which solution will best satisfy these needs?
a. A custom AppExchange app for product pricing
b. Lightning Process Builder
c. Workflow on Opportunity/Opportunity Product
d. Formula fields on Opportunity/Opportunity Product

A

a. A custom AppExchange app for product pricing

170
Q

How can you make a custom field mandatory?

a. check the required field box for the field on the record type
b. create a validation rule for the field
c. check the required field box on the field definition
d. create a workflow rule
e. check the required field box on the page layout

A

b. create a validation rule for the field
c. check the required field box on the field definition

e. check the required field box on the page layout

Any of these ways would work.

171
Q

When making a field mandatory, you can only use the field definition to do it on _______.

A

custom fields

When making a field mandatory, you can only use the field definition to do it on custom fields.

172
Q

Which statement is true about a custom tab?
a. It can only be included in standard applications.
b. It can only be included in custom applications.
c. It can be included in as many applications as desired.
d. It can only be included in one application.

A

c. It can be included in as many applications as desired.

173
Q

Admin needs to restrict users ability to view a dashboard. How can this be implemented?

a. Restrict the access to the folder that the dashboard is located in.
b. Create a sharing rule to restrict access.
c. Restrict the access to the folder that the source report is located in.
d. Edit the report properties to save it in a folder that is accessible to only certain people.

A

a. Restrict the access to the folder that the dashboard is located in.

174
Q

Sharing Rules can be used to: (select two)
a. Restrict record access to users in Public Groups
b. Extend record access to users with the role of Developer
c. Extend record access to users in Public Groups
d. Restrict record access to users with the role of Developer

A

b. Extend record access to users with the role of Developer
c. Extend record access to users in Public Groups

175
Q

Name three categories that can be used when enabling sharing rules.

A

Public Groups
Users
Roles

Sharing rules make me PUR.

176
Q

How many charts can you embed into the Account page layout when using the Classic User Interface?

A

2

177
Q

Which of the following is NOT a step in creating a junction object?
a. Creating two lookup relationships
b. Creating the custom object to serve as the junction object between the two master objects
c. Customizing the related lists on the page layouts of the two master objects.
d. Creating two master-detail relationships

A

a. Creating two lookup relationships

178
Q

Company is using assignment rules to distribute cases to regional teams. Which of the following are true?

a. Cases may be assigned to public groups (if configured).
b. It is possible to have multiple active assignment rules.
c. A workflow field update can be used instead.
d. Cases may be assigned to queues (if configured).

A

d. Cases may be assigned to queues (if configured).

179
Q

_______ can only be assigned to users or queues, not public groups.

A

Cases

Cases can only be assigned to users or queues, not public groups.

180
Q

How many assignment rules can you have?

A

Trick question. You can only have one assignment rule active at a time. You can have others but they must be inactive.

181
Q

If you have an email campaign and a telemarketing campaign that both influence the same opportunity and you have designated the email campaign as the primary campaign source, the campaign statistics opportunities fields will be populated for?

a. The Email Campaign
b. None
c. The Telemarketing Campaign
d. Both Campaigns

A

a. The Email Campaign

182
Q

A developer has noticed that a workflow field update does not trigger a validation rule. The validation rule does work when records are updated from the user interface. What could be the reason for this?
a. Validation rules fire before workflow rules.
b. The validation rule is not active.
c. The “evaluate workflow rules after field change” flag is not set.
d. Workflow rules fire before validation rules.

A

a. Validation rules fire before workflow rules.

183
Q

A _______ can be triggered on the stage change to send an email.

A

Workflow Rule

A Workflow Rule can be triggered on the stage change to send an email.

184
Q

When you want to create a Business process, what must you do?

a. Create a Sales Process
b. Create a Page Layout
c. Create Validation Rules
d. Associate a Record Type

A

d. Associate a Record Type

185
Q

Which of the following is an example of a one-to-many relationship between standard objects?
a. Contacts to Accounts
b. Accounts to Contacts
c. Contacts to Tickets
d. Opportunities to Products

A

b. Accounts to Contacts

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