Developer Fundamentals 2 Flashcards

1
Q

Which of the following are true regarding the user interface for different relationship types?

Choose 2 answers.

A. When a many-to-many relationship is defined between objects A and B using a junction object, data from the junction object can appear in a related list on the page layouts of objects A and B

B. When a master-detail relationship is defined, data from the master or detail object can appear as a custom related list on page layouts of the other object

C. When a lookup relationship to (parent) object B is defined on (child) object A, data from object A can appear as a related list on page layouts of object B

D. When a lookup relationship to object B is defined on object A, data from object B can appear as a related list on page layouts of object A

A

A. When a many-to-many relationship is defined between objects A and B using a junction object, data from the junction object can appear in a related list on the page layouts of objects A and B

B. When a master-detail relationship is defined, data from the master or detail object can appear as a custom related list on page layouts of the other object

When a lookup relationship is defined, data from the lookup object can be displayed in a custom related list on the other object. For example, if a custom object named Schedule is related to a custom object called Training Course, a list of related Schedule records can be displayed on the Training Course record page.

When a many-to-many relationship is defined, data from a junction object can be displayed on page layouts for either object.

https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/relationships_among_objects.htm

https://trailhead.salesforce.com/content/learn/modules/data_modeling/object_relationships

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2
Q

Universal Containers has tried the Schema Builder but has found that it has long loading times and objects are difficult to find because there are too many objects and relationships displayed. What features would you suggest to help with this issue?

Choose 3 answers.

A. The map can be used to navigate to objects of interest

B. If the ‘Hide Relationships’ option is selected, performance is improved

C. Fields can be hidden and only the objects displayed

D. The filter can be used to only display objects of interest

E. Activate lightweight mode in the Schema Builder settings

A

A. The map can be used to navigate to objects of interest

B. If the ‘Hide Relationships’ option is selected, performance is improved

D. The filter can be used to only display objects of interest

Objects can be hidden on the canvas while fields cannot. Schema Builder does not have a lightweight mode feature either.

Hiding the relationship details reduce the rendering work needed on the canvas. Using the Objects filter minimizes the number of objects that need to be rendered. Using the map feature helps navigate the canvas much quicker and find the required object.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.schema_builder.htm&type=5

https://trailhead.salesforce.com/es/content/learn/modules/data_modeling/schema_builder

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3
Q

Which class contains methods that can be used to retrieve schema metadata information in Apex?

Choose 1 answer.

A. Schema
B. Metadata
C. System
D. Database

A

**A. Schema **

The Schema class contains methods that can be used to retrieve schema describe information. For example, to return a map of all sObject names to sObject tokens for standard and custom objects in the org, the following can be used:

Map<String, Schema.SObjectType> results = Schema.getGlobalDescribe();

The Database class contains methods that are used for creating or modifying data. The System class contains methods related to system operations, such as writing debug messages and scheduling Apex jobs. The Metadata class is an abstract base class that represents a custom metadata component.

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_schema.htm

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4
Q

What are the implications of using an External ID to relate child records to a parent record?

Choose 2 answers.
A. A parent record reference is created and added to the relationship field of the child record
B. The child record must have a relationship field that associates it to the parent record
C. Relating records using an External ID only works for inserts and not for updates nor upserts
relationship field of the child record
D. An External ID field must also be defined at the child record to establish the relationship

A

✔️A. A parent record reference is created and added to the relationship field of the child record **
✔️
B. The child record must have a relationship field that associates it to the parent record **

An External ID field can be used to associate records instead of the usual record ID. When relating records using this approach, the child object must have an existing relationship field to the parent object such as a lookup or master-detail relationship. This relationship field is where the parent record reference is added and establishes the association between the two records.

This External ID is only necessary at the parent object, and relating records using this approach will work for insert, update, and upsert operations.

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/langCon_apex_dml_nested_object.htm?search_text=unique

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5
Q

A currency field on the Product object called ‘Cost’ is being used for storing the cost of the product. The product cost is displayed on the Opportunity Product object using a formula field called ‘Product Cost’. The total product cost of the Opportunity Product records needs to be displayed on the parent opportunity. Which of the following is the most suitable option for meeting this requirement?

A. Create an Apex trigger that computes and saves the total product cost of the Opportunity line items on the Opportunity object
B. Create a roll-up summary field on the Opportunity object based on the Product Cost formula field on the Opportunity Product.
C. Create a master-detail relationship between the Opportunity and Product and summarize the Product’s Cost field values on the Opportunity object
D. Create a flow that copies the Product’s Cost value to a custom field on the Opportunity Product and summarizes this field on the Opportunity object.

A

**✔️D. Create a flow that copies the Product’s Cost value to a custom field on the Opportunity Product and summarizes this field on the Opportunity object. **

The most suitable option is to create a record-triggered flow that copies and stores the Cost value of the related Product in a custom currency field on the Opportunity Product object. This flow can be configured to fire each time an Opportunity line item (Opportunity Product) is added, for example, to an opportunity. Then, a roll-up summary field can be used to summarize and display the total product cost on the Opportunity object.

Salesforce does not allow cross-object formula fields or formula fields that reference fields from another object, to be used in roll-up summary fields. Programmatic customization is not necessary in this scenario as the requirement can be met using a declarative option. Creating a new relationship between the Product and Opportunity object is not recommended nor necessary as the Opportunity Product object is being used for this purpose.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.fields_about_roll_up_summary_fields.htm&type=5

https://help.salesforce.com/s/articleView?language=en_US&id=sf.flow_concepts_trigger_record.htm&type=5

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6
Q

What type of relationship is appropriate when an external object is acting as a parent to a standard or custom child object and records are matched by an external ID?

A. Lookup relationship
B. Parent External Lookup
C. External Lookup
D. Indirect Lookup

A

C. External Lookup

An external lookup relationship links a child standard, custom, or external object to a parent external object.

A lookup relationship is used to link a child standard, custom, or external object to a parent standard or custom object. An indirect relationship is used to link a child external record to a parent standard or custom object.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.external_object_relationships.htm&type=5

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7
Q

To fulfill a business requirement, a formula field of a detail object has been used in a roll-up summary field of a master object. Which of the following is a valid statement regarding the formula field?

A. The formula field expression cannot be updated.
B. The formula field is not allowed to return an error.
C. The formula field is restricted to returning numeric values only.
D. The formula field cannot reference a field from another object.

A

D. The formula field cannot reference a field from another object.

A roll-up summary field can calculate the value of formula fields unless:

– The formula field contains cross-object field references

– The formula field contains functions that derive values dynamically, such as NOW or TODAY

Number, currency, percent, date, and date/time fields are available depending on the roll-up type.

Referencing a formula field in a roll-up summary field does not prevent making changes to that formula field.
A formula field may return an error, such as “#Error!”, which is allowed and does not affect roll-up summary fields using COUNT. However, roll-up summary fields using MIN, MAX, or SUM exclude the field value from the calculation and affect their summarized total.

https://help.salesforce.com/s/articleView?language=en_US&id=fields_about_roll_up_summary_fields.htm&type=5

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8
Q

Project managers would like to be able to record the total amount of hours each team member works on projects. A team member can be related to multiple projects and each project can have multiple team members. How can the developer achieve this?

A. Create a lookup relationship on both objects to a junction object called Project Team Member.
B. Create a master-detail relationship on the Project object to the Team Member object.
C. Create master-detail relationships from a junction object ‘Project Team Member’, one to the Project object and one to the Team Member object
D. Create a master-detail relationship on Project and Team Member objects to a junction object ‘Project Team Member’.

A

C. Create master-detail relationships from a junction object ‘Project Team Member’, one to the Project object and one to the Team Member object

In this case, as a team member can be related to multiple projects and each project can have multiple team members, a many-to-many relationship is required. Creating the many-to-many relationship consists of creating the junction object (e.g. Project Team Member) and creating two master-detail relationships on Project Team Member, one to Project and one to Team Member. When creating master-detail relationships, the relationship field is created on the detail object. The detail object, in this case is, Project Team Member.

https://help.salesforce.com/s/articleView?language=en_US&id=relationships_manytomany.htm&type=0

https://trailhead.salesforce.com/data_modeling/object_relationships

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9
Q

Which of the following provides a dynamic environment for viewing and modifying objects and relationships?

A. Schema Builder
B. Process Builder
C. Flow Builder
D. Lightning App Builder

A

A. Schema Builder

Schema Builder provides a dynamic environment for viewing and modifying objects, fields, and relationships in the org using drag-and-drop actions. The tool can be used to easily view relationships between objects in its interactive graphical user interface.

Process Builder is used for building processes. Flow Builder is used for building flows. Lightning App Builder is a tool used for building Lightning apps and pages.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.schema_builder.htm&type=5

https://trailhead.salesforce.com/es/content/learn/modules/data_modeling/schema_builder

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10
Q

Which of the following field types can a Roll-Up Summary field calculate?

A. Number
B. Picklist
C. Text
D. Checkbox

A

A. Number

If SUM is selected as the roll-up type, number, currency, and percent fields can be calculated.

If MIN or MAX is selected as the roll-up type, number, currency, percent, date, and date/time fields are available.

https://help.salesforce.com/s/articleView?id=fields_about_roll_up_summary_fields.htm&language=en_US&r=https%3A%2F%2Ffocusonforce.com%2F&type=5

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11
Q

A developer needs to create a custom object related to Account. How can the developer ensure that all related records are also visible to users that have access to the parent Account?

A. Create a Lookup relationship field on the Account.
B. Create a Lookup relationship field on the Custom Object.
C. Create a Master-Detail relationship field on the Account.
D. Create a Master-Detail relationship field on the Custom Object.

A

D. Create a Master-Detail relationship field on the Custom Object.

The detail object in a master-detail relationship inherits the sharing settings of the master object. This relationship is established by creating a master-detail relationship field on the detail object.

The detail object in a master-detail relationship inherits the sharing settings of the master object. This relationship is established by creating a master-detail relationship field on the detail object.

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/relationships_among_objects.htm

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12
Q

A developer created a lookup relationship field on a custom object called “Feedback” that references the Account object. Which statement is correct?

A. If an account record is deleted, related feedback records will not be deleted.
B. Any user that can view an account record can also view its related feedback records.
C. The owner of the account record will be the owner of its related feedback records.
D. If an account is deleted, related feedback records will also be deleted.

A

✔️**A. If an account record is deleted, related feedback records will not be deleted. **

Deleting either a parent (account) or child (feedback) in a lookup relationship does not cause the other to be automatically deleted. A lookup can be configured to prevent deletion of a parent record (account) if it has children (feedback). Additionally, ownership is independent in lookup relationships (parent and child records can have different owners and sharing models).

Master-detail relationships are different. When a master record is deleted, all of its detail records are also deleted. Record-level sharing of detail records is the same as its master (if a user can view a master record, he/she can also view its detail records).

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/relationships_among_objects.htm

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13
Q

What is true regarding record access in a master-detail relationship?

Select two ansers:

A. The detail object can have its own sharing rules
B. The record owner can be changed on the detail object
C. The detail object inherits the sharing and security settings of the master record
D. The owner of a master record is automatically used to set the owner of its associated detail records

A

C. The detail object inherits the sharing and security settings of the master record
D. The owner of a master record is automatically used to set the owner of its associated detail records

The Owner field on the detail object is not available and is automatically set to the owner of its associated master record. Custom objects on the detail side of a master-detail relationship cannot have sharing rules, manual sharing, or queues, as these require the Owner field. The detail record inherits the sharing and security settings of its master record.

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/relationships_among_objects.htm

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14
Q

Universal Containers would like to see a Red / Yellow / Green traffic light representation on the Opportunity detail page based on the value of the Opportunity Probability field. What can be used to achieve this?

A. Formula Field
B. Master-Detail Relationship Field
C. Rich Text Field
D. Image Field

A

✔️A. Formula Field

An image (stored in documents) can be displayed conditionally using a formula field using the IMAGE() function.

A master-detail relationship field is used to establish a relationship between two objects where the parent is the master object and the detail is the child object. Although a Rich Text field can be used to display an image, it does not support any dynamic functionality such as conditionally displaying an image based on the value of a field on a record. An ‘Image’ field does not exist.

https://help.salesforce.com/s/articleView?id=000385501&type=1

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15
Q

A Salesforce administrator is required to define a custom field on the User object that would record a user’s secondary manager in a matrix organizational structure. Which relationship type should be used to achieve this?

A. None of these options
B. Hierarchical
C. Lookup
D. Master-detail

A

✔️**B. Hierarchical **

Lookup and master-detail relationships are not available on the User object. The User object can only be linked with itself, which is possible by using a hierarchical relationship.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.overview_of_custom_object_relationships.htm&type=5

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16
Q

The Salesforce Administrator is building an application and needs to create a master-detail relationship between the Account standard object and a custom object. What is true regarding the relationship?

Select two option:
A. The object on the detail side will inherit the security and sharing settings of the master object
B. The standard object is always the master
C. The standard object can be on the master or detail side of the relationship
D. The custom object can be on the master or detail side of the relationship

A

✔️ ** A. The object on the detail side will inherit the security and sharing settings of the master object **

✔️ ** B. The standard object is always the master **

In master-detail relationships between standard and custom objects, the standard object is always the master. The detail records will inherit the security and sharing settings of the master.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.relationships_considerations.htm&type=5

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17
Q

A developer needs to update existing Account records using an import file. How can the records be matched so that the correct record is updated?

Select two options:

A. Match the Account Name to a column in the import file
B. Match the record id field to a column in the import file
C. Match the order of the data in the import file to the order of the records in Salesforce
D. Match an external id field defined on the account object to a column in the import file

A

✔️**B. Match the record id field to a column in the import file **

✔️**D. Match an external id field defined on the account object to a column in the import file **

An External ID field or the Salesforce ID can be used to match records from an import file to existing records in Salesforce. If using the Data Import Wizard, there is also the option to match based on the combination of Account Name and Site.

https://help.salesforce.com/s/articleView?id=000002783&language=en_US&r=https%3A%2F%2Ffocusonforce.com%2F&type=1

https://help.salesforce.com/s/articleView?language=en_US&id=for_accounts_and_contacts.htm&type=5

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18
Q

A Salesforce Administrator working for Cosmic Solutions has created a formula field on the Opportunity object to calculate discounts based on the values of certain numeric fields on the object. A developer is using the formula field in an Apex class and needs to determine whether the formula field treats the numeric fields that are empty as zeros. Which method of the DescribeFieldResult class can be used to obtain the information?

A. isFormulaTreatBlankNumberAsZero()
B. isFormulaTreatNullNumberAsZero()
C. isFormulaNullNumberZero()
D. isFormulaBlankNumberZero()

A

✔️**B. isFormulaTreatNullNumberAsZero() **

The isFormulaTreatNullNumberAsZero() method of the DescribeFieldResult class returns true if null is treated as zero in a formula field, and false otherwise.

https://developer.salesforce.com/docs/atlas.en-us.230.0.apexcode.meta/apexcode/apex_methods_system_fields_describe.htm

La función isFormulaTreatNullNumberAsZero() en Salesforce determina cómo se manejan los valores nulos en fórmulas numéricas. Si esta función devuelve true, cualquier campo numérico que sea null dentro de una fórmula será tratado como si su valor fuera 0. Si devuelve false, los valores nulos permanecerán como tal.

Ejemplos prácticos:
Fórmula de suma:

Con isFormulaTreatNullNumberAsZero() = true: null + 5 será igual a 5.
Con isFormulaTreatNullNumberAsZero() = false: null + 5 será igual a null.
Descuentos: Si estás calculando descuentos basados en cantidades opcionales, un valor nulo se convierte en 0 y no afecta el cálculo.

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19
Q

Global Insurance has custom objects to represent policies and claims. A policy can have zero or many claims. A claim is always related to a policy. Claims are first assigned to a queue and then later assigned to different members of the claims team. What type of relationship would be used to relate the policy and claim objects?

A. Master-detail relationship
B. Lookup relationship
C. Self-relationship
D. Direct relationship

A

✔️**B. Lookup relationship **

In this case, queues are required to manage and allocate claims. A queue requires an owner field, which is not available on child records in a master-detail relationship, so a lookup relationship between policy and claim would be required. The lookup relationship can be set up to always ensure that a claim is always related to a policy.

Self-relationship is a relationship between one record and another record of the same object type. Direct relationship is not a valid type of relationship in Salesforce.

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/relationships_among_objects.htm

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20
Q

A Salesforce Administrator is considering whether to use a lookup or master-detail relationship. Which of the following are capabilities of a lookup relationship but not a master-detail relationship?

Choose 2 options:

A. Roll-up summary fields can be added to the parent object.
B. When a parent record is deleted, the child record is always deleted.
C. The lookup field does not need to be a required field on the page layout.
D. The related record can have a different owner than the parent record.

A

✔️**C. The lookup field does not need to be a required field on the page layout. **

✔️**D. The related record can have a different owner than the parent record. **

When using master-detail relationships, the child record inherits the record owner of the parent record. On the other hand, in lookup relationships, the child record can have a different owner.

Lookup relationship fields do not need to be marked as required on the page layout. Roll-up summary fields can only be added to the parent object in a master-detail relationship. Lookup relationships do not support creating roll-up summary fields.

In a lookup relationship, if a parent record is deleted, the child records are only deleted when the option to ‘Delete this record also’ is selected, which is only available if a custom object contains the lookup relationship.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.relationships_considerations.htm&type=5

21
Q

A company has enabled the Multiple Currencies feature in their org. A developer needs to calculate the total value of the Estimated_Value__c field on the CampaignMember object using a roll-up summary field on the Campaign object named Total_Estimated_Value__c. Which of the following is a true statement regarding the currency of the Total_Estimated_Value__c field?

A. The values of the Estimated_Value__c field on the Campaign Member records would be converted into the currency of the parent campaign, and the Total_Estimated_Value__c field would be displayed using the same currency.
B. The values of the Estimated_Value__c field on the Campaign Member records would be converted into the currency of the current user, and the Total_Estimated_Value__c field would be displayed using the same currency.
C. The values of the Estimated_Value__c field on the Campaign Member records would be converted into the currency of the majority of campaign members, and the Total_Estimated_Value__c field would be displayed using the same currency.
D. The values of the Estimated_Value__c field on the Campaign Member records would be summed up, and the Total_Estimated_Value__c field would be displayed as a Number field on the Campaign records.

A

✔️ A. The values of the Estimated_Value__c field on the Campaign Member records would be converted into the currency of the parent campaign, and the Total_Estimated_Value__c field would be displayed using the same currency.

If an organization uses multiple currencies, the currency of the master record determines the currency of the roll-up summary field. For example, if the master and detail records use different currencies, the detail record value is converted into the currency of the master record.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.fields_about_roll_up_summary_fields.htm&type=5

When Multiple Currencies is enabled in Salesforce, the currency of the roll-up summary field, such as Total_Estimated_Value__c on the Campaign object, is determined by the currency of the parent record (in this case, the Campaign). This means that even if the Estimated_Value__c on the CampaignMember has different currencies, the total will be converted and displayed in the currency of the Campaign record. Salesforce handles the necessary currency conversions automatically based on the user’s currency settings.

22
Q

Stock Symbol is a custom field on the Account object. Which of the following are recommended options to make this field appear on the Contact detail page layout?

Select two options:

A. Screen Flow
B. Apex code
C. Formula Field
D. Dinamic form

A

✔️C. Formula Field
✔️D. Dinamic form

Formula fields allow inserting references to fields from a parent object. For example, Account.Stock_Symbol__c. Fields of objects that are up to 10 relationships away can be referenced in a formula field of a current object.

Alternatively, dynamic forms can be enabled for the Contact record page to display fields from related objects, such as the account in this scenario, using cross-object relationship fields.

Embedding a screen flow on the record page is allowed, but it is not necessary since a simple and straightforward solution is available. Apex code is not necessary since an efficient declarative option can be used.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_cross_object.htm&type=5

https://help.salesforce.com/s/articleView?language=en_US&id=release-notes.rn_lab_dynamic_forms_crossobject_fields.htm&release=248&type=5

23
Q

At Global Conferences, the custom objects Conference and Speaker are in a many-to-many relationship via a junction object called Conference Speaker. A request has been made to the Salesforce Administrator for a solution after a group of users who only have ‘read’ access to the Conference and Speaker objects were unable to create or modify Conference Speaker records. How can the Salesforce Administrator give the users create and edit access to the Conference Speaker object most efficiently?

A. Set the sharing setting of the junction object to ‘Read Only’ in the master-detail options
B. Set the sharing setting of the junction object to ‘Read/Write’ in the master-detail options
C. Set the sharing setting of the junction object to ‘Read’ in the master-detail options
D. Set the org-wide sharing settings of the junction object to ‘Public Read/Write’

A

✔️A. Set the sharing setting of the junction object to ‘Read Only’ in the master-detail options

The Sharing Setting that is available in the Master-Detail Options of a junction object determines whether a user has edit, create, and delete access to the junction object records based on the level of access the user has on both master objects. Since the users only have ‘read’ access to the master objects in this scenario, the ‘Read Only’ option should be selected to allow them to perform CRUD operations on the junction object records.

Defining the sharing setting as ‘Read/Write’ will not meet the requirement as this will require the users to have read/write access level to the master objects. ‘Read’ is not a valid value for the junction object. The org-wide sharing settings of an object that is on the detail side of a master-detail relationship cannot be edited directly.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.relationships_considerations.htm&type=5

24
Q

Which of the following are valid use cases of a roll-up summary field?

Chose 3 options:

A. A field on Campaigns that calculates values from related Campaign Members
B. A field on Accounts that calculates values from related Opportunities
C. A field on Contacts that calculates values from related Cases
D. A field on Accounts that calculates values from related Cases
E. A field on Opportunities that calculates values from related Opportunity Products

A

**A. A field on Campaigns that calculates values from related Campaign Members **
**B. A field on Accounts that calculates values from related Opportunities **
**E. A field on Opportunities that calculates values from related Opportunity Products **

Roll-up summary fields are used to display calculated values based on related records. A roll-up summary field can be created on any object on the master side of a master-detail relationship. Since Case records are related to Accounts and Contacts via lookup relationships, they cannot be used in roll-up summary fields on those two objects.
There are some exceptions where roll-up summary fields can be used in a lookup relationship, namely Opportunity-Opportunity Product, Account-Opportunity, and Campaign-Campaign Member. It is important to note that Salesforce themselves has explicitly enabled the feature on these standard lookup relationships to meet specific functionality, which is otherwise not allowed on all custom lookup relationships and other standard lookup relationships (Account-Case and Contact-Case) as mentioned.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.fields_about_roll_up_summary_fields.htm&type=5

25
Q

Which of the following are true about cross-object formula fields?

Chose 3 option:

A. Cross-object formula fields can pull data from a record even if the user does not have access to it.
B. Cross-object formula fields can pull field values from master-detail or lookup parent records.
C. For every object, cross-object formula fields can be used in 3 roll-up summaries.
D. Cross-object formula fields can pull field values from its child records.
E. Cross-object formula fields can pull field values from objects that are up to 10 relationships away.

A

A. Cross-object formula fields can pull data from a record even if the user does not have access to it.
B. Cross-object formula fields can pull field values from master-detail or lookup parent records.
E. Cross-object formula fields can pull field values from objects that are up to 10 relationships away.

Cross-object formula fields can reference field values from related parent records. Even though a user does not have access to a record, data from this record can still be visible to the user through cross-object formula fields. Formula fields can reference field values from related parent objects that are up to 10 relationships away.

Roll-up summary fields do not support cross-object formula fields. Formula fields cannot reference values from child records.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_cross_object.htm&type=5

26
Q

Which of the following requirements could a developer use a formula field for?

Chose 2 Options:

A. Calculating a value based on other values and merge fields in Web-to-Lead forms

B. Creating a link to an application outside Salesforce that includes parameters such as the session ID

C. Concatenating field values from Long Text Area fields or Description fields

D. Displaying a traffic light image that shows a red, yellow, or green light based on case priority

A

B. Creating a link to an application outside Salesforce that includes parameters such as the session ID

D. Displaying a traffic light image that shows a red, yellow, or green light based on case priority

A formula field can return an image by using the IMAGE function. A formula field can also return a link with the session Id as a parameter by using the HYPERLINK and GETSESSIONID functions.

Formula fields do not support Long/Rich/Encrypted Text Area fields. Custom formula fields are not available in Connect Offline, Web-to-Lead forms, or Web-to-Case forms.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_formula_where.htm&type=5

https://help.salesforce.com/s/articleView?language=en_US&id=sf.formula_field_limits.htm&type=5

27
Q

A developer created a custom object named Project. Data from associated projects needs to be summarized on each Account. All associated projects should be deleted when an Account is deleted. How can the developer achieve this?

A. Create a Master-Detail relationship field on Project.
B. Create a Lookup relationship field on Account.
C. Create a Master-Detail relationship field on Account.
D. Create a Lookup relationship field on Project.

A

A. Create a Master-Detail relationship field on Project.

Implementing a master-detail relationship between objects automatically deletes the child whenever the parent is deleted. The relationship is established by creating a master-detail relationship field on the detail (child) object, which in this case is the Project custom object. Once a master-detail relationship is established, a roll-up summary field can be created on the Account object for summarizing data from related projects.
A cascade-delete feature can be added to a lookup relationship for supported objects, but a case has to be submitted to Salesforce support for its activation, which is not necessary in this scenario since a master-detail field can be used. Furthermore, lookup relationships do not support roll-up summary fields. Creating a relationship field on the Account will make an account a child record of a project, which does not meet the required data model.

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/relationships_among_objects.htm

28
Q

A developer is creating a training application that allows tracking training courses and the enrollment of candidates. Each candidate can enroll in multiple training courses at a time. When a course or candidate is deleted, any related enrollment record should be deleted automatically. How can the developer achieve this?

A. Create a junction object to relate many candidates to many training courses through master-detail relationships.
B. Create a master-detail relationship between ‘Candidate’ and ‘Training Course’.
C. Create a junction object to relate many candidates to many training courses through lookup relationships.
D. Create a lookup relationship between ‘Candidate’ and ‘Training Course’.

A

A. Create a junction object to relate many candidates to many training courses through master-detail relationships.

To establish a many-to-many relationship between the ‘Training Course’ and ‘Candidate’ objects, a junction object called ‘Enrollment’ can be created, which is a custom object that has two master-detail relationships to the parent objects. This enables Candidates to be related to multiple Training Courses at a time and vice versa.

When a parent record (primary OR secondary) is deleted in a many-to-many relationship, its (junction object) child records are automatically deleted but can be restored from the Recycle Bin. However, if both parents are deleted (primary AND secondary), the child records are deleted permanently and can no longer be restored.

Creating a master-detail or lookup relationship between the ‘Candidate’ and ‘Training Course’ objects will only create a one-to-many relationship, which cannot meet the requirement. Although a lookup relationship (instead of a master-detail relationship) can technically be used to build a ‘many-to-many’ relationship, it will lose behavioral properties such as cascade delete.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.overview_of_custom_object_relationships.htm&type=5

29
Q

At Cosmic Electronics, utilizing the Salesforce Enterprise edition, their sales representative needs to import contacts into Salesforce via a CSV file. The sales rep should be able to import the records using a guided process and a simple data-mapping interface. Which option should be enabled in Salesforce Setup for this use case?

A. Contact Import
B. Data Loader
C. Data Import Wizard
D. Basic Data Import

A

D. Basic Data Import

Basic Data Import can be turned on in Salesforce Setup to give sales reps access to a guided process for importing contacts and leads using a CSV file and a simple data-mapping interface. Data Import Wizard and Data Loader are more suitable for large or complex import jobs or to import data for other objects, such as Account and custom objects. There is no import option called ‘Contact Import’.

Note: Basic Data Import is supported for Enterprise, Performance, Unlimited editions of Salesforce.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.sales_core_import_csv.htm&type=5

https://help.salesforce.com/s/articleView?language=en_US&id=release-notes.rn_sales_other_changes_sales_core_guidedimport.htm&release=242&type=5

https://help.salesforce.com/s/articleView?language=en_US&id=sf.import_which_data_import_tool.htm&type=5

30
Q

There is a requirement to track which Health Care Providers are related to Hospitals. Hospitals and Health Care Providers are custom object records. A Health Care Provider should be related to multiple Hospitals and a Hospital should be related to multiple Health Care Providers. How can this relationship be created?

A. Create a single master-detail relationship field on the Health Care Provider object.
B. Create two lookup relationship fields: one on the Health Care Provider object and one on the Hospital object.
C. Create two master-detail relationship fields: one on the Health Care Provider object and one on the Hospital object.
D. Create a custom object with two master-detail relationships to the Health Care Provider and Hospital objects.

A

D. Create a custom object with two master-detail relationships to the Health Care Provider and Hospital objects.

In this scenario, a many-to-many relationship is required so that a Health Care Provider can be related to multiple Hospitals and vice versa.

To establish a many-to-many relationship, a junction object is required. A junction object can be created by first creating a custom object and then creating two master-detail relationship fields on this object that connect to the Health Care Provider and Hospital objects.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.relationships_manytomany.htm&type=5

https://trailhead.salesforce.com/es/content/learn/modules/data_modeling/object_relationships

31
Q

What are some of the limitations of changing the data type of a custom field?

A. Developers cannot change the data type of a custom field if it is referenced in Apex.
B. Developers cannot change the data type of a custom field that is referenced by a Visualforce page.
C. Developers cannot change the data type of a custom field that is referenced by a Visualforce page.
D. The file field type in Salesforce Knowledge can be changed as long as it is not referenced in an Apex Class.
E. Changing the data type will not result in any data loss.

A

A. Developers cannot change the data type of a custom field if it is referenced in Apex.
B. Developers cannot change the data type of a custom field that is referenced by a Visualforce page.
C. Developers cannot change the data type of a custom field that is referenced by a Visualforce page.

In Salesforce Knowledge article types, the file field type cannot be converted into other data types. The option to change the data type of a custom field is not available for all data types. For example, existing custom fields cannot be converted into encrypted fields nor can encrypted fields be converted into another data type. The data type of fields that are referenced by the Apex Class/Visualforce page cannot be changed easily. References should be rectified first. Fields can also not be renamed if referenced in Apex. There are many scenarios where a data type change can result in data loss, such as changing from Date to Date/Time.

https://help.salesforce.com/s/articleView?language=en_US&id=notes_on_changing_custom_field_types.htm&r=https%3A%2F%2Ffocusonforce.com%2F&type=5

32
Q

A developer would like to relate external data (Social Media Posts) to the Contact object in Salesforce to track every post that a contact has made on an external platform. How can the developer achieve this?

Select 2 Options:

A. Create an indirect lookup relationship using a custom field with ‘External ID’ and ‘Unique’ attributes.
B. Create an external lookup relationship using a custom field with ‘External ID’ and ‘Unique’ attributes.
C. Create a master-detail relationship that references the 18-character record ID in the external platform.
D. Create a lookup relationship that references the 18-character record ID in the external platform.

A

A. Create an indirect lookup relationship using a custom field with ‘External ID’ and ‘Unique’ attributes.

D. Create a lookup relationship that references the 18-character record ID in the external platform.

An indirect lookup relationship links a child external object to a parent standard or custom object. When an indirect lookup relationship field is created on an external object, the parent object field and the child object field are specified to match and associate records in the relationship. Specifically, a custom, unique, external ID field is specified on the parent object to match against the child’s indirect lookup relationship field, whose values come from an external data source.

In addition, when the Salesforce-generated 18-character ID is used to identify a record in the external platform, a lookup relationship field can be used to establish a relationship between a parent Salesforce object and a child external object.

An external lookup relationship is used to relate a child Salesforce object to a parent external object. Master-detail relationships cannot be used to relate external data.

https://help.salesforce.com/s/articleView?id=overview_of_custom_object_relationships.htm&language=en_US&release=204.11.2&type=0

https://trailhead.salesforce.com/es/content/learn/projects/quickstart-lightning-connect/quickstart-lightning-connect3

https://help.salesforce.com/s/articleView?language=en_US&id=sf.external_object_lookup_relationships.htm&type=5

33
Q

On each opportunity record, a Salesforce administrator needs to display the name of the parent account related to an account that is associated with the opportunity. How can this be accomplished?

A. Add a custom field with an account lookup.
B. Create a custom field for the parent account name and use a flow to update it with the parent account name.
C. Create a cross-object formula field to reference the parent account name.
D. Create a custom field with a dependent lookup filter on the account.

A

C. Create a cross-object formula field to reference the parent account name.

A cross-object formula field can be created on the Opportunity object to display the parent account. Cross-object formula fields can reference fields up to 10 levels away.

Creating a custom field on the Account object to store the parent account is not necessary as the standard Parent Account field is available for this use case. Using an automation feature such as a flow to associate the parent account to an opportunity is not necessary because of the formula field.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_cross_object.htm&type=5

34
Q

A company has a requirement to track the vehicles assigned to a work order. Vehicles can exist without work orders and have a record owner. What kind of relationship should be created between work orders and vehicles?

A. Master-Detail
B. Lookup
C. Picklist
D Hierarchical

A

B. Lookup

A lookup relationship allows objects to be loosely related and allows independent record ownership. In this scenario, the parent is the Work Order object, and the child is the Vehicle object.
If a master-detail relationship was used, a Vehicle record would not have an owner field and would not exist without being related to a Work Order record. A picklist field is only used to store string values and cannot be used to establish a relationship between two objects. A hierarchical relationship is only available for the User object and is used for establishing a relationship, for example, between a user and their direct manager.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.overview_of_custom_object_relationships.htm&type=5

35
Q

A Salesforce Administrator is replacing a spreadsheet that tracks company resources and the employees that are assigned to the resources with a Salesforce App. Resources can be of different types, such as phones, vehicles, and equipment. Each employee can be assigned multiple resources. Employee and resource records exist independently. A resource can only be assigned to one employee and is not shared. After creating a custom object for Employee and Resource, what type of relationship would be appropriate to create?

A. Picklist relationship
B. Master-Detail relationship
C. Many-to-Many relationship
D. Lookup relationship

A

D. Lookup relationship

As the objects can exist independently and do not have a close relationship, a lookup relationship is appropriate. An employee lookup field would be added to the resource record to allow one employee to be assigned to a resource.

https://help.salesforce.com/s/articleView?id=overview_of_custom_object_relationships.htm&language=en_US&r=https%3A%2F%2Ffocusonforce.com%2F&type=5

36
Q

There is a requirement to associate a project manager to a project record. Project managers are defined as users in the application. What type of relationship would be the most appropriate?

A. Master-Detail Relationship
B. Hierarchical Lookup Relationship
C. Lookup Relationship
D. Many-to-many Relationship

A

C. Lookup Relationship

A lookup relationship field that looks up to the standard User object can be defined on the Project object. A master-detail relationship in which the User object is the master cannot be created. The hierarchical lookup relationship is only available to the User object and used to establish a relationship between two users, such as an employee and his/her direct manager. A many-to-many relationship is used, for example, when an Object A record needs to be related to multiple Object B records and an Object B record needs to be related to multiple ObjectA records, which is not applicable in the given scenario.

https://trailhead.salesforce.com/es/content/learn/modules/data_modeling/object_relationships

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/relationships_among_objects.htm#:~:text=In%20addition,%20the%20master

37
Q

A developer is unable to delete a custom field as it is being referenced by a component in Salesforce. Which of the following components might reference the field that is preventing the deletion?

Chose 3 options:

A. Apex class
B. Workflow field update
C. Dynamic SOQL
D. Formula field
E. Email template

A

A. Apex class
B. Workflow field update
D. Formula field

When custom fields are referenced by certain components in Salesforce, they cannot be deleted. In order to delete the custom field, the field reference in the component must be removed first. These components include, but are not limited to, Apex class, Apex trigger, Visualforce page, Visualforce component, workflow rule, field update, criteria-based sharing rule, flow, and jobs.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.deleting_fields.htm&type=5

38
Q

What is true about the DML statement and the SupplierPartNumber__c field, which is configured as an External ID, below?

<pre>List&lt;Asset&gt; assets = new List&lt;Asset&gt;();
List&lt;ShopItem\_\_c&gt; shopItems = ShopFactory.importItems();

for (ShopItem\_\_c i : shopItems) {

Asset a = new Asset();
a.Name = i.Name;
a.SupplierPartNumber\_\_c = i.PartNumber\_\_c;
a.Quantity = i.Quantity\_\_c;
assets.add(a);
}

try {

upsert assets SupplierPartNumber\_\_c;

} catch (Exception e) {

System.debug(e.getMessage());
}
</pre>

Chose 3 options:

A. The SupplierPartNumber__c field may or may not be configured as a unique field.

B. The SupplierPartNumber__c field may be used to reference an ID from an external system.

C. The SupplierPartNumber__c field must be configured as a Text field type.

D. The DML statement skips the operation if the SupplierPartNumber__c value already exists.

E. The DML statement will either insert or update records.

A

A. The SupplierPartNumber__c field may or may not be configured as a unique field.

B. The SupplierPartNumber__c field may be used to reference an ID from an external system.

E. The DML statement will either insert or update records.

The upsert DML statement either updates or inserts a record depending on whether the record exists or not based on the record’s ID. Alternatively, an external ID field, or a standard field that has its ‘idLookup’ attribute is set to true, can be used to determine a record’s state by adding the field name at the end of the upsert statement. External IDs are used to reference an ID from another system.

When using an External ID field in an upsert operation, the Unique attribute of the field can be enabled so that External IDs are unique to each record. If the Unique attribute is not enabled, the context user must have the “View All” object-level permission for the target object or the “View All Data” permission. These permissions allow access to all records for the object and avoid accidentally inserting a duplicate record. It is recommended, however, that External IDs are created with the ‘Unique ID’ setting enabled. Note that when an upsert operation is performed based on an External ID and there are records that have the same External ID field value, the DUPLICATE_EXTERNAL_ID exception will be thrown.

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_dml_section.htm#apex_dml_section

https://help.salesforce.com/s/articleView?id=000325076&language=en_US&mode=1&type=1

39
Q

A developer is trying to determine whether to use a master-detail or lookup relationship between two objects. Which of the following considerations are true?

Chose 3 options:

A. In a master-detail relationship, if the master record is deleted, the detail records will all be deleted.
B. In a master-detail relationship, the master record will be deleted when the only child is deleted.
C. A custom object cannot be on the master side of a relationship with a standard object.
D. Child records in master-detail relationships on custom objects cannot be reparented.
E. Custom objects on the detail side of a master-detail relationship cannot have queues.

A

A. In a master-detail relationship, if the master record is deleted, the detail records will all be deleted.

C. A custom object cannot be on the master side of a relationship with a standard object.

E. Custom objects on the detail side of a master-detail relationship cannot have queues.

In a master-detail relationship, all the detail records will be automatically deleted when their master record is deleted. The master record is not deleted when the only child is deleted.
Child records in master-detail relationships on custom objects can be reparented to different parent records by selecting the ‘Allow Reparenting’ option in the master-detail relationship definition.

Custom objects on the detail side of a master-detail relationship cannot have queues since they require the Owner field. This field is automatically set to the owner of the master record.

Custom objects cannot be on the master side of master-detail relationships if the detail object is a standard object. In other words, standard objects cannot be on the detail side of master-detail relationships if the master object is a custom object.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.relationships_considerations.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.overview_of_custom_object_relationships.htm&type=5

40
Q

A developer has written the following Apex statement to obtain the describe result for an sObject in Salesforce. Which of the following methods can be used to return a map of developer names of the record types associated with the sObject and their metadata information?

A. getRecordTypeInfosByDeveloperName()
B. getRecordTypeInfos()
C. getRecordTypeInfosByName()
D. getRecordTypes()

A

A. getRecordTypeInfosByDeveloperName()

The getRecordTypeInfosByDeveloperName() method of the DescribeSObjectResult class returns a map that matches developer names to their associated record type.

The getRecordTypeInfos() method returns a list of the record types, and the getRecordTypeInfosByName() method returns a map that matches the record labels to their associated record types. A getRecordTypes() method does not exist.

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_sobject_describe.htm

41
Q

What are considerations for deciding between using Data Loader and the Data Import Wizard for loading data into a development environment?

Choose 3 options:

A. If the object is supported by the data import tool
B. If Apex triggers should be run during the import
C. If the data needs to be loaded multiple times
D. The data storage capacity of the org
E. The number of records to be loaded

A

A. If the object is supported by the data import tool

C. If the data needs to be loaded multiple times

E. The number of records to be loaded

Data Loader can load higher data volumes than the Data Import Wizard. While both tools support custom objects, the Data Import Wizard does not support all standard objects, unlike Data Loader. Mappings cannot be saved using the Data Import Wizard, which makes Data Loader suitable for loading data multiple times.

Apex triggers will always run regardless of which tool is used. However, the Data Import Wizard provides an option to prevent workflow rules and processes (as well as record-triggered flows) from firing when records are created or updated. The data storage capacity has no impact on deciding which data import tool is used.

https://help.salesforce.com/s/articleView?id=import_with_data_import_wizard.htm&language=en_US&type=0

https://trailhead.salesforce.com/es/content/learn/projects/import-and-export-with-data-management-tools

42
Q

The Salesforce Administrator of Cosmic Financial Services is required to create a new formula field on the ‘Contract’ object which calculates the expiration date by adding the ‘Contract Term (months)’ to the ‘Customer Signed Date’ field. Both of these are standard fields on the object. Which of the following represents the correct formula for the new field?

A. ADD (CustomerSignedDate, ContractTerm)
B. ADDMONTHS (CustomerSignedDate, ContractTerm)
C. ADDDATE (CustomerSignedDate, ContractTerm)
D. DATEVALUE (CustomerSignedDate + ContractTerm)

A

B. ADDMONTHS (CustomerSignedDate, ContractTerm)

The ‘ADDMONTHS’ formula function can be used in a formula to return the date that is the indicated number of months before or after a specified date. It uses the syntax ADDMONTHS (date,num), in which ‘date’ is the specified date and ‘num’ represents the number of months that need to be added to the date. If the resulting month has fewer days than the start month, then the function returns the last day of the resulting month. Otherwise, the result has the same day component as the specified date.

There are no ADD or ADDDATE functions available for formula fields. The DATEVALUE function is used to return a date value for a date/time or text expression, but it cannot be used to add months to a specified date.

https://developer.salesforce.com/docs/atlas.en-us.usefulFormulaFields.meta/usefulFormulaFields/customize_functions.htm#:~:text=Returns%20the%20date,the%20specified%20date.

https://help.salesforce.com/s/articleView?id=sf.customize_functions.htm&type=5

43
Q

Metadata information about certain custom apps in a Salesforce org is required in order to render them in the user interface of a mobile app. Which of the following can be used by a developer to return the metadata for this requirement?

A. Schema.DescribeTabSetResult[] r = Schema.describeTabs();
B. Schema.DescribeAppResult[] r = Schema.describeApps();
C. Schema.DescribeSObjectResult[] r = Schema.describeSObjects();
D. Schema.DescribeTabResult[] r = Schema.describeTabs();

A

A. Schema.DescribeTabSetResult[] r = Schema.describeTabs();

The describeTabs() can be used to return information about the standard and custom apps available to the running user. The result can be stored in a list of Schema.DescribeTabSetResult.

The DescribeTabResult class is used to contain metadata information of a single tab in a standard or custom app. The describeSObjects method is used to contain metadata information such as field and object properties for one or more specified objects. The describeApps does not exist.

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_class_schema_describetabsetresult.htm#apex_class_schema_describetabsetresult

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_schema.htm

44
Q

A developer needs to perform a quick, one-time load of 100 custom object records into a development environment. The data is in a csv file, and each record contains 5 fields. Which tool is recommended to load the data?

A. Custom Object Import Wizard
B. Data Loader
C. Data API Tools
D. Data Import Wizard

A

D. Data Import Wizard

The Data Import Wizard will allow importing of selected standard objects and all custom objects.
The key decision points in this description are the following:

– ‘One-time’ means there is no need to save the import mappings for repeated use, as Data Loader and more comprehensive tools can do.

– 100 records with 5 fields is low volume.

– Each ‘custom object’ means that Data Import Wizard is capable of importing these records, unlike records for some of the unsupported standard objects.

– In addition, the Data Import Wizard supports processing up to 50,000 records at a time.

If more than 50,000 records need to be processed in a single transaction, then Data Loader can be used. Using other tools is not necessary since the Data Import Wizard can meet the current requirement. A ‘Custom Object Import Wizard’ tool does not exist.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.import_with_data_import_wizard.htm&type=5

https://trailhead.salesforce.com/es/content/learn/projects/import-and-export-with-data-management-tools

45
Q

Which of the following are capabilities of schema builder?

A. Importing schema definitions
B. Creating lookup and master-detail relationships
C. Exporting schema definition
D. Deleting a custom object
E. Creating a custom object

A

B. Creating lookup and master-detail relationships
D. Deleting a custom object
E. Creating a custom object

Using schema builder, objects and relationships can be defined. Custom objects can be created and deleted. It cannot be used to export or import schema definition.

https://trailhead.salesforce.com/data_modeling/schema_builder

46
Q

The design of a new application has been completed, and its data model is ready to be created in Salesforce. There are several custom objects, custom fields, and relationships between the custom objects that need to be created. Other configurations such as page layouts or field-level security settings are not required at this stage. Which of the following should be performed to complete the task efficiently?

A. Use Schema Builder to create custom objects and fields and Object Manager to build relationships.
B. Use Object Manager to create custom objects, fields, and relationships.
C. Use Schema Builder to create custom objects, fields, and relationships.
D. Use Object Manager to create custom objects and fields and Schema Builder to build relationships.

A

C. Use Schema Builder to create custom objects, fields, and relationships.

Schema Builder and Object Manager are both capable of creating custom objects, custom fields, and relationships. However, using Schema Builder is more efficient in quickly building custom objects and fields since the actions are all performed on a single page and do not require page reloads or switching views like Object Manager.

Unlike Object Manager, Schema Builder has limitations such as being unable to add newly created fields to page layouts, configure field-level security settings, create Geolocation custom fields, and others.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.schema_builder.htm&type=5

https://trailhead.salesforce.com/es/content/learn/modules/data_modeling/schema_builder

https://help.salesforce.com/s/articleView?id=sf.schema_builder_elements_fields.htm&type=5

47
Q

To ensure that Order records in Salesforce comply with a policy of Cosmic Sporting Goods, a Salesforce consultant needs to display the conversion rate for an order’s currency on the order detail page. Which formula function can be utilized for this use case?

A. CURRENCY
B. COMVERSIONRATE
C. CURRENCYRATE
D. CURRENTRATE

A

C. CURRENCYRATE

The CURRENCYRATE formula function can be used in a formula field to return the conversion rate to the corporate currency for the given currency ISO code. For this requirement, the ‘CurrencyIsoCode’ field on the Order object can be used to return the currency conversion rate. However, since it is a picklist field, its value would need to be converted into regular text using the TEXT function.

<em>There are no CURRENCY, CONVERSIONRATE, or CURRENTRATE formula functions.</em>

https://developer.salesforce.com/docs/atlas.en-us.usefulFormulaFields.meta/usefulFormulaFields/customize_functions.htm#:~:text=Returns%20the%20conversion,1.0.

https://help.salesforce.com/s/articleView?id=sf.customize_functions_currencyrate.htm&type=5

48
Q

There is a requirement to display the total expected revenue of opportunities associated with an Account record. How can this be achieved?

A. Create a roll-up summary field on the Account object using the SUM roll-up type on the Opportunity
B. Create a trigger on the Opportunity object to populate a custom field on the Account object
C. Create a roll-up summary field on the Opportunity object and display it on the Account page layout
D. Create a record-triggered flow on the Opportunity object to populate a custom field on the Account object

A

A. Create a roll-up summary field on the Account object using the SUM roll-up type on the Opportunity

A roll-up summary field can be defined on the Account object to roll up field values of the opportunities related to an account. Roll-up summary fields can be used to sum up field values from child records, count the number of child records, or determine the minimum or maximum value of a field in child records. In addition, roll-up summary fields support filters that can be used to only include records that meet specified criteria.

A roll-up summary field cannot be created on the Opportunity object that is based on the Account object. Although an Apex trigger or flow can meet the requirement, it is not necessary as a simple roll-up summary field can be used.

https://trailhead.salesforce.com/es/content/learn/modules/point_click_business_logic/roll_up_summary_fields

49
Q

Steadfast Insurance Inc. uses a ‘Claim’ custom object to track insurance claims for its team members. When a team member creates a Claim record, an approval process is started, which is used by the insurance manager to approve or reject the claim. In order to assist the manager, the Claim record should display the current value of the team member’s claim limit. ‘Claim Limit’ is a custom field on the User object. What is the recommended solution to meet the requirement?

A. Use Flow Builder to copy the team member’s claim limit onto the claim record
B. Use Process Builder to populate the user limit field when the claim is created
C. Use a cross-object formula to display the user’s limit on the claim record
D. Use a trigger to populate the user limit field when the claim is created

A

C. Use a cross-object formula to display the user’s limit on the claim record

Technically, all the options can be used to meet the requirement. However, using a cross-object formula is recommended as it is the most straightforward solution to achieve what is required. Cross-object formulas can reference fields on related records. In this case, the claim limit can be made available to the claim record by creating a cross-object formula through Claim > Owner (User) > Claim Limit.

A flow or process is not necessary since explicitly ‘copying’ a field value from another record is not required in this case. An Apex trigger would not be required as a declarative option is available.

https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_cross_object.htm&type=5