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Platform App Builder > DUMP > Flashcards

DUMP Flashcards

1
Q

An app builder is creating a Lightning record page and has added Mobile & Lightning
Actions to the page layout.
What two components could be included on the layout to display the actions?

A

Highlight panel
path

The two components that could be included on the layout to display the actions are the Highlights panel and the Path.

The Highlights panel is a component that shows key information and actions for a record. It can display up to 10 actions from the Mobile & Lightning Actions section of the page layout.

The Path is a component that shows the
stages of a process, such as a sales process or a service process. It can display up to 5
actions from the Mobile & Lightning Actions section of the page layout. The Chatter and
Activities components do not display actions from the Mobile & Lightning Actionssection of
the page layout. They display other types of actions, such as posting, commenting, liking,
logging a call, creating a task, or sending an email.

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2
Q

Duplicate management for Leads has been implemented at Universal Containers but it
seems duplicate leads are still being created. The Org Wide Default (OWD) is set to
“Private” for Leads.
Which two actions help prevent duplicate Leads from being created?

A

-Change the lead Hatching Rule to Block on create

-Change the Lead Duplicate Rule details to Bypass Sharing Rules.

Changing the Lead Matching Rule to ‘Block on create’ will directly prevent
duplicates at the point of lead creation based on defined criteria.

Changing the Lead Duplicate Rule to ‘Bypass Sharing Rules’ allows the system
to compare leads across the entire organization regardless of the user’s access level, which is crucial especially when OWD is set to ‘Private’.References:
Salesforce Help - Duplicate Managemen

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3
Q

Sales Managers want to be automatically notified any time there is a change to an
Opportunity Close Date and want these changes to be tracked on the Opportunity.
Which two configurations should an app builder recommend?

A
  • Enable Feed Tracking on Opportunities.
    -Use Process Builder on Opportunities and a Chatter post action.
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4
Q

Properly installing managed packages helps prevent conflicts with customizations made by
customers and partners.
What functionality should be used to set up packages

A

Namespace

The functionality that should be used to set up packages is namespace. A
namespace is a unique identifier that distinguishes one package from another and prevents
naming conflicts with other packages or customizations. A namespace also allows
developers to expose their code or components for use by other developers through APIs
or web services. A

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5
Q

Cloud Kicks works on an annual subscription model. When a sale rep marks an opportunity
as closed won, a new opportunity should automatically be created for the renewal. The
contracts team works outside of salesforce but also needs to be notified about closed deals
in order to initial the contract process with the customer.
Which automation solution would meet these requirements

A

Record Trigger flow
A record-triggered flow can be used to automate actions when a record is created or
updated. In this case, a record-triggered flow can be configured to create a new opportunity
and send an email to the contracts team when an opportunity is marked as closed won.

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6
Q

At Universal containers, all US Sales reps should be able to view the US Team dashboard,
however, only the US sales directors should be able to see the data in the component and
view its source report. How can an app builder ensure the proper access is granted?

A

Share the dashboard folder with roles and subordinates of the US Sales Director and
share the report folder with the role of US Sales Director

Sharing the dashboard folder with roles and subordinates of the US Sales Director and
sharing the report folder with the role of US Sales Director will ensure that only the US
sales directors can see the data in the component and view its source report, while all US
sales reps can view the US Team dashboard`

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7
Q

Cloud Kicks works on an annual subscription model. When a sales rep marks an
opportunity as closed won, a new opportunity should automatically be created for the
renewal. The contracts team works outside of Salesforce but also needs to be notified
about closed deals in order to initiate the contract process with the customer.
Which automation solution would meet these requirements?

A

-Process Builder

The automation solution that would meet these requirements is Process Builder. Process
Builder is a tool that can create and update records, send email alerts, submit records for
approval, invoke flows, call Apex classes, and post to Chatter based on certain criteria and
actions.

The app builder can use Process Builder to create a process that starts when an
opportunity is marked as closed won, creates a new opportunity record for the renewal with pre-populated fields, and sends an email alert to the contracts team.

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8
Q

DreamMouse Realty has a mentorship program that pairs experienced Realtors with new Realtors. Each experienced Realtor can mentor one or several new Realtors, and each new Realtor is required to work with a single experienced Realtor they report to for a probationary period.

What type of relationship would an app builder set up to meet this specification?

A

Lookup

-Lookup is the type of relationship that would be set up to meet the
specification of pairing experienced Realtors with new Realtors. According to
the Salesforce documentation,

“A lookup relationship creates a loose association between
objects. The lookup field allows users to select a record from another object.” indirect lookup is used for junction objects on different platforms

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9
Q

Cloud Kicks has a sales rep who is stating that their Contact is unavailable for other users
to see within Salesforce.

In which three ways can an app builder troubleshoot this issue?

A

-Confirm whether Default Organization-Wide Sharing Settings provide access to the
Account.

-Review the Contact record and ensure it is linked to an Account

  • Verify the users with the issue have access to the Contact object.

To troubleshoot the issue of a contact being unavailable for other users to see, an app
builder should check the following things:
Confirm whether Default Organization-Wide Sharing Settings provide access to
the Account. This setting determines the baseline level of access that users have
to each other’s records.

Review the Contact record and ensure it is linked to an Account. Contacts that are
not linked to an account are private and only visible to the owner and
administrators.

Verify the users with the issue have access to the Contact object. Users need to
have at least read permission on the Contact object to view contact records.

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10
Q

Universal Containers (UC) has a time-sensitive need for a custom component to be built in
4 weeks; UC developers require additional enablement to complete the work and are
backlogged by several months.
Which option should an app builder suggest to meet this requirement

A

Appexchange

An AppExchange solution is a pre-built application or component that can be installed from the Salesforce AppExchange, which is an online marketplace for Salesforce products.

AppExchange solutions can help you meet your business needs quickly and efficiently,
without requiring much development effort or expertise. You can browse and search for
AppExchange solutions by category, industry, rating, price, and more.

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11
Q

DreamHouse Realty is building a custom Lightning app to track its expanding solar water
collection business. The Lightning app currently contains a custom Lightning record page
with standard components.
From which two resources should an app builder get custom components to bring into the
new Lightning app?

A

-App Exchange
-Apex Code

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12
Q

The app builder at AW Computing has been asked to track the number of times a case has
been reopened.
Which solution should the app builder utilize to help with this request?

A

Scheduled Trigger Flow

A Scheduled Triggered flow can be used to increment a custom field on the Case
object each time the case is reopened, effectively tracking the number of
reopenings.References:
Salesforce Help - Scheduled Flow

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13
Q

Universal Containers wants to create a report to show job applications with or without
resumes.
What considerations should the app builder be aware of when creating the custom report
type?

A

C. A primary object selection is locked once the custom report type has been saved.

: The primary object selection is locked once the custom report type has been
saved. This means that the app builder cannot change the primary object later. The other
options are not true.

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14
Q

Cloud Kicks wants to efficiently Increase the company’s adoption of Salesforce while simultaneously moving away from their reliance on spreadsheets. An app builder is given a spreadsheet everyone is sharing that needs to be added to Salesforce.

The object with
fields needs to be created and the data inserted simultaneously.

Which tool should be used

A

Lightning Object Creator

-Lightning Object Creator is a tool that allows app builders to create an object
with fields and import data from a spreadsheet simultaneously. Import Wizard and Data
Loader are tools for importing data into existing objects, not creating new objects. Schema
Builder is a tool for creating and modifying objects and fields, but not importing data.

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15
Q

A custom field on an account is used to track finance information about a customer. Only
members of the Finance Team have access to this field. However, the business wants to
allow one customer service agent, who is assigned the customer service profile, read-only
access to this field for special circumstances. What is the recommended solution to grant
the customer service agent access to the field?

A

. Create a permission set that allows read-only access to the field via Field Level Security
and assign it to the agent.

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16
Q

Cloud Kicks (CK) wants to simultaneously delete a Supplier’s record and all Supplier
ltem__c records if a
partnership ends with a supplier.
What solution could an app builder use to meet the requirement?

A

Master Detail

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17
Q

The convert button on leads should NOT appear until the lead status picklist is set to a
qualified. What should an app builder suggest to meet these requirements?

A

Custom button, validation rule, record types

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18
Q

The app builder at Northern Trail Outfitters created a report type for opportunities with or
without shipments. The operations team wants to see the account rating Information on the
report.
What should the app builder do to fulfill this request?

A

Use add fields related via lookup with the view set to opportunities

Using ‘Add Fields Related Via Lookup’ in the report type configuration allows
adding fields from the Account object to the Opportunity report, including the
Account Rating.References:
Salesforce Help - Custom Report Type

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19
Q

Which two places can an app builder go to see a list of available Custom Lightning
components in their org

A

-Lightning App Builder
-Lightning components in Setup

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20
Q

Ursa Major Solar wants to provide sales console users with an Incredible experience, with
the most-used components easily accessible at all times.

What solution can enable reps to see and access these components from anywhere within
the app without leaving the pages where the team is working?

A

Utility Bar

The best solution to enable reps to see and access the most-used components from
anywhere within the app without leaving the page they are working on is Utility bar. This is
a footer that can be added to any Lightning app and can contain tools such as history,
notes, or softphone

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21
Q

After universal containers converted qualified leads. Sales reps need to be able to report
on converted leads. How should an app builder support for this requirement?

A

Create a custom report type with converted leads as the primary object

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22
Q

At Ursa Major Solar there is a requirement for a new field called Planet Details on the
Planet object where users can write detailed descriptions that can include pictures and
links.
What field type should the app builder utilize to fulfill this requirement?

A

Long Text Area

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23
Q

Cloud Kicks wants to summarize the number of open Cases related to an Account, as well
as the number of closed Cases to indicate whether customer support utilization is high, medium, or low.

Two number fields have been created: NUM_Open_Cases__c and NUM_Closed_Cases_c
Which two automation solutions would meet these business requirements?

A

Process Builder
Apex

: Process Builder and Apex are two automation solutions that can meet the
business requirements of summarizing the number of open and closed Cases related to an
Account. Process Builder can create a process that updates the custom fields on Account
based on changes in related Cases. Apex can write a trigger that performs the same logic
using code.

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24
Q

An app builder needs a custom solution and is considering using community. Ease of
updates is the primary consideration.
What should the app builder consider?

A

A managed package from AppExchange

: A managed package from AppExchange is a custom solution that is
developed by a third-party provider and can be installed in Salesforce. A managed package
can be easily updated by the provider without affecting the existing functionality or
customizations.

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25
Q

Universal Containers uses a custom picklist field Account Region on the account record.
They want this region to be reflected on all related contact records and stay in sync if the
value of this field changes on the Account.
How should an app builder meet this requirement?

A

Create a formula field on the Contact object > Set the value of the formula to
TEXT(Account.Account_Region__c).

Creating a formula field on the Contact object and setting the value of the formula to
TEXT(Account.Account_Region__c) would reflect the region of the related account on the
contact record and stay in sync if the value changes on the account. This is the most
efficient and maintainable way to meet the requirement.

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26
Q

Cloud Kicks (CK) keeps track of its shoe inventory in Salesforce. When an order’s status is
changed to Activated, the inventory for the ordered shoe is reduced. At that point, a SOAP
web service on the CK website must be called so that the website is updated to display the
correct inventory amount for the shoe.
What should an app builder use to communicate to the CK web service when a shoe’s
inventory has changed?

A

After-Save Record-Triggered flow

To communicate to the CK web service when a shoe’s inventory has changed, an app
builder should use an after-save record-triggered flow. An after-save record-triggered flow
is a type of flow that runs after a record is saved and can perform actions such as updating
related records, sending emails, calling external services, etc. An after-save recordtriggered flow can use an Apex action to invoke a SOAP web service using a WSDL file.

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27
Q

An app builder has a custom component they want to make available on the utility bar, but
the component is unavailable.
How should the component be tagged?

A

. For use on the utility bar.

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28
Q

Ursa Major Solar has a lookup relationship between a custom Galaxy _c object and a
custom Star_c object. An app builder wants to create a roll-up summary field that counts
the total number of Star_c records related to each Galaxy__c record.
How would the current configuration impact the ability to achieve the desired result?

A

The lookup relationship will need to be converted to a master-detail relationship before a
roll-up summary field can be created.

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29
Q

A production org includes custom objects containing confidential Information. A sandbox h
needed that Includes data records, excludes all of the confidential objects, and can be
refreshed weekly the confidential objects, and can be refreshed weekly.
What steps should an App Builder take to meet these requirements?

A
  • Create a Partial Copy Sandbox and use a sandbox template.

The steps that the app builder should take to meet these requirements are creating a
Partial Copy Sandbox and using a sandbox template. A Partial Copy Sandbox can include
data records, exclude confidential objects, and be refreshed weekly. A sandbox template
can specify which objects and data are copied from the production org to the sandbox org.
Option A is incorrect because creating a Full Sandbox and using a sandbox template is not
necessary for this requirement, as Full Sandboxes copy all data and metadata from the
production org and can only be refreshed every 29 days

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30
Q

Cloud Kicks received a new requirement to calculate summaries from child objects of a
standard object. The team would prefer to solve this declaratively.
What are two considerations an app builder should evaluate?

A

-An app builder is unable to change a look up to a master-detail relationship.

-A value is required in all records of the lookup field prior to converting to a master-detail
relationship.

To calculate summaries from child objects of a standard object, an app builder should
evaluate two considerations:
An app builder is unable to change a look up to a master-detail relationship. A
lookup relationship can only be converted to a master-detail relationship if the
lookup field in all records contains a value. If some records have null values, then
the conversion will fail.
A value is required in all records of the lookup field prior to converting to a masterdetail relationship. As mentioned above, a lookup field cannot have any null values
before it can be converted to a master-detail relationship. Users will need to
populate the lookup field with valid values for all records before attempting the
conversion.

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31
Q

The CFO of Cloud Kicks needs to sign off on any major show retail deal that has a discount
of more than 30% before the deal can be closed.
What feature would be used to handle this requirement

A

-Approval Process

Approval Process is the feature that would be used to handle the requirement of signing off
on major show retail deals with more than 30% discount. According to the Salesforce
documentation, “An approval process automates how Salesforce records are approved in
your org.”

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32
Q

universal containers is migrating its sales operations from a legacy system that was used.
opportunities need to be imported with the proper country currency. Which two steps
should an app builder configure to meet these requirements?

A

-Include the currency ISO code in all currency fields in the import file.
- Use Data Loader to import the records.

To import opportunities with the proper country currency, the app builder needs to include
the currency ISO code in all currency fields in the import file, and use Data Loader to import
the records. Data Loader supports importing multiple currencies, while Import Wizard does
not.

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33
Q

Manage at Universal Containers want a quick to create additional accounts to form a
hierarchy from a parent account record. They want to auto-populate five fields based on the
parent to make it easier for users to create the child accounts quickly

A

Custom action on Account

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34
Q

Universal Containers is setting up salesforce for the first time. Management wants the
sales and marketing teams to have different navigation names in the salesforce1 mobile
app. Which option is available to an app builder to satisfy the requirement?

A

Create mobile navigation menus for both the sales and marketing profiles.

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35
Q

A new field has been added to the Applicant object that is part of an unmanaged package.
A recruiter ran the Position with or without Applicants report and noticed that the new field
was missing as an option to add as a column.
How should an app builder troubleshoot this issue?

A

Add the field to the custom report type field layout.

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36
Q

Cloud Kicks has created accustom object called Interests which is joined to Accounts by
way of a junction object called Account Interest.
What is the impact to users attempting to view an Account and the associated Account
Interest records if they are without read access to the Interest object?

A

Users will be unable to view the Account Interest records or the Interest records.

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37
Q

Universal Containers (UC) has large data volumes and is nearing data storage limits. The
planned solution is to archive historical data to reduce data storage in Salesforce; however,
UC would still like to use reports, queries, and lookups on the archived information.
Which two options could meet this requirement

A
  • Big objects
    -External objects
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38
Q

Cloud Kicks wants to display the number of opportunities that are Closed Won with a Close
Date within the last year on the Account detail page.

Which tool should an app builder use to implement this?

A

. Roll-Up Summary Field

A roll-up summary field is a field that calculates values from related records. A roll-up
summary field can be used to display the number of opportunities that are closed won with
a close date within the last year on the account detail page by using a filter criteria on the
field.

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39
Q

Universal Containers uses the Asset object to track products that are installed at customer
locations. A new object, Asset Inventory, has been created to capture details about the
asset.
Which approach should the app builder take to show Asset Inventory as a related list on
Asset?

A

. Create a lookup relationship on Asset Inventory to Asset. Add the Asset Inventory
related list to the Asset page layout.

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40
Q

An app builder installs an unmanaged package in a full copy sandbox that is an exact
match for production, and now they are ready to install it m production. When the app
builder attempts to install the package in production, it fails.
Why did the package fail to install?

A

Apex unit test failures

*According to
the Salesforce documentation, “If your package contains Apex code, all tests must
complete successfully for yourpackage to install.” Incorrect license types, package features
not compatible, and object limits exceeded are not valid reasons for a package installation
failure.

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41
Q

Universal Containers uses a custom picklist called Account_Region__c on the Account
object. The vice president of
sales has asked that the value of this field is visible on Opportunities.
How should an app builder create this solution?

A

Cross-object formula field

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42
Q

Which three options art availably when activating a Lightning page from the Lightning App
Builder?

A

-Assign the page to a combination of apps and profiles
-Make the page the org default.
-. Make the page the default homepage for specific apps.

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43
Q

Universal Containers deployed an app in a large change set from a Developer Sandbox to
a Developer Pro Sandbox used for testing. After testing, changes had to be made to
several of the components in the change set.
How should an app builder move the new changes to the Developer Pro Sandbox?

A

Update the change set and re_display

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44
Q

An app builder has created a new report type but users are unable to select it from the
Report Type list when making a new report for records they own.
What could be causing this issue?

A

The report type is in a status of in Development.

**A report type that is in a status of In Development is not available for users to select when
creating a new report. The app builder needs to change the status to Deployed to make it
visible to users

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45
Q

An app builder is creating a custom object called Testimonial__c and wants toconnect
Testimonial__c records with both the submitter’s
Contact record and Account record. If the Account is deleted, the Testimonial__c should
also be deleted. If the Contact is deleted, but the
Account remains, the Testimonial__c should remain.
How should this be accomplished?

A

B. Create a master-detail relationship from Testimonial__c to Accountand a lookup
relationship from Testimonial__c to Contact.

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46
Q

What should an app builder consider when choosing a template for a new Lightning record
page

A

A Page structure will automatically adapt to the device being used to view the record
page.

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47
Q

What automation tool should an app builder recommend to delete rejected quotes?

A

Flow

A flow is a powerful automation tool that can perform complex logic and data manipulation.
A flow can be used to delete rejected quotes by using a record-triggered flow that runs
when a quote is updated, or by using a scheduled flow that runs at a specified time.

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48
Q

The Recruiting ream at AW Computing captures thejob acceptance and date of hire of a
candidate on the Job Application custom object. Once the candidate accepts the recruiter s
job offer, the date of hire should be entered and not be changed on subsequent cecord
edit.
Which validation formula should the app builder use?

A

. NOT(ISCLANK(Job_Accepted_c)) && ISCHANGED(Hire_Date_c)

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49
Q

Universal Containers has a new custom object for Invoices that includes an Invoice
Number field, Before the Invoice object can be used, invoices will be migrated from an
external system maintaining their current Invoice Number. After the migration, salesforce
will be the system of record and each new Invoice created in Salesforce must have a
unique Invoice Number.
How should the app builder configure the Invoice Number field?

A

Create a Text field and mark it as a unique external ID field.

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50
Q

An app builder at Ursa Major Solar has been working on a new custom app in a sandbox
that has been upgraded to the next major Salesforce version, and their production instance
is still on the current Salesforce version. The development is complete and they are ready
to deploy a change set.
What should the app builder consider when planning the deployment?

A

It will fall if there is a feature only available in the next version.

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51
Q

Universal Containers is adding drone delivery to service offerings, and the developer has
written and tested code prior to deployment to production, and the change set is ready to
go. The deployment window will occur when the developer is on vacation.
What can the app builder do to ensure a smooth deployment to production?

A

Validate the inbound change set

52
Q

The app builder needs to change the data types of new 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 the additional steps in order to retain
existing functionalities?

A

Changing the data type of a field used in an apex class from number to text.

53
Q

The finance manager at Universal Containers wants to receive a new business notification
email each time a new client is won. The sales manager wants to receive a task letting
them know to onboard the new client unless it is a top-tier client.
Which automation tool should an app builder use to best address all these requests

A

. Record-triggered flow

54
Q

Universal containers wants to ensure that they are accepting clean data from their users
and verify that important fields are entered. What should an app builder recommend to
meet this requirement?

A

Configure a validation to require a field for a specific record type

55
Q

An app builder at Cloud Kicks has been working on changes to a custom Shoe Sales app
in a sandbox and is ready to deploy their changes to production with a change set. Part of
the work included updates to a permission set.
What should the app builder take into consideration when deploying the change set to
production?

A

The deployed permission set will manage with the existing permission set.

56
Q

Universal Containers wants to display the real-time stock price for each Account on the
Account record page.
How should an app builder implement this request?

A

. Create a Lightning Web Component.
The best way to implement this request is to create a Lightning Web Component that can
fetch the real-time stock price from an external API and display it on the Account record
page. Installing a solution from the AppExchange may not be feasible as it may not match
the exact requirements or may have additional costs

57
Q

Which formula should an app builder use to select the contact’s preferred name for email
communications?

A

IF(NOT(BLANKVALUE(Nickname__c)), Nickname__c, FirstName)

58
Q

Northern Trail Outfitters uses a custom object to track travel requests. Rangers want to
have automatic posts on a record whenever a travel request has been approved.
Which feature should be used to accomplish this?

A

. Feed tracking

59
Q

Universal Containers has deployed custom tabs to Production via changes sets, without
including the profile settings or permission sets.
What is the settings for the visibility of custom tabs?

A

Custom tabs are default off for all users.

60
Q

Accounts at Universal Containers are currently readable by all users but editable only by
their owners. Management wants to designate some Accounts as VIP Accounts. Only
Account owners should have read access to these VIP accounts.
Which two actions should an app builder take to meet the requirements?

A

Implement a sharing rule
Change organization-wide defaults

61
Q

An app builder wants to add the option to ‘Send New Email’ from Leads, Contacts and
Accounts for users on mobile.
What is the benefit of using global actions to accomplish this?

A

Global actions can be accessed anywhere actions are pages, feed and Chatter groups

62
Q

Universal Containers uses a custom object called Reviews to capture information
generated by interviewers during the candidate process. The Review records are visible to
any user that has access to the related custom Candidate record. The VP of Human
Resources wants the comment field on the Review to be private to anyone outside of the
MR department
How should the app builder meet this requirement

A

A. Create a page layout with the field and use field-level security to hide the field from all
other users.

Create a page layout with the field and use field-level security to hide the field from all
other users is how the app builder should meet the requirement of making the comment
field on Review private to anyone outside of HR department. Field-level security can control
which profiles can view or edit a field on a record. Create an Apex sharing rule, create a
sharing rule to share the field with VP of HR with Role and Subordinates, and create a
page layout with the field for HR users and another page layout without the field for all
other users are not valid or feasible solutions for this requirement.

63
Q

An app builder has deployed a change set from a sandbox to production. There is a long
delay in the deployment.
What can be causing the delay?

A

. A field type change is included in the change set

64
Q

DreamHouse Realty wants to track how many lifts are being installed into customer
garages. The To Be Installed custom checkbox field on the custom Lift object should be
checked and an external system should be notified via an outbound message the next day
when a lift is sold.
What automation tool should be used to complete this task?

A

Process Builder is the best automation tool to complete this task. Process Builder can
perform actions when a record is created or updated, and it can also schedule actions to
execute at a later time. Process Builder can update a field, send an email, and call an
outbound message as actions.

65
Q

Universal Containers (UC) has a custom Invoice object and a custom Invoice Line Item
object. TTie Invoice Line-Item object has a lookup relationship to the Invoice. UC would like
to convert the lookup relationship to a master-detail relationship but is unable to do so.
Which two reasons could be preventing this relationship conversion?

A

-There are already two master-detail relationships on the Invoice Line Item.
- Invoice Line-Item records exist without having the Invoice lookup field populated.

The two reasons that could be preventing this relationship conversion are that there are
already two master-detail relationships on the Invoice Line Item and that Invoice Line Item
records exist without having the Invoice lookup field populated. A custom object can have
up to two master-detail relationships, so adding another one would exceed the limit. Also, a
master-detail relationship requires that the detail records have a value in the master lookup
field, so any records with a blank Invoice lookup field would prevent the conversion.

66
Q

Cloud Kicks has a shipment date on each shipment that is sent out. Dispatchers need more
details on the day and time the shipment was sent out. The app builder needs to change
the current field type that is used from Date to Date/Time.
What should the app builder be aware of when it comes to data already in the system?

A

-Historical data will be updated to 12:00 timestamp.

Historical data will be updated to 12:00 timestamp when changing a Date field to Date/Time
field. According to the Salesforce documentation, “When you convert a Date field to
Date/Time, Salesforce appends “12:00” to existing data in your records.” The change will
not be instant, but will require some time for processing. T

67
Q

Cloud Kicks wants to display 10 key fields at once in a separate section at the top of
opportunity records on the desktop.
Which component should an app builder add to the record page to enable this
functionality?

A

Highlights Panel

68
Q

The app builder at Cloud Kicks has created a custom object named Delivery__c to track
the details of products shipped to customers.
Which two actions should the app builder take to prevent users in the shipping department
from deleting delivery records?

A

Remove the Delete permission from the Shipper profile.

Use a permission set to remove the Delete permission.

69
Q

An app builder is tasked with adding key performance indicators on client pages. They
want to see a summary of the number of open Opportunities and the number of won
Opportunities for each Account.
Where should the app builder go to build these new rollups?

A

. Account Object

70
Q

Universal Containers has created two custom objects called Seminars and Attendees.
Organization-wide defaults for these objects have been set to Private. Universal Containers

wants to set up a newJunction object between these custom objects. A select group of
users should be able to edit records in the Junction object.
Which two steps should an app builder take to configure the proper security?

A

Set Sharing Settings to Road Only on both Master-Detail relationship fields.

Create an owner-based sharing rule that gives Road action to the junction object.

71
Q

An app builder received a request to extend record access beyond the organization-wide
defaults configured. Which two features satisfy this requirement?

A

-Sharing Rules
-Manual sharing rules

72
Q

What are the limitations of Schema Builder when creating a custom object?

A

-B. Fields and relationships can be created, but they will be unable to add the fields to the
page layout from the canvas.

**Schema Builder allows users to create custom objects, fields, and
relationships using a drag-and-drop interface. However, one of the limitations of Schema
Builder is that fields and relationships can be created, but they will be unable to add the
fields to the page layout from the canvas. Users will need to go to the Lightning Object
Manager or Setup to edit the page layout and add the fields.

73
Q

Cloud Kicks Is redefining its entire business process to convert the Manager Notes field
from a long text area files. The goal is to encourage managers to be more concise In their
comments and stay at 255characters or less. There is preexisting information In the
Manager Notes field that often is well beyond the character limit.
What would happen to any existing information if the app builder tries to convert a
preexisting long text area field to text area’

A

. Preexisting information will remain even if it was over 255 characters.

74
Q

Ursa Major Solar wants to see the Type field from the parent object Galaxy listed on the
child recordStar. The app builder is receiving an error stating “Picklist values are only
supported in certain functions”.
What formula should an app builder use to achieve the desired result?

A

C. TEXT(Galaxy_r.Type_c)

TEXT() is a formula function that converts a picklist value to text. This can be used to
display the Type field from the parent object Galaxy on the child record Star. ISPICKVAL()
is used to check if a picklist value is equal to a specified value. VALUE() is used to convert
text that represents a number to a number. FIND() is used to locate one text string within
another text string.

75
Q

Cloud Kicks (CK) increased its Salesforce development efforts so that it now has multiple
custom development efforts happening in parallel. CK’s developers and admins perform
the custom (rations and have complained that working in one sandbox has led to many
problems. They requested a solution in which they can work in at least 20 different
sandboxes at once, that all start with the same base configuration and data.
What should an app builder use to solve the problem?

A
  • Partial copy sandboxes

Partial Copy Sandboxes are ideal for testing and development purposes as they
include a subset of production data and can be refreshed more frequently than Full
Copy sandboxes.References:
Salesforce Help - Types of Sandboxes

76
Q

Universal Containers (UC) tracks Account locations in Zip Code, a custom text field with a
validation rule to enforce proper formatting of the US ZIP+4 code for UC’s orders.
What formula should the app builder create on Order to display only the first five digits of
Zip Code from the parent Account?

A

LEFT(Account.Zip_Code_c, 5)

77
Q

An app builder created multiple custom fields, page layouts, and reports in the sandbox
and added them to a change set was deployed to production, the reports were NOT
deployed.

What should the app builder do?

A

Move the reports from the Unfiled Public Reports folder and add them to a new change
set

78
Q

DreamHouseRealty (DR) is expanding into subsidized housing by partnering with local
government entitles. DR uses Sales Cloud and has enabled field history tracking on the
Opportunity object. Due to increased Information requirements, the App Dev team is
changing Text Area (Long) fields to Rich Text fields to allow for up to 1,000 characters and
better descriptions.
Which two considerations should be made by the team?

A
  • Data loss may occur when changing custom field types.

-Field History Tracking records value changes of 255 characters or less.

79
Q

DreamHouse Realty (DR) has a policy that requires the phone number on Contact to be
deleted when the DoNotCall checkbox is checked.
What automation tool should the app builder recommend?

A

Workflow rule

80
Q

What option is available to an App Builder when defining an object-specific Create Record
custom action?

A

-Pre-Defining field values on the target object
-Specifying the fields and layout of the action

81
Q

Universal Containers (UC) has several large customers that sell their products through
dealers. UC identifies and works with a single individual at each customer and at each
dealer. Separate bills are sent to each customer and each dealer. These details need to be
stored in a format that clearly displays the business entities and their appropriate
representatives.
How should an app builder Implement these regalements?

A

Create both customer and dealer as accounts, add each rep as a contact on the
corresponding account and create an account hierarchy.

82
Q

Universal Containers is piloting new features in an existing sandbox and wants to prevent
outbound email sends during testing.
What should the app builder do to meet the requirement?

A

Email deliverability set to no access.

83
Q

How should an app builder configure access to a contact’s Twitter profile for Salesforce
mobile app users?

A

Add the Twitter component to mobile view Lightning pages.

84
Q

Universal Containers has a private sharing model for Accounts and Opportunities and uses
Territory Management to grant access to records.
* Sales rep A manually shares an opportunity record with sales rep B.

  • Sales rep B has access to the Account even though the Account Is NOT In sales rep B’s
    territory.
  • Sales rep C CANNOT see either record.
    Based on the information given, why can sales rep B see the Account related to the
    Opportunity?
A

Sales rep B has implicit access to the Account because of the manual
sharing of the Opportunity. Implicit sharing grants access to parent records when a user
has access to a child record. Sales rep B was not added to the Account team, sharing set
is not applicable for private sharing model, and Account was not manually shared.

85
Q

An app builder wants to create a custom Sync button on Account that will call a Lightning
Web Component that connects with an external system. This action should only be
available If the custom Status field is set to Ready to Sync.
What should an app builder use to add this functionality to an Account record page?

A

Dynamic action

86
Q

Universal Containers has two types of applicants, hourly and salary. There are separate
record types for each. While all members of the human resource department need to be
able to view all applicant records, only the hiring Manager and VP of HR should be able to
create salary applicant records.
What should the app builder recommend to meet this requirement?

A

Create a permission set containing the salary record type and assign it to the
appropriate users.

87
Q

universal containers has several large customers that sell their products through dealers.
Each customer and dealer have an individual rep who works directly with uc and each is
billed separately. How can an app builder implement these requirements?

A

Create both customer and dealer as accounts, create account teams on each account and associate the dealer records with the parent account.

88
Q

An app builder wants to create a new field using Schema Builder.
Who will get access to the new field by default

A

All profiles

89
Q

Ursa Major Solar’s service department gets requests for several types of services, such as
installation, repair, and maintenance. Service managers need to be able to tell when maintenance was last done on on asset to help determine If they are meeting contract agreements, but the last maintenance date can be difficult to determine when there are
many work orders related to the asset.

They think it would be helpful to have a field autopopulated on the Asset record when a maintenance work order gets closed.

What tool should an app builder recommend to help meet this requirement?

A

Flow

A flow is an application that automates a business process by collecting data and
performing operations in your org or an external system. Flows can also manipulate data in
your org by creating, updating, deleting, or submitting records for approval. You can use
flows to update fields on related records when a certain event occurs, such as closing a
work order. In this case, a flow can be used to update the last maintenance date field on
the Asset record when a maintenance work order gets closed.

90
Q

An app builder wants to create a formula field on an Account to include data from related
Contacts but is unable to find the relationship in the formula editor.
What is a limitation of formulas that could be causing the issue?

A

C. Formula field limit reached on the Account object.

Formulas cannot reference child records, only parent records. This is a
limitation of formulas that could be causing the issue. To include data from related child
records, the app builder could use roll-up summary fields or Apex triggers

91
Q

An app Builder creates an Account validation rule on the Industry field that will throw an
error if the length of the field is longer than 6 characters. Another App Builder creates a
workflow rule with a field update that sets the Industry field to Technology whenever the
Billing City field is set to San Francisco. What will happen the next time a sales person
saves an Account with a Billing City of San Francisco?

A

The record will not save and the validation rule’s error messagewill be displayed

The record will not save and the validation rule’s error message will be displayed because
the field update will violate the validation rule. The validation rule will prevent the record
from being saved if the Industry field is longer than 6 characters, and Technology is 10
characters long.

92
Q

An app builder has modified a Lightning record page for a case and has added an email
button item to the page layout; however, users are unable to see the new item on the
layout.
What are two potential reasons why users are unable to view the item on the Case
Lightning record page?

A

-The page layout includes the case feed component.
-The email button contains JavaScript.

The email button item will not be visible on the Lightning record page if the page layout
includes the case feed component or if the email button contains JavaScript. The case feed
component replaces the standard buttons on the page layout with actions in the feed. The
email button item will not work if it contains JavaScript because JavaScript buttons are not
supported in Lightning Experience.

93
Q

Cloud Kicks wants to make sure that users without the Marketing role are unable to update
the Contact Retail Opt In picklist field to Yes.
What validation rule would an app builder use to prevent other users from making this
update?

A

AND( $UserRole.Name != ‘Marketing’,ISCHANGED(Retail_Opt_In__c),
ISPICKVAL(Retail_0pt_In_c,”Yes”) )

94
Q

Ursa Major Solar (UMS) uses a public sharing model for accounts. UMS would like to move
to a more restrictive sharing model but wants the Sales team to continue to have access to
all account records with the sales record type.
Which two actions should an app builder complete to implement this change?

A

-Update the organization-wide defaults
-Create a criteria-based sharing rule.

Update the organization-wide defaults and create a criteria based sharing rule are two
actions that an app builder should complete to implement the change of moving to a more
restrictive sharing model while allowing the Sales team to access all account records with
the sales record type. Updating the organization-wide defaults can set the baseline level of
access for accounts, and creating a criteria based sharing rule can grant additional access
based on record type. Updating the Sales profile and creating an owner-based sharing rule
are not necessary or sufficient actions for this change.

95
Q

An app builder at Universal Containers has been asked to add the Chatter feed to a custom
object record page.
Which approach should the app builder use?

A

-Add the standard chatter feed

Add the standard Chatter feed component is how an app builder can add the Chatter feed
to a custom object record page. According to the Salesforce documentation, “The Chatter
Feed component displays updates about records in your org.” Add the standard related list
component, add a custom Chatter feed component, and add the Chatter feed component
from the AppExchange are not valid or necessary options.

96
Q

The developer at Universal Containers wants to test code in a sandbox environment. In
order to ensure the code works properly, the sandbox needs to have at least half a
gigabyte of data. The sandbox will need to be refreshed after each three-day sprint.
What type of sandbox should the App Builder provision to the developer?

A

Partial Data

The app builder should provision a Partial Data sandbox to the developer. A
Partial Data sandbox can have up to 5 GB of data, which meets the requirement of having
at least half a gigabyte of data. A Partial Data sandbox can also be refreshed every 5 days,
which meets the requirement of refreshing after each three-day sprint

97
Q

Universal Containers wants to track installation information once it container has been
purchased on a custom object. Sales reps should have visibility of all the installation with
their opportunities.
visibility of all the installations associated with their opportunities.
What kind of relationship should this new object have to the Opportunity?

A

Look up

The new object should have a lookup relationship to the Opportunity object.
A lookup relationship creates a link between two objects and allows related records to be
viewed in a related list. This can be used to track installation information for each
opportunity and give sales reps visibility of all the installations associated with their
opportunities.

98
Q

Universal Containers created a custom object called Component to capture details about
products sold.
What approach should an app builder take to show Component as a related list on
Product

A

Create a lookup relationship on Component to Product. Add the Component related list
to the Product page layout.

99
Q

The marketing director is concerned that too many car parts were given away for free last
year.
Which functionality should be used to ensure all free parts receive the marketing directors’
sign-off?

A

Approval Process

An Approval Process is the appropriate functionality to ensure all free parts receive
the marketing director’s sign-off. It allows for setting up a process for record

100
Q

Universal Containers wants to match Opportunity data from Salesforce to the records in a
financial database.
What is required to configure an indirect lookup relationship in Salesforce between the
Salesforce Opportunity records and those in a financial database?

A

-External ID
An indirect lookup relationship is a custom relationship between two objects that are linked
by an external ID field. The external ID field must be a custom field on the parent object
that has the “External ID” attribute enabled. T

101
Q

An app builder at DreamHouse Realty created a custom object which has fields containing
data from two different objects via related lookups.
What is needed to create “with” or “without* reports on the new custom object?

A

. Custom Report Type

102
Q

Universal Containers wants sales reps to get permission from their managers before
deleting Opportunities,
What can be used to meet these requirements?

A

-2 Step approval process

: The feature that can be used to meet these requirements is two-step
approval process. An approval process defines the steps and criteria for approving records.
A two-step approval process requires two levels of approval before a record can be
deleted. The app builder can configure an approval process for opportunities that requires
sales reps to submit their delete requests for approval from their managers.

103
Q

Universal Containers conduct evaluations of their sales reps using a custom object
consisting of numerical scores and executive comments. The company wants to ensure
that only the sales reps, and their manager’s executive can view the rep’s evaluation record
but the reps should not be able to view the executive comment field on their review. How
can these requirement be met?

A

Use a private sharing model granting record access using hierarchy; manage field
access with field-level security

104
Q

An App Builder at UVC would like to prevent users from creating new records on an
Account related list by overriding standard buttons. Which two should the App Builder
consider before overriding standard buttons

A

Standard buttons can be overridden with a Visualforce page

Standard buttons that are not available for overrides can still be hidden on page layouts

105
Q

Cloud Kicks (CK) wants to set up a custom child object to track gift cards issued to a
customer. A key requirement is to track the total number of gift cards opened and gift cards
issued on an Account. CK wants to permanently ensure the gift cards are unable to be
moved across any other Account once it is created.
On the gift card object, what type of field should be created to support this requirement?

A

-Master Detail Relationship

The app builder should create a master-detail relationship field on the gift card object to
support the requirement. A master-detail relationship field creates a parent-child
relationship between two objects, where the master record controls certain behaviors of the
detail record. In this case, the Account object would be the master and the gift card object
would be the detail. By creating a master-detail relationship field, the app builder can meet
these requirements:
Track the total number of gift cards opened and gift cards issued on an Account:
This can be done by creating roll-up summary fields on the Account object that
count or sum up the values from the gift card records related to each account.
Permanently ensure the gift cards are unable to be moved across any other
Account once it is created: This can be done by making the master-detail
relationship field required on the gift card object, which means that every gift card
record must be associated with an account record and cannot be changed once
set.

106
Q

Cloud Kicks wants to set up a new opportunity approval process and execute various
action items based on the initial submission.
Which three action types should an app builder use in the approval process?

A

-Email Alert
-Task
-Invocable Flow

Email alert, task, and invocable flow are three action types that can be used
in an approval process. Email alert can send an email message to one or more recipients.
Task can assign a task to a user or queue. Invocable flow can launch a flow that performs
complex logic and actions

107
Q

Northern Trail Outfitters has two custom objects that are part of a master-detail
relationship.
What determines the ownership and sharing access of the detail record?

A

The Owner field on the Master record.

108
Q

Ursa Major Solar wants to convert the relationship between Galaxy and Star from a lookup
relationship to a master-detail relationship so each Galaxy record can be equipped with a
roll-up summary count of Star records.
Which two considerations should be made

A

-The Star records are all required to have an existing value in their Galaxy field.
-The Galaxy object has fewer than two existing master-detail relationships.

109
Q

Universal Containers uses a custom object called Projects. When managers assign
projects they set a custom field on the project called Estimated Hours. Once set, users
should be able to decrease but not increase the value
How can an app builder meet this requirement?

A

Create a validation rule that uses the PRIOR VALUE function.

Create a validation rule that uses the PRIORVALUE function is how an app builder can
meet the requirement of preventing users from increasing the value of Estimated Hours
after it is set. According to the Salesforce documentation, “PRIORVALUE returns the
previous value of a field.”

110
Q

The case handling process at Universal Containers includes multiple steps Including
approvals, notifications, and fields updates. To manage and evaluate all of these changes
in a single save operation, an app builder wants to use Process Builder and the Advanced
option to let the process evaluate a record multiple times has been selected.

Which two options should the app builder avoid to prevent recursion?

A

-Invocable processes
- The ISCHANGED function

The two options that the app builder should avoid to prevent recursion are setting a criteria
node to No criteria-just execute the procedure and invocable processes. Setting a criteria
node to No criteria-just execute the procedure means that the process will always execute
the actions regardless of the record values, which can cause recursion if the process
updates the same record that triggered it. Invocable processes are processes that can be
invoked from another process or a flow, which can cause recursion if the invocable process
updates the same record that triggered the parent process or flow. Option A is incorrect
because IF statements are not an option in Process Builder, but rather a function that can
be used in formulas or conditions. Option D is incorrect because the ISCHANGED function
is not an option in Process Builder, but rather a function that can be used in formulas or
conditions to check if a field value has changed.

111
Q

Universal Containers would like to embed a chart of all related Opportunities, by stage, on
the Account detail page. Which type of report should the App Builder create to add to the
Account page layout?

A

A summary report on the Opportunity objec

112
Q

The appraisal team at DreamHouse Realty wants to leverage Salesforce mobile app.
What are three things an app builder should do to optimize mobile experience?

A

-Use Global Actions to make it easy to perform vital functionality on mobile.

-Minimize the amount of formula fields and lookup fields to reduce page load time.

-Put the most important fields in the compact layout so they are easy to find.

113
Q

Which opportunity standard field is available to be configured directly?

A

Stage
-Lead Source
-Type

The opportunity standard fields that are available to be configured directly are Stage, Lead
Source, and Type. These fields can be modified by editing their picklist values, adding or
removing values, or changing their default values. Option A is incorrect because Forecast
Category is not a standard field on the opportunity object, but rather a system field that is
automatically derived from the Stage field.

114
Q

An App Builder has been asked to integrate Salesforce with an external web service. The
web service must be notified every time an Opportunity is Won. Which two can satisfy this
requirement

A

-Use a workflow rule and an outbound message

-Use a process and Apex Code

115
Q

At Universal Containers, the Account object has a Master-Detail relationship with an
Invoice custom object. The App Builder would like to change to a lookup field, but is not
able to do so. What could be causing this?

A

The Account record includes Invoice roll-up summary fields.

116
Q

An app builder has created a change set and deployed a report from their development
sandbox for User Acceptance Testing. When the app builder runs the report, no data is
returned.
What can be a reason for this?

A

Data is unable to be deployed with change sets.

Data is unable to be deployed with change sets. Change sets are used to
deploy metadata components such as custom objects, fields, workflows, reports, etc. from
one Salesforce org to another. However, change sets do not include any data or records
from the source org. Users will need to use other tools such as Data Loader or Data Import
Wizard to migrate data between orgs.

117
Q

Universal Containers (UC) maintains information for over 2 million assets in an external
system. UC needs to access these assets in real-time data in Salesforce and is nearing the
data storage limits.
What feature could an app builder recommend UC use

A

-Salesforce Connect

The app builder should recommend UC use Salesforce Connect to access the assets in
real-time data in Salesforce. Salesforce Connect is a feature that allows users to view,
search, and modify data that is stored outside Salesforce, such as in an external
system. Salesforce Connect uses external objects and external data sources to integrate
data from various sources without copying or synchronizing it2. This can help UC access
their assets in real-time without consuming data storage limits in Salesforce. Option A, C,
and D are not features that can meet this requirement.

118
Q

An app builder at Cloud Kicks created accustom object and related fields in the schema
builder.

What next steps should the app build take to ensure users can access the new object and
fields?

A

Add the fields to the page layout on the object.

119
Q

Containers have the Account object’s Organization-Wide Default set to Private. The
marketing team owns Accounts; however, they also need to be able to see the sales
team’s Accounts. Both the sales and marketing teams are in completely different branches
of the rote hierarchy.
What feature should be used to enable marketing to see sales-owned accounts.

A

Sharing Rules

120
Q

DreamHouse Realty (DR) has many properties for sale and wants to identify the highest
value of all Offer__c records on each Property__c record.
What solution should the app builder use to meet DreamHouse Realty’s needs

A

-Master Detail Child object

The solution that the app builder should use to meet DreamHouse Realty’s needs is
Master-Detail Child Object. A master-detail relationship can be used to create a parentchild relationship between two objects, where the child records inherit the sharing and
security settings of their parent record. The app builder can create a roll-up summary field
on the parent object to calculate the highest value of all child records. Option B is incorrect
because Text Area (Long) is a field type that allows users to enter up to 131,072 characters
on one line, which is not suitable for this requirement.

121
Q

Universal Containers has a custom picklist called Support Level on the Account object.
They would like to show the real-time value of Support Level on all case records.
How should an app builder implement this requirement?

A

-Create a formula field on the Case object using the TEXT function.

122
Q

Universal containers (uc) want to delete data in several fields for 5000 lead records. UC
export the selected record IDs and fields that need to have data deleted in a csv file. Which
two steps should an app builder suggest to meet these requirements?

A

-Select insert null values in settings.

-Use Data Loader to update leads using the CSV file

D
Explanation: The two steps that should be suggested to meet these requirements are to
select insert null values in settings and to use Data Loader to update leads using the CSV
file. Selecting insert null values in settings will allow Data Loader to overwrite existing
values with null values. Data Loader is a tool that can import, export, update, or delete
large amounts of data.

123
Q

Managers at Universal Containers want a quick way to create additional accounts to form a
hierarchy from a Parent Account record They want to auto-populate five fields based on the
parent to make it easier for users to create the child accounts quickly.
What should the app builder recommend?

A

-Create a custom action

124
Q

Universal Containers has a customer base where many customers have the same or
similar company names.
Which functionality should be configured to improve an end user`s search experience?

A

Update the account search layouts search results columns displayed.
C. Update the account search filter fields.

125
Q

An app builder wants to update a field on the parent record when a child record connected

via lookup is deleted.
What automation should the app builder use?

A

Apex Code

The app builder should use Apex code to update a field on the parent record when a child
record connected via lookup is deleted. Apex code is a programming language that allows
developers to execute complex logic on the Salesforce platform. Apex code can be
triggered by certain events, such as insert, update, delete, or undelete of records. In this
case, the app builder can write an Apex trigger that runs after a child record is deleted and
updates a field on the parent record accordingly.

126
Q

Cloud Kicks has leads owned by users and queues. The sales manager wants the status to
change to working when a user takes ownership.
What does an app builder need to have in the criteria to ensure the process runs without
error?

A

-NOT(ISBLANK([Lead].OwnerId))

Platform App Builder (4 decks)

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