DUMP Flashcards
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?
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.
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?
-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
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?
- Enable Feed Tracking on Opportunities.
-Use Process Builder on Opportunities and a Chatter post action.
Properly installing managed packages helps prevent conflicts with customizations made by
customers and partners.
What functionality should be used to set up packages
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
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
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.
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?
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`
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?
-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.
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?
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
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?
-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.
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
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.
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?
-App Exchange
-Apex Code
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?
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
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?
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.
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
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.
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?
. Create a permission set that allows read-only access to the field via Field Level Security
and assign it to the agent.
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?
Master Detail
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?
Custom button, validation rule, record types
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?
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
Which two places can an app builder go to see a list of available Custom Lightning
components in their org
-Lightning App Builder
-Lightning components in Setup
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?
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
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?
Create a custom report type with converted leads as the primary object
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?
Long Text Area
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?
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.
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 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.