Logic & Automation Flashcards
Which of the following functions are available when defining a roll-up summary field? Choose 3
A.) COUNT B.) SUM C.) AVG D.) MIN E.) MOD
A.) COUNT
B.) SUM
D.) MIN
The functions available when defining roll-up summary fields are: COUNT, SUM, MIN and MAX
Steadfast Insurance has a custom object named Claim for tracking insurance claim requests. Each claim record is linked to an insurance contract, which contains a field called Claim Limit for storing the maximum amount that can be claimed. An insurance manager needs to check this limit as one of the considerations for approving or rejecting the claim request. What method should be used to provide this information? Choose 1
A.) Use a workflow field update to copy the limit amount to the claim record
B.) Use Flow Builder to copy the limit amount to the claim record
C.) Use a cross-object formula to display the claim limit on the claim record
D.) Use Process Builder to store the claim limit on the claim record
C.) Use a cross-object formula to display the claim limit on the claim record
Although the other options can be used to eventually display the required information on the claim record, using the formula is the most straightforward configuration for meeting the requirement
What can be done to allow a user to recall an approval request submitted by him? Choose 1
A.) Ask a developer to write Apex code that recalls approval requests
B.) Select the “Recall” checkbox on the record for which the approval request should be recalled
C.) Select the “Allow recall” checkbox in the “Recall Settings”
D.) Select the “Allow submitters to recall approval requests” in “Submission Settings”
D.) Select the “Allow submitters to recall approval requests” in “Submission Settings”
The “Allow submitters to recall approval requests” checkbox in the “Submission Settings” of a standard approval process setup wizard can be used to control this behavior
What is true about assigning approval requests to queues? Choose 2
A.) Any queue members can approve or reject an approval request
B.) Approval request emails are sent to the queue email address
C.) A queue can be used as a delegated approver
D.) Approval requests can be assigned to a queue for any object
A.) Any queue members can approve or reject an approval request
B.) Approval request emails are sent to the queue email address
Approval requests can be assigned to objects that support queues. A group or queue cannot be assigned as a delegated approver.
EDG Electronics created two different record types and sales processes for their service and consumer products. Which of the following should the admin configure to define and designate the sales processes for different users? Choose 3
A.) Workflow Rules B.) Validation Rules C.) Picklist Values D.) Profiles E.) Page Layouts
C.) Picklist Values
D.) Profiles
E.) Page Layouts
Validation rules and workflow rules are not configured while defining business processes for different users using record types.
A business process van be assigned to a record type.
Company will use SFDC to collect lead information from different sources. The information collected about a lead will vary greatly depending on if the lead is interested in life insurance or business insurance. Which of the following SFDC features can be configured for this requirement? Choose 1
A.) Record Types
B.) Tab Settings
C.) Visualforce Pages
D.) Custom Objects
A.) Record Types
Company would like to see a red/yellow/green traffic light representation on the Opp detail page based o the value in the “Opp probability” field. What would you use to achieve this? Choose 1
A.) Formula field
B.) Master-Detail Relationship
C.) Image Field
D.) Text Area (Rich) Field
A.) Formula field
An image (stored in documents) can be displayed conditionally using a formula field that users the IMAGE() function.
Which of the following statements are true about defining a roll-up summary field on a master object based on a Date/Time field on the detail object? Choose 1
A.) The field can be defined only if the roll-up type is COUNT
B.) The field can be defined only if the roll-up type is MAX or MIN
C.) Roll-up summary fields cannot be based on a Date/Time field
B.) The field can be defined only if the roll-up type is MAX or MIN
Date/Time fields are available only when MIN or MAX is selected as the roll-up type
Which of these actions cannot be executed within an approval process after a record has received all the necessary approvals? Choose 1
A.) Email Alert
B.) Task
C.) Create a Record
C.) Create a Record
An approval process does not allow creating a record automatically. Each step can have up to 40 actions, 10 of each of the following types: email alert, field update, task, and outbound message.
What is true about delegated approvers? Choose 2
A.) A delegated approver is specified while defining an approval process
B.) A delegated approver is an appointed user with approver permissions
C.) Delegated approvers can reject an approval request
D.) Delegated approvers can reassign approval requests
B.) A delegated approver is an appointed user with approver permissions
C.) Delegated approvers can reject an approval request
An admin has received a requirement to display the total value of opps associated with an account for the current year. How can the requirement be fulfilled declaratively? Choose 1
A.) Use a roll-up summary field and enter the current year in filter criteria
B.) use a roll-up summary field and the CURRENTYEAR() function in filter criteria
C.) Use a roll-up summary field and the THISYEAR() function in filter criteria
D.) use a trigger to calculate the total value
A.) Use a roll-up summary field and enter the current year in filter criteria
Date functions cannot be used in the filter criteria of roll-up summary fields. Since the requirement should e made declaratively, an Apex trigger cannot be used
An object has a URL custom field named LINK, which is automatically populated by an external third-party platform integrated in the org. The URL populated in the field uses “http” and a developer would like to convert it to “https” and preserve the rest of the URL information. Which function can be used in a formula field to achieve this? Choose 1
A.) CHANGE
B.) HYPERLINK
C.) SUBSTITUTE
D.) REPLACE
C.) SUBSTITUTE
the SUBSTITUTE function can be used to replace “http” with “https” in the field URL.
The CHANGE and REPLACE functions do not exist. The HYPERLINK function is used to display a ink by specifying a URL, a link text, and a target attribute.
Matt is an SFDC user who has noticed that he can edit the XYZ Opportunity record even though its submitted for approval. What could be the possible reasons for this? Choose 2
A.) Matt submitted the approval request
B.) Matt is the owner of the opportunity
C.) Matt is the current approver
D.) Matt is a System Admin
C.) Matt is the current approver
D.) Matt is a System Admin
How can an approval request be triggered? Choose 3
A.) Apex code users an approval process B.) A process that includes a "Submit for Approval" action is executed C.) A user clicks a button or link D.) A workflow rule is executed E.) An escalation action
A.) Apex code users an approval process
B.) A process that includes a “Submit for Approval” action is executed
C.) A user clicks a button or link
Opportunity approval requests need to routed to approvers based on the requestor’s region and the opportunity’s account type. How can this be done? Choose 1
A.) Serial Approval Process
B.) Dynamic Approval Process
C.) Matrix Approval Process
D.) Parallel Approval Process
B.) Dynamic Approval Process
Approval processes allow routing to a user specified in any user lookup field on the submitted record. A dynamic approval process is one that uses Apex to populate the value of a user lookup field on the submitted record by referencing a matrix of values recorded in a custom object.
In parallel approval processes, an approval request is sent to multiple users simultaneously. It is configured to require approval from either only one of the approvers, or all of them, before the record is moved to the next step. In serial approval processes, an approval from only a single user is needed.
Company needs to see an Account custom field named “Account Priority” on the Opportunity detail page. What is the best way to achieve this? Choose 1
A.) Create a formula field on the Opportunity object and add to Opportunity Page Layout
B.) Create a formula field on the Account object and add to Opportunity Page Layout
C.) Add the Account field “Account Priority” to Opportunity Page Layout
A.) Create a formula field on the Opportunity object and add to Opportunity Page Layout
This can be achieved by creating a cross-object formula field on the Opportunity object, which would contain “Account.AccountPriority__c”. This is based on the relationship between Account and Opportunity. This field is then added to the Opportunity page layout.
Admin has noticed a large number of Opportunity approval requests being created in the company’s SFDC org. After deeper analysis, he has realized that most of those requests are unnecessary since an opportunity only needs to go through an approval process if the expected revenue is greater than $1 million. What can be done to address this? Choose 1
A.) Create a Workflow Rule with an Email Alert action to notify approvers
B.) use the Big Deal Alert functionality
C.) use a custom approval process created in Apex
D.) Define the entry criteria on the Approval Process
D.) Define the entry criteria on the Approval Process
The entry criteria of an Approval Process can be used to ensure that only certain records enter the approval process, and the “Expected Revenue” field of the Opportunity object could be used in the entry criteria to ensure that the opportunity only goes through the approval process if it is greater than $1 million.
Sam reports to two managers, one in the US and the other in UK. When he submits a request for leave, both managers must approve the request. What features of approval processes can be configured to meet this requirement? Choose 2
A.) Unanimous Approval
B.) Multiple Approvers
C.) Dynamic Approval Routing
A.) Unanimous Approval
B.) Multiple Approvers
The renewals department would like a list of all contracts that were activated more than 365 days ago. A custom Date field named “Contract_Activation_Date__c” has been created to record the contract activation date. How would you create a formula field for the list view filter criteria? Choose 1
A.) Create a formula field with the formula: (TODAY() - Contract_Activation_Date__c) > 365
B.) Create a formula field with the formula: (NOW() - Contract_Activation_Date__c) > 365
C.) Create a formula field with the formula: (Contract_Activation_Date__c - NOW()) > 365
D.) Create a formula field with the formula: (Contract_Activation_Date__c - TODAY()) > 365
A.) Create a formula field with the formula: (TODAY() - Contract_Activation_Date__c) > 365
To calculate a difference in days between two date fields the TODAY() function can be used.
Company wants to capture some additional information while selling to accounts that belong to government authorities. Which of these steps represent the best solution? Choose 2
A.) Create a custom object called “Government Accounts”
B.) Create validation rules for the account fields specific to government accounts
C.) Define a separate account page layout for government accounts
D.) Create a record type to identify government accounts
C.) Define a separate account page layout for government accounts
D.) Create a record type to identify government accounts
Record types allow offering different business processes, picklist values, and page layouts to different users
What is true regarding the capabilities of approval processes in Salesforce? Choose 1
A.) If an approver has selected a delegate, the delegated approver can always reassign any approval requests
B.) Records submitted for approval cannot be edited
C.) There can be no more than five approvers for an approval process
D.) Records can be automatically approved
D.) Records can be automatically approved
Records submitted for approval are locked, but the admin, and optionally, the approver, can edit the record. Delegated approvers cannot reassign requests; they can only approve or reject requests. More than five approvers can be defined per step. Records can be automatically approved based on criteria.
To fulfill a business requirement, a formula field of a child object has been used in a roll-up summary field of a master object. Will the roll-up summary field function correctly? Choose 2
A.) Yes, but only if the value of a formula field does not result in “#Error!”
B.) Yes, if the formula field is not referring to another field in a different object
C.) No, if the formula field references fields derived from leads or contacts
D.) No, if the formula field contains a DATEVALUE, NOW or TODAY function
B.) Yes, if the formula field is not referring to another field in a different object
D.) No, if the formula field contains a DATEVALUE, NOW or TODAY function
Formula fields can be used in roll-up summary fields if they do not contain dynamic functions such as DATEVALUE, TODAY and NOW. They also cannot be used if they contain cross-object field references
Which of the following can be used by an approver to receive an approval request? Choose 3
A.) Salesforce Mobile App Notification B.) Emails C.) Twitter D.) SalesforceA Mobile Notification E.) Chatter Posts
A.) Salesforce Mobile App Notification
B.) Emails
E.) Chatter Posts
Approvers can receive approval requests through Emails, Chatter Posts, or Salesforce Mobile App Notifications
A custom object called “Feedback” has been created to store the feedback received from each customer. There is a requirement to display the average feedback score of each customer on their account record. Which of the following combinations of Salesforce features can be used to meet this requirement? Choose 1
A.) Master-detail relationship, roll-up summary fields, and a formula field
B.) Lookup relationship, roll-up summary fields, and a formula field
C.) Cross-object formula field
D.) Hierarchical relationship and Process Builder
A.) Master-detail relationship, roll-up summary fields, and a formula field