Logic & Automation Flashcards

Question 1

Q

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

Answer

A

A.) COUNT
B.) SUM
D.) MIN

The functions available when defining roll-up summary fields are: COUNT, SUM, MIN and MAX

Question 2

Q

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

Answer

A

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

Question 3

Q

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”

Answer

A

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

Question 4

Q

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

Answer

A

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.

Question 5

Q

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

Answer

A

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.

Question 6

Q

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

Answer

A

A.) Record Types

Question 7

Q

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

Answer

A

A.) Formula field

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

Question 8

Q

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

Answer

A

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

Question 9

Q

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

Answer

A

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.

Question 10

Q

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

Answer

A

B.) A delegated approver is an appointed user with approver permissions
C.) Delegated approvers can reject an approval request

Question 11

Q

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

Answer

A

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

Question 12

Q

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

Answer

A

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.

Question 13

Q

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

Answer

A

C.) Matt is the current approver

D.) Matt is a System Admin

Question 14

Q

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

Answer

A

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

Question 15

Q

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

Answer

A

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.

Question 16

Q

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

Answer

A

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.

Question 17

Q

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

Answer

A

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.

Question 18

Q

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

Answer

A

A.) Unanimous Approval

B.) Multiple Approvers

Question 19

Q

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

Answer

A

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.

Question 20

Q

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

Answer

A

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

Question 21

Q

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

Answer

A

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.

Question 22

Q

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

Answer

A

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

Question 23

Q

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

Answer

A

A.) Salesforce Mobile App Notification
B.) Emails
E.) Chatter Posts

Approvers can receive approval requests through Emails, Chatter Posts, or Salesforce Mobile App Notifications

Question 24

Q

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

Answer

A

A.) Master-detail relationship, roll-up summary fields, and a formula field

Question 25

Q

A developer has created a formula field on the Opportunity Product object to display the discounted amount associated with a product. There is a requirement to display the total discounted amount of the related products on every opportunity. Which of the following statements are true regarding the use of a roll-up summary field for this requirement? Choose 2

A.) A roll-up summary field can be used if the formula only refers to field on the Opportunity Product object
B.) A roll-up summary field can be used if the formula does not contain any functions
C.) A roll-up summary field can be used if the formula does not contain the DATEVALUE, NOW or TODAY functions
D.) It is not possible to use a roll-up summary field

Answer

A

A.) A roll-up summary field can be used if the formula only refers to field on the Opportunity Product object
C.) A roll-up summary field can be used if the formula does not contain the DATEVALUE, NOW or TODAY functions

A roll-up summary field can work with a formula field unless the formula refers to a field on another related object. For ex: if the formula refers to a field on the related Product object, it will not work. The formula field cannot use any dynamic formulas such as DATEVALUE, NOW or TODAY

Question 26

Q

Which of the following combinations of objects is NOT valid for creating roll-up summary fields? Choose 1

A.) Account & opportunity
B.) Account & Contacts
C.) Campaign & Campaign Member
D.) Opportunity & Opportunity Product

Answer

A

B.) Account & Contacts

The contact object is related to the Account object through a standard lookup relationship field.

Question 27

Q

Which data type cannot be used as a return type for formula fields? Choose 1

A.) Date
B.) Checkbox
C.) Currency
D.) Text Area (Long)

Answer

A

D.) Text Area (Long)

Question 28

Q

You can set up additional actions to take place when an approval request is recalled, approved, or rejected at each step. Which of the following is not a valid action? Choose 1

A.) Sending a message to a designated endpoint
B.) Creating a new record in Salesforce
C.) Assigning a task to a specified user
D.) Changing the value of a selected field

Answer

A

B.) Creating a new record in Salesforce

The 4 types are: task, email alert, field update, and outbound message

Question 29

Q

Admin received a requirement to display the number of “Project” records associated with an account on each account record. “Project” is a child object of Account in a master-detail relationship. The admin has decided to create a roll-up summary field. Which roll-up type should be used for the requirement? Choose 1

A.) COUNT
B.) MAX
C.) MIN
D.) SUM

Answer

A

A.) COUNT

SUM is used to aggregate the values of a certain field on the child object. COUNT is used found counting how many child records are associated with the aster record. MIN displays the lowest value from the aggregated field. Lastly, MAX displays the highest value from the aggregated field

Question 30

Q

Only users in the Sales department are permitted to submit contracts for approval. How should the approval process be configured to ensure this? Choose 1

A.) Add all Sales users to the list of allowed initial submitters by selecting the “user” submitter type
B.) Add the Sales group to the list of allowed initial submitters by selecting the “Public Groups” submitter type
C.) Add the contract owner to the list of allowed initial submitters by selecting the “Owner” submitter type
D.) Add the Sales department role to the list of allowed inital submitters by selecting the “Roles and Subordinates” submitter type

Answer

A

D.) Add the Sales department role to the list of allowed initial submitters by selecting the “Roles and Subordinates” submitter type

Although specifying all Sales users or the Sales group as initial submitters would work, the preferable option to limit the submitters to users in a sales role would be to use the role hierarchy. Also, if a user joins the Sales department in the future and a sales role assigned, this will make sure that he or she is permitted to submit contracts for approval automatically

Question 31

Q

Which of the following statements about master picklists are true? Choose 2

A.) Values added to the master picklist must be manually added to selected record types
B.) The master picklist contains possible values for all record types
C.) The master picklist is the list of picklist value for the master record type
D.) Values added to the master picklist are automatically added to each record type

Answer

A

A.) Values added to the master picklist must be manually added to selected record types
B.) The master picklist contains possible values for all record types

Question 32

Q

“Stock Symbol” is a custom field on the Account object. What is the best way to make this field appear on the Contact page layout? Choose 1

A.) lookup relationship field
B.) Roll-up summary field
C.) Formula Field
D.) Parent field

Answer

A

C.) Formula Field

A formula field that uses a cross-object formula allows the insertion of a reference to a merge field from the parent object. In this case, the formula would contain Account.Stock_Symbol__c

Question 33

Q

Company is using SFDC it manage travel requests. The company would like to allow managers to approve travel requests via email. What is true regarding email approval responses? Choose 1

A.) If the request is rejected, the approver must add the rejection comments directly in SFDC
B.) Approvers must have the “API Enabled” system permission
C.) Approval comments cannot be added within the email response
D.) Approvers must click a link in the approval email to respond to the request

Answer

A

B.) Approvers must have the “API Enabled” system permission

In order to allow approvers to respond to approval requests via email, the “API Enabled” user permission should be granted to them.

Question 34

Q

If a user does not have a certain record type assigned in their profile, which of the following is true? Choose 1

A.) The user will not be able to select the record type when creating records
B.) The user will not be able to access records of the record type
C.) The user will not be able to delete records of the record type
D.) The user will not be able to edit records of the record type

Answer

A

A.) The user will not be able to select the record type when creating records

The user will be prompted with an option to select the record type when creating a record. The default record type will be automatically used for the new record.

users can view records of any record type even if the record type is not associated with their profile. The ability to edit and delete records is controlled by object-level permissions.

Question 35

Q

You have a requirement to display the total cost of products on the opportunity record when they are added to an opportunity. “Products Cost” is a custom field on the Product object and is added as a formula field to the Opportunity Product object. How would yo meet this requirement? Choose 1

A.) Create a roll-up summary field on the Opportunity based on the formula field
B.) Create a workflow rule that copies the “Product Cost”to a currency field, and create a roll-up summary field based on the currency field
C.) Ask a developer to create a trigger that calculated the sum of the values of the formula field
D.) Create a process using Process Builder to update a currency field on the Opportunity object based on the “Product Cost” field on the “Opportunity Product” object

Answer

A

B.) Create a workflow rule that copies the “Product Cost”to a currency field, and create a roll-up summary field based on the currency field

Formula fields cannot be used in roll-up summaries if the reference fields on a related object. A workflow rue could copy the value of the product cost formula field, and the roll-up summary can be based on the currency field

Question 36

Q

If step criteria are defined on an approval process, which of the following actions are possible for records that do not meet the criteria? Choose 3

A.) Send an email alert
B.) Approve the record
C.) Reject the record 
D.) Go to the last step
E.) Go to the next step

Answer

A

B.) Approve the record
C.) Reject the record
E.) Go to the next step

Three actions are possible if a record does not meet step criteria: “approve record”, “reject record” and “go to next step”. Go to next step applies only when there is a later step. The next step will only show if the next step has already been created.

Question 37

Q

Which of the following field types can e used in a formula field? Choose 1

A.) Text Area (Long)
B.) Text Field
C.) Description Field
D.) Text (Encrypted) Field

Answer

A

B.) Text Field

Question 38

Q

A workflow has been created to update the Stage field on the Opportunity object. what may be affected in the field update? Choose 3

A.) The Forecast Category value mapped to the Stage field
B.) The Close Date field on the Opportunity object
C.) The Type field on the Opportunity object
D.) The Type value mapped to the Stage field
E.) The Quantity field on the Opportunity object

Answer

A

A.) The Forecast Category value mapped to the Stage field
B.) The Close Date field on the Opportunity object
D.) The Type value mapped to the Stage field

Each picklist value of the Stage field is mapped to Type, Probability, and Forecast Category values that are configured individually. Depending on the stage a record is updated to and how it is configured, these associated values on the opportunity record may change.

These mappings on the Stage field are used in forecasting. ex: when a certain stage is mapped to a forecast category, the amounts of all opportunities belonging to that stage will be included in that forecast category amount.

Question 39

Q

Which considerations should a developer keep in mind when creating a workflow rule? Choose 2

A.) Workflow rules on custom objects can cause errors if the custom object is deleted
B.) Each workflow rule applies to a single object
C.) Field update actions are always executed first
D.) The order in which individual actions and types of actions are executed is guaranteed

Answer

A

B.) Each workflow rule applies to a single object
C.) Field update actions are always executed first

Workflow rules on custom objects are automatically deleted if the custom object is deleted. The order in which individual actions and types of actions are executed is not guaranteed. However, field update actions are executed first, followed by other actions.

Question 40

Q

Company has “Account Priority” and “Contact Priority” fields on the Account and Contact objects respectively. Any change made to the “Account Priority” field should get pushed to the “Contact Priority” field of all associated Contact records. What is the best way to fulfill this requirement? Choose 1

A.) Workflow
B.) Apex Trigger
C.) Validation Rule
D.) Process Builder

Answer

A

D.) Process Builder

Process Builder can be used to update child records when the parent record is modified

Question 41

Q

COmpany has a field named “Sequence Number” on the Account object. A developer is unable to use this field for a workflow field update. What could be the reason? Choose 1

A.) Field is a Text (Encrypted) field
B.) Field is a Formula field
C.) Field is an External ID

Answer

A

B.) Field is a Formula field

Read-only fields like formula or auto-number fields are not available for field updates. Other field types sch as Text (Encrypted) and those marked as “External ID” can be used for field updates

Question 42

Q

Which of the following functions can be used in a validation rule to check that a field has been entered in the Social Security Number format of 999-99-9999 where 9 represents a single digit? Choose 1

A.) FORMAT()
B.) REGEX()
C.) NUMERIC()
D.) SSN()

Answer

A

B.) REGEX()

The Regex function allows a custom field to be compared against a regular expression.

Question 43

Q

Company has a requirement that when a quote is accepted by a customer, other quotes related to the opportunity are deleted, and a draft agreement and follow-up task should be created automatically. What is the best way to achieve this in Salesforce. Choose 1

A.) Create a workflow rule that is triggered by a field update on the quote status with an action that deletes other quotes and created an agreement record and task
B.) Have a developer write an Apex trigger that creates an agreement record and follow-up task automatically based on the quote status and deletes other quotes
C.) Use Process Builder to define a process with an action that invokes a flow to create an agreement record and follow-up task, and delete the necessary quotes
D.) Use Flow Builder to define a record-triggered flow that deletes other quotes related to the opportunity and creates an agreement record and follow up task

Answer

A

D.) Use Flow Builder to define a record-triggered flow that deletes other quotes related to the opportunity and creates an agreement record and follow up task

Question 44

Q

Which of the following are used while designing a flow in the Flow Builder? Choose 3

A.) Elements
B.) Resources
C.) Connectors
D.) Events

Answer

A

A.) Elements
B.) Resources
C.) Connectors

Flow building blocks include elements, connectors, and resources. An element represents an action that can be executed, a connector represents a path, and a resource represents a value that can be referenced throughout the flow

Question 45

Q

Which of the following workflow actions cannot be automated by using Lightning Process Builder? Choose 1

A.) Tasks
B.) Email Alert
C.) Field Update
D.) Outbound message

Answer

A

D.) Outbound message

Process Builder can be utilized to automate all workflow actions except outbound messages

Question 46

Q

The Sales Manager of a company would like to receive a notification email whenever a salesperson creates a new opportunity. What should the admin do to ensure this? Choose 1

A.) Create a Workflow Rule with an “Email Alert” action
B.) Send an email using an Apex Trigger
C.) Create a Workflow Rule with an “Outbound Message” action
D.) Create an Approval Process

Answer

A

A.) Create a Workflow Rule with an “Email Alert” action

Question 47

Q

What is the impact of a currently active flow when a new flow version is being activated? Choose 1

A.) The currently active version will be automatically deleted
B.) The currently active version will be automatically deactivated
C.) The currently active version will run together with the new flow
D.) The currently active version will prevent the new flow from activating

Answer

A

B.) The currently active version will be automatically deactivated

It is allowed to have several different versions of a single flow in Salesforce. However, only one version of a flow can be active at a time. When a new version of a flow is being activated, the current active version will be automatically deactivated.

Question 48

Q

The admin has found an erroneous flow that is active in the company’s SFDC org. She proceeds to delete the flow by first deactivating it. But she’s unable to delete it after deactivation. What could be the reason? Choose 1

A.) Flows cannot be deleted; they can only be deactivated
B.) The flow has multiple versions
C.) There is a paused or waiting interview of the flow
D.) The flow was created by another user

Answer

A

C.) There is a paused or waiting interview of the flow

To delete an active flow version, it needs to be deactivated first. However, if a flow have any paused or waiting interviews, it cannot be deleted until those interviews are finished or deleted. If a flow was created by another user, it should still be possible for the admin to delete it. having multiple versions does not affect whether a flow can be deleted.

Question 49

Q

When using the Process Builder to create a process that starts due to a record change, what must be done after defining the “Process Name” and “API Name”. Choose 1

A.) Choose the object, and specify when to start the process
B.) Choose the output type for the process flow
C.) Choose the object, and specify the fields that need to be updated
D.) Specify the execution order

Answer

A

A.) Choose the object, and specify when to start the process

Question 50

Q

The service department users work orders to manage service jobs. When a job is scheduled and resourced, the status is changed to “Pending Approval” and must be approved by the Service Manager. Which of the following are suitable solutions for meeting this requirement while ensuring consistency? Choose 2

A.) Use Flow Builder to create a flow that submits the work order for approval automatically based on the work order status
B.) Use Process Builder to create a process with an action that submits the work order for approval automatically based on the work order status
C.) Define an entry criteria on the approval process to start it automatically based on the work order status
D.) Define an entry criteria on the work order that checks whether the work order status is “Pending Approval” and request the scheduler to use the “Submit for Approval” button

Answer

A

A.) Use Flow Builder to create a flow that submits the work order for approval automatically based on the work order status
B.) Use Process Builder to create a process with an action that submits the work order for approval automatically based on the work order status

An action can be defined in a process or flow to submit a record for approval automatically. A flow can be triggered automatically when a record is created or updated. It can invoke the “Send for Approval” Action. Similarly, a process created using Process Builder can also submit a record for approval automatically when a record changes via the “Submit for Approval” action.

Question 51

Q

In what order does Salesforce process the following rules? Choose 1

) Assignment rules
) Auto-response rules
) Escalation rules
) Validation rules
) Workflow rules

A.) 1, 2, 3, 4, 5
B.) 1, 2, 3, 5, 4
C.) 2, 1, 4, 5, 3
D.) 4, 1, 2, 5, 3

Answer

A

D.) 4, 1, 2, 5, 3

Question 52

Q

The admin has defined custom objects for projects and work items. A custom field has been created on the Work Item object for storing the number of work hours spent. A custom field has also been created on the Project object to store the total number of work hours spent on all related work items. A lookup relationship field has been defined on the Work Item object to the Project object. When a project is updated, the field that stores that total number of work hours needs to be updated automatically. What should the admin do in order to meet the requirement? Choose 1

A.) Use Process Builder
B.) Use Flow Builder
C.) use an Apex trigger
D.) use a Roll-up Summary field

Answer

A

B.) Use Flow Builder

An autolaunched flow can be created and configured in Flow Builder to run before a project is saved to the database. Auto-launched flow can use a “record-triggered flow” template. The “Get Records”, “Loop” and “Assignment” elements can be used to query and iterate through related work items, add the work hours, and update the field on the project that stores the total number of work hours.

Question 53

Q

Which of the following can be addressed using a flow created using Flow Builder? Choose 3

A.) Creating and deleting records from two unrelated objects
B.) Submitting a record for approval
C.) Getting input from the end user
D.) Invoke a process created using Process Builder
E.) Sending an outbound message without code

Answer

A

A.) Creating and deleting records from two unrelated objects
B.) Submitting a record for approval
C.) Getting input from the end user

A flow can address all of these requirements, except sending an outbound message without code or invoking a process.

Question 54

Q

Sam has written the following validation rule for the custom field named “Count”:

OR(Count_c = 0.MOD (Count_c.2) <> 0)

What should be the error message for this validation rule? Choose 1

A.) Count must be a non-zero odd number
B.) Count must be a non-zero even number
C.) Count cannot be non-zero even number
D.) Count cannot be a non-zero odd number

Answer

A

B.) Count must be a non-zero even number

An error message is displayed when the validation rule criteria evaluate to true. In this case, the validation rule checks whether the “Count” is 0 or an odd number. If either is true, it displays as error.

Question 55

Q

Company uses a custom object for tracking enrollments in a program. It needs to ensure that when a contact is marked as “Inactive”, the enrollment records associated to the contact are deleted from the system. Which of the following would be the recommended tool to achieve this use case? Choose 1

A.) Trigger
B.) Workflow
C.) Flow Builder
D.) Process Builder

Answer

A

C.) Flow Builder

An after-save record-triggered flow can be created in Flow Builder to meet the requirement. After contact is saved, the flow will be launched automatically and delete the related enrollments if the triggering record meets the criteria.

Although an Apex trigger could be developed, it is best practice to resort to a declarative feature when feasible. Process Builder does not have the capability to delete records, although it can be used to invoke a flow that handles the record deletion. A workflow rule cannot be used to delete records

Question 56

Q

A workflow field update has been defined on the Account object. When editing an account record after a workflow rule has run, you notice that the record has validation errors. What could cause this? Choose 1

A.) The field update used an invalid value
B.) The validation rule was changed
C.) The validation rule has invalid syntax
D.) A different field on the Account object was changed, which caused a validation error

Answer

A

A.) The field update used an invalid value

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

Question 57

Q

While creating a flow using Flow Builder, which of the following needs to be defined in order to use the “Create Records” element in the flow? Choose 1

A.) Constant
B.) Record Variable
C.) ID Variable
D.) Screen

Answer

A

B.) Record Variable

“Create Records” is used to create a Salesforce record from a “Record Variable”. Multiple records can also be created. To set the record fields, it is also possible to use separate variables, resources, and literal values.

A Constant or ID Variable is not necessary to create a new record. In fact, it should be ensured that the ID is blank in the record variable.

Question 58

Q

Company uses a custom object to record loan details for customers. As part of the loan agreement, the agreed load rate is stored. The load rate cannot e modified after it is initially saved. What is the best way to meet this requirement. Choose 1

A.) Create a validation rule using the NOT(), ISNEW(), and ISCHANGED() function
B.) Create a validation rule using the ISNEW() function
C.) Set the field to read-only using field-level security
D.) Create a trigger to prevent changes to the laon rate

Answer

A

A.) Create a validation rule using the NOT(), ISNEW(), and ISCHANGED() function

Question 59

Q

An admin has defined a workflow rule with a field update action that should update the “Amount” field on opportunnities whenever a custom field is updated. What could be a possible reason if the “Amount” field on one of the opportunity records is not affected by the field update? Choose 1

A.) A quote has been created for the opportunity
B.) Products have been added to the opportunity
C.) A contract related to the opportunity has been activated
D.) The “Amount” field is always read-only

Answer

A

B.) Products have been added to the opportunity

It is possible to define field updates using the “Amount” field on Opportunity, but it would only apply to those opps that calculated and not affected by that field update. Creating a quote for an opportunity does not have an effect on updating the “Amount” field. A contract is typically with an account or contact but not an opportunity. Activating a contract that is related to the account of an opp does not prevent updating the “Amount” field on the opp using a workflow field update.

Question 60

Q

While defining a validation rule, what an an admin use to ensure that the name of an opp contains the “:” character when it is created or edited? Choose 2

A.) SEARCH() function
B.) INDEX() function
C.) CONTAINS() function
D.) FIND() function

Answer

A

C.) CONTAINS() function
D.) FIND() function

The FIND() function can be used to search for text within a field and return the position of a character. If it is not returned. An example validation rule is :FIND(“:”, Name) = 0. The CONTAINS() function compares two arguments of text and returns TRUE if the first argument contains the second argument.

Question 61

Q

One workflow rule has been defined that sets the value of an “Is Active” checkbox field to true when the value of the “Subscription” picklist field is set to “Active”. A second workflow rule has been defined that updates the value of “Subscription” to “Active” when “Is Active” is set to true. The option to “Re-evaluate Workflow Rules After Field Change” is enabled for the field update actions. What happens when the value of the Subcription field is “Pending” and then “Is Active” is set to true by a user? Choose 1

A.) None of the workflow rules would be evaluated
B.) The first workflow rule would be evaluated one more time
C.) The field updates in the workflow rules will not be executed
D.) Both workflow rules would be evaluated once only

Answer

A

B.) The first workflow rule would be evaluated one more time

If “Re-evaluate Workflow Rules After Field Change”is enabled for a field update action, SFDC will re-evaluate the workflow rules on the object when the field update results in a field value change. In this scenario, when the “Is Active” field is set to true, the second workflow rule causes the value of the Subscription field to be changed from “Pending” to “Active”. Since a field value change has occurred, and the re-evaluate setting is enabled on the field update that is related to that workflow rule, the first workflow rule will be evaluated one more time.

Question 62

Q

There is a request to define a process that sends out an email to the org’s SFDC admin when the account phone number is modified. How can the criteria be defined for the process in Lightning Process Builder? Choose 1

A.) [Account].Phone Does Not Equal PRE([Account].Phone)
B.) [Account].Phone Does Not Equal OLD([Account].Phone)
C.)[Account].Phone Is Changed = True
D.) [Account].Phone Is Modified = True

Answer

A

C.)[Account].Phone Is Changed = True

Process Builder allows using an “Is changed” operator to identify whether a field value has changed. All the other options are invalid filter conditions operators.

Question 63

Q

Which of the following validation rules would ensure that the currency code can only be set to USD, EUR, GBP or JPY? Choose 1

A.) INCLUDES (CurrencyIsoCode, “USD”, “EUR”, “GBP”, “JPY”)
B.) CONTAINS (CurrencyIsoCode, “USD”, “EUR”, “GBP”, “JPY”)
C.) (CurrencyIsoCode != “USD”, “EUR”, “GBP”, “JPY”)
D.) CASE (CurrencyIsoCode, “USD”, 1, “EUR”, 1, “GBP”, 1, “JPY” 1,0) = 0

Answer

A

D.) CASE (CurrencyIsoCode, “USD”, 1, “EUR”, 1, “GBP”, 1, “JPY” 1,0) = 0

The CASE function checks an expression against a series of values. If a match is not found, it returns the “else” result, which is 0 in this case.

Question 64

Q

Company tracks commitments for fundraising campaigns using a custom object. there is a requirement that a commitment amount can only be increased but not decreased once saved. What is the most suitable option for this requirement? Choose 1

A.) Use Process Builder to compare the previous and new commitment values
B.) Use a workflow action that runs on the update of the commitment field
C.) use a validation rule using PRIORVALUE() function
D.) Use a validation rule using the PREVIOUSVALUE() function

Answer

A

C.) use a validation rule using PRIORVALUE() function

The PRIORVALUE() function can be used to compare a previous value to the new value. When the error conditions custom validation rule returns true, a custom error message can be displayed, and the record is prevented from being saved.

Answer 65

A

B.) Only the “Transaction Status Rule”will be triggered

If a workflow update action changes the value of a field, all workflow rules on the associated object are re-evaluated if “Re-evaluate Workflow Rules After Field Change” is enabled for the field update. Any workflow rules whose criteria are met as a result of the field update are triggered.

However, in this case, since the checkbox is only selected for the field update associated with the first workflow rule names “Payment Status Rule” when the second workflow rule named “Transaction Status Rule” is triggered due to a field change, the first rule is not triggered as a result of the change.

Moreover, since the value of the “Payment Status” custom field is not manually changed by the user, workflow rules will not be re-evaluated as a result of the field update associated with the first rule. The value of the “Is Active” field will not be set to “True” in this case.

Answer 66

A

C.) Add a final approval action in the approval process to update a field on the contract, and use a validation rule to check this field when the contract status is changed to “Finalized”

A final approval action could be used to set the value of a field on the “Contract” object to indicate that the contract has been approved. A validation rule could reference this field when a contract status is changed and display an error if the contract is not approved.

Answer 67

A

A.) Record Variable

While designing a flow in the Flow Builder, the resource called “Record Variable” is used to store field values for a single SFDC record or a collection of records. The data type of “Record” can be selected while defining the variable.

A Variable is designed for holding a single value of a certain data type, whereas a Collection Variable is for holding multiple values of a single data type. A Record Collection Variable is for storing a set of field values of the same object type.

Answer 68

A

C.) Flow Builder

An after-save record-triggered flow can be created to count the total number of related survey results to an account when a survey result is created, and save the number on the Account field. Then, before-deleted record-triggered flow can be created […] result is deleted.

Answer 69

A

A.) Approval Process
C.) Process Builder
D.) Flow Builder

In this scenario, Process Builder or Flow Builder can be used with an Approval Process for automating the submission of records for approval. Both of them can be triggered automatically when an opportunity is created or updated. Either of the two would be appropriate, depending on preference and other requirements. A process or flow can automatically submit the record for approval based on an exisitng approval process if it has a discount value greater than 30%.

A record cannot be sent for approval using a Workflow Rule. Push Topics are used to broadcast notifications about record changes and cannot initiate an approval process.

Answer 70

A

B.) use a validation rule with the VLOOKUP() function

The VLOOKUP function can search a custom object for a specific value and return another value. the INCLUDES function determines if any value selected in a multi-select picklist field equals a specified text literal, which would not be useful for this requirement.

Answer 71

A

B.) It can hold values that can be changed at any point in the flow
C.) It can hold multiple field values for multiple records

A Variable resource can hold multiple field values, but they must be of the same data type. It is possible to select “Allow multiple values (collection)” to make the resource a collection variable and store a list of values that are compatible with its data type. For example, multiple field values for multiple records can be stored. The values that are stored using a variable can be changed at any point in the flow.

Answer 72

A

A.) Create a time-dependent workflow to send an email to the job owner 24 hours before the job is schedued to begin, and another email to the Service Director 8 hours before if the status is “Unallocated”
D.) Use Process Builder to define multiple scheduled actions that will send emails if the job is still unallocated 24 hours and 8 hours before the scheduled time

A workflow with multiple time-dependent actions can be used to send emails before or after a standard or custo date or date/time field. If the criteria are no longer met then the time-dependent action is removed for the queue, meaning the emails will not be sent.

Process Builder scheduled actions can be used, as long as the process is started when a record is created or edited as this will re-evaluate the criteria and stop any scheduled action if the criteria are no longer met. The scheduled action can be set to hours or days before or after a date or date/time field.

An approval process is not appropriate as the actions are unrelated to approvals, and Flow Builder is not required as this scenario can be achieved using workflow

Answer 73

A

B.) Process Builder

Process Builder can be used to update child records when the parent record is updated by using the “Update Records” action.

It is also possible to meet this requirement by using a record-triggered flow that runs after saving the account record. However, SFDC recommends using flow only if the functionality cannot be achieved by Process Builder or when a requirement is too complex for it.

Workflow rules to no support updating values on child records.

Answer 74

A

A.) Letterhead
B.) Workflow
C.) Email template

An auto-response rule is only run when a case is created. It is used to send an inital response to the customer who created it. For sending a notification when the status of a case changes (for example, when a case is closed), you would have to use a workflow rule.

A letterhead would be required as it can be used to apply a consistent look and branding to the emails sent, including logo and colors. The letterhead can be used in an Email Templates to create branded emails.

Answer 75

A

A.) Time-based workflow actions

Time-dependent workflow actions fire based on time triggers. Time triggers can be defined by specifying days or hours. In this case, a time trigger would need to be created with a value of 15 days after the “Created Date”

Answer 76

A

C.) Process Builder
D.) Flow Builder

Posting to Chatter is only possible declaratively by using Process Builder or Flow Builder. Process Builder can be used to create a process that is invoked automatically when a record changes. It can create a Chatter post automatically. Flow Builder can also be used to create a Chatter post automatically when a record is updated via a record-triggered Flow. It is not possible to post to Chatter from an Approval Process or Workflow Rule

Answer 77

A

A.) Add a condition to the validation rules to check if the user’s profile

A validation rule can access the $Profile global variable, which returns the profile of the current user. This information can be used in a condition that can be added to the validation rules to determine whether the current user is allowed to bypass the validation rule.

Answer 78

A

A.) use Flow Builder to define a flow to iterate through the related inspection records and update the status to “Cancelled”
B.) Use Process Builder to define a process with an action to update related records based on the listing status change

Answer 79

A

A.) Different picklist values can be defined for each record type
B.) Different page layouts can be assigned for each record type

Answer 80

A

A.) Create a process using Process Builder that executes an action type called “Send Survey Invitation” when the value of the custom field changes

A process can be created using Process Builder to execute an action type called “Send Survey Invitation”. This action type can be utilized to automatically email survey invitations to leads, contacts, or users. In this case, the process can be triggered automatically when the value of the custom field changes.

Using a process is a better solution than relying on an outbound message and a third-party system. It is also better to meet this requirement declaratively instead of using an Apex trigger. Although a flow may be used to send a survey after a record change, it is not necessary as Flow Builder should only be used when Process Builder cannot meet the required functionality.

Answer 81

A

B.) Scheduled Path

A part of a record-triggered flow can be run at a dynamically scheduled time after the triggering event occurs by adding a scheduled path to the flow. To meet this requirement, a scheduled path can be added and connected to a “Create Records” element to create a task record seven days after the Created Date of a new account record. An email alert can be sent to the account owner’s manager immediately.

Using Apex is not necessary to schedule the creation of the task record. It is not possible to add a trigger to the flow. Time-dependent actions are available in workflow rules to schedule the execution of field updates, email alerts, task creation, or outbound messaging.

Answer 82

A

A.) Subflow

To meet this requirement, another flow can be created to capture the refund or reschedule request. This second flow can be launched from the first flow using a “Subflow” element. A “Subflow” element is used to launch a flow from another flow. An Apex action is used to invoke Apex code. The “Assignment” element is used to assign values to variables. Lastly, a “Loop” element is used for iterating over items in a collection variable. Although an Apex class or trigger may be used, a declarative approach should be preferred.

Answer 83

A

B.) If a flow is closed during debugging, any DML operations are not rolled back
C.) If a flow uses any input variables, they can be specified during debugging
E.) Displaying debug details always renders a flow in Lightning runtime

The “Debug” button available in the Flow Builder can be clicked in order to debug a flow. It allows specifying any input variables used by the flow and allows the flow to be run as another user if required. During debugging, a flow can be restarted at any point. If it is closed or restarted for any reason, any DML operation or executed Apex code is not rolled back. Debug details are displayed in a panel on the right. Displaying debug details renders a flow in Lightning runtime, even if Lightning runtime isn’t enabled for the org

Answer 84

A

B.) Use Process Builder to create a process with an action that submits the work order for approval automatically based on the work order status
C.) Use a flow to submit the work order for approval automatically based on the work order status

An action can be defined in a process or a flow to submit a record for approval automatically. Although the record can be submitted for approval manually by the scheduler, it would be preferable for the record to be submitted for approval automatically based on the status to make sure a consistent process is followed. The after-save record-triggered flow functions similarly to a record change process.

Answer 85

A

C.) Create one Process using the Process Builder

When designing a solution to meet a requirement, it is best to keep the number of configurations to a minimum for easier maintenance in the long run. Although two workflow rules can be used to achieve the task, it would be more efficient to implement the automation using a single process created in Process Builder. After a process executed a specific action group, the next set of criteria can be evaluated, or the process can stop. This allows for executing multiple action groups that have different criteria.

Actions in one workflow rule will always be executed every time the workflow rule is triggered. So, having two actions in one workflow rule cannot meet the requirement. Two processes are not necessary as only a single process is required to achieve the task.

Answer 86

A

B.) The flow must be autolaunched

A flow that needs to be launched from a process must be “autolaunced”. It must also be activated.

Answer 87

A

A.) Add mike as a Delegated Approver under “Approver Settings” in Susan’s “My Personal Information” user setting

Adding a delegated approver in Approver Settings under the user’s “My Personal Information” section will allow the delegated approver to approve or reject any approval requests on behalf of that user. Workflow and Sharing rules are not capable of allowing users to approve records on behalf of another. Adding a user as a delegated admin is not the optimal solution since it will allow the performance of additional actions that may not be desired.

Answer 88

A

A.) Flow Builder

Flow Builder can be used to create an after-save record-triggered flow that is triggered automatically when a case record is created or updated. It can loop through all the closed cases, update a field on the “Daily Case Log” record of the current day accordingly, and execute an action that sends an email to the org-wide email address.

Process Builder cannot be used to create a process that can update a record of an unrelated object, which is why is should not be used in this case. It is also not capable of looping through records. Similarly, a workflow can only be used to update the record that triggered it or its parent. An assignment rule is used to assign cases or leads to users based on the specified criteria.

Answer 89

A

B.) Process Builder

Process Builder can be used to update any related record. A workflow rule can only be used to update just the record or its parent. A roll-up summary field is used to summarize information about child records on the parent record, which is why it is not relevant in this scenario. A formula field is not suitable in this case since the contact object already has a field that needs to be updated.

Answer 90

A

A.) [Account].Phone Is Changed = True

Process Builder allows using the “Is Changed” operator to identify whether a field value has changed.

Answer 91

A

B.) Validation rules, Assignment rules, Workflow rules

According to the order of execution in SFDC, events are executed as follows: Validation rules, Assignment rules, Auto-response rules, Workflow rules (with immediate actions) & Escalation rules

Answer 92

A

C.) Set element to automatically store all fields

The “Automatically store all fields” option will cause the element to store all fields in the record, which is the appropriate configuration since almost all of the field values from the source record will need to be copied into the new record.

Selecting each field to store in the record variable manually is possible, but it not an efficient option. Manually typing in all the field references nor writing select queries are not options in the “Get Records” element.

Answer 93

A

D.) The scheduled action will still be processed based on the original schedule

When a process is configured to start when a record is created, the associated record is not reevaluated when the record is updated. hence, the scheduled action will still be processed on the original schedule despite the record change.

Answer 94

A

A.) The process can evaluate multiple sets of criteria
B.) The process can stop after actions are executed or continue evaluating the next defined set of criteria

Processes can evaluate multiple sets of criteria and execute actions from more than one, but it can only evaluate the next set of criteria if the action group does not contain scheduled actions.

Answer 95

A

C.) Set the flow to run in system context without sharing

A flow can be configured to run in system context without sharing, which not only ignores object-level permissions and field-level security of the running user, but also org-wide default sharing settings, role hierarchies, sharing rules, manual sharing, teams, and territories.

Although an invocable Apex method can be used, it is not necessary as a declarative solution is available. The “Grant Access Using Hierarchies” option, which is enabled for all objects by default, does not provide access to records owned by users above the current user in the role hierarchy. A configuration to run a Lightning page as a specific user is not available.

Answer 96

A

A.) Flow Builder interface

Flows can be activated (or deactivated) directly via the Activate (or Deactivate) button in the Button Bar section of the Flow Builder interface. Flows can also be activated/deactivated from the flow detail page, but the quickest option to use in the case would be the Activate button provided in the Flow Builder interface.

Answer 97

A

A.) Process Builder

Process Builder can be used to create a record of any object type automatically when a certain record is created or edited. On the contrary, a workflow rule cannot be used for creating a record automatically. An Approval Process is used for automating the approval of records. Apex can be used but whenever feasible, a declarative tool like Process Builder is a better option.

Answer 98

A

A.) The flow can access both SFDC data and external data
C.) The process can respond to events from the external system

An external object can be created in SFDC using SFDC COnnect. The external object would allow accessing data stored in the external order management system. The flow can look up external object data as well as SFDC data. It can also be used to update SFDC data. External objects are supported by event processes, invocable processes, screen flows, and auto-launched flows.

For instance, a process can be created to receive a platform event message. The process can then identify the related external object defined in the org by matching a field in the event message received.

However, note that is a platform event-triggered flow is used in the scenario, a process will not be required anymore. This type of flow can directly respond to the platform event, access External object data, and create/update SFDC records.

Answer 99

A

A.) Approvers specified in the approval process and all delegated approvers

Answer 100

A

A.) Publish
D.) Publish as New

Review and Create are not available Knowledge Actions that can be selected. Only Publish and Publish as new are available as selectable Knowledge Actions.

Answer 101

A

A.) Approval process that requires that approval of opportunity records prior to the “Proposal Submitted” stage

An approval process can be used to require sign-off on opportunity records. When designing an approval process for sign-off, one needs to specify the entry criteria, approval steps, approval actions, and rejection actions. For this particular requirement, the entry criteria should be any stage prior to “Proposal Submitted” and the approval step should send the record for review to the Head of Solutions. A validation rule, workflow rule or Apex cannot be used to define a process that allows the submission of a record for approval or sign-off; it would be necessary to define an approval process.

Answer 102

A

B.) Process Builder
D.) Flow

For this requirement, a process can be created on the “Group” object using Process Builder. The “MemberCount” field on the object can be used to specify the criteria, based on which the process can be triggered. A “Post to Chatter” action can be used to create a Chatter post for the group’s owner, i.e., the service manager. Whenever the “MemberCount” changes, a Chatter post can be created automatically. Alternatively, a record-triggered flow can be used to create a Chatter post when the value of the field changes.

Although workflow rules also support the Group object, it is not possible to create a Chatter post automatically using a workflow rule. If the requirement was to send an automatic email alert to the manager, then it could be utilized. Using a declarative solution should be preferred over creating an Apex trigger to meet this requirement since the latter would require programmatic knowledge. Whenever possible, declarative solutions should be preferred since they are simpler and require less time for customization and maintenance.

Answer 103

A

A.) A flow created in the Flow Builder that uses a “Submit for Approval” core action
B.) A process created in Process Builder that uses a “Submit for Approval” action

Both a process and a flow can automatically submit a record for approval. In Process Builder, the “Expense” object must be selected. The criteria should be set to “Expense status = under review” and the “Submit for Approval” immediate action must be added to run the specific approval process. Meanwhile, using a Record-triggered flow, the trigger should be “A record is updated” and should run after the record is saved. The “Submit for Approval” core action must then be used to run the approval process.

Workflow rules to not have a “Submit for Approval” option. An Apex trigger could be utilized, but in this scenario where a declarative tool will also work, the declarative tool is preferred.

Answer 104

A

D.) Use an automatically generated variable from the “Create Records” action for the Order

The ID of the created record from a “Create Records” action in a LIghtning Flow is automatically stored as an output variable to use in subsequent record actions. In this case, the automatically stored order ID output variable would be used to relate the new order product to the correct order created in the previous Flow action.

Manually assigning a variable in the “Create Order” action is not needed. Copying and pasting order IDs would not be efficient as these IDs are automatically generated. Connecting actions determine the order of how actions are executed in the flow, and field value assignments are not defined by it.

Answer 105

A

A.) The flow interview came from a platform event-triggered flow
C.) The flow belongs to a managed package and is not a template

When a screen flow, record-triggered flow, scheduled-triggered flow, or autolaunched flow with no trigger launches and encounters an error, the failed flow interview is saved in the org. The notification email that contains details of the error includes a link that allows the recipient to access the saved flow interview in Flow Builder and debug the flow more efficiently.

However, a failed flow interview is not saved in all the instances. For example, the flow interview is not saved if any of the following is true: the error came from a platform event-triggered flow, the flow is not active, the flow came from a managed package and is not a template, the error was thrown as a result of an Apex test method, and more. If the flow interview was not saved, then the notification email does not include a link.

A failed flow interview of a screen flow is saved if it is active, for example, regardless of the element that threw an exception. If the status metadata field of a flow is “Draft” or “InvalidDraft”, then its failed flow interviews are not saved.

Answer 106

A

D.) Validation rules fire before workflow rules

Answer 107

A

C.) An approval process with First Response approval should be implemented to send the record to multiple approvers in one step

Parallel approver routing is the ability to send approval requests to multiple approvers in a single step. The approver setting can be set to Unanimous or First Response. In a Unanimous parallel approval process, all approvers must approve a request before it is considered as approved. In First Response, only one of the approvers needs to approve the request.

Answer 108

A

A.) $Flow.CurrentRecord

The $Flow.CurrentRecord system variable can be used to associate an org’s paused interviews with a record. The value of this system variable can be set to a variable that contains an appropriate ID by using the Assignment element at the beginning of the flow.

The $Flow.InterviewGuid system variable is a unique identifier for a flow interview; it cannot be used to associate an interview with a record. Also, there are no system variables named $Flow.RecordContext and $Flow.ActiveRecord

Answer 109

A

A.) Default flows can be configured for each support channel, such as phone and chat
B.) The Actions & Recommendations component can be used to display an ordered list of flows

Loghtning Flows for Service (previously called Lightning Guided Engagement) can be used to guide users using flows. The Actions & Recommendations component can be added to a page in a console app to guide users through a list of flows, including all paused flows. The component can be configuered to display a default list of flows for each support channel. However, Lightning App Builder cannot be used to associate a flow with records so that it opens as a subtab in the console. Process Builder can be used to add a process that associated records with a particular flow using the “Record Action” junction object. It is possible to specify which flows agents should complete first and list with pinned flows. Agents also have the flexibility to add flows based on customer’s needs

Answer 110

A

B.) Screen Component

A screen component called “File Upload” can be added to a flow screen. it allows users to upload files from the flow. The uploaded file can be related to a record in SFDC automatically by specifying the “Related Record ID”

Answer 111

A

B.) Process Builder
C.) Flow Builder

Process Builder and Flow Builder can be used to submit records for approval automatically. A core action called “Submit for Approval” can be used in the Flow Builder to submit records for approval. Process Builder also allows the use of an action called “Submit for Approval”

Answer 112

A

A.) ADDMONTHS(CustomerSignedDate, ContractTerm)

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

Answer 113

A

B.) A sharing rule should be created to provide read/write access for flow interviews to a public group consisting of the users

D.) Users should be allowed to resume shared flow interviews in “Process Automation Settings” in Setup

In order to allow users to resume flow interviews that are not owned by them, an Admin must ensure that the “Let users resume shared flow interviews” checkbox in “Process Automation Settings” is enabled.

For this particular requirement, a flow interview sharing rule can be created to give read/write access for flow interviews owned by support agents to a public group consisting of specific users who have been given the task to resume the flow interviews

The org-wide default setting for the Flow Interview object should be set to “Private” to ensure that not all users of the org are able to resume flow interviews owned by others. Also, there is no setting available for individual flows that allows resuming shared flow interviews

Answer 114

A

A.) To avoid the uncommitted work pending error, the Transaction Control settings can be set to “Always start a new transaction”
C.) If the method contains the “callout=true” attribute, the Transaction Control settings can be set to “Let the flow decide” for successful callouts

[…] “callout=true” attribute is present in the invocable method annottation, the flow can be made aware that the method contains a callout. The flow can then be safely configured to let it decide to run time, which is setting recommended by […] the other hand, configuring the flow to always start a new transaction would also avoid the error since the mothod always be executed in a new transaction regardless of whether it performs a callout.

Configuring the flow to always run the callout in the current transaction would throw the callout exception in this scenario. If the “callout=true” attribute is not added to the invocable method annotation, the flow cannot determine that the method contains a callout. Hence, letting the flow decide for itself would eventually fail in this case.

Answer 115

A

A.) Use a prebuilt flow named “Create a Case” and customize it if required

A prebuilt flow named “Create a Case” can be utilized for thiq requirement. IF necessary, it can be customized based on the requirements and saved as a new flow. It uses elements including Screen, Get Records, Create Records, Decision […] Assignment. An agent can use this flow to capture a customer’s name, find an existing contact, create a new contact details, and create a case.

Although a custom flow can be built, it is easier to use a prebuilt flow that already meets the requirements and customize it if required. There is no prebuilt flow named “Create Cases”. A custom flow that contains elements including Screen, Loop and Update Records would not meet the requirements.

Answer 116

A

A.) Custom Button
B.) Process Builder
C.) An updated or created Record

Flows can be launched through user interaction using a custom button. They can also be autolaunched from a process defined in […] save which increases the efficiency of the flow. It is not possible to launch the Flow from a Workflow or Validation Rule.

Answer 117

A

B.) Build a record-triggered flow and use the $Record_Prior global variable to determine the previous Amount
C.) Create a Formula resource that calculates the percentage of the deducted value and use it in a Decision element

A record-triggered flow is configured to run when a record is created/updated, or updated only, is capable of accessing the previous values of the record that triggered the flow using $Record_Prior global variable. A Formula resource can be created to calculate the percentage of the value that was deducted from the Amount. The Decision element can then be used to submit the approval request is the calculated percentage is more than 10%.

A $Prior_Values global does not exist. The Assignment element is not necessary in the flow based on the specified requirements.

Answer 118

A

B.) Using a LIghtning component in a flow only works for Lightning flow runtime
C.) A screen component can be added to a flow screen to display a custom LIghtning component

The screen component associated with the desired Lightning component can be added to a screen element in a flow in order to use the LIghtning component in the flow. It only works for LIghtning flow runtim. The default header can be removed by deselecting “Show Header” while configuring the flow screen. “My Domain” needs to be set up in order to use Lightning components.

Answer 119

A

B.) Invocable Processes

A process created can be invoked by another process created in the Process Builder. With invocable processes, one has the option of reuse so that time is not spent on repetitive work.

Answer 120

A

A.) CURRENCYRATE

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

There are no CURRENCY, CONVERSIONRATE, or CURRENTRATE formula functions

Answer 121

A

A.) The record in context can be updated
C.) All child records of a related object can be updated
E.) A subset of child records of a related object can be updated

Lightning Process Builder cannot update values of an unrelated record. A flow would be required to achieve this use case. Also, it is not possible to update records of multiple objects using the same action.

Answer 122

A

A.) Each outcome in the element should be configured to execute “only if the record that triggered the flow to run is updated to meet the condition requirements”

When configuring an outcome in the “Decision” element of the flow, the following two options are available for executing the outcome:

1) If the condition requirements are met
2. ) Only if the record that triggered the flow to run is updated to meet the condition requirements

The first option executed the outcome if the condition requirements are met regardless of the previous and new field values. The second option allows executing the outcome only if the record changes from not meeting the condition requirements to meeting them. This option, which is similar to the ISCHANGED function found in Workflow Rules and Process Builder, can be used to execute an outcome only if the value of a field changes. It can be used for this requirement to execute two different outcomes based on whether the value of the “Rating” field changes to Hot or Cold.

There is no $CHANGED resource

Answer 123

A

B.) Edit the screen flow to run in system context with sharing to ignore certain user permissions

Flows can be configured to run in user or system context depending on how the flow is launched, or entirely in system context with sharing mode. Choosing to run the flow in system context with sharing mode causes to bypass certain permissions of the running user such as field-level access. In this setup, the field-level security settings do not need to be changed, and the error thrown by the flow can be avoided if the flow is run in this mode,

In addition, a flow can also be configured to run in system context without sharing, which only ignores object-level and field-level security, but also org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories.

A process build using Process Builder cannot be called directly by a flow. Apex managed sharing is used in the context of records-level access and not field-level access. Upgrading the user license from Customer Community or Customer Community Plus has no impact on the field-level security settings of an object.

Answer 124

A

B.) Enable the rollback mode in the “Debug options” when debugging the flow

in the debug mode, Flow Builder provides an option to run a flow in rollback mode, which is only available for autolaunched flows. In roolback mode, any database changes performed by the flow are automatically rolled back after the flow has finished. These include direct and indirect updates, such as a field value change that occurred on one record due to an Apex trigger that the flow invoked when it saved a field on a certain record.

However, non-DML statements, such as HTTP requests, asynchronous actions, and asynchronous DML statements cannot be rolled back.

Using the “Delete Records” element or writing an Apex method to perform the cleanup is not necessary in this scenario as the rollback mode can accomplish the task.

Answer 125

A

A.) Enable notifications on the mobile app
D.) Allow email approval response

Email approval response can be enabled in Setup to let the sales managers respond to approval requests via email, which can be accessed using a mobile device. Notifications on the mobile app can also be enabled to ensure that they receive in-app notifications for the approval requests.

A quick action on the mobile app can be used to submit approval requests but not respond to them. Enabling approval requests in the Chatter feed would not improve productivity on the go because Chatter cannot be used to respond to approval requests from the mobile app. The “Approvals” navigation item in the app is used to respond to approval requests.

Answer 126

A

B.) An active approval process
C.) Process Builder
E.) SFDC Notifications Settings enabled

Process Builder can automatically trigger an approval process when a record is saved or updated if it meets the specified criteria.

A push notification can be sent to approvers in this situation to notify and request approval. The approval process must exist within SFDC with assigned approvers. The mobile app will only allow those approvers with record access to receive a push notification and approve a request. Notifications need to be enabled in the Notification Settings. An active workflow email notification is not required since this can be created in the approval process. A validation rule is not required in this setup.

Answer 127

A

B.) A record is being updated using a scheduled action in Process Builder
C.) The ownership of multiple records is being changed using the Mass Transfer tool
D.) Campaigns are being associated with each other to build a campaign hierarchy

Although changing the ownership of records individually will fire validation rules, using the Mass Transfer tool will not. When a record is being updated in a scheduled action using Process Builder, validation rules will not fie. However, if the record is updated using an immediate action, validation rules will fire. Note that field updates caused by workflow rules do not cause validation rules to fire. Also campaign hierarchies ignore validation rules.

Validation rules can always be ignored in lead conversions only if the “Require Validation for Converted Leads” in Lead Settings in Setup is disabled.

Answer 128

A

A.) The flow should use a record variable named “recordId” that is available for input

To meet this requirement, a record variable named “recordId” should be create in the flow. This variable should be available for input. The quick action on the Lightning page would automatically pass the record into this record variable. The flow can access the variable to get the required information for sending an email. It is not necessary to add the “Get records” element to the flow to get the warehouse record. An Apex action is also unecessary to meet the requirement. The lightning page does not need to be edited to enable passing the record. That would only be required if the flow was embedded on the Lightning page using LIghtning App Builder.

Answer 129

A

B.) The flow can be made a template and the template can be cloned and customized for other countries

It is possible to turn a flow into a template by navigating to the flow list page in Setup, clicking “Edit” and selecting “Template”. The template can be cloned and customized for other countries based on business requirements.

It is not possible to copy and customize a flow to create other flows. instead of downloading and installing an AppExchange application, it is better to use a native functionality. A flow solution is a configurable pre-built business process with flow templates.

Answer 130

A

C.) Flow Builder

A flow can be created in Flow Builder to subscribe to the platform event. When a platform event is received, the flow can automatically run and performs actions based on data contained in the event message. For example, it can delete a record based on the value of the Id field.

Process Builder can also be used to subscribe to a platform event. However, it is not capable of deleting records by itself. Workflow rules cannot subscribe to platform events. An Apex trigger can also meet the requirement, but using a declarative tool should be preferred since the Admin of the company is the one who needs to build the solution.

Answer 131

A

B.) Only when a record is updated to meet the condition requirements

When choosing the object in a flow that should be triggered when “A record is updated” or “A record is created or updated”, the following two options are available:

1) Every time the record is updated and meets the condition requirements
2) Only when a record is updated to meet the condition requirements

If the first option is selected, the flow is launched every time the triggering record that metes the given criteria is updated. If the second option is selected, the flow is launched only when the triggering record changes from not meeting the given condition requirements to meeting them. To meet the requirement in this case, the second option should be selected because the actions should be performed only when the status of the triggering case record changes to “Working” and not every time a “Working” case record is updated.

The other two options are invalid.

Answer 132

A

D.) Any field except for system fields

Unlike Workflow, Process Builder does not set a list of fields that can be updated while defining an action for cre[…] record. Any fields available on the Task object can be used in the definition of the “Create a Record” action, except for system fields. System fields are read-only field automatically updated such as CreatedById, CreatedDate and LastModifiedDate.

Answer 133

A

B.) Configure a flow that is triggered by an account update that deletes the opportunities and posts to the Chatter group

The meet the above requirement, a record-triggered flow should be configured to fire after an account is updated.

Process Builder is not capable of deleting records. While a process can invoke a flow, this is unnecessary since the flow can be configured to fire on its own after an account update. A workflow rule cannot be used to invoke the flow.

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