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Salesforce associate > Platform App Builder > Flashcards

Platform App Builder Flashcards

1
Q

Components are modular building blocks.

A

You can use components to build other solutions, such as apps and Bolt solutions—no coding required. Components allow you to add functionality without having to develop it on your own.

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2
Q

Web components are user interface elements.

A

To understand web components, it helps to understand the Lightning Experience user interface. In Lightning Experience, everything on a page—buttons, tabs, and so on—is a Lightning web component. To augment or customize a page, you add web components to the page.

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3
Q

Which solution types are all available on AppExchange?

A

Apps, components, and flow templates

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4
Q

What is true about all AppExchange solutions?

A

They help you solve challenges faster than creating solutions from scratch.

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5
Q

True or false: You can filter search results by solution type and Salesforce edition.

A

True

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6
Q

What influences personalized recommendations?

A

The solutions currently installed in your org

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7
Q

Which solution type can you use to customize a web page?

A

Bolt Solution

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8
Q

Which solution type can you use to automate business processes?

A

Flow Template

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9
Q

Your flow belongs in a utility bar when:

A

Users need access to it from anywhere in your app

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10
Q

When you add a flow to an app’s utility bar, it’s available:

A

On every page in that app.

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11
Q

To add a flow to a utility bar:

A

In Setup, open a Lightning app in the App Manager

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12
Q

Which Experience Builder page types support the Flow component?

A

All Experience Builder Pages

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13
Q

Which of the following is appropriate to distribute as a flow in a site instead of in your Salesforce org?

A

An interest form for your school’s new MBA course. A survey to collect feedback on new products. A registration form for your company’s conference

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14
Q

Which of the following can you create safely in a production organization?

A

Dashboards

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15
Q

How does using the ALM process help development go faster?

A

The process helps things go smoother by not breaking things

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16
Q

What is a change set?

A

A build of metadata changes, possibly unrelated, to be deployed at the same time.

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17
Q

How does tracking metadata changes in a release help you avoid problems when you migrate the release change set to a new environment?

A

Some metadata components might not be available in Metadata API, so they have to be migrated manually

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18
Q

How does using org development help the team at Zephyrus with their change-management challenges?

A

Changes between team members can be merged in a controlled manner.

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19
Q

What is true about both org development and change set development?

A

You can have release artifacts that contain changed and new metadata components

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20
Q

When using the package development model, which metadata changes do you need to track manually?

A

Changes to components not yet supported by source tracking

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21
Q

What is a key benefit of a scratch org?

A

You can share it’s definition file with others

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22
Q

Why is it important to track changes made during development?

A

To identify what should go in a change set

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23
Q

What makes a developer sandbox a good choice for development over other types of sandboxes?

A

It allows developers to keep release changes isolated

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24
Q

When is it necessary to clone a change set?

A

To modify its contents after it has been uploaded to a target org

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25
Q

Which step must Calvin perform to transfer a change set from one sandbox to another?

A

Authorizing a connection in the sandbox accepting the change set.

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26
Q

Why does Calvin validate a change set?

A

To perform a change set deployment dry run

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27
Q

What is a common reason for the failure of deployment of a change set?

A

A dependent component has not been included in the change set

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28
Q

The org development model:

A

Externalizes changes in a source control repository to keep environments in sync.

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29
Q

What is one benefit of using a source control system with the org development model?

A

It allows developers to work on the same set of files at the same time

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30
Q

Once a project is underway, what important step must a developer do before making changes?

A

Deploy any changes from the repository into their developer sandbox

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31
Q

After a developer makes a change in a sandbox org, what step is required to share it with others?

A

Retrieve the changes from their sandbox to the project in the source repository

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32
Q

What is a manifest file (package.xml)?

A

An AML file that lists the metadata components to deploy to (or retrieve from) an org

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33
Q

What is a benefit of using the ‘project deploy validate’ command?

A

It sets up a quick deploy to your production org, which minimizes disruption to users. Also it verifies the results of tests that would be executed in a deployment without actually committing any changes to the org.

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34
Q

What is the source of truth for package development?

A

Version control system

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35
Q

What are the advantages of package development?

A

Ability to build development orgs directly form source. Also Agile release models allow more frequent, independent release

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36
Q

What’s included in a package?

A

A group of code and customizations you want to release together

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37
Q

Scratch orgs provide:

A

A dedicated and disposable Salesforce environment for a developer and their project

38
Q

What is the role of sandboxes in the package development model?

A

You use sandboxes for user acceptance testing and as a staging environment. Also it’s where you test your package during continuous delivery testing.

39
Q

How does the Salesforce CLI increase your productivity?

A

You can create scripts for repetitive tasks, for build automation, or to run tests.

40
Q

The Salesforce DX project:

A

Contains your source and Salesforce DX configuration files

41
Q

How do we facilitate change tracking?

A

We transform large source files into smaller files, which provide more project flexibility and reduce merge conflicts. Also we keep track of both changes you make locally as well as any in your scratch org.

42
Q

Use scratch orgs in the development process to:

A

Perform declarative (point-and-click) development and other tasks directly in an org.

43
Q

How do scratch orgs support testing and continuous integration?

A

You can spin up a new scratch org specifically for testing and CI

44
Q

Use sandboxes for continuous delivery and user acceptance testing to:

A

Test the same process you’ll use to deploy and release to the production org.

45
Q

What use cases are ideal for shifting to a modular package-based approach?

A

You’re developing a distinct application. Also you want multiple development teams to work independently and deploy changes on their own release cycles.

46
Q

In what scenario do you need to be careful when creating projects?

A

When projects share metadata components

47
Q

The marketing manager at Universal Containers is sending communication emails out to customers and wants to track the open rates over the next few weeks. They are only sending a small number of emails. What should the app builder recommend to meet these requirements?

A

Download an app from AppExchange to extend functionality

48
Q

A sales manager from Universal Containers wants to assign leads that come in from its website to queues. What standard process can the app builder recommend?

A

Create a lead assignment rule that sorts leads into queues

49
Q

Senior sales manager need to be able to manage account records but cannot be given the Modify All Data permission. How can the app builder meet this requirement while applying the least privilege possible?

A

Create a customer permission set with the appropriate access and assign the permission set to the senior Managers.

Profiles give the base access and permission sets can extend that access.

50
Q

Universal Containers has a small team of individuals across multiple job functions that audit Salesforce records. The team needs to audit accounts who have reached the end of the contract date. Users have different access to the Accounts object. How can the app builder address this business need?

A

Create a criteria-based sharing rule and share records with a group of auditors.

A sharing rule can never be stricter than your org-wide default settings. It simply allows for greater access for a particular group of users. A criterial-based sharing rule can filter the records that meet the specific criteria and share the record information to a particular group of users.

51
Q

A customs object has a private sharing setting that grants access using hierarchies. The specialist role reports to a manager role which reports to a director role. The director role is at the top of the role hierarchy. A user who is in the manager role creates a new record. Which users can see this record?

A

The record owner and the directors in their hierarchy.

52
Q

How many assignment rules can be active on Case?

A

For each rule type, only one rule can be in effect at any time.

53
Q

What is the maximum number of components a dashboard can have?

A

Up to 20 Components

54
Q

What are the two type of sharing rules?

A

Owner Based and Criteria Based

55
Q

Finance wants the salary field to only be visible to select employees. How can this be achieved?

A

Set the field-level security

56
Q

What two permissions are needed to create custom reports that all users can view?

A

Manage Public Reports, Create and Customize Reports.

57
Q

What access is needed for Managers to edit cases for subordinates and view all cases?

A

Create standard role hierarchies and set organization-wide sharing defaults to public read/only.

58
Q

Which two ways can an App Builder grant object-level access to users?

A

Profiles and Permission Sets

59
Q

What should you study to learn appropriate solutions for restricting and extending access to objects, records, and field access?

A

Controlling Access Using Hierarchies

60
Q

The Sales team wants to fill out the key fields on an account. They would also like to ensure the fields are easily accessible in the mobile app. Which standard Lightning component can the App Builder recommend?

A

Highlights Panel

The Highlights Panel component displays key record fields and the fields that appear in the highlights panel come from the compact layout assigned to the object.

61
Q

An App Builder at Universal Containers is creating a new Lightning app for the sales team. What considerations should the App Builder take to ensure the navigation menu is efficient?

A

Limit the number of tabs selected for the navigation menu to a small number.

Users can’t remove tabs, only add. If the development team adds 20 items for the app, then users can only add 30 more items.

62
Q

An app builder has downloaded a custom Lightning Component. Where should the app builder go to add the custom component to a page layout?

A

Lightning App Builder

63
Q

What are the two types of Quick Actions?

A

Object-specific quick actions and Global quick actions

64
Q

What are the three types of pages you can build with Lightning App Builder?

A
  1. Record 2. Home 3. App
65
Q

What picklist fields used in the lead process are not available for record types?

A

Case Status and Lead Status

66
Q

An App Builder for Universal Containers wants to change a field type that is currently used as an external ID. What field type can the field be changed to without potentially losing data?

A

Text
Choosing a data type other than Text, Number, or Email causes the field to no longer act as an external ID.

67
Q

The App Builder at Universal Containers is creating a new tool to track bugs with cases. Since there can be many bugs associated with a case and many cases can be associated with a bug, what can the App Builder do to meet this business requirement?

A

Create a junction object and establish many-to-many relationships between Case and a custom Bug object.

68
Q

Universal Containers is importing 1,000 records into Salesforce. The team wants to avoid creating duplicate records during the import. How can these requirements be met?

A

Include a column in the import file that has either record names, Salesforce ids, or external ids that can be used to match records.
: These are required fields in the import file

69
Q

Maximum number of records that an App Builder can import at a time with Data Import Wizard

A

50,000

70
Q

What are the types of lookup relationships available for external objects?

A
  1. Lookup Relationships 2. External Lookup Relationship 3. Indirect Lookup Relationship
71
Q

What can an App Builder create with Schema Builder?

A

Custom Objects, Lookup Relationships, Master-detail Relationships, All Custom Fields except Geolocation

72
Q

What are two capabilities of Schema Builder?

A
  1. Modify Custom fields help text on standard objects
  2. Create lookup or master-detail object relationships
73
Q

What happens to a junction object record when either associated master record is deleted?

A

The record is deleted and placed in the recycle bin.

74
Q

A sales representative at Universal Containers is the delegated approver for their manager’s approval requests. The sales representative wants to be able to respond to approval requests through email. What permission do they need to meet this requirement?

A

The user needs API Enabled permission on their profile or assigned permission set.

75
Q

Universal Containers wants to standardize its business logic to ensure the logic’s order is guaranteed to be the same each time. Which two features can an App Builder use top accomplish this?

A

Flow and Lightning Process Builder

76
Q

Universal Containers need to update a field on an Account when an Opportunity Stage is changed to Closed Lost and send an email to management. Which two tools can be used to accomplish this requirement?

A

Process Builder and Flow

77
Q

How can the record type for a converted lead be set based on the user that is converting the lead?

A

Set the default record typed for each Profile for Account, Contact, and Opportunity to the desired record type for converted records.

78
Q

What is the correct order of execution validation rules are processed?

A

Validation rules, Assignment rules, Auto-response rules, Workflow rules (with immediate actions), Escalation rules.

79
Q

What function should an App Builder use to return “today’s” date in a formula field?

A

TODAY()

80
Q

What fields are available when MIN or MAX rollup type is selected?

A

Number, Currency, Percent, Date, Date/Time

81
Q

Which action is not executed after a reevaluated workflow?

A

Time-dependent actions aren’t executed for a reevaluated workflow rule.

82
Q

An App Builder at Universal Containers has completed all development for a new sales app. The release manager confirms the change set is ready and notices a number of apex unit tests are included. What is the best way to reduce deployment time to production?

A

Perform a Quick Deploy and only run specific Apex tests.

83
Q

An App Builder at Universal Containers is working on a project that requires them to work with specific metadata and about 2GB of sample data from production. What sandbox would the App Builder use to meet their requirements?

A

Partial Copy
Partial Copy sandboxes have the data limit of up to 5GB and can be created using specific sandbox templates giving the developer a sandbox with specific metadata and sample data.

84
Q

Universal Containers is preparing for a hackathon session with the development team. An App Builder needs to share a package of components with many sandboxes at once. What package type can the App Builder use to meet this requirement?

A

Unmanaged
Unmanaged packages are typically used to distribute open-source projects to provide developers with the basic building blocks for an application. Once the components are installed, the components can be edited in the organization they are installed in.

85
Q

Which sandbox type is intended to be used for staging and a testing environment?

A

Full Sandbox

86
Q

What is one component that is unavailable in a change set?

A

Account Teams

87
Q

What is a managed package?

A

A managed package is a collection of components that are made available to other organizations through the AppExchange.

88
Q

What is the refresh interval of a Partial Copy Sandbox?

A

5 days

89
Q

For new app development, what deployment plan is best practice for the App Builder to follow?

A

Develop, test, build the release, stage, release

90
Q
A

Salesforce associate (8 decks)

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