Platform App Builder Flashcards
AW Computing wants to connect Job Applications to Candidates. Only the recruiter and interviewer should have access to the Job Applications, but all employees of AW Computing should see Candidates. What type of relationship should be created between Job Applications and Candidates?
Lookup
Recruiters at AW Computing need to track both the status and stage for job applications. How can an App Builder ensure that the status selected determines the values available for the stage?
Create the status field as a controlling picklist and the stage field as a dependent picklist.
Cloudy Computing purchases lists of Leads from 3 different companies. These Leads are given the ‘Lead Source’ of ‘Purchased List’. Cloudy Computing needs to work out which company provides the highest quality Leads and need to identify which company a Lead was purchased from. To do this, you have been asked to create a new field ‘Lead Seller’. This field should only be available when the ‘Lead Source’ is ‘Purchased List’. As the Administrator, what do you need to do to set this up?
Create a Dependent Picklist with ‘Purchased List’ as the controlling field and ‘Lead Seller’ as the dependent field
What function can be used to ensure a Text field matches a specified format before being able to be saved?
REGEX
Cloudy Computing would like to know the number of Applications associated with a Job in Salesforce. Job is the master in a Master-Detail Relationship with Applications. Which Roll-Up Summary type should be used to get this number?
Cloudy Computing should use “COUNT” as this produces the total number of related records – in our example, the total number of related Application records.
https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5
What is a Roll-Up Summary field?
A Roll-Up Summary field is a field that aggregates child record information into the parent record
What is the character limit for a Formula field?
3900
What is the correct syntax to display the first name from global variable User in a Formula field?
The correct syntax for User First Name is:
“$User.FirstName”
Cloudy Computing stores order information in an external system. They would like to be able to view order information in Salesforce with the external objects as the parent. What type of relationship would support this?
External Lookup Relationship
Which 3 field types support External IDs?
Field types that support External IDs are Text, Email and Number. An External ID contains record IDs from a system other than Salesforce.
An object can have how many Master-Detail Relationships?
2
Cloudy Computing would like to minimize duplicates when importing Person Accounts from a recent event. They would like to update existing Person Accounts, as well as adding new ones. Which tool can you use that will help with this?
The “Data Import Wizard” offers us additional functionality to minimize duplicates when importing data. When using the Data Import Wizard, a Person Account can be matched by Name, Email and Salesforce ID to identify and prevent duplicates.
Cloudy Computing would like to report on historical Opportunity data, comparing current metrics with metrics at a specific point in time in previous quarters or years. What feature of Salesforce could support this?
Reporting Snapshots.
Reporting Snapshots allow you to take a picture of a set of Salesforce records and freeze the data on them for future reference. The most common use case is Opportunity Pipeline Change over time.
Name 2 facts about Chatter security.
1.) Files attached to a post will have the same visibility of the post itself.
2.) If you attach a file to a post on the Home tab, Chatter tab, or your profile, it is visible to all employees.
Your manager has asked you to create an object with radio buttons that track a rating of 1-5, how could you achieve this?
Create a Visualforce page with Radio Buttons.
The VP of Sales, Charlotte, originally set up the report folder structure for Cloudy Computing’s sales reports. Charlotte created a report folder called ‘US Sales Team Reports’ and has ‘Manage’ access to it. Her subordinate, Steve, now heads up US sales. Steve has created a new subfolder called ‘Midwest Sales Team Reports’. What is TRUE about folder access and Charlotte’s access to this new subfolder?
1.) Subfolders inherit the ‘root’ (parent) folder sharing access.
2.) Charlotte will have access to the new subfolder as she has ‘Manage’ access to the parent folder.
- Folders do not follow Organization-Wide Defaults or the Role Hierarchy for sharing access.
- In this example, Charlotte will have access to the new subfolder because she has access to the ‘root’ (parent) folder. Her access level will be the same as her access to the ‘root’ (parent) folder e.g. she will have ‘Manage’ access to both folders.
Andy’s profile has Read and Edit access to the Job object. The Organization-Wide Default for Job is ‘Public Read Only’. What access will Andy have to Job records?
1.) Andy will be able to view but not edit all Job records not owned by himself.
2.) Andy will be able to view and edit Job records owned by himself.
Andy’s Profile gives him the ability to View and Edit his own Job records.
In addition, the Organization-Wide Default for Job is ‘Public Read Only’ which means that Andy will be able to View other user’s Job records, but NOT edit them.
Name 3 considerations of inline editing for reports.
1.) Fields marked with a pencil can be edited.
2.) Multiple fields and records can be edited at once.
3.) Supported fields include Currency, Picklist and Number.
What is a Bucket Column in Salesforce reporting?
A Bucket Column is an easy way to categorize report records without creating a formula or a custom field.
When you create a Bucket Column, you determine categories (buckets) used to group report values. For example, you might bucket ‘France’, ‘Germany’ and ‘Spain’ into a ‘Europe’ bucket or categorize opportunity likelihood of winning based on ‘Probability %’ as ‘Low’, ‘Medium’ or ‘High’. You can sort, filter, and group by Bucket Columns.
The Recruitment Team uses their own App in Salesforce. Your supervisor has asked you to ensure that the Sales Team cannot see the App, or any of the recruitment specific objects such as Job Application or Interview. How can this be achieved?
1.) Edit the Sales Team profile and remove access to the Recruitment App
2.) Edit the Sales Team profile and ensure it does not have access to recruitment objects including Job Application and Interview
Name 3 industry-specific collections on the AppExchange.
1.) Education
2.) Financial Services
3.) Retail
Name 2 chart types that would be appropriate to compare values, for example, average deal size per Account?
Bar Chart and Column Chart.
The VP of Marketing at Cloudy Computing would like to get a report of Accounts without Contacts, she does not need any data from Contact records. As the Salesforce Administrator, what should you use to support this requirement?
A “Cross Filter” can be used when you need ‘With’ OR ‘’Without’ reporting but do not require data from the child object.
Name 2 facts about global actions.
1.) They can be used to “create” (not update) a record.
2.) They must be added to the Global Publisher layout.
The VP of International Recruitment should have read/write access to Jobs owned by the VP of North American Recruitment and their subordinates. The VP of North American Recruitment does not report to the VP of International Recruitment in the hierarchy. The OWD for Jobs is currently set to Private. How could you achieve this requirement?
Create a sharing rule based on Roles and Subordinates.
The best solution is to create a sharing rule based on Roles – we can easily create a rule that will share Job records owned by the VP of North American Recruitment and their subordinates, with the VP of International Recruitment.
Kim, the VP of Marketing, has full CRED (Create, Read, Edit, Delete) permission for the custom Hotel Bookings object, As the Salesforce Administrator, you have created a new custom field ‘Hotel Rating’ on the Hotel Bookings object. The field level security for ‘Hotel Rating’ is read only for all profiles. What will Kim’s access be to this custom field?
1.) Kim will have edit access to ‘Hotel Rating’ if she has the ‘Edit Read Only Fields’ profile permission.
2.) Kim will have read only access to ‘Hotel Rating’.
Name 3 facts about Restriction Rules.
1.) Restriction Rules are available for Custom Objects.
2.) Restriction Rules are applied to Search.
3.) Restriction Rules are applied to List Views.
If you have a Custom Object as the child in a master-detail relationship, its access defaults to ‘Controlled by Parent’. This means if a user can see the parent record, they can see the child record. Restriction Rules will enable you to selectively share these child records.
Restriction Rules are not available for all objects; They are available for External Objects, Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.
These rules are only applied to certain features such as List Views, Lookups, Related Lists, Reports and Search.
Currently, Accounts are set to ‘Private’ at Cloudy Computing. The Sales Support Team should have Read/Write access to any Accounts owned by the Sales Team. In addition, they should also have Read Only access to related Opportunities and Cases. The Sales Support Team and Sales Team have their own Roles and Profiles. How should this be achieved?
Create “one” (“1”) Role-based Sharing Rule.
When creating sharing rules for Accounts, we can also set the default access for related Opportunities and Cases.
Cloudy Computing would like to visualize the health of their sales pipeline in a chart. The chart should help them visualize the progression of the sales pipeline, displaying the Opportunity Amount and Stage. What dashboard chart would you recommend?
Funnel Chart.
A Funnel chart is designed to visualize sequential data that can be broken into segments such as Opportunity Stages.
Name 2 facts about about Custom Summary Formulas in reports.
1.) Custom Summary Formulas can be used in a report built from a custom report type.
2.) Custom Summary Formulas can reference a Formula field within a report.
Name 2 facts about dynamic dashboards.
1.) A dynamic dashboard must always be manually refreshed.
2.) A dynamic dashboard will show data according to the user’s security settings.
A user would like to be kept up to date with certain records in Salesforce that they do not own. What could the Administrator advise?
1.) Users can use the ‘Follow’ button to receive updates on records they do not own.
2.) Updates will be shown in the user’s feed.
User’s have the option to receive updates on records by clicking the ‘Follow’ button. Updates are displayed on the user’s Feed – not in a specific Chatter Group. Updates include field changes, posts, tasks, and comments.
The Business Development Team at Cloudy Computing would like a quick way to create Leads that come from employee referrals. They won’t have a lot of detail from these referrals, so minimal fields should be visible. This action should be available from the Chatter tab on the mobile and desktop. What solution would you recommend?
Create a “Global Action”.
For this use-case we should create a Global Action. A Global Action can have its layout determined to ensure that we only display minimal, relevant fields, and we can improve efficiency by setting default values where possible.
Since we want the action to be available in the Chatter tab on the mobile and desktop, we need to create a Global Action as these can be placed anywhere that actions are supported. If we created an Object-Specific Action, we can only display this on the relevant object page layouts.
If you plan to create a Sharing Rule that will share records with a group of users that do not share the same Role, what do you need to set up before your Sharing Rule?
Public Group.
TRUE or FALSE, a user with the ‘Modify All Data’ and ‘View All Data’ permissions will be able to edit a field that is read only in field-level security?
False.
Field level security settings override the ‘Modify All Data’ and ‘View All Data’ permissions. If a field is read only in field-level security, users with ‘Modify All Data’ and ‘View All Data’ permissions will not be able to edit the field. The only way a user can edit a read-only field is when they have ‘Edit Read Only Fields’ permission enabled via their Profile or a Permission Set.
Trevor used to be the record owner of United Oil & Gas Corp. He manually shared the record with multiple users. Ownership of United Oil & Gas Corp has now been transferred to Freddie. What will be the status of any manual shares made by Trevor?
Manual shares made by Trevor will be deleted.
When a user transfers ownership of a record, Salesforce deletes any manual shares created by the original owner. There is no option to retain manual shares in the event of record ownership changes.
Which 2 features control object access?
Profiles and Permission Sets.
Profiles and Permission Sets control what a user can do in Salesforce. Roles and Organization-Wide Defaults control what a user can see e.g. records.
As Cloudy Computing adopts Chatter in earnest, they are concerned that they may end up with many Chatter Groups that are inactive. As the Administrator, what could you advise?
1.) ‘Allow Group Archiving’ is enabled by default for new orgs.
2.) When ‘Allow Group Archiving’ is enabled, Chatter Groups will be archived if there is no activity for 90 days.
As the Salesforce Administrator you created a custom field on the Account object called ‘Annual Target’. The field was made read only in the field level security for all
profiles. Subsequently, you edited the field and made it (“universally”?) required. What is now TRUE about the field ‘Annual Target’? (Choose 3)
1.) The field will appear on all page layouts and cannot be removed.
2.) The field level security cannot be read only.
3.) The field will be required for all Account record types.
When a field is made universally required it will appear on all page layouts and
cannot be removed. Youwill no longer have the option to make the field read only in the field level security settings or on the page layout. The field will be required tor all record types.
The VP of Sales at Cloudy Computing has requested to display the Account ‘Rating’ field on all Opportunities. As the Salesforce Administrator, how would you fulfill this requirement?
Create a Formula field on the Opportunity object that references the ‘Rating’ field on the Account object.
As ‘Rating’ is a Picklist field, we can use the TEXT function to enable us to use it in our Formula field.
Name 3 facts about Formula fields.
1.) You can’t delete fields referenced in a formula.
2.) Formula fields are not included in Search.
3.) Formulas have a character limit of 3900.
Long Text Area, Encrypted and Description fields may not be used in a formula.
You cannot delete fields if they are referenced in a formula. If you need to delete a field, you must first remove its reference from the formula.
Which 2 values are returned by Validation Rules?
TRUE or FALSE.
A Validation Rule verifies record data meets the criteria you specify before a user can save a record. Validation Rules return a value or TRUE or FALSE. E.g. This record meets the criteria specified and can be saved = TRUE, or this record fails to meet the criteria specified and cannot be saved = FALSE.
