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Platform App Builder > Platform App Builder Study Deck > Flashcards

Platform App Builder Study Deck Flashcards

1
Q

What are the different types of AppExchange use cases

A

Generic, Functional and Industry Specific

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2
Q

What are some examples of Generic AppExchange use cases?

A

Document Generation, Data Loaders, Document Signing, Email, GeoLocation

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3
Q

What are some examples of Functional AppExchange use cases?

A

Sales, Marketing, Customer Service, Finance, HR

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4
Q

What are some examples of Industry Specific AppExchange use cases?

A

Healthcare and Life Sciences (Veeva), Real Estate, Education, Non Profit, Financial Services

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5
Q

What are Campaign Statistics?

A

Campaign Statistics include the number of responses, leads and opportunities generated, and the value of the won opportunities.

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6
Q

Is Apex code required to create, delete and update records?

A

No, Process Builder or flow can create, update and delete records.

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7
Q

Is Apex code required to create a job that runs every night?

A

Yes, Apex code and Apex Scheduler would be required to create a job that runs on a scheduled basis.

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8
Q

Is Apex code required to use the Email-to-Case functionality?

A

No, Email-to-Case can be configured using clicks. However, Apex code is required to extend or change the standard behavior.

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9
Q

What kind of accounts are there and how are they used?

A

Business Accounts and Person Accounts. Business Accounts are used for B2B selling and Person Accounts are for B2C.

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10
Q

What is a Person Account?

A

A Person Account is used for B2C situations and is an account made up of one Account and one Contact record. It is not enabled by default. It must be requested and enabled by Salesforce Support.

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11
Q

What are some of the major capabilities of the Lead object?

A

Lead Business Process, Web-to-Lead, Auto Response Rule, Lead Import, Lead Queues, Assignment Rule, Lead Conversion

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12
Q

What are some of the major capabilities of the Lead object?

A

Email-to-Case, Web-to-Case, Case Queues, Assignment Rules, Escalation Rules

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13
Q

How would a customer request for pricing of different product grouping be tracked?

A

Quotes could be added to an opportunity, each with a different combination of related products.

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14
Q

Which type of solution can be downloaded from the AppExchange to connect Salesforce to a third-party system for accepting credit card payments?

A

Flow Solution

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15
Q

Which kind of relationship would be appropriate for a data model in which a record of an object can be related to multiple records of another object and vice-versa?

A

Many-to-many relationship

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16
Q

What kind of object should be used by a company to store data related to properties?

A

Custom object

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17
Q

Which feature can be used for an overview of the data model of a custom application in Salesforce?

A

Schema Builder

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18
Q

Can a text field be converted to a picklist?

A

Yes, if a text field is converted to a standard picklist, values from the text field will be populated into picklist values and data is retained.

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19
Q

Can relationship types be changed?

A

Yes, a master-detail relationship field can be converted to a lookup relationship field and vice versa, but the lookup field must have values in all the records.

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20
Q

Which types of fields cannot be converted (to or from)?

A

Encrypted fields and formula fields cannot be converted to or from.

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21
Q

What is the difference between a lookup and master-detail relationship?

A

Both allow one object to be related to another in a one-to-many relationship, but in a master-detail relationship, the detail record wouldn’t exist without the master. Usually when the master is deleted, the detail records are deleted.

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22
Q

How is a many-to-many relationship created?

A

Using a junction object. This object sits between the two objects in the many-to-many relationship and has two master-detail fields, one for each of the objects to be related.

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23
Q

Which relationship can be used on the User object to associate one user with another?

A

Hierarchical relationship

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24
Q

What is an auto number field?

A

It is a read-only field that includes a specified prefix or suffix and a unique incremental number.

25
Q

What are the different types of Text fields?

A

Text (up to 255), Text Area (up to 255 chars on separate lines), Text Area (Long)(up to 131,072 chars), Text Area (Rich)(up to 131,072 chars can contain rich formatting)

26
Q

What are the different types of picklists?

A

Standard, multi-select and dependent

27
Q

How does a Text(Encrypted) field work?

A

Up to 175 chars can be encrypted, but they are displayed as masked if a user doesn’t have the required system permission to view.

28
Q

What is an external ID?

A

An external ID is a field that contains a unique identified from a system outside of Salesforce.

29
Q

What are the main capabilities of Schema Builder?

A

View existing objects and relationships; create, edit and delete custom objects, fields and field permisisons.

30
Q

What type of fields are not able to be built through Schema Builder?

A

Geolocation, indirect/external lookups and encrypted fields

31
Q

What are Elements?

A

Elements are new objects or fields that can be created through Schema Builder.

32
Q

What are some limitations of external objects?

A

External objects cannot be used in workflows, approval processes, formulas, roll-up summary fields, validation rules, etc.

33
Q

What types of relationships are supported by external objects?

A

Lookup, external lookup, and indirect lookup relationships

34
Q

What needs to be setup to connect to a third-party database and use external objects?

A

External Data Source

35
Q

What differentiates Data Import Wizard from Data Loader?

A

Data Import Wizard record limit is 50,000 records, only works for certain objects, allows choosing to trigger workflow, doesn’t allow saving field mapping, and is available within the Salesforce UI.

36
Q

Which options are available for exporting Salesforce data?

A

Data Loader, Data Export Service or Third Party Tool

37
Q

How can Knowledge articles be imported to Salesforce?

A

The ‘Import Articles’ tool in Setup allows articles and any translation to be imported into Salesforce Knowledge.

38
Q

What are the main tools for importing data into Salesforce?

A

Data Import Wizard and Data Loader

39
Q

Up to how many records can Data Import Wizard and Data Loader import?

A

Data Import wizard can import up to 50,000 records while Data Loader can import up to 5 million records

40
Q

In what format is data imported, exported or deleted?

A

CSV format and XLS format for report exports

41
Q

Which of the data management tools cannot export data?

A

Data Import Wizard

42
Q

What are the high-level steps to import data?

A

Data selection, mapping and import

43
Q

Which of the Data import tools can only be used by admins?

A

Data Loader

44
Q

How is object access controlled?

A

Object access is controlled at the profile level, including permissions and visibility to the tab.

45
Q

What are permission sets?

A

A group of permissions and settings that can be assigned to one or more users. They are used to grant additional permissions to users.

46
Q

What do organization-wide default settings do?

A

Determine access to records the user does not own

47
Q

How is the role hierarchy related to record access?

A

Users will have access to other users’ records if they have a role above the record owner in the role hierarchy.

48
Q

What does field-level security control?

A

Controls if a field is visible or read-only at the profile level.

49
Q

How do sharing rules work?

A

Rules can be created to grant access to groups of users for certain records based on record owner or criteria.

50
Q

How does Manager Group sharing work?

A

Manager Group sharing allows users to share records with their manager group or manager subordinate group that is those above or below in the hierarchy, based on the manager field in the user record.

51
Q

What is manual sharing?

A

Manual sharing allows a user to use the ‘Sharing’ button to grant access to a specific record to other users, roles, public groups or territories.

52
Q

What should be considered when changing OWD settings?

A

If increasing default access, changes will take effect immediately. If decreasing default access, changes may take significant time depending on data volumes.

53
Q

What should be used to grant a single user additional access to an object in Salesforce?

A

Permission Set

54
Q

What allows sharing individual records with roles or individual users?

A

Manual Sharing

55
Q

Which organization-wide default sharing setting would need to be used to ensure that users cannot access account records that are not owned by them?

A

Private

56
Q

What is the difference between assigning the default record type at the profile level or as a user setting?

A

If a default record type is assigned in a user’s profile, the user is prompted to select it while creating a new record. If it is assigned in the user’s personal settings, it is selected automatically.

57
Q

A field does not display any picklist values, even though picklist values exist. What could cause this?

A

The object has record types defined, and no picklist values were added to the field for the record type.

58
Q

What happens to picklist values of a record type values if a value is removed from the master picklist?

A

If a value is removed from the master picklist, it is no longer an option for new records of any record types that included it. For existing records, a prompt is displayed to either replace the value or leave blank.

59
Q

What does record type access control?

A

Record type access controls which record type is used when a user creates or edits a record. Uses can view records of any record type if they have read access to the object.

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