Udemy Platform App Builder Flashcards
An app builder has created a new report type, but users can’t select it from the Report Type list when creating a new report for the records that they own. What could cause this issue?
Answer: The report type is in the status Development
Explanation
Deployment Status 1) Choose In Development during design and testing as well as editing. The report type and its reports are hidden from all users except those with the “Manage Custom Report Types” permission. Only users with that permission can create and run reports using report types in development.
2) Choose Deployed when you’re ready to let all users access the report type.
#Link: https://help.salesforce.com/articleView?id=sf.reports_defining_report_types.htm&type=5
Sales representatives at UC should be restricted to view Cases associated with Accounts in their territory. UC’s data model sharing for Accounts is private and an administrator owns all the Accounts in the UC org. Which two options should an app builder use to fulfill this requirement? Choose 2 answers
Answer : Set sharing for cases to Private In the Territory Model, set Case Access to “View”
Explanation
1) Always remember to set the accessibility to the strictest level - make sure the Case’s data model sharing is also ‘Private’.
2) The requirement is that Sales Rep can view the Cases associated with Accounts in their territory.
UC has created a picklist field called Country on three separate custom objects. UC has a requirement to maintain a consistent list of values for this field on each object. Which feature should the app builder use?
Answer: Global Picklist Value Set
Explanation
1) Global Picklist Value Set Use global picklist value sets to share values across objects and custom picklist fields, and to restrict the picklists to only the values that you specify. #Link: https://help.salesforce.com/articleView?id=sf.fields_creating_global_picklists.htm&type=5
2) Next Best Action Display the right recommendations to the right people at the right time with Einstein Next Best Action. Create and display offers and actions for your users that are tailored to meet your unique criteria. Develop a strategy that applies your business logic to refine those recommendations. Your strategy distills your recommendations into a few key suggestions, like a repair, a discount, or an add-on service. Display the final recommendations in your Lightning app or Experience Builder site.
3) Field Update Field update is one of the workflow actions available in Salesforce. Workflow is used to automate tasks, emails we regularly send and other record updates according to the organization requirement.
UC assigns system accessibility via Permission Sets and Permission Set Groups to ensure each user has proper accessibility. In a department, there are different levels of support staff: 1) Elementary staff needs five consistent Permission sets to complete duties 2) Some higher-level staff needs some additional permission sets exclusive to them What should the app builder do to assign proper permission sets to users?
Answer: Utilize the manage assignment button to assign a permission set group and individual permission sets to users. Explanation
1) Permission Set: A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. #Link: https://help.salesforce.com/articleView?id=sf.perm_sets_overview.htm&type=5
2) Permission Set Group: A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group. #Link: https://help.salesforce.com/articleView?id=sf.perm_set_groups.htm&type=5
CK wants to have a visual representation to track delivery status. Which component should the app builder recommend?
Answer: Path
Explanation Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination.
#Link: https://help.salesforce.com/articleView?id=sf.path_create.htm&type=5
An app builder uses Process Builder to create a Chatter post. Which two items should be avoided to ensure a post is successfully created? Choose 2 answers
Answer: Message Starts with a field reference
Message is posting to a Community user or group.
Unsupported Feeds
- Processes can’t post to an Experience Cloud site user or group. –> In the answer option#4, we used to use the term Community for Experience Cloud site user.
Chatter Message
- You can add up to 25 @mentions to a Chatter message.
- If you use Microsoft® Internet Explorer® version 11, you can’t paste text into a message. Copy and paste actions are allowed in all other supported browsers.
- Don’t start the message with a field reference, such as {![Account].Name}. Otherwise, the action fails to save. To work around this issue, add a space at the beginning of the message.
https://help.salesforce.com/articleView?id=sf.process_considerations_chatter.htm&type=5
UC is piloting new features in an existing sandbox and wants to prevent sending outbound emails during testing. What should the app builder do to meet the requirement?
Answer: Email deliverability set to no access
To configure email deliverability settings, in the sandbox org, from Setup, enter Deliverability in the Quick Find box, then select Deliverability.
1) No access—Prevents all outbound email to and from users.
2) System email only—Allows only automatically generated emails, such as new user and password reset emails.
3) All email—Allows all types of outbound email. Default for new, non-sandbox orgs.
https://help.salesforce.com/articleView?id=sf.data_sandbox_email_deliverability.htm&type=5
An app builder wants to add the option ‘Send New Email’ from Leads, Contacts, and Accounts for users on mobile. What is the benefit of using global actions to accomplish this?
Answer: Global actions can be accessed anywhere. Actions are available on mobile including record detail pages, feed, and Chatter groups.
Global actions:
- Let users create records, but the new record has no relationship with other records.
- And they’re called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups.
- Global action is not object-specific, instead, it supports all objects which have activities enabled.
Object-specific Send Email actions:
- Available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app.
An app builder has been asked to create separate Opportunity views for three different teams. Each team follows a different sales process and should see different values for the same fields.
Which three declarative options should the app builder use to accomplish this? Choose 3 answers
Answer: Page Layouts, Profiles, Path
Explanation
Different record types should be created for different business process on the opportunity object, therefore here: page layouts and profiles are needed:
- page layout is linked with record types
- record types shall be given to various profiles
Opportunity is a supported object, for which the path can be used to visualize different steps.
CK switched to Lightning Experience and started using Chatter across its global workforce to support its fast-paced sales cycle. CK loves Chatter but struggles with gathering feedback from core team members, including understanding who is available to respond.
Which two ways could CK use in Chatter to solve this problem? Choose 2 answers
Answer: Out of Office & Polls
Explanation
Topics: The Topics component allows your site members to add topics to records to organize them by theme in your Experience Builder site.
Streams: Your Experience Builder site members can combine multiple feeds into a stream to create a single point of access to related information. Combine feeds of top contributors or discussions concerning a particular product line.
Out of office: It’s easy to set up an out-of-office message in Chatter. Schedule your message, and decide what it says. Out of Office is available only in Lightning Experience.
Polls: Use polls to conduct surveys. A poll contains a question and a list of possible replies. People with access to the feed where the poll is posted cast their votes by selecting a reply.
UC wants to let its users have access to the pricing document when viewing a Contract related to an Account. Which feature should the app builder use to create easy access to the document?
Answer: A custom detail page link on the Contract Object
Explanation
Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems. Use custom links to reference documents from a Salesforce record detail page.
https://help.salesforce.com/articleView?id=sf.custom_links_example_linking_to_documents.htm&type=5
CK wants to efficiently increase the company’s adoption of Salesforce while simultaneously moving away from their reliance on spreadsheets. An app builder is given a spreadsheet everyone is sharing that needs to be added to Salesforce. The object with fields needs to be created and the data inserted simultaneously. What tool should be used?
Answer: Lightning Object Creator
Explanation
Use: Custom Object from Spreadsheet in the Object Manager to create object and records at the same time.
UC has a private sharing model for Accounts and Opportunities and uses Territory Management to grant access to records.
- Sales rep A manually shares an opportunity record with sales rep B.
- Sales rep B has access to shared opportunity’s related account even though the account is NOT in sales rep B’s territory.
- Sales rep C CANNOT see either record.
Based on the information given, why can sales rep B see the shared opportunity’s related account?
Answer: Implicit access to the account
Explanation
Salesforce provides implicit sharing between accounts and child records (opportunities, cases, and contacts), and for various groups of site and portal users.
Sharing between accounts and child records:
- Access to a parent account—If you have access to an account’s child record, you have implicit Read Only access to that account.
- Access to child records—If you have access to a parent account, you have access to the associated child records. The account owner’s role determines the level of access to child records.
https://help.salesforce.com/articleView?id=sf.sharing_across_objects.htm&type=5
DreamHouse Realty has a mentorship program that pairs experienced Realtors with new Realtors. Each experienced Realtor can mentor one or several new Realtors, and each new Realtor is required to work with a single experienced Realtor they report to for a probationary period.
What type of relationship would an app builder set up to meet this specification?
Answer: Master Detail
Explanation
Master-detail: Closely links objects together such that the master record controls certain behaviors of the detail and sub-detail record.
UMS has a lookup relationship between a custom ‘Galaxy__c’ object and a custom ‘Star__c’ object. An app builder wants to create a roll-up summary field that counts the total number of ‘Star__c’ records related to each ‘Galaxy__c’ record.
How would the current configuration impact the ability to achieve the desired result?
Answer: The lookup relationship would have to be converted to a master-detail relationship before a roll up summary field could be created.
Explanation
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship.
https://help.salesforce.com/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5
After a deal is closed, CK wants to assign a user as a customer service manager (CSM) in addition to the account owner and would like a new field to easily track and report which CSM is assigned to the Account. What solution should an app builder use for this request?
Answer: Lookup field
Explanation
Lookup fields allow you to associate two records together in a relationship.
https://help.salesforce.com/articleView?id=sf.search_lookup_lex.htm&type=5
CK is redefining its entire business process to convert the Manager Notes field from a Long Text Area field. The goal is to encourage managers to be more concise in their comments and stay at 255 characters or less. There is preexisting information in the Manager Notes field that often is well beyond the character limit.
What would happen to any existing information if the app builder tries to convert to preexisting Long Text Area field to Text Area?
Answer: Preexisting information will truncate to the first 255 characters
Explanation
When you convert a long text area field to an Email, Phone, Text, Text Area, or URL type field, the data in your records is truncated to the first 255 characters of the field.
https://help.salesforce.com/articleView?id=sf.notes_on_changing_custom_field_types.htm&type=5
After discovering the second sun in the solar system, UMS wants to change the field relationship between ‘Sun__c’ and ‘Planet__c’ to a lookup rather than a master-detail.
What should the app builder consider about the effect on reporting before making this change?
Answer: Existing reports created under the ‘Sun_c’ with ‘Planet_c’ report type made by Salesforce will be unusable but not deleted.
Explanation
Converting a relationship from lookup to master-detail or vice versa can cause existing custom reports to become unusable due to the different standard report types available for each type of relationship.
https://help.salesforce.com/articleView?id=sf.relationships_considerations.htm&type=5
Universal Containers(UC) wants to delete data in several fields for 5,000 Lead records. UC exported the selected Record IDs and fields that need to have data deleted in a csv file.
Which two steps should an app builder suggest to meet these requirements? Choose 2 answers
Answer: Select Insert Null Values in Settings & Use Data Loader to update leads using the CSV file.
Explanation
The insert, update, upsert, delete, and hard delete wizards in Data Loader allow you to add new records, modify existing records, or delete existing records. Note that “upsert” is a combination of inserting and updating. If a record in your file matches an existing record, the existing record is updated with the values in your file.
UC has a custom ‘Invoice__c’ object and a custom ‘Invoice_Line_Item__c’ object. The ‘Invoice_Line_Item__c’ object has a lookup relationship to the ‘Invoice__c’. UC would like to convert the lookup relationship to a master-detail relationship but is unable to do so.
Which two reasons could be preventing this relationship conversion? Choose 2 answers
Answer: 1) Invoice_line_Item_c records exist without having the Invoice_c lookup field populated 2) There are already two master-detail relationships on the Invoice_Line_Item_c object
Explanation
You can convert a lookup relationship to a master-detail relationship if the lookup field in all the records contains a value. Each custom object can have up to two master-detail relationships.
https://help.salesforce.com/articleView?id=sf.relationships_considerations.htm&type=5
Which type of relationship can be defined with external objects? Choose 2 answers
Answer: 1) External Lookup 2) Indirect Lookup
Explanation
External objects support standard lookup relationships, which use the 18-character Salesforce record IDs to associate related records with each other. However, data that’s stored outside your Salesforce org often doesn’t contain those record IDs. Therefore, two special types of lookup relationships are available for external objects: external lookups and indirect lookups.
https://help.salesforce.com/articleView?id=sf.external_object_relationships.htm&type=5
The marketing director is concerned that too many car parts were given away for free last year. What functionality should be used to ensure all free parts receive the marketing directors’ sign-off?
Answer: Approval Process
Explanation
An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.
Here the key words are: ‘marketing directors’ sign-off’.
https://help.salesforce.com/articleView?id=sf.what_are_approvals.htm&type=5
An app builder creates an Account validation rule on the Industry field that will throw an error if the length of the field is longer than six characters. Another app builder creates a workflow rule with a field update that sets the Industry field to Technology whenever the Billing City field is San Francisco.
What will happen if a sales rep saves an Account with a Billing City of San Francisco?
Answer: The record will save and the industry field will be change to Technology
Explanation
The results of a field update can’t trigger additional rules such as validation, assignment, auto-response, or escalation rules.
ttps://help.salesforce.com/articleView?id=sf.workflow_field_update_considerations.htm&type=5
Dream House Realty wants a message to be seen in a Chatter group actively monitored by account managers every time a customer’s home is published on the web.
How should messages be posted for this group?
Answer: Create a Process Builder with an immediate action of post to chatter
Explanation
With Process Builder, you can:
- Create a record of any object type
- Update any related record—not just the record or its parent
- Use a quick action to create a record, update a record, or log a call
- Invoke a process from another process
- Launch a flow—you can’t schedule this action with workflow
- Send an email
- Send a custom notification
- Post to Chatter
- Submit a record for approval
https://help.salesforce.com/articleView?id=sf.process_overview.htm&type=5
When a sales rep submits an account for approval, UC wants the user to answer additional questions via a popup window to populate additional record fields. What should an app builder use to achieve the desired result?
Answer: Custom Button and Flow
Explanation
Custom buttons and links can open in different types of windows. If you have selected a custom button or link to open in a popup window, set the window properties.
https://help.salesforce.com/articleView?id=sf.editing_window_open_properties.htm&type=5
A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. Salesforce Flow provides two types of flows: screen flows and auto-launched flows.
https://help.salesforce.com/articleView?id=sf.flow.htm&type=5
DreamHouse Realty wants to make sure an Opportunity has a field Expected_Close_Date__c populated before it is allowed to enter the qualified stage. What should app builder use to meet this requirement?
Answer: Validation Rule
Explanation
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
https://help.salesforce.com/articleView?id=sf.fields_about_field_validation.htm&type=5
CK wants to set up a new opportunity approval process and execute various action items based on the initial submission.
Which three action types should an app builder use in the approval process? Choose 3 answers
Answer: Email Alert, Task, Outbound Message
UC created a ‘New Task’ custom action on the Opportunity object. The action was added to all page layouts in the Mobile & Lightning Actions section.
Which Lightning component should the app builder add to the layout to display the action?
Answer: Activities
Explanation
The Activity tab (2) contains Create a Record quick actions that point to the Event and Task objects. It also contains Log A Call and Send Email actions.
https://help.salesforce.com/articleView?id=sf.actions_in_lex.htm&type=5
