The developer at Universal Containers wants to test code in a sandbox environment. In order to ensure the code works properly, the sandbox needs to have at least half a gigabyte of data. The sandbox will need to be refreshed after each three-day sprint. What type of sandbox should the App Builder provision to the developer? Partial Data Full Copy Developer Developer Pro.
An app builder has modified a Lightning record page for a case and has added an email button item to the page layout; however, users are unable to see the new item on the layout.
What are two potential reasons why users are unable to view the item on the Case Lightning record page? (Choose two.) The email button contains JavaScript. The page layout excludes the case feed component. The page layout includes the case feed component. The case page layout also contains custom buttons.
Ursa Major Solar want to see the Type field from the parent object Galaxy listed on the child record Star. The app builder is receiving an error stating `Picklist values are only supported in certain functions`.
What formula should an app builder use to achieve the desired result? TEXT(Galaxy__r.Type__c) VALUE(Galaxy__r.Type__c)
ISPICKVAL(Galaxy__r.Type__c) FIND(Galaxy__r.Type__c).
Ursa Major Solar wants to convert the relationship between Galaxy and Star from a lookup relationship to a master-detail relationship so each Galaxy record can be equipped with a roll-up summary count of Star records.
Which two considerations should be made? (Choose two.) The Star object has fewer than two existing master-detail relationships. The Star records are all required to have an existing value in their Galaxy field. The Galaxy object is required to contain existing roll-up summary fields. The Galaxy object has fewer than two existing master-detail relationships.
The appraisal team at DreamHouse Realty wants to leverage Salesforce mobile app.
What are three things an app builder should do to optimize mobile experience? (Choose three.) Use Global Actions to make it easy to perform vital functionality on mobile. Minimize the amount of formula fields and lookup fields to reduce page load time. Put the most important fields in the compact layout so they are easy to find. Avoid using default fields values so that the user is required to fill in all fields on the screen. Create individual customized layouts for different phone operating systems.
Universal Containers allows users to create standard reports on demand. Which three considerations users should be aware of when creating a new report? (Choose three.) Charts can be added to summary reports to provide a visualization. Users will need to add the report to a shared folder for other users to see it. The report type determines the types of records and fields that will be available. Records will be available in the report regardless of security permissions. Users can require that child objects exist for parent records using a cross filter.
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Ursa Major Solar has made a great app that leadership wants to share with the world for free via AppExchange. What should an app builder consider about the type of package when uploading to AppExchange? Unmanaged packages allow for patches on programmatic changes but not Apex. Managed packages provide intellectual property protection on Apex code. Managed packages need a per-user charge on AppExchange.
Unmanaged packages can be set up to prevent user customizations.
DreamHouse Realty is rethinking its sandbox utilization strategy after acquiring Cloud Kicks. The Salesforce COE already utilizes a partial and a full sandbox, which it refreshes on their own regular schedules. Teams are expanding and have to begin each of their small projects in a sandbox before committing to the larger pool for collaborative testing while still keeping costs down. What type of sandbox should each team member use? Partial sandbox Full sandbox Developer sandbox Developer pro sandbox.
Managers at Universal Containers want a quick way to create additional accounts to form a hierarchy from a parent account record. They want to auto-populate five fields based on the parent to make it easier for users to create the child accounts quickly. What should the app builder recommend? Custom Global Quick Action
Create a custom action Add Path on Account hierarchy Add a custom Link on Account.
Ursa Major Solar's sales team has been struggling to enter data on mobile since rollout; the team dislikes scrolling through all of the fields to input only the necessary data.
How could the app builder solve this with minimal impact to desktop users? Filter components by device using Form Factor. Reorder the fields to make sense for the reps when in the field. Deselect the phone radio button on the Lightning record page assignment. Update the training documentation with better screenshots.
Sales reps at Universal Containers create multiple quotes per opportunity.
What automation tool should an app builder recommend to delete rejected quotes? Flow process Approval process Validation rule
Workflow rule.
Cloud Kicks (CK) wants to set up a custom child object to track gift cards issued to a customer. A key requirement is to track the total number of gift cards opened and gift cards issued on an Account. CK wants to permanently ensure the gift cards are unable to be moved across any other Account once it is created.On the gift card object, what type of field should be created to support this requirement? Formula Master-detail relationship Roll-up summary
Lookup relationship.
Universal Containers's app builder has been tasked with replacing workflow rules and Apex triggers with Process Builders where possible.
What are two important considerations an app builder should know before the project is started? (Choose two.) Avoid generating infinite loops. Combine actions when possible. Apex has a different SOQL query limit than Flow. Create a process for each workflow rule.
A user is unable to use inline editing on a list view. A quick check verifies the user should be able to perform inline editing as they have been assigned the appropriate permissions.
Which two conditions should the app builder review? (Choose two.) If the list view contains more than one record type If the list view restricts sharing for the user If the list view selected is the recently viewed list view If the list view contains a chart created by the user.
Service agents at Ursa Major Solar want a more condensed case view. Service agents also want to be able to modify the associated contact and account records from the case page layout on the Lightning record page.
Which two components should an app builder use to meet these requirements? (Choose two.) Related record Tabs Rich text Path.
The app builder at Ursa Major Solar has just created a master-detail relationship between a parent object Galaxy__c and child object Star__c.
What would be the effect of creating this type of relationship if users want to report on Galaxy__c with Star__c? A Galaxy__c with Star__c report type will be automatically created. A new custom report type will need to be created for Galaxy__c with Star__c. A Star__c report type with Galaxy__c as a field will be automatically created. A new custom report type will need to be created for Star__c with lookup fields from Galaxy__c.
Cloud Kicks (CK) wants to begin socializing and collaborating within Salesforce around customer accounts to discuss various topics. CK would like all company employees to see these conversations.
Which two features of Chatter would meet CK's business needs? (Choose two.) Use post action on the Account object. Set up new public Chatter groups. Use Chatter actions to create tasks to complete. Set up new private Chatter groups.
What are the limitations of Schema Builder when creating a custom object? Fields and relationships can be created, but they will be unable to add the fields to the page layout from the canvas. Relationships can be made to any custom objects, but any relationships to standard objects should be built in Lightning Object Manager. [Save] should be clicked each time a new object, field, or relationship is created. Custom fields can be added to any custom objects, excluding the formula field types.
Universal Containers has a Lightning record page that supports both the mobile app and desktop. An app builder has downloaded a custom Lightning component from AppExchange, but users are unable to view the component on mobile devices. What can be the issue? The component has been developed for Desktop Pages. The record page template is unable to support mobile devices. The component needs to be activated. The record page needs to be activated.
Ursa Major Solar is ramping up the sales team to meet increased demand. As part of the short ramp up for these new reps, the manager wants to provide a help guide to enable reps to easily get help where needed during the different sales processes.
Which solution should an app builder recommend? Path Chatter Publisher Flow Journey Builder.
Ursa Major Solar wants to automate a welcome email to new clients and include a customized survey about their buying experience. An app builder is tasked with this project and has very little time to build the solution from scratch.
What should the app builder do to meet the deadline and custom requirements? Choose a managed package from AppExchange that closely meets the requirements of the project and restricts programmatic development. Work with a developer to create custom apex code and a Visualforce survey to meet criteria. Select an unmanaged package from AppExchange that closely meets the requirements of the project that allows programmatic development.
Build the survey declaratively and use a workflow rule to send it to the customer as an external message to meet criteria.
DreamHouse Realty wants to track how many lifts are being installed into customer garages. The 'To Be Installed' custom checkbox field on the custom Lift object should be checked and an external system should be notified via an outbound message the next day when a lift is sold.What automation tool should be used to complete this task? Workflow Flow Approval process Process Builder.
Universal Containers assigns system access via permission sets and permission set groups to ensure each user has proper access. One department with varying levels of support stuff has five consistent permission sets they require in order to complete their duties. Some higher-level staff have additional permission sets that are only required for them. How should an app builder recommend assigning permission sets to users? Utilize the manage assignments button to assign a permission set group and additional individual permission sets to each user. Utilize the Data Loader to mass update the desired users with their full list of permission sets and permission set groups. Utilize the Data Import Wizard to mass update the desired users with their full list of permission sets and permission set groups. Utilize the manage assignments button to assign each user with the same set of permission set groups and permission sets.
Universal Containers has Public Read/Write as the Account organization-wide default (OWD) setting. Visitors to the customer community site report that they can see all of the company's account records. How should an app builder configure Account sharing so that community users only see their own Account? Set the account external OWD to private. Define an owner-based sharing rule for external account. Define a permission set for external accounts. Create an account record type for external accounts.
Universal Containers has a custom picklist called Support Level on the Account object. They would like to show the real-time value of Support Level on all case records. How should an app builder implement this requirement? Create a formula field on the Case object using the TEXT function. Create a roll-up summary field using Support Level on the Account object. Create a formula field on the Account object using the ISPICKVAL function. Create a Process Builder and use a field update on the Case object.
To increase adoption, Universal Containers is proposing changes to its Salesforce data model to allow easier visibility for sales reps into key metrics. The proposal has three custom objects related to the Account object, one with a master-detail, and two that are not. Each of these objects has 15 fields they would like to summarize on the Account object.
What are two considerations for this proposal? (Choose two.) An object can have 25 roll-up summaries. Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG. Roll-up summaries are limited to master-detail relationship. An object can have 20 object references.
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 two.) Select 'Insert Null Values' in Settings. Use Data Loader to update leads using the CVS file Select the correct record type. Use Import Wizard to update leads using the CSV file.
An app builder needs to deploy a new account detail page layout from sandbox to production.
Which three components should an app builder include in the Change Set to ensure it deploys successfully and visually as expected? (Choose three.) Detail page layout Custom fields Custom actions Lightning App Builder System administrator profile.
Due to the complexity of the Universal Containers sandbox release schedule and requirements, it is advised that change sets are used as often as possible to migrate from one environment to another.
Which three common items can an app builder move when using a change set? (Choose three.) Custom object Apex class Custom field Standard fields Web-to-lead.
Cloud Kicks wants to make sure that users without the Marketing role are unable to update the Contact Retail Opt In picklist field to Yes.
What validation rule would an app builder use to prevent other users from making this update? AND($UserRole.Name = 'Marketing', ISCHANGED(Retail_Opt_In__c), ISPICKVAL(Retail_Opt_In__c,"Yes")) AND( $UserRole.Name = 'Marketing', ISPICKVAL(Retail_Opt_In__c = "Yes") ) AND( $UserRole.Name != 'Marketing', Retail_Opt_In__c = "Yes") AND( $UserRole.Name = 'Marketing', Retail_Opt_In__c = "Yes").
Which two places can an app builder go to see a list of available Custom Lightning components in their org? (Choose two.) Lightning App Builder Lightning components in Setup Visualforce components in Setup Lightning component Generator.
Cloud Kicks (CK) switched to Lightning Experience and started using Chatter across its global workforce to support its fast-paced sales cycle. CK loves Chatter but struggle with gathering feedback from core team members, including understanding who is available to respond. Which two ways could CK use Chatter to solve this problem? (Choose two.) Out of Office Polls Topics Streams.
Universal Containers wants to embed a chart of all related Opportunities, by stage, on the Account detail page. Which type of report should an app builder create to add to the Account page layout? A summary report on the Opportunity object A summary report on the Account object A tabular report on the Opportunity object A tabular report on the Account object.
Universal Containers uses Contracts for agreements with customers. A sales manager is required to provide approval for contracts and director approval for any contract over $10,000.Which two options should an app builder use to ensure all contracts route for the correct approval and also prevent the sales rep from making changes to the record while it is being approved? (Choose two.) Create an approval process on the Contract object with criteria set on a second approval step as 'Amount__c > 10,000' and set the approver as director. Create an approval process on the Contract object and set the field for 'Next Automated Approver Determined By' as 'Manager'. Create an approval process on the Contract object with one step for each sales manager that sets the approver as the director. Create a validation rule on the Contract object that prevents updates to the contract record while it is being reviewed.
Universal Containers is piloting new features in an existing sandbox and wants to prevent outbound email sends during testing. What should the app builder do to meet the requirement? Email deliverability set to system email only. Email deliverability set to no access. Email configured for SMTP authentication. Email relay to the configured host enabled.
The services manager wants to make sure the team enters case priority consistently.
What feature can an app builder use to accomplish this? In-App Guidance Next Best Action Flow Path.
On the Account Lightning record page, users need to see ten fields and the ability to sort and wrap text on their Related Lists. What Related List type would the app builder select for the Related List Lightning component? Enhanced List List Class List View Basic List.
The previous administrator of Cloud Kicks' (CK) Salesforce Organization used text as the field type when creating new custom fields. CK's current roadmap requires a project that will clean this up during the Lightning migration.
Which three field types should be considered to keep better track of contact information fields? (Choose three.) Email Date Phone Time Number.
Cloud Kicks (CK) is finding sales reps are inconsistent in data entry when deals are won. CK requires that custom shoes are shipped within two weeks after the close date. A custom field called Scheduled Ship Date on the opportunity records the ship date.
How should the app builder ensure this field is properly filled out before setting the opportunity to closed won? ISPICKVAL( StageName, "Closed Won") && ( Scheduled_Ship_Date__c - CloseDate) > 14 OR(ISPICKVAL( StageName ,"Closed Won") && ( Scheduled_Ship_Date__c - CloseDate) > 14, ISBLANK(Scheduled_Ship_Date__c)) OR(ISPICKVAL( StageName ="Closed Won") && ( Scheduled_Ship_Date__c - CloseDate) > 14, ISBLANK(Scheduled_Ship_Date__c)) ISPICKVAL( StageName ="Closed Won") && ( Scheduled_Ship_Date__c - CloseDate) > 14.
Universal Container wants customers to be able to open cases from a public-facing website.
What should the app builder use to enable visitors to the website? Web-to-case Screen flow Email-to-case Outbound message.
Cloud Kicks (CK) tracks the support level of its customers on the account record page. CK wants to show a text notification on a case record page when the related account is a platinum-level customer.
How could an app builder meet this requirement? Add a rich text component to the Case Lighting page > Set the component visibility of the rich text component to show when the account support level is platinum. Clone the Case Lightning page > Add a rich text component to the new page, and assign this page to platinum accounts. Create a text-only custom Lightning Web Component > Drag the custom Lightning Web Component into the Case page layout > Set its visibility to show when the account support level is platinum Create a text-only custom Lightning Web Component > Clone the case page layout > Drag the custom Lightning Web Component into the page, and assign the layout to platinum cases.
An app builder has created a new report type but users are unable to select it from the Report Type list when making a new report for records they own.
What could be causing this issue? The report type is in a status of In Development Access to the necessary object is unavailable The report type is in a status of Deployed Access to Create and Customize Reports is disabled.
An app builder is creating a Lightning record page and has added Mobile & Lightning Actions to the page layout.
What two components could be included on the layout to display the actions? (Choose two.) Activities Highlights panel Chatter Path.
Cloud Kicks (CK) wants to track orders against inventory, ensuring its ability to fulfill order requests. CK created a junction object called Request Inventory to enable many-to-many relationships with the Inventory and Order objects.
What does the app builder need to provide to ensure users can view Request Inventory records? Read access to the first master object Apex-based sharing on the first master object Sharing rules on Request Inventory object. Read access to both master objects.
The human resources department at Cloud Kicks (CK) uses a custom object JobApplication__c to record all job applicant information they receive, which includes fields for the applicant's current and desired salaries. Any CK user who performs hiring manager functions needs to be able to see all applicants' salary information.
Which tool should the app builder use to accomplish this? Permission Sets Page Layouts Organization-Wide Defaults Sharing Rules.
Northern Trail Outfitters wants to ensure that if a trail record's Effort_Level__c field is set to Rigorous, then the distance of the trail is 10 miles or more and the time to complete is 5 hours or more. Which validation rule should enforce this criteria? AND(ISPICKVAL(Effort_Level__c, 'Rigorous'), Distance__c < 10, Time_to_Complete__c < 5) AND(ISPICKVAL(Effort_Level__c, 'Rigorous'), Distance__c > 10, Time_to_Complete__c > 5) AND(ISPICKVAL(Effort_Level__c, 'Rigorous'), OR(Distance__c < 10, Time_to_Complete__c < 5)) AND(ISPICKVAL(Effort_Level__c, 'Rigorous'), OR(Distance__c > 10, Time_to_Complete__c > 5)).
Cloud Kicks has built out a process that is supposed to update record ownership based on several different criteria. Some users are reporting that they are not getting the expected level of access to accounts and contacts.
Which two considerations should an app builder be aware of that could be causing the issue? (Choose two.) Processes that update record owners do not transfer child records. Processes will fail on records owned by inactive users. Processes will only run if the most current version is active Processes use the first value if the Owner field is updated multiple times.
Cloud Kicks 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. Outbound Message Email Alert Task Invocable Process Builder Invocable Flow.
The brokers at DreamHouse Realty (DR) are having an issue when using the Salesforce mobile app on their iPhones. There are several key fields on the contact record they need access to at a glance. Because of the small screen, they currently have to scroll down the page to view the information.
What should the app builder at DR use to configure the Salesforce mobile app to show these key fields at the top of the screen? Compact layout Record Detail component Mobile navigation Object specific action.
A customer service representative at a call center wants to be able to collect information from customers using a series of question prompts. What should an app builder use to accomplish this? Flow Approval Process Validation Rule Path.
An app builder needs to create new automation on an object.
What best practice should the app builder follow when building out automation? One Flow per object One Validation rule per object One record change process per object One invocable process per object.
Which feature should an app builder use to ensure that new Leads are automatically sent to the appropriate sales rep? Assignment Rules Lead Conversion Workflow Rules Lead Queues.
Northern Trail Outfitters wants to initiate a daily backup of its Salesforce org. Which tool should an app builder recommend for this task? Data Export Service Refresh full copy Sandbox AppExchange package Report Export.
Which two features can be used to allow users to access Flows? (Choose two.)
Quick Action Flow Launcher Invoked by a Process Approval Process.
Universal Containers requires a custom field on the Case object to be automatically updated every time there is an Owner change on the Case. Which two features can be used for this requirement? (Choose two.) Workflow Process Builder Approval Process Schema Builder.
Cloud Kicks wants to display the number of opportunities that are Closed Won with a Close Date within the last year on the Account detail page.
Which tool should an app builder use to implement this? Roll-Up Summary Field Process Builder Activity Timeline Workflow Rule.
Northern Trail Outfitters wants to change a master-detail relationship on Account to a lookup relationship with a custom object Park. The app builder tries to reconfigure this but is unable to do so.
What could be causing this? The Account record includes Parks roll-up summary fields The park records have existing formulas on the Account The Account is included in a flow process on the Park object The Park object needs at least one Master-Detail field for reporting.
An app builder wants to add the option to 'Send New Email' from Leads, Contacts, and Accounts for users on mobile.
What is the benefit of using global actions to accomplish this? Global actions can be accessed anywhere actions are available in mobile including record detail pages, feed, and Chatter groups Salesforce Lightning Component Library houses existing global actions prebuilt for use The global action's layout automatically clones the default page layout Global actions are record-specific and are available when searching that particular object.
Cloud Kicks works on an annual subscription model. When a sales rep marks an opportunity as closed won, a new opportunity should automatically be created for the renewal. The contracts team works outside of Salesforce but also needs to be notified about closed deals in order to initiate the contract process with the customer.
Which automation solution would meet these requirements? Record-triggered flow Outbound Message Validation Rule Approval Process.
An app builder at DreamHouse Realty created a custom object which has fields containing data from two different objects via related lookups.
What is needed to create "with" or "without" reports on the new custom object? Custom Report Type Report Bucket Field Report Filters Row-Level Formula.
Universal Containers is adding drone delivery to service offerings, and the developer has written and tested code prior to deployment to production, and the change set is ready to go. The deployment window will occur when the developer is on vacation.
What can the app builder do to ensure a smooth deployment to production? Validate the inbound change set Validate the outbound change set Use a metadata package set Remove Apex classes from inbound change set.
Cloud Kicks (CK) keeps track of its shoe inventory in Salesforce. When an order's status is changed to Activated, the inventory for the ordered shoe is reduced. At that point, a SOAP web service on the CK website must be called so that the website is updated to display the correct inventory amount for the shoe.
What should an app builder use to communicate to the CK web service when a shoe's inventory has changed? After-Save Record-Triggered flow Before-Save Record-Triggered flow Process Builder Workflow rule.
Universal Containers wants to match Opportunity data from Salesforce to the records in a financial database.
What is required to configure an indirect lookup relationship in Salesforce between the Salesforce Opportunity records and those in a financial database? CASESAFE(Id) TEXT(Id) Salesforce Record ID External ID.
Universal Containers is setting up Salesforce for the first time. Management wants the sales and marketing teams to have different navigation menus in the Salesforce Mobile App.
Which option is available to an app builder to satisfy this requirement? Create mobile navigation menus for both the sales and marketing profiles. Create roles for sales and marketing and assign a custom homepage layout for each role. Create sales and marketing apps and assign the respective profiles to each app Create public groups for sales and marketing and create mobile navigation menus for each group.
Which three options are available when activating a Lightning page from the Lightning App Builder? (Choose three.) Make the page the org default Make the page the default homepage for specific apps Assign the page to a combination of apps and profiles Make the page the default homepage for specific roles Assign the page to a combination of apps and permission sets.
Ursa Major Solar 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? The lookup relationship will need to be converted to a master-detail relationship before a roll-up summary field can be created A roll-up summary field will need to be created on the Galaxy＿ c object with a field filter that selects all related Star＿c records The roll-up summary can be achieved by creating a formula field on the Galaxy＿c object The roll-up summary can be achieved by creating a formula field on the Star＿c object.
A sales rep at AW Computing is unable to find what they are looking for while scrolling through their Chatter feed.
How can a filter be utilized to show only posts from their key account and opportunity records? Create a Chatter stream Create a Chatter group Create Chatter bookmarks Create a Chatter notification.
Ursa Major Solar's service department gets requests for several types of services, such as installation, repair, and maintenance. Service managers need to be able to tell when maintenance was last done on an asset to help determine if they are meeting contract agreements, but the last maintenance date can be difficult to determine when there are many work orders related to the asset. They think it would be helpful to have a field auto-populated on the Asset record when a maintenance work order gets closed. What tool should an app builder recommend to help meet this requirement? Flow Visualforce Apex Trigger Roll-up Summary.
Nickname＿c is a custom text field on a contact record that is utilized to override the contact name appearing on an email template. This field is not required and is not always filled in. Which formula should an app builder use to select the contact's preferred name for email communications? IF(NOT(ISBLANK(Nickname__c)), Nickname__c, FirstName) IF(TEXT(Nickname__c),Nickname__c,FirstName) IF(ISNULL(Nickname＿c),Nickname＿c,FirstName) IF(NOT(BLANKVALUE(Nickname__c)),Nickname__c,FirstName).
Universal Containers has the Account object's Organization-Wide Default set to Private. The marketing team owns Accounts; however, they also need to be able to see the sales team's Accounts. Both the sales and marketing teams are in completely different branches of the role hierarchy. What feature should be used to enable marketing to see sales-owned accounts? Sharing Rules Public Group Workflow Flow.
Universal Containers (UC) has 20 different workflows on the Opportunity object. To ensure that updates are processing properly for all field updates; UC has the "Re-evaluate Workflow Rules After Field Change" checkbox checked. Recently after adding a new workflow, users have reported receiving errors about workflow limits.
What should an app builder review to address this issue? Workflows that cause each other to fire recursively Time-dependent actions that are reevaluated after save Number of workflows per object limit Cross-object workflows that are being re-triggered.
Cloud Kicks has a custom object with a private sharing setting. The business wants to share individual records with specific people or departments on a case-by-case basis.
Which three options does the business user have to manually share individual records? (Choose three.) Users Public Groups Roles and Subordinates Private Groups Permission Set Groups.
Universal Containers wants to display the real-time stock price for each Account on the Account record page.How should an app builder implement this request? Install a solution from the AppExchange Use a scheduled Apex job Create a Lightning Web Component Build a Flow that uses API calls.
Universal Containers has a new custom object for Invoices that includes an Invoice Number field. Before the Invoice object can be used, invoices will be migrated from an external system maintaining their current Invoice Number. After the migration, each new Invoice created in Salesforce must have a unique Invoice Number.
How should the app builder configure the Invoice Number field? Create a Text field, then change it to AutoNumber after the migration Create an AutoNumber field and migrate the Invoices in Invoice Number order Create a Text field and mark it as a unique external ID field. Create a Text field for the original Invoice Number and an AutoNumber field for the Salesforce Invoice Number.
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.
How should an app builder solution this request? Validation Rule Page Layout Record Type Activity History.
DreamHouse Realty wants to track how many lifts are being installed into customer garages. The 'To Be Installed' custom checkbox field on the custom Lift object should be checked and an external system should be notified via an outbound message the next day when a lift is sold.
What automation tool should be used to complete this task? Flow Process Builder Validation Rule Approval process.
A Cloud Kicks employee submitted an opportunity for approval by their manager. What would happen if the employee attempts to edit the description field after submission? User will be presented with a 'Record Lock' notification User will be able to edit the description field only User will see the record is now owned by their manager User will be able to edit the name, but unable to edit the description.
Universal Containers (UC) has implemented multi-currency. There are several products that UC sells exclusively in Europe and the UK. Opportunities for these products need to be written in euros (EUR) or British pounds (GBP).Which solution should an app builder recommend? Create a new record type for these products and include only the EUR and GBP currencies from the Opportunity Currency Picklist Create a new page layout for these products that shows only the EUR and GBP currencies in the Opportunity Currency Picklist Create a new sales process that includes only the EUR and GBP currencies for these products Create a new validation rule that allows only EUR or GBP to be selected from all active currencies when an opportunity is created for these products.
Cloud Kicks wants to start tracking how many shoe subscriptions have been sold for each shoe catalog. A master-detail relationship exists between the Subscription＿c and the Shoe＿c objects.
Which type of field should an app builder create? Roll-up summary field Lookup field Master-detail relationship field Number field.
Northern Trail Outfitters (NTO) has created the custom objects Trail and Park in Salesforce to track parks and trails respectively, NTO wants to track the total number of trails a park has on the park record without writing any code.
Which two actions should an app builder take to accomplish this requirement? (Choose two.) Use a master-detail relationship between the Park and Trail objects Use a roll-up summary field on the Park record to show the total number of Trails Use a formula field on the Park record to show the total number of trails Use a lookup relationship between the Park and Trail objects.
Cloud Kicks wants to start tracking how many shoe subscriptions have been sold for each shoe catalog. A master-detail relationship exists between the Subscription＿c and the Shoe＿c objects.
Which type of field should an app builder create? Roll-up summary field Lookup field
Master-detail relationship field Number field.
Universal Containers uses a custom object called Projects. When managers assign projects they set a custom field on the Project record called Estimated Hours. Once set, users should be able to decrease but not increase the value.
How can an app builder meet this requirement? Create a validation rule that uses the PRIORVALUE function Create a formula field that uses the PREVGROUPVAL function Create a validation rule that uses the ISCHANGED function Create a formula default value for the custom field.
An app builder wants to show Groups as the last navigation menu item in the mobile app. However, the app builder is unable to select Groups as one of the items on the drop-down menu.
What could cause this? Groups is included in the Smart Search items but unavailable on the navigation menu Groups is available in the Chatter section of the navigation menu Groups is unavailable in the selected list for the navigation menu Groups is available in the recent section of the navigation menu.
Northern Trail Outfitters wants to broadcast an email to 7,000 contacts in Salesforce on a regular basis but realizes Salesforce's mass email functionality has a limitation on the number of emails that can be sent each day.
What action should the app builder take? Research and evaluate products available on AppExchange to send mass emails Export Contacts to a CSV file and use an email client to send the emails Request Salesforce Increase the number of maximum daily emails Develop Apex code and Lightning web component to send daily emails.
An app builder wants to update a field on the parent record when a child record connected via lookup is deleted. What automation should the app builder use? Record-triggered flow Screen flow Validation Rule Quick Action.
A new app builder on the Cloud Kicks team is getting familiar with relationships in the data model.
What functionality would present the app builder a comprehensive view of all relationships in one place? Schema Builder Lightning Record Page Lightning Object Creator Object Manager.
An app builder has been asked to integrate Salesforce with an external web service. The web service must be notified every time an opportunity is won.
What are two ways to satisfy this requirement? (Choose two.) Use a record-triggered flow and an outbound message Use an outbound message Use a Screen Flow with an outbound message Use a Validation Rule and Apex code.
Cloud Kicks wants to display the number of Opportunity records associated with each Account.
Which solution should be used? Roll-up summary field Process builder Lookup field AppExchange offering.
Cloud Kicks 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.
Which tool should be used? Lightning Object Creator Data Loader Schema Builder Import Wizard.
Cloud Kicks (CK) wants to simultaneously delete a Supplier_c record and all Supplier_Item__c records if a partnership ends with a supplier.
What solution could an app builder use to meet the requirement? Master-detail Indirect lookup Many-to-many Hierarchical.
The VP of Sales at Universal Containers has asked the app builder to let sales reps create opportunity records directly from the account, with a number of fields pre-populated.
Which feature should the app builder use to allow users to create the opportunity? A quick action A custom link A default action A custom button.
Universal Containers has a single Contact Lightning record page. A component takes up a lot of room on the page and is NOT needed by users with a Marketing profile.
What should the app builder use to solve this issue? Component visibility filter Detail page layouts AppExchange Field-level security.
Universal Containers (UC) has a time-sensitive need for a custom component to be built in 4 weeks. UC developers require additional enablement to complete the work and are backlogged by several months.
Which option should an app builder suggest to meet this requirement? Use an AppExchange solution Build a Lightning record page Use a Bolt solution Build a screen flow page.
Cloud Kicks has three types of customer support processes: Platinum, Diamond, and Bronze. The app builder created separate record types for each process on the Case object. The customer support team should be unable to create new cases with the Bronze record type.
How should this requirement be met? Update the support team profile to remove the Bronze record type Update the organization-wide defaults to private for Case Create a permission set group for Case that includes Platinum and Diamond record types Make the record type hidden to support users; update sharing rules to private.
After Universal Containers converts qualified leads, sales reps need to be able to report on converted leads.
How should an app builder support this requirement? Ensure the representative has Read access to the original lead records Enable Preserve Lead Status in the lead conversion settings Create a custom report type with Converted Leads as the primary object Assign the representative View and Edit Converted Leads permission.
Cloud Kicks (CK) captures all shipping information in a custom object called Shipments__c. CK's app builder is tasked with creating an approval process to ensure department members can approve all overnight shipments. Where should the app builder route the approval request? Queue Hierarchy field Public group Role.
Northern Trail Outfitters has two custom objects that are part of a master-detail relationship.
What determines the ownership and sharing access of the detail record? The Owner field on the Master record The Owner field on the Detail record The default owner is set in the parent object's settings The owner is set independently on the detail object's settings.
After a deal is closed, Cloud Kicks (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.
Which solution should an app builder use for this request? Lookup field Picklist field Multi-select picklist field Text field.
DreamHouse Realty requires that field value changes for certain fields such as Asking_Price__c and Real_Estate_Agent__c on their House__c custom object show up prominently on Chatter.
What Chatter feature should the app builder utilize? Feed Tracking Thanks Publisher Actions Topics.
An app builder wants to create a custom Sync button on Account that will call a Lightning Web Component that connects with an external system. This action should only be available if the custom Status field is set to Ready to Sync.
What should an app builder use to add functionality to an Account record page? Dynamic action Formula field Custom link AppExchange product.
An app builder at Ursa Major Solar has been working on a new custom app in a sandbox that has been upgraded to the next major Salesforce version, and their production instance is still on the current Salesforce version. The development is complete and they are ready to deploy a change set.
What should the app builder consider when planning the deployment? It will fail if there is a feature only available in the next version The deployment is not possible due to different versions The change set components will be upgraded to the next version in production The change set will be automatically deployed when production is upgraded.
DreamHouse Realty (DHR) recently acquired Cloud Kicks (CK), a company that is still on Salesforce Classic. DHR is keeping the CK Salesforce org; however, it will migrate this org to Lightning Experience.
Where should the app builder find prebuilt resources to help with this project and overall adoption? AppExchange Lightning Object Creator Import Wizard Flow Builder.
Universal Containers 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 the 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 Account related to the Opportunity? Sales rep B has implicit access to the Account Account was also manually shared Sharing set is granting access to the Account Sales rep B was added to the Account team.
The app builder at Cloud Kicks has created a custom object named Delivery__c to track the details of products shipped to customers.
Which two actions should the app builder take to prevent users in the shipping department from deleting delivery records? (Choose two.) Remove the delete button from the Delivery page layout Remove the Delete permission from the Shipper profile Use a permission set to remove the Delete permission Change the organization-wide default of deliveries to Private.
An app builder at Northern Trail Outfitters needs to change the data type of some custom fields. The org has already met the field limit on the object and would like to limit recreating fields.
What data type change limitations should the app builder consider? Changing the data type of a field used in a report from text to an encrypted field Changing the data type of a field used in an Apex class from number to text Changing the data type of a field used in lead conversion from number to text Changing the data type of a field used as an External ID from number to text.
An app builder wants to create a new field using Schema Builder. Who will get access to the new field by default? Internal profiles All profiles Standard profiles No profiles.
Ursa Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object. Contacts can potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contacts associated with it.
How should an app builder configure the data model? Two Master-detail relationships on a new custom object One Master-detail relationship on Contact and one Master-detail relationship on Solar Project One Lookup relationship on Contact and one Lookup relationship on Solar Project Two Lookup relationships on a new custom object.
An app builder has created a custom Lightning App and wants to make it available to the internal users at Universal Containers.
Which two steps are necessary to accomplish this task? (Choose two.) Build a Custom Tab for the app Assign app to profiles Upload the app to Static Resources Add the app to a Visualforce page.
Dream House 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? Lookup Many-to-many Indirect lookup Master-detail.
An app builder at Northern Trail Outfitters created a sandbox template for Accounts, Projects, and Project Milestones to reconfigure some flows for the project management app.
Which type of testing environment should the app builder create? Partial Copy Developer Developer Pro Scratch Org.
When a deal is closed-won, it has to be approved by the owner's manager prior to being added to the leaderboard for a quarterly sales competition. An opportunity is won on the last day of the quarter and the manager is on vacation.
What is recommended to ensure all of the appropriate deals are reviewed and the leaderboard is up to date? Set up a delegated approver for the manager Use Process Builder to assign a delegated approver Have the manager log on and reassign the approval request Forward the approval request to the manager's assistant.
An app builder wants to use Process Builder to automate some of the work being done by the sales team.
What are three capabilities of Process Builder that can improve productivity? (Choose three.) Send an email alert Update a related record Create a child record Delete a related record Send an outbound message.
Universal Containers utilizes opportunities and a custom object called Detailed_Sales__c. The company would like to roll sales metrics up to an opportunity for only Detailed_Sales__c records that have their picklist status set to Active.
What is the recommended method for the app builder to achieve this request? Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field Create a lookup relationship between the parent and child object with a roll-up summary field that filters on the status field Utilize the AppExchange to download a third-party application that can roll up the sales dollars with the appropriate filter Utilize Apex code to roll up the desired amounts.
The Recruiting team at AW Computing captures the job acceptance and date of hire of a candidate on the Job Application custom object. Once the candidate accepts the recruiter's Job offer, the date of hire should be entered and not be changed on subsequent record edits.
Which validation formula should the app builder use? NOT(ISBLANK(Job_Accepted__c)) && ISCHANGED(Hire_Date__c) NOT(ISBLANK(Job_Accepted__c)) || ISCHANGED(Hire_Date__c) (ISBLANK(Job_Accepted__c) && NOT(ISCHANGED(Hire_Date__c)) (ISBLANK(Job_Accepted__c) || NOT(ISCHANGED(Hire_Date__c)).
The CFO of Cloud Kicks needs to sign off on any major shoe retail deal that has a discount of more than 30% before the deal can be closed. What feature would be used to handle this requirement? Approval Process Workflow Rule Email Alert Field update.
Ursa Major Solar (UMS) uses a public sharing model for accounts. UMS would like to move to a more restrictive sharing model but wants the Sales team to continue to have access to all account records with the sales record type.
Which two actions should an app builder complete to implement this change? (Choose two.) Create a criteria-based sharing rule Update the organization-wide defaults Create an owner-based sharing rule Update the Sales profile.
Cloud Kicks has a shipment date on each shipment that is sent out. Dispatchers need more details on the day and time the shipment was sent out. The app builder needs to change the current field type that is used from Date to Date/Time.
What should the app builder be aware of when it comes to data already in the system? Historical data will be updated to 12:00 timestamp The field name will change Data loss will be experienced The change will be instant.
An app builder created multiple custom fields, page layouts, and reports in the sandbox and added them to a change set. After the change set was deployed to production, the reports were NOT deployed.
What should the app builder do? Move the reports to the Unfiled Public Reports folder and add them to a new change set Recreate the reports in production. Reports are not supported in change sets Add the reports to an unmanaged package and Install the unmanaged package into production Move the reports FROM the Unfiled Public Reports folder and add them to a new change set.
The Sales Operations team at AW Computing deletes accounts for a variety of reasons. The sales ops director is worried that the Sales team may delete accounts that sales reps are actively selling into.
How should the app builder keep accounts with open opportunities from being deleted? Create an Apex Trigger on the Account object Remove the Delete permission from the Sales Rep profile Remove the delete button on the account layout Create a validation rule on the Account object.
An app builder at Universal Containers has been asked to add the Chatter feed to a custom object record page.
Which approach should the app builder use? Add the standard Chatter feed component Add the Chatter feed component from the AppExchange Add the standard related list component Add a custom Chatter feed component.
Ursa Major Solar (UMS) is looking to hire some new employees. UMS wants to allow the same applicant to apply for multiple open positions using a single application. What should an app builder recommend to meet these requirements? Create a master-detail relationship on Open_Position__c to Application__c Create a master-detail relationship field on Applicant__c to Applicatlon_c Create a master-detail relationship field on Applicant__c to Application__c Create a master-detail relationship field on Application__c to Open_Position__c.
The finance manager at Universal Containers wants to receive a new business notification email each time a new client is won. The sales manager wants to receive a task letting them know to onboard the new client unless it is a top-tier client. Which automation tool should an app builder use to best address all these requests? Record-triggered flow Apex Approval process Screen flow.
At Ursa Major Solar, there is a single Lightning record page for the Celestial Bodies custom object; however, there is a Lightning component the app builder wants to restrict to mobile app users.
Which feature in the Lightning app builder should be utilized? Component visibly filter Related list quick links Chatter feed Highlights panel.
Which two places can an app builder go to see a list of available Custom Lightning components in their org? (Choose two.) Lightning App Builder Lightning components in Setup Salesforce Optimizer App Visualforce components in Setup.
An app builder installs an unmanaged package in a full copy sandbox that is an exact match for production, and now they are ready to install it in production. When the app builder attempts to install the package in production, it fails. Why did the package fail to install? Package features not compatible Incorrect license types Object limits exceeded Apex unit test failures.
Cloud Kicks wants to summarize the number of open Cases related to an Account, as well as the number of closed Cases to indicate whether customer support utilization is high, medium, or low. Two number fields have been created: NUM_Open_Cases__c and NUM_Closed_Cases__c.
Which two automation solutions would meet these business requirements? (Choose two.) Workflow Process Builder AppExchange Apex.
Cloud Kicks works on an annual subscription model. When a sales rep marks an opportunity as closed won, a new opportunity should automatically be created for the renewal. The contracts team works outside of Salesforce but also needs to be notified about closed deals in order to initiate the contract process with the customer.
Which automation solution would meet these requirements? Workflow Rule Process Builder Validation Rule Approval Process.
DreamHouse Realty (DR) has many properties for sale and wants to identify the highest value of all Offer__c records on each Property__c record.
What solution should the app builder use to meet DreamHouse Realty's needs? Master-Detail Child Object Lookup Object Multi-select Picklist Text Area (Long).
An app builder installed a custom Lightning component from AppExchange and has deployed My Domain.
What should be done next in order to configure the component for use in a record page? Edit a record page using Lightning App Builder > Drag the component onto the page Edit a record page using App Manager > Drag the component onto the page Edit a record page using the Page Layout editor > Drag the Visualforce component onto the page Edit a record page using the Page Layout editor > Drag the component onto the page.
What should an app builder consider when choosing a template for a new Lightning record page? Page structure will automatically adapt to the device being used to view the record page Select a new template for each type of device users use to view the record page The template is unable to be changed after the initial save To view the record page, users need "View All Data" permissions for the object.
Universal Containers manages leads in a Lead qualification queue where sales reps can accept ownership of the Lead. Campaign members are required to have a sales owner.
What validation rule should an app builder configure? NOT( ISBLANK(Lead.Owner:Queue.Id)) AND( ISBLANK(Lead.Owner.Id) ) NOT(ISNEW() && ISBLANK(Lead.Owner:Queue.Id)) AND(ISNEW(), ISBLANK(Lead.Owner:User.Id)).
Ursa Major Solar (UMS) has a custom object where they track Galactic Vendors. The object has four custom fields for the Galactic Vendors's location:
Street (Street__c)
City (City__c)
Planet (Planet__c)
Galaxy (Galaxy__c)
The UMS's leadership wants these fields to be concatenated into a single formula field on two lines.
Which formula fulfills this requirement? Street__c & BR() & City__c & ", " & Planet__c & " " & Galaxy__c Street-City, Planet Galaxy Street & BR() &City & ", " & Planet & " " & Galaxy Street__c -City__c, Planet__c Galaxy__c.
Universal Containers wants users to have access to the pricing guidelines document when viewing a Contract related to an Account.
What feature should an app builder use to create easy access to the document? A custom detail page link on the Contract object Quick Action on the Account object A custom detail page link on the Account object Quick Action on the Contracts object.
Cloud Kicks 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 a preexisting long text area field to text area? Preexisting information will truncate to the first 255 characters Preexisting information in the field will be completely lost Preexisting information will remain even if it was over 255 characters Preexisting information will cause an error message to pop up.
Universal Containers wants to create a report to show job applications with or without resumes.
What considerations should the app builder be aware of when creating the custom report type? A primary object selection is locked once the custom report type has been saved Once the report type has been deployed it is unable to be deleted When a custom or external object is deleted the report type and reports remain but cause an error when the report is run An app builder is unable to create custom report types for objects they do not have permissions for.
Universal Containers (UC) tracks Account locations in Zip Code, a custom text field with a validation rule to enforce proper formatting of the US ZIP+4 code for UC's orders.
What formula should the app builder create on Order to display only the first five digits of Zip Code from the parent Account? LEFT(Account.Zip_Code__c, 5) LPAD(Account.Zip_Code__r, 5) TEXT(Account.Zip_Code__c, 5) BEGINS(Account.Zip_Code__r, 5).
Cloud Kicks asked the app builder to insert a list of 25,000 records using deduplication for the Race_Track__c custom object. Which tool should be used? Import Wizard Lightning Object Creator Data Loader Schema Builder.
Cloud Kicks asked the app builder to insert a list of 25,000 records using deduplication for the Delivery custom object. Which tool should be used? Data Loader Import Wizard Lightning Object Creator Schema Builder.
DreamHouse Realty (DR) has a policy that requires the phone number on Contact to be deleted when the DoNotCall checkbox is checked.
What automation tool should the app builder recommend? Workflow rule Approval process Validation rule Quick action.
Universal Containers uses a custom picklist called Account_Region__с on the Account object. The vice president of sales has asked that the value of this field is visible on Opportunities. How should an app builder create this solution? Cross-object formula field Lookup field Field-level security Field history tracking.
Universal Containers uses the Asset object to track products that are installed at customer locations. A new object, Asset Inventory, has been created to capture details about the asset.
Which approach should the app builder take to show Asset Inventory as a related list on Asset? Create a lookup relationship on Asset Inventory to Asset. Add the Asset Inventory related list to the Asset page layout Create a junction object to relate Asset Inventory and Asset. Add the Asset Inventory related list to the Asset page layout Create a master-detail relationship on Asset to Asset Inventory. Add the Asset Inventory related list to the Asset page layout Create a roll-up on Asset. Add the Asset Inventory related list to the Asset page layout.
An app builder needs a custom solution and is considering using either AppExchange or their local developer community. The app builder wants to minimize the need for manual maintenance.
What should the app builder consider? A managed package from AppExchange An unmanaged package from AppExchange An open-source custom development An open-source unmanaged package.
When a sales rep submits an account for approval. Universal Containers 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? Custom button and Flow Process Builder and Flow Custom picklist field and Process Builder Lightning component and Process Builder.
An app builder wants to limit the amount of fields users see when creating a new Opportunity. Once they fill out the required fields and save, the full record page with additional fields relevant to the Opportunity type becomes available. How could this be accomplished? Make the Opportunity type a required field on the initial Opportunity page layout and use automation to fill in the type field to update the record type based on the Opportunity type Hide additional sections on the page layout and show the users how to manually expand them when they want to fill in the fields in the hidden sections Use different page layouts for Opportunity types based on the user profile Once the required fields are populated, use a sharing rule to share the new fields with the user.
Universal Containers (UC) has a custom Invoice object and a custom Invoice Line Item object. The Invoice Line Item object has a lookup relationship to the Invoice. 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 two.) There are already two master-detail relationships on the Invoice Line Item Invoice Line Item records exist without having the Invoice lookup field populated Custom objects are unable to be on the detail side of a master-detail relationship There is a roll-up summary field on the Invoice object.
At Ursa Major Solar there is a requirement for a new field called Planet Details on the Planet object where users can write detailed descriptions that can include pictures and links.
What field type should the app builder utilize to fulfill this requirement? Rich Text Area Long Text Area URL Multi-Select Picklist.
Sales reps at Cloud Kicks (CK) forget to submit for approval when CK needs orders reviewed before close won. CK wants to automatically submit opportunities into the Secure Commitment Stage to eliminate manual submission. Which three features could meet the business requirements? (Choose three.) Process Builder Apex Flow Chatter action Workflow.
An app builder has deployed a change set from a sandbox to production. There is a long delay in the deployment. What can be causing the delay? A field type change is included in the change set Dependent fields are included in the change set Profiles are included in the change set Roles are included in the change set.
Universal Containers 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? Highlights panel Related lists Related record Activities.
Universal Containers (UC) maintains information for over 2 million assets in an external system. UC needs to access these assets in real-time data in Salesforce and is nearing the data storage limits. What feature could an app builder recommend UC use? Salesforce Connect Data Loader Data Export Wizard Salesforce to Salesforce.
A sales manager at Cloud Kicks wants the team to spend more time in the field and less time manually entering the information found on the business cards they collect. What should an app builder do to help achieve this goal without sacrificing data quality? Research and evaluate data enrichment products on the AppExchange to automate data entry Use Flow to create a data entry wizard to automate data entry Post daily to the Chatter feed any relevant fields that need to be populated Use a combination of workflow rules and formula fields to populate key fields for the sales user.
Cloud Kicks has five years of sales data and would like to track when customers made their first purchase.
How should an app builder use a roll-up summary to meet the requirements? Create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE Create a new date field called First Order Date, create a new Workflow to set the date, and roll up the value with a filter where IsWon = TRUE Create a new roll-up summary field called First Order Date, using Type SUM on Opportunity Close Date Create a new date field called First Order Date, then create a roll-up summary to update the field using Type MIN.
An app builder wants to update a field on the parent record when a child record connected via lookup is deleted. What automation should the app builder use? Apex code Screen flow Workflow rule Process Builder.
A recently refreshed partial sandbox at Cloud Kicks has no data in the custom object Shipping. Checking in production, there are two million rows of data in the object. What could be the reason the data is missing? The selected objects in the sandbox template The partial sandbox is at capacity The sandbox is still populating data The sandbox was refreshed too early.
Cloud Kicks' management team frequently travels and wants to approve requests from their team on the go via Chatter. Where would an app builder enable this ability? Chatter Settings Object Setting Approval Process Setting Chatter Feed Tracking.
Universal Containers needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely. What formula should an app builder use to create this new field? CASESAFEID(Id) TEXT(Id) VALUE(Id) ISNUMBER(Id).
Cloud Kicks has leads owned by users and queues. The sales manager wants the status to change to working when a user takes ownership. What does an app builder need to have in the criteria to ensure the process runs without error? BEGINS([Lead].OwnerId, "005") [Lead].Owner:Queue.OwnerId Is Null = True [Lead].Owner:UserRole Is Null = False NOT(ISBLANK([Lead].OwnerId)).
Cloud Kicks conducts an evaluation of sales reps with a custom object that houses a scorecard. The company wants to ensure that only the sales reps, their managers, and their manager's executives can view the rep's scorecard, but also prevent the reps from being able to view the executive comment fields on their review. How should these requirements be met? Use a private sharing model granting record access using hierarchy; manage field access with field-level security Use a private sharing model granting record access using hierarchy; manage field access with record types and field-level security Use a private sharing model granting record access using custom settings; manage field access with page layouts and field-level security Use a private sharing model granting record access using custom settings; manage field access with record types and page layouts.
DreamHouse Realty (DR) is expanding into subsidized housing by partnering with local government entities. DR uses Sales Cloud and has enabled field history tracking on the Opportunity object. Due to increased information requirements, the App Dev team is changing Text Area (Long) fields to Rich Text fields to allow for up to 1,000 characters and better descriptions.
Which two considerations should be made by the team? (Choose two.) Field History Tracking records value changes of 255 characters or less Data loss may occur when changing custom field types Rich text field values of all lengths are displayed fully in reports Audit Trail is available through REST API extracts.
An app builder at Cloud Kicks created a custom object and related fields in the schema builder.
What next steps should the app build take to ensure users can access the new object and fields? Add the fields to the page layout on the object Create a permission set for access to the object and fields Allow reporting for the object and fields Assign data types to the fields on the object.
Universal Containers (UC) has created a picklist held called Status on three separate custom objects. UC has a requirement to share the list of values for this field across each object.
Which feature would an app builder use? Global Picklist Value Set Dependent Picklist Field Update Dynamic Action.
The Service Manager provided the app builder with color code requirements for case age on open cases.
- New cases populate a green circle
- Day-old cases populate a yellow circle
- Three day-old cases populate a red circle
How should an app builder implement this requirement? Formula Field Custom Button Lightning Web Component Quick Action.
Ursa Major Solar wants to provide sales console users with an incredible experience, with the most-used components easily accessible at all times.
What solution can enable reps to see and access these components from anywhere within the app without leaving the page where the team is working? Utility bar Global actions Favorites Home page.
Universal Containers is expecting impacts to operations due to increased demand. The executive team will be reaching out to current customers and want to see the number of open cases for the account and parent account.
Which two tools could an app builder combine to display the number of open cases on the account page? (Choose two.) Flow Process Builder Workflow Approval Process.
An app builder has a custom component they want to make available on the utility bar, but the component is unavailable. How should the component be tagged? For use on the utility bar For use in App Manager For use in Lightning App Builder For use on record pages.
DreamHouse Realty wants to import its property records from an external system into Salesforce. The app builder will use an external ID field to house the property ID from the external system.
Which two details should the app builder know when using external ID fields? (Choose two.) An external ID field can be a text field An external ID field can be a number field An external ID field can be a phone field An external ID field can be a URL field.
Cloud Kicks recently implemented the application lifecycle management process to its release management strategy. Which category handles bug fixes and simple changes? Patch Minor Major Rollback.
Cloud Kicks (CK) wants to quickly insert a list of over 60,000 net new Accounts. The template based on CK's data model was used to populate the list. Which tool should be used? Data Loader Schema Builder Lightning Object Creator Import Wizard.
An app builder notices several Accounts converted from Leads are missing information they expected to be caught via Account validation rules. What could be the source of this Issue? The lead settings are unchecked to require validation for converted leads The lead settings are allowing users to intentionally bypass validation rules Lead validation rules fail to validate on records when they are being converted Account validation rules fail to validate on records converted from a lead.
The DreamHouse Realty (DR) service manager has asked for some improvements in case management to enforce process compliance so that cases are unable to be reverted to an earlier case status, and to ensure that certain fields are required when specific case criteria are met.
Which solution should an app builder implement to meet these requirements? Validation Rules Workflow Rules Process Builder Activities Component.
Universal Containers wants some enhancements on its Opportunity page layout to improve efficiency and collaboration.
Which two solutions should an app builder suggest to help meet these requirements? (Choose two.) Use two Tabs components to separate record information from activities Add a Path component with fields and instructions aligning to stages on the Opportunity Set up an approval process requiring manager consent at each stage of the Opportunity Mark stage dependent fields as required on the Opportunity page layout.
Cloud Kicks wants to know the total value of all won Opportunities for Accounts and display it on the record.
What type of summary should the app builder use in the roll-up summary field? Sum Min Max Count.
An app builder is creating a custom object called Testimonial__c and wants to connect Testimonial__c records with both the submitter's Contact record and Account record. If the Account is deleted, the Testimonial__c should also be deleted. If the Contact is deleted, but the Account remains, the Testimonial__c should remain. How should this be accomplished? Create a master-detail relationship from Testimonial__c to Account and a lookup relationship from Testimonial__c to Contact Create a lookup relationship from Testimonial__c to Account and a master-detail relationship from Testimonial__c to Contact Make Testimonial_c a junction object between Account and Contact using master-detail relationships Make both the Contact and Account fields required on the Testimonial__c object and create lookup relationships from Testimonial__c to Contact and to Account.
An app builder has downloaded a component from the AppExchange successfully; however, they are unable to add it to the Lightning home page. Which two reasons can be preventing the app builder from being able to add the custom component? (Choose two.) The component is tagged for record pages instead of home pages and is not showing up in the App Builder My Domain must be deployed to add custom components to the page with the App Builder A custom tab must be created to add custom components to the page with the App Builder The component requires a developer permission to add it to the page with the App Builder.
Universal Containers (UC) delivers purchased containers to remote construction sites. Customers supply UC with crossroads or location makers. What type of field should the app builder use to capture this information? Geolocation External Lookup Number Formula.
Cloud Kicks received a new requirement to calculate summaries from child objects of a standard object. The team would prefer to solve this declaratively.
What are two considerations an app builder should evaluate? (Choose two.) An object can have up to two master-detail relationships A value is required in all records of the lookup field prior to converting to a master-detail relationship A trigger on save or update can kick off calculations An app builder is unable to change a lookup to a master-detail relationship.
Universal Containers uses a custom picklist field Account Region on the account record. They want this region to be reflected on all related contact records and stay in sync if the value of this field changes on the Account.
How should an app builder meet this requirement? Create a formula field on the Contact object > Set the value of the formula to TEXT(Account.Account_Region__c). Create a text field called 'Account Region' on Contact object > Create a workflow rule to update this picklist field if the Account Region field on the Account is changed. Create a formula field on the Contact object > Set the value of the formula to ISPICKVAL(Account.Account_Region__c). Create a picklist field called 'Account Region' on Contact object > Create a workflow rule to update this picklist field if the Account Region field on the Account is changed.
Property installing managed packages helps prevent conflicts with customizations made by customers and partners.
What functionality should be used to set up packages? Namespace Help setting Description Allow sharing.
An app builder wants to create a report to compare the number of support cases in each status (New, In-progress, or Closed) and by priority (Critical, High, Medium, or Low). What solution should be used for the report? Bucket Columns Custom Report Type Grouping Filters.
A Service Coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Before closing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician.
What solution would provide the required access, given a private data model? Put the SC in the role hierarchy above the technicians whose work orders they review Create a workflow rule that updates records owned by technicians in that region with the SC. Give the SC a permission set with the Modify All Data system permission Change work order access on the SC's profile to 'Modify All'.
Which three options are available for assigning access to Lightning Pages using Lightning App Builder? Choose 3 answers App, record type, profile The org default App default Role and subordinates Profile and permission sets.
Universal Containers manages internal projects by department using a custom object called Projects. Only employees in the project's respective department should have view access to all of the department's project records. If an employee changes job roles and moves to another department, the employee should no longer have access to the projects within their former department.
Which two options will meet these requirements assuming the organization-wide default for Projects is set to Private? (Choose two.) Create a criteria-based sharing rule using the Project's department that grants access to users by roles Create a criteria-based sharing rule using the Project's department that grants access to users by public groups Create a criteria-based sharing rule using the Project's department that grants access to users by profiles Create a criteria-based sharing rule using the Project's department that grants access to users by permission sets.
Universal Containers has a requirement that an Opportunity should have a field showing the value of its associated account's billing state. This value should not change after the Opportunity has been created.
What is the recommended solution to configure this automation behavior? Formula field Roll-up summary field Workflow Apex.
Universal Containers wants to automatically assign a specific permission set to new users.
Which two actions should be completed in order to meet this requirement? (Choose two.) Create a Flow on the User object to assign a permission set Create a Process on the User object to launch a flow Create an Approval process on the User object to assign a permission set Create a workflow rule on the User object to assign a permission set.
Sales Managers want to be automatically notified any time there is a change to an Opportunity Close Date and want these changes to be tracked on the Opportunity.
Which two configurations should an app builder recommend? (Choose two.) Enable Feed Tracking on Opportunities Create an Opportunity outbound message Use Process Builder on Opportunities and a Chatter post action Activate Historical Trending for Opportunities.
Universal Containers has two types of applicants, hourly and salary. There are separate record types for each. While all members of the human resource department need to be able to view all applicant records, only the hiring manager and VP of HR should be able to create salary applicant records.
What should the app builder recommend to meet this requirement? Create a permission set containing the salary record type and assign it to the appropriate users. Remove "create" permission for the salary applicant object for everyone except the manager and VP Configure the hourly record type as the default and instruct non-management users to accept the default record type Update the org-wide default to private and create a sharing rule for the role of recruiting manager.
Universal Containers (UC) wants to build a Recruiting app that allows for multiple Positions to appear on custom objects Websites and Postings. UC requires a report that shows the related custom objects of Postings.
Which two items should an app builder configure to implement this? (Choose two.) Utilize the Standard Report Types Configure a Postings object with Master-Detail field to both Positions and Websites Create two new Custom Report Types Configure a Postings object with Lookup field to both Positions and Websites.
A new field has been added to the Applicant object. A recruiter ran the 'Position with or without Applicants' report and noticed that the new field was missing as an option to add as a column.
How should an app builder troubleshoot this issue? Add the field to the custom report type field layout Check "Allow Reports" for the position and applicant objects Adjust the field level security to include in the report type Update the profile with the "Manage Public Reports" permission.
When an opportunity is closed date is pushed more than 30 days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process.
How can an app builder ensure that these opportunities are submitted into the approval process? Submit the record for approval from an automated process Use a validation rule and an email alert to the manager requesting approval Give the manager the "API Enabled" permission to permit approval responses by email Change the entry criteria on the approval process to criteria are met and lock the record on initial submission.
Universal Containers generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is also information that is unique to each type of lead.
What should an app builder configure to meet these requirements? Create three lead record types each with its own page layout containing the relevant fields Create three sections on the lead layout and instruct users to collapse the non-relevant fields Create a partner community and a record type for web and trade show leads Create custom page layouts for each type of lead only containing the relevant fields.
Universal Containers created a custom object called Component to capture details about products sold.
What approach should an app builder take to show Component as a related list on Product? Create a lookup relationship on Component to Product. Add the Component related list to the Product page layout. Create a junction object to relate Component and Product. Add the Component related list to the Product page layout Create a roll-up on Product. Add the Component related list to the Product page layout Create a master-detail relationship on Product to Component. Add the Component related list to the Product page layout.
Universal Containers wants to track installation information once a container has been purchased on a custom object. Sales reps should have visibility of all the installations associated with their opportunities.
What kind of relationship should this new object have to the Opportunity? Master-Detail Many to Many Hierarchical Lookup.
Universal Containers wants to ensure that they are accepting clean data from their users and verify that important fields are entered.
What should an app builder recommend to meet this requirement? Configure a validation to require a field for a specific record type Create a workflow rule to check the fields are formatted correctly Update the important fields to be required on the page layout Make a formula field to check the format of the important fields.
What are two reasons to create an unmanaged package? (Choose two.) Deploying from a Developer Edition environment Distributing open-source projects on the AppExchange Publishing an application for sale on the AppExchange Distributing upgradeable components to other Salesforce orgs.
An app builder has created a custom Lightning App and wants to make it available to the internal users at Universal Containers.
Which two steps are necessary to accomplish this task? (Choose two.) Build a Custom Tab for the app Create a subdomain using My Domain Upload the app to Static Resources Create a Visualforce page.
Universal Containers uses a private sharing model on Accounts. User A and User B both own Accounts of their own and have both been sent a new Account record in an email owned by User C to take a look at. User A is able to open and view the record but User B receives an insufficient privileges error. User A and User B have the same role in the Role Hierarchy as User C.
What are the three reasons User A has access but User B is unable to access the record? (Choose three.) User A is in a Public Group that has access via a Sharing Rule User A is on the same Account Team as user C User C has manually shared the record with User A User A was granted an additional permission set User A and User B have different profiles
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Universal Containers uses a custom object called Reviews to capture information generated by interviewers during the candidate process. The Review records are visible to any user that has access to the related custom Candidate record. The VP of Human Resources wants the comment field on the Review to be private to anyone outside of the HR department.
How should the app builder meet this requirement? Create a page layout with the field for HR users and another page layout without the field for all other users Create an Apex sharing rule to share the field with users that have 'HR' in their role Create a sharing rule to share the field with the VP of HR with Role and Subordinates Create a page layout with the field and use field-level security to hide the field from all other users.
Which feature should an app builder use to ensure that new Leads are automatically sent to the appropriate Sales Rep? Lead Assignment Rules Lead Convert Workflow Rules Visual Flow.
Accounts at Universal Containers are currently readable by all users but editable only by their owners. Management wants to designate some Accounts as VIP
Accounts. Only Account owners should have read access to these VIP accounts.
What two actions should an app builder take to meet the requirements? (Choose two.) Implement a sharing rule Change Organization-wide Defaults Set up an Account Team Configure a permission set.
An app builder has been asked to display an Overdue Date that is two months after a Task's Due Date.
Which approach should the app builder take? Create a formula field using the ADDMONTHS() function Use Process Builder and set Overdue Date equal to DueDate + 60 Create a formula field using DueDate + 60 Use Process Builder and set Overdue Date equal to DueDate + ((365/12) * 2)
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The VP of Sales wants a Chatter post to the All Sales private group when an Opportunity goes to the closed won stage.
What two tools should the app builder use to automate this process? (Choose two.) Flow Process Builder Big Deal Alert Workflow.
Universal Containers implemented an application process that uses custom objects Internships and Applications. The organization-wide default for Internships has been set to private and is the master in the master-detail relationship with Applications. The VP of HR wants to allow edit access to Applications to recruiters.
How should an app builder configure the proper access? Add a sharing rule that grants the users Read/Write access to the Internship records Create a sharing rule that grants the users Read/Write access to the Application records Set the organization-wide default on the Applications object to Read/Write Create a queue for the web applications and assign access to the users who will be editing the records.
A customer service representative at Cloud Kicks wants to be able to collect information from customers using a series of question prompts. Once the questions are completed, an email should be sent to the customer with a feedback form.
What should be used to accomplish this? Lightning Flow Process Builder Apex Trigger Einstein Next Best Action.
The Service Manager would like to highlight case age. When a case is new, they would like to see a green flag on the case record. The flag should be yellow if the case is still open after one day. The flag should be red when cases are open after three days.
Which two options should an app builder use to implement this requirement? (Choose two.) Formula Field IMAGE Quick Action VLOOKUP.
Sales reps at Universal Containers use Salesforce on their mobile devices. They want a way to add new contacts quickly and then follow up later to complete the additional information necessary.
What mobile solution should an app builder recommend? Build a global action to create Contacts Add a compact layout to Contacts Use Path and set pre-defined values Customize the mobile menu to move Contacts to the top.
Which two standard Lightning page components are available in the Lightning App Builder? (Choose two.) Highlights Panel Accordion Quick Text Path.
Universal Containers has created two custom objects called Seminars and Attendees. Organization-wide defaults for these objects have been set to Private.
Universal Containers wants to set up a new junction object between these custom objects. A select group of users should be able to edit records in the junction object.
Which two steps should an app builder take to configure the proper security? (Choose two.) Set Sharing Settings to Read Only on both Master-Detail relationship fields Create owner-based sharing rules that give Read access to the master objects Create an owner-based sharing rule that gives Read access to the junction object Set lookup filters on both junction object relationship fields.
Users at Cloud Kicks provided feedback that the time card custom page layout has too many fields on it, and some fields are only needed if other fields are entered.
What should an app builder configure to help with this issue? Dynamic forms Lightning web components Dependent picklists Separate page layouts.
Universal Containers (UC) has several large customers that sell their products through dealers. Each customer and dealer has an individual rep who works directly with UC and each is billed separately.
How should an app builder implement these requirements? Create both customer and dealer as accounts, add each rep as a contact on the corresponding account and create an account hierarchy. Create a single account record, add each rep as a contact and create a custom dealer object. Create a single parent record, add each rep as a contact to the parent account and add each dealer as a child record Create both customer and dealer as accounts, create account teams on each account and associate the dealer records with the parent account.
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 6 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 set to San Francisco.
What will happen the next time a sales person saves an Account with a billing city of San Francisco? The record will save and the industry field will change to technology The record will NOT save and the error message will NOT be displayed The record will NOT save and the validation rule's error message will be displayed The record will save but the industry field will NOT change to technology.
Universal Containers (UC) requires that all users specify a contract is sent on each Opportunity prior to marking it as `Closed Won`. UC wants to be able to report on how many Opportunities have sent Contracts compared to how many have a missing contract when the Opportunities closed.
What type of field should an app builder configure to fulfill this requirement? Checkbox Picklist Text Area Text.
A production org includes custom objects containing confidential information. A sandbox is needed that includes data records, excludes all of the confidential objects, and can be refreshed weekly.
What steps should an app builder take to meet these requirements? Create a Partial Copy Sandbox and use a sandbox template Create a Developer Sandbox and schedule Data Loader to download selected object data weekly Create a Full Sandbox and use a sandbox template Create a Developer Pro Sandbox and schedule Data Loader to download selected object data weekly.
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The VP of Sales at Cloud Kicks wants to have a set of screens to guide the inside sales team through collecting and updating data for leads. Once the leads are updated, the leads should be entered into a marketing journey activated by the sales rep checking the marketing checkbox.
How should the app builder accomplish this? Lightning Flow Process Builder Workflow Path.
The convert button on Leads should NOT appear until the Lead Status picklist is set to Qualified.
What should an app builder suggest to meet these requirements? Page layouts, record types, Process Builder field update Process Builder field update, quick action, record type Picklist dependency, page layouts, record types Custom button, validation rule, record types.
Representatives at Cloud Kicks use Salesforce to record information for new Leads. When new prospects are added, an outbound message is sent to the data warehouse with the Lead's information.
What automation tool should an app builder use to meet this requirement? Use Lightning Flow to send an outbound message Create a process using Process Builder to send an outbound message Design an approval process that sends an outbound message Create a workflow rule with an outbound message as the action.
Duplicate management for Leads has been implemented at Universal Containers but it seems duplicate leads are still being created.
The Org Wide Default (OWD) is set to `Private` for Leads.
Which two actions help prevent duplicate Leads from being created? (Choose two.) Change the Lead Matching Rule to Block on Create Change the Lead Duplicate Rule details to Bypass Sharing Rules Change OWD for Leads to Public Read Change OWD for Leads to Public Edit.
Cloud Kicks (CK) has increased its Salesforce development efforts so that it now has multiple custom development efforts happening in parallel. CK’s developers and admins perform the customizations and have complained that working in one sandbox has led to many problems. They have requested a solution in which they can work in at least 20 different sandboxes at once, that all start with the same base configuration and data.
What should an app builder utilize to solve the problem? Full Copy Sandboxes Sandbox Refreshes Sandbox Cloning Partial Copy Sandboxes.
A manager built out a new Account report and wants to add a chart of the data to account records. An app builder tried to use the Report Chart component but was unable to find the manager’s report.
What are two reasons the app builder is unable to see the report? (Choose two.) The app builder did not create the report The report is in the manager's Private Reports folder The report does not have a chart The report has no data in it.
Universal Containers is migrating its sales operations from a legacy system that was used in Europe. Opportunities need to be imported with the proper country currency.
Which two steps should an app builder configure to meet these requirements? (Choose two.) Include the Currency ISO code in all currency fields in the import file Use Data Loader to import the records Use Import Wizard to import the records Include the Currency ISO Code Column in the import file.
Ursa Major Solar (UMS) uses Cases to track customer complaints, an Issue__c object to represent known problems with its solar panels, and a Case_Issue__c junction object to relate known problems to customer complaints. Periodically, UMS conducts audits which require the auditing users to view Case_Issue__c records.
Which access levels must be configured to allow UMS users to access Case_Issue__c records? Read-Only access on Issue__c and Case_Issue__c Read-Only access on Case and Case_Issue__c Read-Only access on Case and Issue__c Read-Only access on Case_Issue__c.
Universal Containers (UC) has large data volumes and is nearing data storage limits. The planned solution is to archive historical data to reduce data storage in
Salesforce; however, UC would still like to use reports, queries, and lookups on the archived information.
Which two options could meet this requirement? (Choose two.) External objects Big objects Custom objects Related objects.
Universal Containers wants its Field Sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The Inside Sales Team needs to see all accounts in Salesforce.
How should an app builder accomplish this? Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team profile with the "View All" setting for accounts Set the Organization-Wide Default to Private for accounts. Create permission sets for each Marketing Team, and create an Inside Sales Team profile with the "View All" setting for accounts Set the Organization-Wide Default to Public for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team permission set with the "View All" setting for accounts Set the Organization-Wide Default to Public for accounts. Create profiles for each Marketing Team, and create an Inside Sales Team role that is at the top of the Role Hierarchy.
An app builder is tasked with adding key performance indicators on client pages. They want to see a summary of the number of open Opportunities and the number of won Opportunities for each Account.
Where should the app builder go to build these new rollups? Account object Lightning App Builder Lightning Object Creator Opportunity Object.
Cloud Kicks has created a custom object called Interest which is joined to Accounts by way of a junction object called Account Interest. What is the impact to users attempting to view an Account and the associated Account Interest records if they are without read access to the Interest Object? Users will be able to view the Account Interest records and will have read-only access to the Interest records. Users will be unable to view Account records that have a related Account Interest record. Users will be unable to view the Account Interest records or the Interest records. Users will be able to view the Account Interest record, but unable to view the field or any information relating back to the Interest record. .
Universal Containers wants to improve the process to create Opportunity records related to an Account. Many fields can be populated based on the Account record. Some fields require input from the user. What should an app builder configured to meet the requirement? Quick Action to the Account object Process Builder triggered from Opportunity update. Quick Action on the Opportunity object. Process Builder triggered from Account update. .
Universal Containers asked the app builder to ensure when an account type changes to ‘Past-Customer’ the contacts directly related to that account get an updated status of ‘Re-Market’. What automation should the app builder use to accomplish this task? Record-triggered flow Lightning component Screenflow Validation rule.
Universal Containers require different fields to be filled out at each stage of the Opportunity sales process. What configuration steps can an app builder use to meet this requirement? Add the Path component to the Lightning record page Define record types and page layouts for each stage. Create a Process builder to prompt the User for field information. Set page layout required fields based on the current stage. .
Service Agents are required to confirm a user's identity before providing support information over the phone.
What feature can an app builder use to help agents meet this requirement? Guided Action Flows on the record page Add Path to the top of the Case layout Include Surveys as a Case related list Case Validation Rules.
The app builder at Northern Trail Outfitters has created a report type for opportunities with or without shipments. The operations team would like account rating information on the report. What should the app builder do to fulfill this request? Use add fields related via lookup with the view set to opportunities Add the Account Rating field to the opportunity record page. Change the primary object of the custom report type to the Account object. Change the account/opportunity relationship to a master/detail relationship. .
Cloud Kicks is implementing an approval process for opportunities that requires managers to approve all opportunities above $50,000 before they can be marked as Closed Won. Which two delivery methods can a manager utilize to respond to approval request in the Salesforce mobile app? Choose 2 answers. In-App Notification. Record Detail. Home Screen. Navigation Menu.
Northern Trail Outfitters wants the field sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The inside sales team need to see all accounts in Salesforce. How can this be accomplished? Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each marketing team and create an Inside Sales team profile with the "View All" setting for accounts Set the Organization-Wide Default to Private for accounts. Create permission sets for each marketing team and create an Inside Sales Team profile with the “View All” setting for accounts. Set the Organization-Wide Default to Public for accounts. Create profiles for each marketing team and create an Inside Sales Team role that is at the top of the Role Hierarchy. Set the Organization-Wide Default to Public for accounts. Create criteria-based sharing rules for each marketing team and create an Inside Sales Team permission set with the “View All” setting for accounts. .
Universal Container has deployed custom tabs to production via change sets, without including the profile settings of permission sets. What is the setting for the visibility of custom tabs? Custom tabs are hidden for all users. Custom tabs are default on for all users. Custom tabs are default off for all users. Custom tabs are NOT deployed. .
At Cloud Kicks when an opportunity close date is delayed by more than 60 days, the manager and the VP of Sales want to review the change. Which two solutions will meet the requirement? Choose 2 answers. Create a flow that submit the record for an approval process. Build an approval process that requires unanimous approval from the manager and VP of Sales. Build a validation tule that does not allow a user to save the opportunity record. Create a workflow tule that checks for close date less than 60 days and add an email alert. .
Cloud Kicks has a sales rep who is stating that their Contact is unavailable for other users to see within Salesforce. In which three ways can an app builder troubleshoot this issue? Choose 3 answers. Verify the users with the issue have access to the Contact object Confirm whether Default Organization-Wide Sharing Settings provide access to the Account Review the Contact record and ensure it is linked to an Account Create a new Contact and have the users try again. Create an Account Sharing Rule to give the users access to all records. .
A Manager at Universal Containers has requested that a custom text field be converted to a picklist in order to promote better data hygiene.
Which two actions should be considered before changing the field type? (Choose two.) Existing list views that reference the field may be deleted All data should be backed up before converting a text field Changing a field type will remove existing field history Field reference will be removed in Visualforce pages.
Due to the complexity of the Universal Containers sandbox release schedule and requirements, it is advised that change sets are used as often as possible to migrate from one environment to another. Which three common items can an app builder move when using a change set? Choose 3 answers. Apex class Custom field Custom object Web-to-lead Standard fields.
An app builder at Universal Containers wants to prevent users from creating new records on an Account related list by overriding standard buttons. Which two aspects should the app builder consider before overriding standard buttons? Choose 2 answers. Standard buttons that are unavailable for overrides can still be hidden on page layouts. Standard buttons can be overriden with a Lightning component Standard buttons can be overridden, relocated on the detail page, and relabeled. Standard buttons can be changed on lookup dialogs, list views, and search result layouts. .
Universal Containers (UC) wants to build a Recruiting app that allows for multiple Positions to appear on custom objects Websites and Postings. UC requires a report that shows the related custom objects of Postings. Which two items should an app builder configure to implement this? Choose 2 answers. Create two new Custom Types Configure a Postings object with Master-detail field to both positions and Websites Configure a Postings object with Lookup field to both Positions and Websites. Utilize the Standard Report Types.
A custom field on an account is used to track finance information about a customer. Only members of the finance team have access to this field. However, the business wants to allow one customer service agent, who is assigned the Customer Service profile, read-only access to this field for special circumstances. What is the recommended solution to grant the customer service agents access to the field? Create a permission set that allows read-only access to the field via field level security and assign it to the agent Create a new profile to allow for read-only access to the field via field level security and assign it to the agent. Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via field level security. Update the custom field’s level security in setup to allow the agent read-only access to the field. .
The marketing team at Universal Containers has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records.
Which two actions should be taken to meet this requirement? (Choose two.) Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation Use Data Loader's update function to import leads and match to existing records based on e-mail address Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to-Lead scenario.
An app builder needs to change the data types of a few custom fields. The app builder is not able to delete and recreate any of the fields, nor modify any Apex code.
What data type change will require the app builder to perform additional steps in order to retain existing functionality? Changing the data type of a field used as an External ID from number to text Changing the data type of a field used in an Apex class from number to text Changing the data type of a field used in lead conversion from number to text Changing the data type of a field used in a report from text to an encrypted field.
Cloud Kicks wants to display 10 key fields at once in a separate section at the top of opportunity records on the desktop. Which component should an app builder add to the record page to enable this functionality?
Highlights Panel Path Accordion Custom Lightning Web Component.
Sales reps at Universal Containers use Salesforce on their mobile devices. They want a way to odd new contacts quickly and then follow up later to complete the additional Information necessary.
What mobile solution should an App Builder recommend? Customize the mobile menu to move Contacts to the top Build a global action to create Contacts Add a compact layout to Contacts Use Path and set pre-defined values.
At Universal Containers, the VP of Service has requested a visual indicator flag on each case, based on the case priority. High-priority case should be flagged red, medium-priority should be flagged yellow, and low-priority cases should be flagged green.
Which two formulas will accomplish this requirement? (Choose two.) IMAGE( CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif, "High", "img/samples/flag_red.gif", "/s.gif"), "Priority Flag") IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif , IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL(Priority, "High"), "/img/samples/flag_red.gif, "/s.gif") ) ) CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif", "High", "/img/samples/flag_red.gif", "/s.gif") IMAGE( IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif", IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL (Priority, "High"), "/img/samples/flag_red.gif", "/s.gif) ) ), "Priority Flag").
At Universal Containers, all US Sales Reps should be able to view the US Team Dashboard. However, only the US Sales Directors should be able to see the data in the component and view its source report. How should an app builder ensure the proper access is granted? Make the Us Sales Director the running user and share the dashboard folder with the role US Sales Rep. Share the dashboard folder with roles and subordinates of the US Sales Direcotr and share the report folder with the role of US Sales Directors Share the dashboard with the Public Group US Sales Reps and share the dashboard source reports folder with the US Sales Director profile. Make the dashboard dynamic and give US Sales Reps the View My Teams Dashboard permission.
At Universal Containers, each admin and developer use a separate developer pro sandbox. Configuration and code are then migrated to a partial data sandbox for combination and initial testing. Once approved the configuration and code are then migrated to a full copy sandbox for final load and regression testing before going to production. When should the full copy sandbox be refreshed? After each major release to production After user acceptance testing is complete. After a new user is added to production. After each push from the partial data sandbox. .
Universal Containers allows all employees to submit reviews for leadership using a custom object. These reviews should only be visible to the HR department and the employee who submitted the review.
Which three steps should an app builder take to properly control access to review records? (Choose three.)
A.
B.
C.
D. Disable Grant Access Using Hierarchies
E. Create a criteria-based Sharing Rule for the HR Department Set Org Wide Default to Private Create a criteria-based Sharing Rule for the HR Disable Grant Access using Hierarchies Add a Master-Detail(User) field on the Review object Remove review read permission from non-HR Department user Profiles.
Ursa Major Solar has received complains about inconsistent customer service experiences and wants to provide its agents with a checklist of item that must be accomplish when servicing a case. What should an app builder use to implement this? Actions & Recommendations component Highlights Panel component. Assistant component. Activity Timeline component. .
When an opportunity has a closed date that is pushed more than 30 days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process. How can an app builder ensure that these opportunities are submitted into the approval process? Submit the record for approval from an automated process Give the manager the “API Enable” permission to permit approval responses by email. Change the entry criteria on the approval process to criteria are met and lock the record on initial submission. Use a validation rule and an email alert to the manager requesting approval. .
An app builder at Cloud Kicks has been working on changes to a custom Shoe Sales app in a sandbox and is ready to deploy their changes to production with a change set. Part of the work included updates to a permission set. What should the app builder take into consideration when deploying the change set to production? Changes to field-level security in the permission set will not be applied. The deployed permission set will only contain changes related to the change set. The deployed permissions set will merge with the existing permission set. The existing permission set will be completely overwritten. .
The app builder at AW Computing needs to capture information about sales rep help request for sales engineering. Since Opportunities are more complex and require many different request for help. Additionally, the date of the most recent request should be displayed on the Opportunity page. What should the app builder at AW Computing use to accomplish this? Opportunity with Master-detail field to custom object Custom object with Lookup field to Opportunity. Opportunity with Lookup field to custom object. Custom object with Master-detail field to Opportunity. .
AW Computing uses a private sharing model for opportunities. Whenever an opportunity with a type of Service Agreement is created, all users in the Service Manager role should be able to view the opportunity. Which tool should AW Computing use to accomplish this? Criteria-Based Sharing rules Owner-Based Sharing rules.
An app builder at Cloud Kicks has been working on changes to a custom Shoe Sales app in a sandbox and is ready to deploy their changes to production with a change set. Part of the work included updates to a permission set. What should the app builder take into consideration when deploying the change set to production? Changes to field-level security in the permission set will not be applied The deployed permission set will only contain changes related to the change set. The deployed permissions set will merge with the existing permission set. The existing permission set will be completely overwritten. .
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