Cloud Kicks's 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?
The app builder would enable this ability in Chatter Settings. Chatter Settings is a setup menu that allows an app builder to configure various aspects of Chatter functionality, such as feeds, groups, email notifications, and more. One of the options in Chatter Settings is Enable Approvals via Chatter, which allows users to approve or reject requests from their team via Chatter posts or comments. Option A, B, and D are not places where an app builder would enable this ability.
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?
A report type that is in a status of In Development is not available for users to select when creating a new report. The app builder needs to change the status to Deployed to make it visible to users
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?
The best field type to use for the Planet Details field is Rich Text Area. This field type allows users to enter formatted text, images, and links. Long Text Area does not support images and links, Multi-Select Picklist does not allow text entry, and URL only allows a single web address.
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 can an app builder ensure the proper access is granted?
Sharing the dashboard folder with roles and subordinates of the US Sales Director and sharing the report folder with the role of US Sales Director will ensure that only the US sales directors can see the data in the component and view its source report, while all US sales reps can view the US Team dashboard. Making the US Sales Director the running user will show only his or her data in the component, not the whole team’s data. Making the dashboard dynamic will show different data depending on who is viewing it, not based on their role. Sharing the dashboard with the public group US Sales Reps and sharing the dashboard source reports folder with the US Sales Director profile will not prevent other profiles from accessing the reports if they have access to the report folder.
DreamHouseRealty (DR) is expanding into subsidized housing by partnering with local government entitles. 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 2 answers
Changing custom field types may result in data loss if the new field type is incompatible with the old one. For example, changing a text field to a number field may cause text values to be deleted. Field history tracking records value changes of 255 characters or less. If a rich text field value exceeds this limit, only the first 255 characters are tracked.
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:
The UMS's leadership wants these fields to be concatenated into a single formula field on two lines.
Which formula fulfills this requirement?
This formula concatenates the four custom fields for the Galactic Vendor’s location into a single text value, separated by commas and spaces. The formula also uses the BR function to insert a line break after the second field, creating two lines of text. Option A, B, and D are not formulas that fulfill the requirement.
At Universal Containers, the Account object has a Master-Detail relationship with an Invoice custom object. The App Builder would like to change to a lookup field, but is not able to do so. What could be causing this?
The Account record includes Invoice roll-up summary fields. This is correct because roll-up summary fields are only available on the master object in a master-detail relationship, and changing the field type to lookup would delete the roll-up summary fields
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?
To create “with” or “without” reports on the new custom object, a custom report type is needed. A custom report type defines the relationship between one or more standard or custom objects for reporting purposes. It allows users to select which fields they want to display in their reports and filter by related objects.
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 2 answers
Removing the Delete permission from the Shipper profile and using a permission set to remove the Delete permission are both valid ways to prevent users from deleting delivery records. Removing the delete button from the Delivery page layout will not prevent users from deleting records using other methods, such as list views or reports. Changing the organization-wide default of deliveries to Private will not affect the delete permission, but only the sharing settings.
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 2 answers
Using Process Builder on Opportunities and a Chatter post action, and enabling Feed Tracking on Opportunities are two configurations that an app builder can recommend to meet the requirement of notifying and tracking changes to an Opportunity Close Date. Process Builder can create a process that triggers a Chatter post action when the Close Date field is changed on an Opportunity. Feed Tracking can enable tracking of field history for the Close Date field on the Opportunity feed. Creating an Opportunity outbound message and activating Historical Trending for Opportunities are not valid configurations for this requirement.
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?
The app builder should create a master-detail relationship field on the gift card object to support the requirement. A master-detail relationship field creates a parent-child relationship between two objects, where the master record controls certain behaviors of the detail record. In this case, the Account object would be the master and the gift card object would be the detail. By creating a master-detail relationship field, the app builder can meet these requirements:
An app builder at Northern Trad 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 is the type of testing environment that the app builder should create to use a sandbox template for Accounts, Projects, and Project Milestones. According to the Salesforce documentation, “Partial Copy sandboxes copy your production org’s configuration (metadata) and some of your production org’s data as defined by a sandbox template.” Developer, Developer Pro, and Scratch Org are not types of testing environments that support sandbox templates.
universal containers is migrating its sales operations from a legacy system that was used. opportunities need to be imported with the proper country currency. Which two steps should an app builder configure to meet these requirements?
Choose 2 answers.
To import opportunities with the proper country currency, the app builder needs to include the currency ISO code in all currency fields in the import file, and use Data Loader to import the records. Data Loader supports importing multiple currencies, while Import Wizard does not. The currency ISO code column in the import file specifies the currency for each record
Sales manager at universal containers would like to standardize what information sales rep are gathering. Sales rep want recommendations, sales strategies and to know what key fields need to be completed at each step of the sales process on the opportunity record. What feature should an app builder use to provide this functionally?
The app builder should use the Path feature to provide the functionality that the VP of Sales wants. The Path feature allows an app builder to create a visual representation of the stages in a business process, such as the Opportunity sales process. The app builder can also add key fields, guidance, and resources for each stage to help sales reps gather information and complete tasks4. Option A, C, and D are not features that can provide this functionality.
Ursa Major Solar wants to see the Type field from the parent object Galaxy listed on the child recordStar. 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() is a formula function that converts a picklist value to text. This can be used to display the Type field from the parent object Galaxy on the child record Star. ISPICKVAL() is used to check if a picklist value is equal to a specified value. VALUE() is used to convert text that represents a number to a number. FIND() is used to locate one text string within another text string.
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. This is correct because the component must have this tag in order to be available on the utility bar. The other tags are not relevant for this requirement.
Universal Containers wants to understand return on investment for the latest advertising buy. They currently use a private security model for all objects.
What should an app builder recommend?
The app builder should recommend configuring Campaign Hierarchies and Campaign statistics to understand return on investment for the latest advertising buy. Campaign Hierarchies allow users to organize campaigns into parent-child relationships based on common goals or themes, such as product lines or marketing channels. Campaign statistics allow users to track and measure key metrics for campaigns and campaign hierarchies, such as budgeted cost, actual cost, expected revenue, number of leads, number of contacts, etc. By using these features, users can calculate return on investment for each campaign and campaign hierarchy by comparing actual cost and expected revenue. Utilizing Account Hierarchies and Roll-Up Summary fields is not a valid recommendation, as it does not relate to campaigns or advertising buys. Account Hierarchies allow users to organize accounts into parent-child relationships based on business structure or affiliation, such as subsidiaries or partners. Roll-Up Summary fields allow users to aggregate numeric values from child records related to a parent record by a master-detail relationship. Running an opportunities pipeline report is not a valid recommendation, as it does not provide information about campaigns or advertising buys. An opportunities pipeline report shows the stages and amounts of opportunities in the sales process, such as prospecting, qualification, negotiation, etc. Changing to a public security model is not a valid recommendation, as it does not affect the ability to track and measure campaigns or advertising buys. A public security model is a type of organization-wide default that determines the baseline level of access that users have to records they do not own. A public security model grants all users read or read/write access to all records, regardless of ownership.
An App Builder at UVC would like to prevent users from creating new records on an Account related list by overriding standard buttons. Which two should the App Builder consider before overriding standard buttons?
Standard buttons can be overridden with a Visualforce page to provide custom functionality or user interface. For example, you can override the New button on an object to display a custom Visualforce page instead of the standard page layout3. Standard buttons that are not available for overrides can still be hidden on page layouts to prevent users from accessing them. For example, you can hide the Delete button on an object to prevent users from deleting records
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?
Process Builder is the best automation tool to complete this task. Process Builder can perform actions when a record is created or updated, and it can also schedule actions to execute at a later time. Process Builder can update a field, send an email, and call an outbound message as actions.
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 2 answers
The two considerations that should be made are: The Star records are all required to have an existing value in their Galaxy field. This is a prerequisite for converting a lookup relationship to a master-detail relationship. A lookup relationship is an optional relationship that links two objects together, but does not enforce referential integrity or cascade delete. A master-detail relationship is a required relationship that links two objects together and enforces referential integrity and cascade delete. To convert a lookup relationship to a master-detail relationship, all child records must have a value in their lookup field that references an existing parent record. The Galaxy object has fewer than two existing master-detail relationships. This is another prerequisite for converting a lookup relationship to a master-detail relationship. An object can have up to two master-detail relationships with other objects and can act as both the parent and child in different relationships. To convert a lookup relationship to a master-detail relationship, the parent object must have fewer than two existing master-detail relationships with other objects. The Galaxy object is required to contain existing roll-up summary fields is not a valid consideration, as it is not related to converting a lookup relationship to a master-detail relationship.
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. This is correct because a Chatter stream allows users to follow multiple records and people in one feed, and filter the feed by selecting a stream.
Universal Containers uses a custom picklist called Account_Region__c 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?
A cross-object formula field is a formula field that references fields from another object. This can be used to display the value of the Account_Region__c field on Opportunities, as long as there is a relationship between the two objects. Option A, B, and C are not relevant for this requirement.
Northern Trail Outfitters uses a custom object to track travel requests. Rangers want to have automatic posts on a record whenever a travel request has been approved.
Which feature should be used to accomplish this?
To have automatic posts on a record whenever a travel request has been approved, feed tracking should be used. Feed tracking enables field updates to be displayed in the Chatter feed of a record or a user profile. Users can follow records or users to see updates in their own feed. Feed tracking can be enabled for standard or custom objects and selected fields.
Universal Containers uses a private sharing model for opportunities. This model CANNOT be changed due to a regional structure A new sales operations team has been created. This team needs to perform analysis on Opportunity data, all should have read arid write access to all Opportunities.
What are two recommended solutions for the app builder to give the users appropriate access? Choose 2 answers
The two recommended solutions for the app builder to give the users appropriate access are creating a criteria based sharing rule to all opportunities with the sales operations public group and adding a permission set with ‘View All" and ‘Modify All’’ opportunity permissions enabled. A criteria based sharing rule can grant read and write access to all opportunities that meet certain criteria to a specified group of users. A permission set can grant additional object-level permissions to users without changing their profiles. Option B is incorrect because adding a manual share for all opportunities with each user on the sales operations team is not scalable or maintainable. Option D is incorrect because creating a criteria-based sharing rule to share all opportunities with the sales operations private group is redundant, as private groups are used to manually share records with individual users or other groups.
An app builder at Cloud Kicks created accustom 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?
The app builder should add the fields to the page layout on the object to ensure users can access the new object and fields. The page layout determines which fields are visible and editable on the record detail page. Option A, B, and C are not necessary for this purpose.
The marketing team at UVC has a list of 400 leads it wants to upload to Salesforce. The team need to avoid creating duplicate records. Which two actions should be taken to meet this requirement? Choose 2 answers
The best actions to take to avoid creating duplicate leads when uploading a list of 400 leads are to utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads, and to upload the lead list using the import wizard and select a Matching type to prevent duplicate lead creation. The Lead Matching Rule defines the criteria for identifying duplicate leads, and the Duplicate Rule defines the actions to take when a duplicate is detected. The import wizard allows users to choose a Matching type based on the Lead Matching Rule and block or allow duplicates. Using Data Loader’s update function or enabling Duplicate Matching in the Data Management section will not prevent duplicate lead creation.
Universal Containers would like to automatically assign a specific permission set to new users. How can this requirement bemet? Choose 2 Answers
A flow or a process can be used to assign a permission set to new users. A flow can be triggered by a record change or an invocable action, while a process can launch a flow as an immediate or scheduled action
The Recruiting ream at AW Computing captures thejob 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 cecord edit.
Which validation formula should the app builder use?
NOT(ISBLANK(Job_Accepted__c)) && ISCHANGED(Hire_Date__c) is the validation formula that the app builder should use to meet the requirement of preventing changes to Hire Date after Job Accepted is entered. This formula will return TRUE if Job Accepted is not blank and Hire Date is changed, which will display an error message and prevent saving the record. The other formulas are not correct or valid.
Which three options art availably when activating a Lightning page from the Lightning App Builder?
Choose 3 answers
When activating a Lightning page from the Lightning App Builder, three options are available:
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?
To communicate to the CK web service when a shoe’s inventory has changed, an app builder should use an after-save record-triggered flow. An after-save record-triggered flow is a type of flow that runs after a record is saved and can perform actions such as updating related records, sending emails, calling external services, etc. An after-save record-triggered flow can use an Apex action to invoke a SOAP web service using a WSDL file. [Source]
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 pages, feed and Chatter groups. This is correct because global actions are not tied to a specific object, and they can be added to any page that supports actions, such as record pages, home pages, feed pages, and Chatter groups.
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?
A roll-up summary field is a field that calculates values from related records. A roll-up summary field can be used to display the number of opportunities that are closed won with a close date within the last year on the account detail page by using a filter criteria on the field.
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?
Configuring a validation rule to require a field for a specific record type is the best way to ensure that important fields are entered and formatted correctly. Updating the important fields to be required on the page layout will not prevent users from entering invalid data using other methods, such as data loader or quick actions. Making a formula field to check the format of the important fields will not prevent users from entering invalid data, but only display a message or an indicator. Creating a workflow rule to check the fields are formatted correctly will not prevent users from entering invalid data, but only trigger an action after the data is saved.
DreamHouse Realty is building a custom Lightning app to track its expanding solar water collection business. The Lightning app currently contains a custom Lightning record page with standard components.
From which two resources should an app builder get custom components to bring into the new Lightning app?
Choose 2 answers
AppExchange and Apex Code are two resources that can provide custom components for a Lightning app. AppExchange is a marketplace where developers can publish and sell their custom components or apps. Apex Code is a programming language that can be used to create custom components or logic for a Lightning app. Import Wizard and Visualforce are not resources for custom components, but tools for data import and web page development respectively.
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?
The app builder should create a sharing rule that grants the users Read/Write access to the Application records. A sharing rule is a type of rule that can extend record access to groups of users based on certain criteria. In this case, the app builder can create a sharing rule that grants Read/Write access to the Application object to the recruiters based on their role, public group, or queue. This will allow them to edit the Application records related to any Internship record, regardless of the ownership. Option A, B, and C are not ways to configure the proper access.
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 MR department
How should the app builder meet this requirement?
Create a page layout with the field and use field-level security to hide the field from all other users is how the app builder should meet the requirement of making the comment field on Review private to anyone outside of HR department. Field-level security can control which profiles can view or edit a field on a record. Create an Apex sharing rule, create a sharing rule to share the field with VP of HR with Role and Subordinates, and create a page layout with the field for HR users and another page layout without the field for all other users are not valid or feasible solutions for this requirement.
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 have an option to require validation for converted leads. If this option is unchecked, then the Account validation rules will not be enforced when a lead is converted to an Account. This could result in missing or incorrect information on the Account records
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. This is correct because a partial sandbox only copies a subset of data from production, and the data to be copied is determined by the sandbox template. If the Shipping object was not selected in the template, then its data would not be copied to the sandbox
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 3 answers
The app builder should do three things to optimize mobile experience:
Cloud Kicks asked the app builder to insert a list of 25,000 records using deduplication for the Race_Track__c customobject.
Which tool should be used?
To insert a list of 25,000 records using deduplication for the Race_Track__c custom object, an app builder should use Data Loader. Data Loader is a tool that allows users to insert, update, delete, or export large amounts of data in Salesforce. Data Loader can also perform deduplication by matching records based on external ID fields or Salesforce record IDs. [Source]
How should an app builder configure access to a contact's Twitter profile for Salesforce mobile app users?
The Twitter component is a standard Lightning component that can be added to mobile view Lightning pages using the Lightning App Builder. It displays a contact’s Twitter profile and recent tweets
Which two places can an app builder go to see a list of available Custom Lightning components in their org?
Choose 2 answers
An app builder can go to two places to see a list of available custom Lightning components in their org:
The CFO of Cloud Kicks needs to sign off on any major show 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 is the feature that would be used to handle the requirement of signing off on major show retail deals with more than 30% discount. According to the Salesforce documentation, “An approval process automates how Salesforce records are approved in your org.” Email Alert, Field Update, and Workflow Rule are actions that can be triggered by an approval process, but they are not features for handling approvals.
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 most likely reason why users are unable to view the custom Lightning component on mobile devices is that the component has been developed for Desktop Pages only. Some components are not supported on mobile devices or have different behavior on mobile devices. An app builder should check the component documentation or metadata to see if it is compatible with mobile devices.
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 2 answers
The two features of Chatter that would meet CK’s business needs are: Set up new public Chatter groups. A public Chatter group is a way to create a collaborative space for users to share information, files, polls, and ideas around a common topic or interest. A public Chatter group can be joined by any user in the organization and can be seen by anyone who has access to Chatter. By setting up new public Chatter groups, CK can enable users to socialize and collaborate around customer accounts and discuss various topics. Use post action on the Account object. A post action is a type of quick action that allows users to create a post on a record’s feed or on their own feed. A post can include text, mentions, hashtags, topics, links, files, or images. By using post action on the Account object, CK can enable users to share updates, feedback, or questions about customer accounts and engage with other users who follow the accounts. Set up new private Chatter groups is not a valid feature, as it does not meet CK’s business needs. A private Chatter group is a way to create a collaborative space for users to share information, files, polls, and ideas around a confidential or sensitive topic or interest. A private Chatter group can only be joined by invitation and can only be seen by the group members. By setting up new private Chatter groups, CK would limit the visibility and accessibility of the conversations around customer accounts. Use Chatter actions to create tasks to complete is not a valid feature, as it does not meet CK’s business needs. A Chatter action is a type of quick action that allows users to create a task from a record’s feed or from their own feed. A task can include subject, due date, priority, status, assigned to, etc. By using Chatter actions to create tasks to complete, CK would enable users to track and manage their work related to customer accounts, but not to socialize and collaborate with other users.
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 butler ensure this field is properly filed out before setting the opportunity to closed won?
The correct validation rule formula to ensure that the Scheduled Ship Date field is properly filled out before setting the Opportunity to Closed Won is:
OR(ISPICKVAL( StageName ,“Closed Won”) && ( Scheduled_Ship_Date_cCloseDate)>14,ISBLANK(Scheduled_Ship_Date_c))
This formula checks two conditions: if the StageName is Closed Won and the Scheduled Ship Date is more than 14 days after the Close Date, or if the Scheduled Ship Date is blank. If either condition is true, the validation rule will fire and prevent saving the record. The other formulas are incorrect because they either use incorrect syntax (such as “=” instead of “,” or missing parentheses) or incorrect logic (such as checking if the Scheduled Ship Date is less than 14 days after the Close Date)
When an opportunity close date is delayed by more than 60 days, the manager and the VP sales must approve the change. How can this requirement be met? Choose 2 answers
The requirement can be met by using a combination of process builder and approval process. The process builder can be used to trigger the approval process when the close date is delayed by more than 60 days. The approval process can be configured to require unanimous approval from the manager and VP of sales.
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?
The best way to solve this problem is to filter components by device using Form Factor. Form Factor is an attribute that can be applied to components on a Lightning record page to control their visibility based on the device type, such as desktop, phone, or tablet. By using Form Factor, the app builder can hide some components that are not relevant for mobile users, such as charts or reports, and show only the components that are necessary for data entry, such as fields or actions. This way, the mobile users do not have to scroll through all the components and can enter data more easily. Reordering the fields may not solve the problem completely, as there may still be too many components on the page for mobile users. Updating the training documentation may not help either, as it does not address the root cause of the problem, which is the layout of the page. Deselecting the phone radio button on the Lightning record page assignment may not be desirable, as it will prevent mobile users from accessing the record page at all, which may affect their productivity and functionality.
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 is a marketplace where app builders can find prebuilt resources to help with migration and adoption projects. AppExchange offers apps, components, solutions, and consulting services that can assist with moving from Classic to Lightning Experience. Import Wizard, Lightning Object Creator, and Flow Builder are not sources of prebuilt resources, but tools for data import, object creation, and automation respectively.
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?
The validation rule should check if the user role is not Marketing, and if the Retail Opt In field has been changed to Yes. The ISCHANGED function returns true if the field value has been changed, and the ISPICKVAL function returns true if the field value matches a specified picklist value.
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 staff 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?
The app builder should recommend utilizing the manage assignments button to assign a permission set group and additional individual permission sets to each user. This way, the app builder can assign the five consistent permission sets to all users in one permission set group, and then assign additional permission sets to higher-level staff as needed. Option B is incorrect because it will not account for the varying levels of support staff and their different permission sets. Option C is incorrect because the Data Import Wizard cannot be used to assign permission sets or permission set groups to users. Option D is incorrect because the Data Loader cannot be used to assign permission set groups to users.
universal containers has several large customers that sell their products through dealers. Each customer and dealer have an individual rep who works directly with uc and each is billed separately. How can an app builder implement these requirements?
Creating both customer and dealer as accounts, creating account teams on each account and associating the dealer records with the parent account would allow UC to track each customer and dealer separately, as well as their relationships and reps. Account hierarchy is not suitable for this scenario, as it is used to show the relationships among parent and child accounts within a single company
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 2 answers
Related record and Tabs. These are correct because the related record component allows service agents to view and edit fields from a related record on the same page, and the tabs component allows service agents to switch between different views of related lists or other components on the same page.
Universal Containers wants to track installation information once it container has been purchased on a custom object. Sales reps should have visibility of all the installation with their opportunities.
visibility of all the installations associated with their opportunities.
What kind of relationship should this new object have to the Opportunity?
The new object should have a lookup relationship to the Opportunity object. A lookup relationship creates a link between two objects and allows related records to be viewed in a related list. This can be used to track installation information for each opportunity and give sales reps visibility of all the installations associated with their opportunities. Option B, C, and D are not appropriate for this requirement.
Nickname__c is a custom text field on a contact record that is utilized to override the contact’s 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?
The formula that should be used to select the contact’s preferred name for email communications is IF(NOT(BLANKVALUE(Nickname__c)),Nickname__c, FirstName). This formula checks if the Nickname__c field is blank or null, and if not, it returns the value of the Nickname__c field. Otherwise, it returns the value of the FirstName field.
An app builder is preparing to deploy a new app from the sandbox to production using change sets.
What two considerations should an app builder keep in mind during this process?
Choose 2 answers
The two considerations that an app builder should keep in mind during the deployment process using change sets are: Change sets do not include all components and may have to perform some changes manually. Change sets are a way to deploy metadata changes from one Salesforce org to another, but they do not support all types of components, such as reports, dashboards, email templates, etc. The app builder may have to use other methods, such as unmanaged packages or manual configuration, to deploy these components. Users should be logged out of production when receiving inbound change sets. This is a best practice to avoid any errors or conflicts that may occur when deploying changes to production. Users may be working on records or components that are being updated by the change set, which may cause data loss or inconsistency. Salesforce Connect does not automatically establish a link between environments. Salesforce Connect is a feature that allows users to access data from external sources without storing it in Salesforce. It does not have anything to do with deploying changes between Salesforce orgs. Transactions will not revert if the deployment errors. Transactions are units of work that are either completed entirely or not at all. If a deployment error occurs during a transaction, the transaction will be rolled back and no changes will be made to the target org. However, this does not mean that the source org will revert to its previous state before the deployment.
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
The common items that can be moved using a change set are custom object, Apex class, and custom field. These are metadata components that can be deployed from one environment to another using change sets. Web-to-lead and standard fields are not metadata components that can be moved using change sets.
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 2 answers
Update the organization-wide defaults and create a criteria based sharing rule are two actions that an app builder should complete to implement the change of moving to a more restrictive sharing model while allowing the Sales team to access all account records with the sales record type. Updating the organization-wide defaults can set the baseline level of access for accounts, and creating a criteria based sharing rule can grant additional access based on record type. Updating the Sales profile and creating an owner-based sharing rule are not necessary or sufficient actions for this change.
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?
Public group is the best option to route the approval request for overnight shipments. Public groups can include users, roles, or other groups. Queues are used to assign ownership of records to a group of users, not for approval processes. Hierarchy field and role are not flexible enough to include only the department members.
Cloud Kicks works on an annual subscription model. When a sale 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 initial the contract process with the customer.
Which automation solution would meet these requirements?
A record-triggered flow can be used to automate actions when a record is created or updated. In this case, a record-triggered flow can be configured to create a new opportunity and send an email to the contracts team when an opportunity is marked as closed won.
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 pi
Schema Builder is a tool that presents a comprehensive view of all relationships in one place. It allows app builders to see how objects are connected and create new relationships. Lightning Object Creator, Object Manager, and Lightning Record Page are not tools for viewing relationships, but for creating objects, managing fields, and customizing record pages respectively.
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 2 answers
The two tools that an app builder could combine to display the number of open cases on the account page are Flow and Process Builder. Flow is a tool that allows the app builder to create a declarative automation that can query, manipulate, and display data from multiple objects. Process Builder is a tool that allows the app builder to create a trigger-based automation that can invoke a Flow when a record is created or updated. By using these two tools, the app builder can create a solution that can query the number of open cases for the account and parent account and display them on the account page using a screen element. Workflow is not a suitable tool, as it cannot query or display data from multiple objects. It can only perform actions such as field updates, email alerts, tasks, or outbound messages. Approval Process is not a suitable tool, as it is used to automate the approval of records based on certain criteria and predefined steps. It cannot query or display data from multiple objects.
A new custom object is being created with a private sharing setting. The business wants to share individual records with specific people or group of people on a case-by-case basis. What options does the business user have to manually share individual records? Choose 3 answers
To manually share individual records with specific people or group of people on a case by case basis, users can use public groups, roles, or users. Public groups are collections of users, roles, or other groups that can be used to share access to records. Roles define the level of access that users have to their organization’s data based on their position in the hierarchy. Users are individual people who log in to Salesforce and have access to records based on their profile, role, and sharing settings.
Which three Salesforce functionalities are ignored when processing field updates in workflow rules and approval processes?
The three Salesforce functionalities that are ignored when processing field updates in workflow rules and approval processes are:
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. This is correct because the highlights panel component displays key fields from a record at the top of the page, and it can be configured to show up to 10 fields.
Universal Containers require different fields to be filled out at each stage of the Opportunity sates process.
What configuration steps can an app builder use to meet this requirement?
The app builder should use the Path component to meet the requirement of tracking different fields at each stage of the Opportunity sales process. The Path component is a Lightning component that displays the key fields and guidance for each stage of a standard or custom picklist field, such as the Opportunity Stage field. The app builder can configure the Path component to show the fields that need to be filled out and provide recommendations and sales strategies for each stage3. Option A, B, and C are not configuration steps that can meet this requirement.
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 field on Applicant__c to Application__c is what the app builder should recommend to meet the requirements of allowing the same applicant to apply for multiple open positions using a single application. This will create a many-to-many relationship between Applicant__c and Open_Position__c using Application__c as a junction object. Create a master-detail relationship on Open_Position__c to Application__c, create a master-detail relationship field on Application__c to Open_Position__c, and create a lookup relationship field on Applicant__c to Application__c are not valid or correct ways to create a many-to-many relationship.