Universal Containers utilizes opportunities and a custom object called Detailed_Sales_ 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?
When an Opportunity Stage is changed to Closed Lost , users need to complete the Reason Lost field.
How should a Platform App Builder configure this requirement?
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. The app builder attempts to install the package in production, and it fails. Why did the package fail to install?
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?
Universal Containers has a custom object called Project__c and a custom object called Time_Entry__c . A Time Entry must always be associated with a Project. However, the organization-wide default (OWD) sharing setting for Project__c is Public Read/Write, while Time_Entry__c records contain sensitive data and must be strictly Private to the user who created them.
Which relationship type should the Platform App Builder use to relate Time_Entry__c to Project__c ?
Universal Containers has a requirement that an opportunity should have a field ing the value of its associated account ' s billing state. This value should be static After the opportunity has been create What is the recommended solution to configure this automation behavior?
Universal Containers implemented an application process that uses custom objects called Internships and Applications. The organization-wide default (OWD) for Internships has been set to Private and is the master in the master-detail relationship with Applications. The VP of Human Resources wants to allow Edit access to Applications to recruiters.
How should a Platform App Builder configure the proper access?
A Platform App Builder needs to implement a solution where a virtual assistant can independently handle end-to-end customer service interactions—understanding intent, querying Salesforce data, and taking action—without requiring a human to intervene at each step.
Which feature supports this requirement?
A Platform App Builder needs to display different icons and control the colors based on a formula field.
How should the app builder achieve this task?
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?
A Platform App Builder at Cloud Kicks is creating a flow approval process for travel requests. The requirement is to assign the approval to a specific user who will be determined at runtime based on other data in the flow.
How must the app builder configure the approver for the approval step?
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?
Service Agents are required to confirm a user ' s identity before providing support information over the phone. Which feature can an app builder use to help agents meet this requirement?
How should an app builder configure access to a contact ' s Twitter profile for Salesforce mobile app users?
Universal Containers ' global support team routes complex milestone approvals based on the region of the submitting user. They need the flow to dynamically assign the approval task to a specific regional queue instead of a statically hard-coded user ID.
How should the Platform App Builder store and reference the queue assignments inside the Flow Builder logic?
The Director of Marketing at Northern Trail Outfitters wants the app builder to create a Formula field that tracks how many days have elapsed since a contact was sent a Marketing communication. The director is only interested in whole units. Which function should be used to return a date for calculating the difference?
Cloud Kicks is building a Field Generation prompt template in Prompt Builder that populates a custom field on the Contact record page with a paragraph summarizing the Contact ' s most recent Orders. To ground the prompt in the Contact ' s related Order data, the Platform App Builder needs to build a flow.
Which type of flow should the app builder use?
Properly installing managed packages helps prevent conflicts With customizations made by customers and partners. Which functionality should be used to set up packages?
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
Universal Containers has a requirement that an email notification needs to be sent to an Account owner automatically 5 days before a related Contract ' s end date.
Which flow type and element combination should the Platform App Builder use?
Sales managers at Cloud Kicks would like to standardize what information sales reps are gathering. Sales reps 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. Which feature should an app builder use to provide this functionality?
Universal Containers allows all employees to submit reviews for leadership using a custom object called Review. These Reviews should only be Visible to the HR department and the employee who submitted the record Which three steps should an app builder take to properly control access to Reviews? Choose 3 answers
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 field types are allowed as an external ID? Choose 2 answers
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?
Universal Containers (UC) wants to test code against a subset of production data that is under 5 GB Additionally, UC wants to refresh this sandbox every Weeken Which type of sandbox should be used to accomplish this?
Universal Containers wants to build an onboarding process for new customers that includes multi-user interactions with multiple steps across different days.
Which automation tool should Universal Containers use?
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?
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?
A Platform App Builder is working with a client to format shipping ZIP codes. The client has been struggling with data inconsistency among users and wants only 5-digit variations saved.
How should the app builder ensure that the client ' s shipping ZIP code is formatted properly?
A new field has been added to the Applicant object that is part of an unmanaged package. 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?
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?
An app builder wants to streamline the user experience by reflecting summarized calculations of Specific fields on various objects. Which three field types can be used in roll-up summary fields to accomplish this? Choose 3 answers
A Platform App Builder notices several Accounts converted from Leads are missing information they expected to be caught through Account validation rules.
What is the source of this issue?
The Universal Containers data manager has been complaining About the lack of data integrity on Contact records. Sales reps have not been filling out the Region field The data manager Wants the Region field filled out only for Contacts that are associated to Accounts that have been marked as ' High Priority ' on the Customer Status Field What can the app builder do to fulfil this requirement?
Which two places can an app builder go to see a list of available Custom Lightning Components in their org? Choose 2 answers
A follow-up Task is created. An Event is created on the support manager ' s calendar. A Custom Notification is sent to the Case team.
Which Flow design should the Platform App Builder use?
Cloud Kicks created a Locked__c custom field to identify Account records that should restrict modifications for all users except the System Administrator.
Which validation rule enforces this requirement on locked Account records?
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 approving Which feature should be used to accomplish this?
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, but still needs to be able to fully customize the solution. What should the app builder do to meet the deadline and custom requirements?
The sales team receives a list of approximately 800 leads each morning from The marketing team. The marketing team does not know if any of the leads are Currently in the pipeline and sends the entire list each morning. Which tool should be used to import these leads into Salesforce while preventing the Duplicates from being inserted?
Universal Containers assigns system access through 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 to complete their duties. Some higher-level staff have additional permission sets that are required only for them.
How should a Platform App Builder recommend assigning permission sets to users?
Universal Containers wants to implement an email alert to the Case owner after deleting a Case ' s related Tasks.
How should Universal Containers meet this requirement?
At Cloud Kicks, a record-triggered flow on the Opportunity object that updates related Contract records has begun failing intermittently in production. The Platform App Builder needs to identify which element is failing and review the input and output values for each affected run without asking users to reproduce the error.
How should the app builder do this?
An app builder is loading data into Salesforce. To link the new records back to the legacy system, a field will be used to track the legacy ID on the Account object. For future data loads this ID will be used when upsetting records. Which two field attributes should be selected? Choose 2 answers
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?
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?
Cloud Kicks wants to efficiently increase the company ' s adoption of Salesforce while simultaneously moving away from its reliance on spreadsheets. A Platform 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 the app builder use?
A Platform App Builder built a flow that retrieves all the Opportunities related to a specific Account. The app builder wants to filter only the top five highest-value Opportunities based on the Amount.
Which element should the app builder use to achieve the requirements?
Universal Containers wants to collect information from a user and use that input to update a related Account record.
Which combination of flow elements should the Platform App Builder use to meet this requirement?
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?
Universal Containers is building a Screen Flow to enhance the user experience for creating new Opportunity records and related Opportunity Products. If Opportunity Product creation fails, both the Opportunity and Opportunity Product creation must be rolled back.
The current configuration is:
Screen Flow Start → Opportunity Screen → Create Opportunity → Opportunity Product Screen → Create Opportunity Product → End
What change must the Platform App Builder make?
Sales reps want the ability to see who can view their account records and How the people have access. Which button should the app builder add to the Account page layout to enable this?
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 2 answers
Which two features can be used to allow users to access Flows? Choose 2 answers
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, which field type should be created to support this requirement?
Cloud Kicks currently deflects its customers to a help article when they have questions about shipping, including package location, delays, and complaints. Cloud Kicks wants to automate this experience with dynamic, real-time support.
What should a Platform App Builder recommend?
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?
The CFO of Cloud Kicks needs a way for new vendors to accept terms on Agreements for any new major retail store lease before the opportunity can be close Which feature should be used to handle this requirement?
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?
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 logged by several months. Which option should an app builder suggest to meet this requirement?
Universal Containers (UC) wants to delete data in several fields for 5,000 Lead records. UC exported the selected record Ids and fields that need to have data deleted in a CSV file. Which two steps should an app builder suggest to meet these requirements? Choose 2 answers
An app builder has created a change set and deployed a report from their development sandbox to a partial sandbox for User Acceptance Testing. When the app builder runs the report, no data is returned. What can be a reason for this?
Cloud Kicks models the relationship between Stores and Loyalty Members with a custom Store_Membership__c junction object that has two master-detail relationships, one to Store__c and one to Loyalty_Member__c . A regional manager has Read access to Store__c but no access to Loyalty_Member__c . The manager reports that Store_Membership__c records do not appear on the Store record page.
What should the Platform App Builder do to resolve this?
Universal Containers has two types of applicants: Hourly and Salary. There are separate record types for each. While all members of the human resources (HR) 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 Platform App Builder recommend to meet this requirement?
Which two solutions prevent a formula field from being referenced by a Roll-Up Summary field? Choose 2 answers
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. Which kind of relationship should this new object have to Opportunity?
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?
A business user at Universal Containers wants to update an Account directly From an Opportunity record What should the app builder create to allow the business user to make these edits?
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. Which field type should the app builder utilize to fulfill this requirement?
A services manager wants to make sure the team enters case priority consistently.
Which feature should a Platform App Builder use to accomplish this?
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 Contracts associated with it. How should an app builder configure the data model?
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 3 answers
The Director of Customer Service wants to receive a notification when a case stays in the new status for more than four business hours. Which two automation processes should be used to accomplish this? Choose 2 answers
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
Ursa Major Solar has a lookup relationship between a custom `Galaxy_` object and a custom `Star_` object. An app builder wants to create a roll-up summary field that counts the total number of `Star_` records related to each `Galaxy_` record. How would the current configuration impact the ability to achieve the desired result?
A Platform App Builder is asked to make a custom, standalone Lightning component accessible to sales reps. The component should be accessed directly from the navigation bar of the custom " Sales Operations " Lightning App.
What is the best approach to achieve this?
An app builder wants to create a formula field on an Account to include data from related Contacts but is unable to find the relationship in the formula editor. What is a limitation of formulas that could be causing the issue?
The app builder at AW Computing has been asked to track the number of times a case has been reopened. Which solution should the app builder utilize to help with this request?
Duplicate management for Leads has been implemented at Universal Containers but it seems duplicate leads are still being create The Org Wide Default (OWD) is set to " Private " for Leads. Which two actions help prevent duplicate Leads from being created? Choose 2 answers
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 2 answers:
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 their territory.
Sales Rep C cannot see either record.
Why is Sales Rep B able to see the Account related to the Opportunity?
Ursa Major Solar (UNS) uses a public sharing model for accounts. UNS 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
At Universal Containers, the VP of Service has requested a visual indicator flag on each case, based On the case priority. High-priority cases 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 2 answers
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. Which solution provides the required access, given a private data model?
Cloud Kicks wants customer care agents to follow a guided, multi-step form directly on the Case record page to capture a product return. The form takes the agent through verifying the order, choosing a return reason, and confirming a refund method, collecting input at each step.
Which type of flow should the Platform App Builder use?
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
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?
Which three standard component types are available in the Lightning App Builder? Choose 3 answers
Universal Containers has configured a record-triggered flow that fails with an error stating that the maximum number of SOQL queries has been exceeded. While reviewing the interview path in Flow Debugger, the Platform App Builder notices that the exact same Get Records element is being executed repeatedly for every record in the transaction.
How should the app builder change the flow to fix this error?
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
Universal Containers wants to match Opportunity data from Salesforce to 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?
Universal Containers (UC) has several picklist fields on the Account object Whose values are routinely modified to meet changing business requirements. Due to These revolving changes, UC has a high number of inactive picklist values that are Impacting system performance and user experience. What can the app builder do to alleviate this issue?
Cloud Kicks has three types of customer support processes: Platinum, Diamond, and Bronze. The Platform 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 the app builder meet this requirement?
Universal Containers has a Lightning record page that supportsBoth 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.
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 projects within the former department.
Which option meets these requirements, assuming the organization-wide default for Projects is set to Private?
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?
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?
Ursa Major Solar (UMS) is planning to hire some new employees. UMS Wants to allow a job candidate (Job Candidate_c) to apply for multiple open Positions (Open_Position c) and then be able to view the applications (Application__c) on the job candidate ' s record UMS also wants to view all the Applications for a specific open position. What should an app builder recommend to meet these requirements? Choose 2 answers
A Platform App Builder created a change set for new fields and updated page layouts in a sandbox. After deploying the change set to production, the page layout appears to be missing three fields that were previously showing on the production layout.
What is causing this to happen?
Universal Containers wants to build a screen that gives the user the ability to edit all Order Line Items related to a specific Order. The user should also be able to add new Order Line Items.
Which screen component should the Platform App Builder use to achieve the requirements?
Universal Containers require different fields to be filled out at each stage of the Opportunity sales process. Which configuration steps can an app builder use to meet this requirement?
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?
Cloud Kicks (CK) switched to Lightning Experience and started using Chatter across its globalworkforce to support its fast-paced sales cycle. CK Loves Chatter but struggle with gathering feed from core team members, including understanding who is available to respon Which two ways could CK use Chatter to solve this problem? Choose 2 answers
Cloud Kicks (CK) tracks the support level of its customers on the account Record page. CK wants to a text notification on a case record page when the Related account is a platinum-level customer. How can an app builder meet this requirement?