Retake - Platform App Builder

CK wants to make sure that users without the Marketing role are unable to update the Contact Retail_Opt_In__c picklist field to Yes. What validation rule would an app builder use to prevent other users from making this update? AND( $UserRole.Name = 'Marketing', Retail_Opt_In__c="Yes" ) AND( $UserRole.Name != 'Marketing', ISCHANGED(Retail_Opt_In__c), ISPICKVAL(Retail_Opt_In__c, "Yes") AND( $UserRole.Name != 'Marketing', Retail_Opt_In__c="Yes" ) AND( $UserRole.Name = 'Marketing', ISPICKVAL(Retail_Opt_In__c, "Yes")

AND( $UserRole.Name != 'Marketing', ISCHANGED(Retail_Opt_In__c), ISPICKVAL(Retail_Opt_In__c, "Yes") ISCHANGED: Compares the value of a field to the previous value and returns TRUE if the values are different. If the values are the same, this function returns FALSE.

UC requires 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? Define record types and page layouts for each stage. Set page layout required fields based on the current stage. Add the Path component to the Lightning record page. Create a Process Builder to prompt the User for field information.

Add the Path component to the Lightning record page. Explanation Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.

CK 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 2 answers An object can have up to two master-detail relationships. An app builder is unable to change a lookup to a master-detail relationship. 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. Explanation Only master-detail relationship supports roll-up summary fields. You can convert a lookup relationship to a master-detail relationship if the lookup field in all the records contains a value

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.

What is a section of the Lightning App Builder Tool? Choose 3 answers Canvas Mini Page Layout Selected Publisher actions Mobile Cards Components

Canvas Selected Publisher actions Components Explanation 1) Header 2) Tool Bar 3) Components Pane: A Lightning component is a compact, configurable, and reusable element that you can add to a Lightning page in the Lightning App Builder. 4) Canvas: The canvas area is where you build your page. 5) Property's Pane 6）On top of the Canvas, you can add: publisher actions, such as log a call, new account, new opportunity, etc

Accounts at UC 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 2 answers Configure a Permission Set Set up an Account Team Change Organization-Wide Defaults Implement a Sharing Rule

Change Organization-Wide Defaults Implement a Sharing Rule Explanation The Organization-wide Default shall set Account object to private and then open up accessibility via Sharing Rule.

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 Change sets do not include all components and may have to perform some changes manually. Users should be logged out of production when receiving inbound change sets. Salesforce Connect automatically establishes a link between environments. Transactions will revert if the deployment errors.

Change sets do not include all components and may have to perform some changes manually. Transactions will revert if the deployment errors. Explanation If you create or modify components unavailable in a change set, you can't send those components from one org to another in a change set. In this case, migrate the changes manually by repeating the steps you performed when you created or modified the component.

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 formula field on the Account object using the ISPICKVAL function. Create a Process Builder and use a field update on the Case object. Create a roll-up summary field using Support Level on the Account object.

Create a formula field on the Case object using the TEXT function. Explanation A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields.

Universal Containers needs a field on the Account to track how many Opportunities are closing within the next 30 days. What can be used to accomplish this goal? Process Builder Apex Code Roll-up Summary Field Workflow Rule

Apex Code Explanation The filter on the roll-up summary field requires a fixed date. It won't accept a formula like Today()+30

Universal Containers uses a custom object to track Site Visits. When the status of a Site Visit is changed from "In Progress" to "On Hold", the business wants the Site visit owner to be automatically assigned to an "On Hold" queue. Which capability can be used to accomplish this? Apex Trigger Action Assignment Rule Visual Workflow

Apex Trigger Explanation A trigger is Apex code that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted.

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 Visualforce Import Wizard Apex Code

AppExchange Visualforce

DreamHouse Realty (DR) employees started using company-owned airplanes for work travel after Ursa Major Solar was acquired. DR executives want to automate the submission travel request forms to enforce the internal policy. How should an app builder automate travel requests based on these criteria? Approval process Process Builder Apex Workflow rule

Approval process Explanation An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.

An app builder has created a report for sales people to view records from the custom object, some users have complained that they are unable to see all of the appropriate records. What steps should be taken to ensure data visibility within the report? Choose 3 answers Check organization-wide defaults Check the user's profile for object settings Check the report folder sharing settings Check reports filter Check Sharing rules

Check organization-wide defaults Check reports filter Check Sharing rules Explanation Organization-wide defaults: Determine the records you are able to see (for example, if it's private on some object, then you can only see your own records data under this object) Report filter: Use filters to pare down your report until it only shows the data that you want. Sharing rules: Affect the records you are able to see

Dream House Realty wants a message to be seen in a Chatter group actively monitored by account managers every time a customer's home is published on the web. How should messages be posted for this group? Write a Flow to modify a record owned by a group Write an Apex Trigger to modify a record owned by a group Configure a Workflow Rule with field update to post to Chatter Create a Process Builder with an immediate action of post to Chatter

Create a Process Builder with an immediate action of post to Chatter Post to Chatter-> Process Builder

The CK sales team is currently using a sales app in Lightning Experience. CK is planning a Salesforce mobile app rollout next month to increase productivity for reps while out in the field. After reviewing the mobile app, the sales operations manager asks about ways to create an enhanced user experience. Which two solutions could an app builder suggest? Choose 2 answers Set up different mobile menu configurations for different types of users. Create a custom App Page and assign to the mobile menu. Include Today as a navigation item in the app. Allow mobile users to switch between Lightning and Classic.

Create a custom App Page and assign to the mobile menu. Include Today as a navigation item in the app.

An app builder has created a custom object that should be populated in the Global Search results. What should the app builder do to ensure the results are generated in the Global Search? Create a custom tab set to Default Off Create a search layout Create a custom tab set to Hidden Create a search filter

Create a custom tab set to Default off Explanation If an object is not included in search results an administrator can check: 1) Ensure the object has a tab created. Objects without a tab aren't returned in search results. 2) Tab visibility for the affected User's assigned profile is set to 'Default On' or 'Default Off' and not 'Tab Hidden' see

Which of the following are true statements regarding converting a tabular, summary, or matrix report to a joined report? Choose 3 answers Joined report blocks are formatted as matrix reports. Bucket fields are not supported in joined reports. Cross filters are not supported in joined reports The rows to display filter is not supported in Joined reports. Report formula fields are not supported in Joined reports.

Bucket fields are not supported in joined reports. Cross filters are not supported in joined reports The rows to display filter is not supported in Joined reports. Explanation WHEN YOU CHANGE...Tabular, Summary, or Matrix to Joined: 1) The existing report becomes the first block in the joined report, and the report type becomes the principle report type for the joined report. 2) Joined report blocks are formatted as summary reports, so if you switch from a summary to a joined report, your groupings stay the same. If you switch from a matrix to a joined report, groupings are converted the same way as when you switch from a matrix to a summary report. 3) The following items aren't supported in joined reports, and aren't converted: - Bucket fields - Cross filters - The Rows to Display filter

An app builder has created a custom Lightning App and wants to make it available to the internal users at UC. Which two steps are necessary to accomplish this task? Choose 2 answers Build a Custom Tab for the app Create a subdomain using My Domain Upload the app to Static Resources Create a Visualforce page

Build a Custom Tab for the app Create a Visualforce page

Universal containers wants to provide a different view for its users when they access an Account record in Salesforce1 instead of the standard web version. How can this be accomplished? Choose 2 answers By adding a mobile layout and assigning it to a profile. By adding quick actions in the publisher section. By adding actions in the Salesforce1 action bar section. By adding Visualforce page to the mobile cards section.

By adding a mobile layout and assigning it to a profile. By adding Visualforce page to the mobile cards section.

What is the limitation of Schema Builder when creating a custom object? Custom fields can be added to any custom objects, excluding formula field types. Fields and relationships can be created, but they will be unable to add the fields to the page layout from the canvas. Save should be clicked each time a new object, field, or relationship is created. Relationships can be made to any custom objects, but any relationships to standard objects should be built in Lightning Object Manager.

Fields and relationships can be created, but they will be unable to add the fields to the page layout from the canvas. Explanation Any field you add through Schema Builder isn't automatically added to the page layout. You will need to edit the page layout to specify where the field should be displayed.

What are two capabilities of record types? Choose 2 answers Having multiple record types one record Filtering picklist values Displaying different field labels Displaying different page layouts

Filtering picklist values Displaying different page layouts Explanation Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you might display different page layouts for your customer support cases versus your billing cases.

An app builder has a custom component they want to make available on the utility bar, but the component is not available. How should the component be tagged? For use on the utility bar For use in Lightning App Builder For use in App Manager For use on record pages Explanation You can add or edit a utility bar at any time. 1. From the Home tab in Setup, enter App in the Quick Find box, then select App Manager. 2. To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. To create a Lightning app with a utility bar, click New Lightning App. 3. Click the Utility Items tab and add the utilities you want. Specify component and utility properties, like the height and width of the utility panel, and what label and icon to display in the utility bar. Some utilities have properties that can't be changed.

For use in App Manager You can add or edit a utility bar at any time. 1. From the Home tab in Setup, enter App in the Quick Find box, then select App Manager. 2. To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. To create a Lightning app with a utility bar, click New Lightning App. 3. Click the Utility Items tab and add the utilities you want. Specify component and utility properties, like the height and width of the utility panel, and what label and icon to display in the utility bar. Some utilities have properties that can't be changed.

To Synchronize Accounts, orders and shipments in real time, a developer has built a custom interface between an external system and salesforce, prior to deployment, the developer needs to confirm that the interface can sustain the syncing of thousands of records at a time. Which sandbox environment is recommended to complete performance and load testing? Partial Sandbox Developer Sandbox Developer Pro Sandbox Full Sandbox

Full Sandbox Explanation Full Sandbox: A Full sandbox is intended to be used as a testing environment. Only Full sandboxes support performance testing, load testing, and staging. Full sandboxes are a replica of your production org, including all data, such as object records and attachments, and metadata. The length of the refresh interval makes it difficult to use Full sandboxes for development.

Which statement is true when a new full sandbox is created? Choose 2 answers User's email addresses will not be modified. Default email deliverability is set to system email only. Chatter data will be copied to the sandbox by default. Usernames will be modified uniquely for that sandbox.

Default email deliverability is set to system email only. Usernames will be modified uniquely for that sandbox. Explanation New and refreshed sandboxes have the default email deliverability setting: System email only.

What should be done to provide managers access to records of which they are not the owner in a private sharing model? Create a Manager Permission set and select the "View All Data" option. Create a Manager profile and select the "View My Teams Data" option. Define a Role Hierarchy and use the Grant Access Using Hierarchies option. Set the Manger field for each User Record on the Manager's team. Explanation

Define a Role Hierarchy and use the Grant Access Using Hierarchies option. Determine whether users have access to records they don't own, including records to which they don't have sharing access, but someone below them in the hierarchy does.

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 Select Insert Null Values in Settings. Use Data Loader to update leads using the CSV file. Select the correct record type. Use Import Wizard to update leads using the CSV file. .

Select Insert Null Values in Settings. Use Data Loader to update leads using the CSV file. Explanation The insert, update, upsert, delete, and hard delete wizards in Data Loader allow you to add new records, modify existing records, or delete existing records. Note that "upsert" is a combination of inserting and updating. If a record in your file matches an existing record, the existing record is updated with the values in your file

What mechanism does Salesforce provide via the Setup menu to be able to view any changes developers have made to objects, workflows, etc.? Debug Log Developer Console Force.com IDE Setup Audit Trail

Setup Audit Trail Explanation Setup Audit Trail tracks the recent setup changes that you and other admins make. Audit history is especially useful when there are multiple admins.

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 NOT seeing 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 2 answers The page layout includes the case feed component. The email button contains JavaScript. The case page layout also contains custom buttons. The page layout excludes the case feed component.

The email button contains JavaScript. The page layout excludes the case feed component.

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? Lead validation rules fail to validate on records when they are being converted. The lead settings are allowing users to intentionally bypass validation rules. Account validation rules fail to validate on records converted from a lead. The lead settings are unchecked to require validation for converted leads.

The lead settings are unchecked to require validation for converted leads. Explanation To avoid creating duplicate records when converting leads:Require Validation for Converted Leads

A user creates an Account report, s/he can see the Industry filed in the Account page layout, but s/he cannot see Industry as an available field in the report builder. What could be the reason? The user uses a custom report type which does not include the Industry field. The Industry field has no record values in the Account. The Industry field is not enabled for the particular record type. The user does not have Industry field visibility in the field-level security.

The user uses a custom report type which does not include the Industry field. Explanation Since the user can see this field in the object's page layout, it means: 1. this user does have accessibility to this field (not field-level security issue) 2. this field is included in the page layout Then the issue can only be the wrong custom report type.

What is the capability of a schema builder? Choose 2 answers To update description of standard and custom objects. To modify custom field help text on standard objects. To create new look-up or master-detail object relationship. To enable field history tracking on standard objects.

To modify custom field help text on standard objects. To create new look-up or master-detail object relationship. Explanation Salesforce Schema Builder provides a dynamic surrounding to feature new custom objects, custom fields, and relationships to your schema. We can work on various schema objects by showing them in the canvas in the right pane. We can only modify the custom objects and cannot modify the standard objects as they are part of the Salesforce platform structure. Besides, for the custom fields, we can modify them, no matter of standard or custom objects.

UC has a customer base where many customer have the same or similar company names. Which functionality should be configured to improve an end user's search experience? Choose 2 answers Update the account search layouts search results columns displayed. Update the account search layouts list view filter setting. Update the account search layouts accounts tab columns displayed. Update the account search layouts search filter fields.

Update the account search layouts search results columns displayed. Update the account search layouts search filter fields.

Which three Salesforce functionalities are ignored when processing field updates in workflow rules and approval processes? Choose 3 answers Validation Rules Multiple currencies Record type picklist value assignments Field-level security Decimal places and character limits

Validation Rules Record type picklist value assignments Field-level security Explanation 1) The results of a field update can't trigger additional rules such as validation, assignment, auto-response, or escalation rules. 2) Field updates function independently of field-level security. Therefore, a workflow rule can update fields even though they are hidden on the user's page layout.

An app builder wants to deploy a new version of an auto launched flow to production in an active state so that the new functionality is immediately available to users. What should the app builder take into consideration when planning the deployment? Verify there is an Apex test that provides test coverage for the Flow. Verify there is a static resource that provides test coverage for the Flow. Include the Process Builder calling the Flow in the deployment. Include the profiles that access the flow in the deployment.

Verify there is an Apex test that provides test coverage for the Flow. Explanation Before you can deploy a process or autolaunched flow as active, make sure to meet flow test coverage requirements. At least one Apex test must cover the flow test coverage percentage of the active processes and autolaunched flows. Flow test coverage requirements don't apply to flows that have screens.

When configuring a record type, app builder can configure available value of picklist fields for the page layout. Which opportunity standard field is available to be configured directly in the Opportunity record type? Choose 2 answers Forecast Category Lead Source Type Stage Picklists available for editing: - Delivery/Installation Status - Lead Source - Type

Lead Source Type Picklists available for editing: - Delivery/Installation Status - Lead Source - Type

CK is finding sales people are inconsistent in data entry when deals are won. CK requires that custom shoes are shipped within 2 weeks after the close date. A custom field called Scheduled_Ship_Date__c 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? 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 ISPICKVAL(StageName="Closed Won")&&(CloseDate-Scheduled_Ship_Date__c-CloseDate)>14

OR(ISPICKVAL(StageName,"Closed Won")&&(Scheduled_Ship_Date__c-CloseDate)>14,ISBLANK(Scheduled_Ship_Date__c)) Explanation ISPICKVAL: Determines if the value of a picklist field is equal to a text literal you specify. #Link: https

Where can a custom button be placed? Choose 3 answers On the User Object On the Custom List View On a Person Account On a related list On a Web-to-Case form

On the Custom List View On a Person Account On a related list Explanation Custom buttons aren't available for Web-to-Lead, Web-to-Case, the Case Teams related list, or the user object.

CK switched to Lightning Experience and started using Chatter across its global workforce to support its fast-paced sales cycle. CK loves Chatter but struggles with gathering feedback from core team members, including understanding who is available to respond. Which two ways could CK use in Chatter to solve this problem? Choose 2 answers Topics Streams Out of Office Polls

Out of Office Polls Explanation Topics: The Topics component allows your site members to add topics to records to organize them by theme in your Experience Builder site. Streams: Your Experience Builder site members can combine multiple feeds into a stream to create a single point of access to related information. Combine feeds of top contributors or discussions concerning a particular product line. Out of office: It's easy to set up an out-of-office message in Chatter. Schedule your message, and decide what it says. Out of Office is available only in Lightning Experience. Polls: Use polls to conduct surveys. A poll contains a question and a list of possible replies. People with access to the feed where the poll is posted cast their votes by selecting a reply.

Which values must be defined when creating a new Opportunity Stage? Choose 3 answers Close Date Amount Probability Forecast Category Type

Probability Forecast Category Type

You are tasked with adding further automation to your Salesforce instance. The request is that whenever an opportunity's stage is set to Closed-won, a congratulatory Chatter message should be posted to the Opportunity feed, and include an @ mention directed at the Opportunity owner. Which automation tool should you select to fulfill this requirement? Workflow Rule Apex Trigger Approval Process Process Builder

Process Builder Explanation One of the available actions that can be performed via the Process Builder is a new Chatter Post. An Apex Trigger could be written to accomplish this, but that would violate the declarative first best practice of clicks vs. code. You resort to code only when declarative options have been exhausted. This allows for easier maintenance and faster deployment cycles. You also do not have to write test code coverage for processes or workflow rules, for example. (Although this answer was potentially correct, you will be asked things such as this on the exam and be expected to pick the BEST answer. Watch for the word 'should' vs. 'must' in exam test questions.

What type of field can be used to filter a Report Chart that has been added to a Page Layout? Name Field Formula Field Matching ID Field Standard field

Matching ID Field Explanation Charts usually filter to show relevant data when the chart's report type has a matching ID field for the record, such as Account ID for an account record.

A divisional manager wants to add a chart into a page layout. Which report format can be used as the source report to accomplish this? Choose 2 answers Matrix format with a chart Joined format with a chart Tabular format with a chart Summary format with a chart

Matrix format with a chart Summary format with a chart Explanation Before you add a chart, check that: - Its source report is in a folder that's shared with users who need access. Reports in personal report folders are unavailable to add to a page. - The source report format is summary or matrix. - The source report has a chart.

An app builder uses Process Builder to create a Chatter post. Which two items should be avoided to ensure a post is successfully created? Choose 2 answers Message is posting to a private Chatter group Message starts with a field reference Message has a space at the beginning Message is posting to a Community user or group

Message starts with a field reference Message is posting to a Community user or group Unsupported Feeds - Processes can't post to an Experience Cloud site user or group. --> In the answer option#4, we used to use the term Community for Experience Cloud site user. Chatter Message - You can add up to 25 @mentions to a Chatter message. - If you use Microsoft® Internet Explorer® version 11, you can't paste text into a message. Copy and paste actions are allowed in all other supported browsers. - Don't start the message with a field reference, such as {![Account].Name}. Otherwise, the action fails to save. To work around this issue, add a space at the beginning of the message.

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 2 answers 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 is tagged for record pages instead of home pages and is not showing up in the App Builder. The component requires a developer permission to add it to the page with the App Builder.

My Domain must be deployed to add custom components to the page with the App Builder. The component is tagged for record pages instead of home pages and is not showing up in the App Builder. Explanation You must deploy My Domain in your org if you want to use Lightning components in Lightning tabs, Lightning pages, as standalone apps, as actions and action overrides, as custom Lightning page templates, or elsewhere in your org.

Which use case can be accomplished using a custom link? Choose 3 answers Navigate to a process to update the current record. Navigate to a custom Visual Flow to update the current record. Navigate to an external system using data in Salesforce. Navigate to an Apex Trigger to update the current record. Navigate to a create a record page with fields pre-populated.

Navigate to a custom Visual Flow to update the current record. Navigate to an external system using data in Salesforce. Navigate to a create a record page with fields pre-populated.

Which two solutions prevent a formula field from being referenced by roll-up summary field? Choose 2 answers A cross-object field reference in the formula field The CASE( ) function in the formula field The NOW( ) function in the formula field A cross object workflow updating a field referenced by the formula field

A cross-object field reference in the formula field The NOW( ) function in the formula field If a roll-up summary field doesn't contain cross-object field references or functions that derive values on the fly, such as NOW or TODAY, it can calculate the values of formula fields.

UC wants to let its users have access to the pricing document when viewing a Contract related to an Account. Which feature should the app builder use to create easy access to the document? Quick Action on the Account object A custom detail page link on the Contract object A custom detail page link on the Account object Quick Action on the Contracts object

A custom detail page link on the Contract object Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company's intranet, or other back-end office systems. Use custom links to reference documents from a Salesforce record detail page.

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? Profiles are included in the change set. A field type change is included in the change set. Roles are included in the change set. Dependent fields are included in the change set. .

A field type change is included in the change set. Explanation If a change set includes changes to custom field types, the deployment time might be delayed by an extended period of time because custom field type changes might require changes in a large number of records. To avoid long delays in deployment, an alternative is to apply the field type change manually after the change set is deployed

UC 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 can't be deleted. When a custom or external object is deleted, the report type and reports remain but cause an error when running the report. An app builder is unable to create custom report types for objects they do NOT have permissions for.

A primary object selection is locked once the custom report type has been saved. Explanation Considerations for Custom Report Type: - You can choose from all objects—even those you don't have permission to view. This lets you build report types for a variety of users. - Once you save a report type, you can't change the primary object. - If the primary object on a report type is a custom or external object, and that object is deleted, the report type and reports created from it are deleted. - If you remove an object from a report type, all references to that object and its associated objects are removed from the reports and dashboards based on that type. - The name of the primary object is derived from the plural label field. The names of any related objects are derived from either the related list label field or the custom field that defines its relationship to the primary object.

User at Universal Containers needs to be able to quickly create a contact record from the Account record's Chatter feed. How should the App Builder enable the functionality? By creating a custom "Create a Record" Action on the Account. By creating a custom "Detail Page" Button on the Account. By creating a custom "Detail Page" Button on the Contract. By creating a custom "Create a Record" Action on the Contract.

By creating a custom "Create a Record" Action on the Account. Explanation There are several types of object-specific and global quick actions. - Create actions let users create records—like New Contact, New Opportunity, and New Lead. - Update actions let users make changes to a record. - Log a Call actions let users record the details of phone calls or other customer interactions. - Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps with functionality that you define. - Global Send Email actions are supported only in Lightning Experience. You can't add them to the Cases layout or use them with cases. - Question actions enable users to ask and search for questions about the records that they're working with.

UC uses the Asset object to track products that are installed at customer locations. A new object, Asset_Inventory__c, has been created to capture details about the asset. Which approach should the app builder take to show Asset_Inventory__c as a related list on Asset? Create a lookup relationship on Asset_Inventory__c to Asset. Add the Asset_Inventory__c related list to the Asset page layout. Create a roll-up on Asset. Add the Asset_Inventory__c related list to the Asset page layout. Create a junction object to relate Asset_Inventory__c and Asset. Add the Asset_Inventory__c related list to the Asset page layout. Create a master-detail relationship on Asset to Asset_Inventory__c Add the Asset_Inventory__c related list to the Asset page layout.

Create a lookup relationship on Asset_Inventory__c to Asset. Add the Asset_Inventory__c related list to the Asset page layout. Explanation The lookup/master-detail relationship shall be created on the child object, and in this case the child object is:Asset_Inventory__c.

UC 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 master-detail relationship on Product to Component. 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 junction object to relate Component and Product. Add the Component related list to the Product page layout. Create a lookup relationship on Component to Product. Add the Component related list to the Product page layout.

Create a lookup relationship on Component to Product. Add the Component related list to the Product page layout. Explanation Master-detail relationship and lookup relationship should be created on the child object. Here in this case it's Component.

UC 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 an Apex sharing rule to share the field with users that have "HR" in their role. Create sharing rule to share the field with the VP of HR with Role and Subordinates. Create a page layout with the field for HR users and another page layout without the field for all other users. Create a page layout with the field and use field-level security to hide the field from all other users.

Create a page layout with the field and use field-level security to hide the field from all other users. Explanation Field-level security settings let you restrict users' access to view and edit specific fields.

Universal Containers stores invoices in SAP. Users want to view invoice data on the related Account records in Salesforce. How can this be achieved? Choose 2 answers Create a custom Invoice object and connect to SAP using Data Loader. Create an external object connected to an invoice table in SAP. Use SAP data export functions to load data directly in Salesforce. Connect to an OData Publisher Service for SAP databases.

Create an external object connected to an invoice table in SAP. Connect to an OData Publisher Service for SAP databases. Explanation External objects are similar to custom objects, except that they map to data that's stored outside your Salesforce org. Each external object relies on an external data source definition to connect with the external system's data.

UC is setting up Salesforce for the first time. Management wants the sales and marketing teams to have different navigation menu 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 public groups for sales nd marketing and create mobile navigation menus for each group. Create roles for sales and marketing and assign a custom homepage layout for each role. Create sales and marketing profiles and ensure read access to different objects.

Create sales and marketing profiles and ensure read access to different objects. Explanation Profiles define how users access objects and data, and profiles determine what users can do within the application. You can create or clone a standard profile to work with the loyalty application.

The Training team at UC uses a custom Training object to track customer training sessions. An app builder needs to create a relationship between the Training object and the related Student's records. Which two statements are true when creating a Student lookup field on the Training object? Choose 2 answers Cross-object field updates between Training and Student records are NOT supported. On training record, users can only delete Students, if they have access to it. On Student record, users can set up Roll-up summary field on Training records. On Training record, the Student Lookup field can be made optional. .

Cross-object field updates between Training and Student records are NOT supported. On Training record, the Student Lookup field can be made optional. Explanation 1) When you create a lookup relationship, you can set these options: - Make the lookup field required for saving a record, requiring it on the corresponding page layout as well - Set the lookup field as optional 2) Cross-object field updates only works for master-detail relationship, not working for look-up relationship. For all custom objects and some standard objects, you can create actions where a change to a detail record updates a field on the related master record. Cross-object field updates work for custom-to-custom master-detail relationships, custom-to-standard master-detail relationships, and a few standard-to-standard master-detail relationships

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? Report Filters Report Bucket Field Row-Level Formula Custom Report Type

Custom Report Type Explanation When a multi-level relationship is created (involving more than 2 objects), a Custom Report Type is automatically created.

When a sales rep submits an account for approval, UC wants the user to answer additional questions via a popup window to populate additional record fields. What should an app builder use to achieve the desired result? Process Builder and Flow Lightning component and Process Builder Custom button and Flow Custom picklist field and Process Builder

Custom button and Flow Explanation Custom buttons and links can open in different types of windows. If you have selected a custom button or link to open in a popup window, set the window properties.

Which three field types could be included when building a Custom Report Type? Choose 3 answers Custom fields that have been added to the report types page layout. Renamed fields from standard objects in their original state. Lookup fields through four levels of lookup relationships. Custom metadata field values. Standard age fields on cases and opportunities.

Custom fields that have been added to the report types page layout. Lookup fields through four levels of lookup relationships. Custom metadata field values. Explanation 1) Custom fields appear in custom report types only if they've been added to that report type's page layout. 2) Renamed fields from standard objects, as well as renamed standard objects, don't display on the field layout of the custom report type exactly as they're defined. 3) A custom report type can contain fields available via lookup through four levels of lookup relationships. 4) Custom metadata types represents the metadata associated with a custom metadata type. 5) You can't add the following fields to custom report types: - Product schedule fields - History fields - The Age field on cases and opportunities

Due to the complexity of the UC 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 Web-to-lead Standard fields Custom object Apex class Custom field

Custom object Apex class Custom field

In which of the following scenarios may cross-object field updates be performed via workflow rules? Choose 2 answers Custom-to-Custom Master-Detail Relationships Custom-to-Standard Master-Detail Relationships Standard-to-Custom Master-Detail Relationships You cannot perform cross object field updates via Workflow Rules.

Custom-to-Custom Master-Detail Relationships Custom-to-Standard Master-Detail Relationships Explanation For all custom objects and some standard objects, you can create actions where a change to a detail record updates a field on the related master record. Cross-object field updates work for custom-to-custom master-detail relationships, custom-to-standard master-detail relationships, and a few standard-to-standard master-detail relationships.

The Director of Customer Service wants to know when agents are overwhelmed with high-priority items in the support queue. The Director wants to receive a notification when a new case is open with the status of "New" for more than four business hours. Which automation process could be used to accomplish this? Choose 2 answers Escalation rules Visual workflow Lightning Process Builder Scheduled Apex

Escalation rules Lightning Process Builder Explanation 1) Escalation criteria specify the conditions under which a case escalates. #Link: https://help.salesforce.com/articleView?id=sf.rules_escalation_create.htm&type=5 2) With Process Builder, you can: - Create a record of any object type - Update any related record—not just the record or its parent - Use a quick action to create a record, update a record, or log a call - Invoke a process from another process - Launch a flow—you can't schedule this action with workflow - Send an email - Send a custom notification - Post to Chatter - Submit a record for approval

UC assigns system accessibility via Permission Sets and Permission Set Groups to ensure each user has proper accessibility. In a department, there are different levels of support staff: 1) Elementary staff needs five consistent Permission sets to complete duties 2) Some higher-level staff needs some additional permission sets exclusive to them What should the app builder do to assign proper permission sets to users? Utilize Data Import Wizard to mass update Permission sets and Permission set groups for the specific users Utilize Data Loader to mass update Permission sets and Permission set groups for the specific users Utilize manage assignments button to assign each user with the same set of permission set groups and permission sets Utilize manage assignments button to assign a permission set group and individual permission sets to each user

Explanation Utilize manage assignments button to assign a permission set group and individual permission sets to each user 1) Permission Set: A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles. #Link: https://help.salesforce.com/articleView?id=sf.perm_sets_overview.htm&type=5 2) Permission Set Group: A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group.

CK 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 2 answers Process Builder Workflow Apex AppExchange

Explanation With Process Builder, you can: 1) Create a record of any object type 2) Update any related record—not just the record or its parent 3) Use a quick action to create a record, update a record, or log a call 4) Invoke a process from another process 5) Launch a flow—you can't schedule this action with workflow 6) Send an email 7) Send a custom notification 8) Post to Chatter 9) Submit a record for approval Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on Salesforce servers in conjunction with calls to the API.

Which type of relationship can be defined with external objects? Choose 2 answers Cross organizational look-up External look-up External master-detail Indirect look-up

External Look-up Indirect Lookup Explanation External objects support standard lookup relationships, which use the 18-character Salesforce record IDs to associate related records with each other. However, data that's stored outside your Salesforce org often doesn't contain those record IDs. Therefore, two special types of lookup relationships are available for external objects: external lookups and indirect lookups.

A user reports that they are seeing an error message during the lead conversion process. The error mentions a field API name of Lead_Source__c on the Contact object is required. Where could you go to change this field to not be required? Go to the Lead Object and set the standard Lead Source field to not required on the Field Level Security settings for the field. Go to the Lead Conversion page layout and set the Lead Source field to not required. Go to the Contact object and set the custom Lead Source field to not required on the Field Level Security settings for the field. Go to the Opportunity object and set the custom Lead Source field to not required on the Field Level Security settings for the field.

Go to the Contact object and set the custom Lead Source field to not required on the Field Level Security settings for the field. Explanation The hint with this question is that the API name contained an underscore, underscore c in its name - as in __c. This is a clue that you are dealing with a custom field.

Which setting is available to customize Salesforce1 mobile app for branding? Choose 3 answers Header and search bar color. The image on loading page. Background color on loading page. Notification and search icon. Action bar color.

Header and search bar color. The image on loading page. Background color on loading page. Explanation Change the Salesforce mobile app's appearance, including the loading page background color, loading page logo, and header background color, so the app matches your company's branding. You can also customize the image on the loading page.

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 2 answers If the list view contains more than one record type If the list view contains a chart created by the user 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 more than one record type If the list view restricts sharing for the user Explanation Inline Editing only works for lists that have been filtered for a single Record Type. Sharing rules exist on your profile which allow you to edit the record types in the list view.

UC have changes that need to be deployed from Sandbox to Production. Where should an app builder look to verify that a Change Set can be deployed? Inbound Change Sets Outbound Change Sets Deployment Settings Deployment Status

Inbound Change Sets Explanation The Inbound Change Sets page lists change sets awaiting deployment, as well as the history of deployed change sets.

After a deal is closed, CK wants to assign a user as a customer service manager (CSM) in addition to the account owner and would like a new field to easily track and report which CSM is assigned to the Account. What solution should an app builder use for this request? Picklist field Multi-select picklist field Text field Lookup field

Lookup Field (Correct) Explanation Lookup fields allow you to associate two records together in a relationship.

UMS'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? Contact Request Flow Apex Trigger Process Builder Visualforce

Process Builder Explanation With Process Builder, you can: - Create a record of any object type - Update any related record—not just the record or its parent - Use a quick action to create a record, update a record, or log a call - Invoke a process from another process - Launch a flow—you can't schedule this action with workflow - Send an email - Send a custom notification - Post to Chatter - Submit a record for approval

The events manager at CK hosted a launch party and wants to add a CSV file of attendees into a Campaign as Campaign Members so CK can track any future purchases the guests make. Which three considerations should be made prior to using the Data Import Wizard for importing Campaign Members? Choose 3 answers When importing Campaign Members to a Campaign, a status does not need to be selected because the default member status is 'Planned'. Related Lead, Contact, and Campaign records for the Campaign Members should exist prior to import. Inserting new Campaign Members prohibits workflow rules and processes for any records that meet automation criteria. The Data Import Wizard should be accessed from the object home page or from personal settings since they are not System Administrator. The CSV should be properly formatted and deduplicated prior to insertion via the Data Import Wizard to maintain data cleanliness.

Related Lead, Contact, and Campaign records for the Campaign Members should exist prior to import. The Data Import Wizard should be accessed from the object home page or from personal settings since they are not System Administrator. The CSV should be properly formatted and deduplicated prior to insertion via the Data Import Wizard to maintain data cleanliness.

To increase adoption, UC 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 the other two 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 2 answers Roll-up summaries are limited to master-detail relationships. Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG. An object can have 25 roll-up summaries. An object can have 20 object references.

Roll-up summaries are limited to master-detail relationships. An object can have 25 roll-up summaries. Explanation Lookup relationships are similar to master-detail relationships, except they don't support sharing or roll-up summary fields. If you're trying to enforce a record limit of 25 on the parent roll-up summary field, create validation rules on your child objects. When you add a child record, your validation rule on the child object can check if the count is already 25 or greater.

UMS 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? Work with a developer to create custom apex code and a Visualforce survey to meet criteria. Build the survey declaratively and use a workflow rule to send it to the customer as an external message to meet criteria. Choose a managed package from AppExchange that closely meets the requirements of the project and restricts programmatic development. Select an unmanaged package from AppExchange that closely meets the requirements of the project that allows programmatic development.

Select an unmanaged package from AppExchange that closely meets the requirements of the project that allows programmatic development. Explanation Unmanaged packages are convenient to use when your apps require custom settings after installation because these packages have visible code that can be edited by another org.

UC has created two custom objects called Seminars and Attendees. Organization-wide defaults for these objects have been set to Private. UC 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 2 answers Set Sharing Settings to Read Only on both Master-Detail relationship fields. Create an owner-based sharing rule that gives Read access to the junction object. Set lookup filters on both junction object relationship fields. Create owner-based sharing rules that give Read access to the master objects.

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. Explanation Select a Sharing Setting option. For master-detail relationship fields, the Sharing Setting attribute determines the sharing access that users must have to a master record to create, edit, or delete its associated detail records.

Sales representatives at UC should be restricted to view Cases associated with Accounts in their territory. UC's data model sharing for Accounts is private and an administrator owns all the Accounts in the UC org. Which two options should an app builder use to fulfill this requirement? Choose 2 answers Set sharing for Cases to 'Private'. In the Territory Model, set Case Access to 'View'. Create a sharing set to share Cases with internal sales representatives. Add sales representatives to the Account Team for Accounts, with 'Read Only' access to Cases.

Set sharing for Cases to 'Private'. In the Territory Model, set Case Access to 'View' 1) Always remember to set the accessibility to the strictest level - make sure the Case's data model sharing is also 'Private'. 2) The requirement is that Sales Rep can view the Cases associated with Accounts

At UC, all US Sales Reps should be able to view the US Team Dashboard. However, only the US Sales Director should be able to see the data in the component and view its source report. How can the app builder ensure the proper access is granted? Share the dashboard folder with roles and subordinates of the US Sales Director and share the report folder with the role of US Sales Director. 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 US Sales Director the running user and share the dashboard folder with the role US Sales Rep. Make the dashboard dynamic and give us Sales Reps the View My Team's Dashboard permission.

Share the dashboard folder with roles and subordinates of the US Sales Director and share the report folder with the role of US Sales Director. Explanation To open a report or dashboard, you need: - Access to the folder in which the report or dashboard is saved - The necessary user permission

Universal Containers has separated business requirements for consumer and Business Opportunities. The sales team work with both types of Opportunities. The app builder created two record types on the Opportunity Object. Which action can now be performed? Choose 2 answers Prevent access to secure data fields by sales process Specify a different page layout Enable field validation by sales process Set unique Opportunity stages by sales process

Specify a different page layout Set unique Opportunity stages by sales process Explanation Use multiple business processes to display different picklist values according to each user's profile. Use multiple business processes to track separate sales, support, and lead lifecycles. Sales Processes: Create different sales processes that include some or all of the picklist values available for the opportunity Stage field. Lead Processes: Create different lead processes that include some or all of the picklist values available for the Lead Status field. Support Processes: Create different support processes that include some or all of the picklist values available for the case Status field. Solution Processes: Create different solution processes that include some or all of the picklist values available for the Status field.

An app builder at UC wants to prevent users from creating new records on an Account related list by overriding standard button. Which two aspects should the app builder consider before overriding standard buttons? Choose 2 answers Standard buttons can be overridden with a Visualforce page. 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 layout. Standard buttons that are NOT available for overrides can still be hidden on page layouts.

Standard buttons can be overridden with a Visualforce page. Standard buttons that are NOT available for overrides can still be hidden on page layouts. Explanation Before you override a standard button with a Lightning component or Visualforce page, review implementation details in the respective developer guides. If a button isn't available for overrides, you can still hide it on the page layout.

Which statement is true about converting a lead? Choose 3 answers The lead's most recent campaign record is automatically applied to the 'PRIMARY campaign source' field on the opportunity. Users can convert leads that are associated with an active approval process. Multi-select picklist values on lead records overwrite values on the contact's corresponding field. Administrator may choose whether to enforce validation rules & triggers. The system automatically maps standard lead fields to standard account, contact, and opportunity fields.

The lead's most recent campaign record is automatically applied to the 'PRIMARY campaign source' field on the opportunity. Administrator may choose whether to enforce validation rules & triggers. The system automatically maps standard lead fields to standard account, contact, and opportunity fields. Explanation 1) Campaigns: A lead can match an existing contact. Related campaign information is always associated with the new contact record. When more than one campaign is associated with a lead, the most recently associated campaign is applied to the Primary Campaign Source field for the opportunity. 2) Workflow: You can't convert a lead that's associated with an active approval process or has pending workflow actions. 3) Data: Salesforce adds information from the lead into empty fields; Salesforce does not overwrite existing account and contact data. 4) Admin: Administrator may choose whether to enforce validation rules & triggers. And I strongly suggest to enforce them to avoid crappy account/contact data. #Link: https://dreamevent.secure.force.com/articleView?id=000334707&type=1&mode=1 5) Mapping: When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records.

Which two are key considerations when using Unmanaged packages? The person who created the Unmanaged package has no control over the installed components. The person who created the Unmanaged package can change or update installed components. A namespace is NOT required to create an Unmanaged package. A namespace is required to create an Unmanaged package.

The person who created the Unmanaged package has no control over the installed components. A namespace is NOT required to create an Unmanaged package.

Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met? 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 setting; manage field access with page layouts and field level security. 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 custom setting; manage field access with record types and page layouts.

Use a private sharing model granting record access using hierarchy; manage field access with field-level security. Explanation Field-level security settings let you restrict users' access to view and edit specific fields. The field-level security overrides the page layout.

UC 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 3 answers User A is on the same Account Team as User C User A is in a Public Group that has access via a Sharing Rule User A and User B have different profiles User A was granted an additional permission set User C has manually shared the record with User A

User A is on the same Account Team as User C User A is in a Public Group that has access via a Sharing Rule User C has manually shared the record with User A Explanation 1) When you collaborate on accounts with colleagues, use account teams to facilitate teamwork and track progress. Roles on a team can include an executive sponsor, a dedicated support agent, and a project manager, for example. Team members can be internal users or partner users. 2) Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings. 3) Manual sharing gives other users access to certain types of records, including accounts, contacts, and leads.

Which of the following are valid selections you can make when creating a new sharing rule and specifying who it can be shared with? Choose 3 answers Users Roles Roles and Subordinates Queues Public Groups E

Users Roles Roles and Subordinates Explanation When creating a sharing rule, you can specify the users to share with as specify those designations as either Public Groups, Roles or Roles and Subordinates.

Which of the following are true statements regarding managing access to reports and dashboards? Choose 2 answers Users with the "Manage Public Reports" permission can organize reports by creating custom report folders and sending invitations to users to access them. Users must have certain permissions to access public, hidden, or shared folders. Users with the "Manage Public Reports" and "Create and Customize Reports" permissions can create custom reports that all users can view. Users that want to grant access to personal folders can manually share a personal folder with a user or public group.

Users must have certain permissions to access public, hidden, or shared folders. Users with the "Manage Public Reports" and "Create and Customize Reports" permissions can create custom reports that all users can view