Object Manager and Lightning App Builder

The VP of Sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they are tracking toward their goal for quarter end.

Which standard object stores information about sales deals?

• Accounts

• Assets

• Products

• Opportunities

• Pricebooks

Answer explanation

No hay mucho que agregar, un trackeo de las ventas y un equipo ventas lo vamos a poder ver dentro del Standard Object Opportunities.

A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360 degree view of the customer.

Which two standard objects are related to Account records? (Choose two answers.)

• Cases

• Campaigns

• Opportunities

• Leads

Answer explanation

Tanto las Opps como los cases van a estar relacionados con las Accounts. Las campaigns estarán asociadas con las Opportunities y con las Leads, pero ninguno de estos dos con el objeto Account.

Esto se puede reflejar en el Schema Builder (ver imagen).

The administrator updated the sales operation team’s project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing.

What should the administrator troubleshoot to ensure the changes are implemented?

• Confirm the page is activated in the Lightning App Builder

• Create a Permission Set to grant access to the Project object

• Add the page to the app launcher

• Review the component visibility filters

Answer explanation

Si bien un Lightning Record Page puede ser guardado, también hay que activarlo. Caso contrario no se podrán ver los cambios reflejados.

Ursa Major Solar needs a field that reflects Account size based on the standard field, number of employees.

Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?

• Ispickval

• Text

• If

• And

Answer explanation

El "if" sería para decir "Si pasa tal cosa..."

En este ejercicio sería algo más o menos así: "accounts:size = IF(accounts:employees > 100, 'Large', 'Small')"

The sales managers at Ursa Major Solar want Opportunities that have NOT been updated in the past 30 days to be flagged automatically.

How should an administrator implement this requirement?

• Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria

• Add a formula to the default value of the last modified date field to return the text red if the record meets the criteria

• Add a formula to the default value of the opportunity name field to return the background red if the record meets the criteria

• Create a formula field to show the last login date of the owner and display an alert message if it meets the defined criteria

The Ursa Major Solar CEO does NOT want to see the list of Contacts when viewing an Account page, but still needs to access Contact records.

How should the administrator configure this?

• Remove read access permissions for contacts from the Ceo's profile

• Set the Contact Org-Wide Default Sharing Settings to Private

• Create an Accounts Page Layout without the Contact Related List

• Remove the Account Related List from the Contact Page Layout

The VP of Sales at Universal Containers wants to ensure that there is a consistent, color-coded report to easily track picklist values from the Stage field on an Opportunity.

How should an administrator ensure that a picklist field’s values display in consistent colors on all reports? (Choose two answers).

• Use a bucket field that defines the color for each value

• Configure report conditional highlighting for each value

• Update the picklist field and set the color for each value

• Create a formula field that defines the color for each value

Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports.

How should the administrator implement this requirement?

• Creat a new page layout and profile for the Finance Team

• Set the Invoice Payment Org-Wide Default settings to Private

• Build and Invoice Payment Report with a running user of Finance

• Grant Finance access only to the Invoice Payment object

The Marketing department would like to have a visual representation for tracking the lifecycle stages of campaign records with guidance similar to what Sales utilizes for Opportunities in Lightning Experience. How can the Salesforce Administrator help accomplish this?

• Create a new picklist, record type, and modify the Campaign page in Lightning Experience

• Create a new Picklist and modify the Campaign page in Lightning Experience

• It cannot be accomplished. Only opportunities can have this visual representation

• Create a new picklist and a new path, then modify the Campaign page in Lightning Experience

Answer explanation

Si bien los Paths son conocidos principalmente en el objeto oportunidad, pueden ser creados en distintos objetos standard. Para crear un nuevo path debemos tener previamente un picklist field con los valores que queremos ver en el path.

Cosmic Road has multiple Case record types and is looking to implement a support process. How do record types relate to business processes?

• Multiple business processes can be related to one record type

• A business process is related to only one recod type

• A business process can be associated with multiple record types

• A business process can be used instead of a record type

Answer explanation

Recordemos que con 'Business Processes' nos referimos a: Sales Process (Opps), Lead Process (Lead), Support Process (Case), Solution Process (Solution).

Con respecto a la consigna, podemos decir que un Support process puede asociarse a más de un Record type del objeto Case. No sería lógico que un mismo record type tenga más de un Support Process.

Por último, para crear un Record Type necesito previamente haber creado un Process del objeto en cuestión (ver imagen).