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?

Lightning component and Process Builder

Custom picklist field and Process Builder

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 added?

For use in Lightning App Builder

An app builder has created a new report type, but users can't select it from the Report Type list when creating a new report for the records that they own. What could cause this issue?

The report type is in the status of In Development

The report type is in the status of Deployed

Access to the necessary object is unavailable

Access to Create and Customize Reports is disabled

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 manage assignments button to assign a permission set group and individual permission sets to each user

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

UC is piloting new features in an existing sandbox and wants to prevent sending outbound emails during testing. What should the app builder do to meet the requirement?

Email deliverability set to no access

Email relay to the configured host enabled

Email deliverability set to system email only

Email configured for SMTP authentication

An app builder wants to add the option 'Send New Email' from Leads, Contacts, and Accounts for users on mobile. What is the benefit of using global actions to accomplish this?

Global actions can be accessed anywhere; actions are available on mobile including record detail pages, feed, and Chatter groups.

The global action's layout automatically clones the default page layout.

Global actions are record-specific and are available when searching that particular object.

Salesforce Lightning Component Library houses exiting global actions prebuilt for use.

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?

A custom detail page link on the Contract object

Quick Action on the Account object

A custom detail page link on the Account object

Quick Action on the Contracts object

UMS has a lookup relationship between a custom 'Galaxy__c' object and a custom 'Star__c' object. An app builder wants to create a roll-up summary field that counts the total number of 'Star__c' records related to each 'Galaxy__c' record. How would the current configuration impact the ability to achieve the desired result?

The lookup relationship will need to be converted to a master-detail relationship before a roll-up summary field can be created.

The roll-up summary can be achieved by creating a formula field on the 'Galaxy__c' object.

A roll-up summary field will need to be created on the 'Galaxy__c' object with a field filter that selects all related 'Star__c' records.

The roll-up summary can be achieved by creating a formula field on the 'Star__c' object.

UC 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 shared opportunity's related account even though the account is NOT in sales rep B's territory. Sales rep C CANNOT see either record. Based on the information given, why can sales rep B see the shared opportunity's related account?

Implicit access to the Account.

Sales rep B was added to the Account team.

Sharing set is grating access to the Account.

Account was also manually shared.

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?

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

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

CK 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 to preexisting Long Text Area field to Text Area?

Preexisting information will truncate to the first 255 characters.

Preexisting information in the field will be completely lost.

Preexisting information will remain even if it was over 255 characters.

Preexisting information will cause an error message to pop up.

After discovering the second sun in the solar system, UMS wants to change the field relationship between 'Sun__c' and 'Planet__c' to a lookup rather than a master-detail. What should the app builder consider about the effect on reporting before making this change?

Existing reports created under the 'Sun__c' with 'Planet__c' report type made by Salesforce will be unusable, but not deleted.

Existing roll-up summary fields will remain on the 'Sun__c' object and available for reporting, but it will not be updated any more.

Existing roll-up summary fields will be deleted from the 'Sun__c' object and from any reports where they were added.

Existing reports created under the 'Sun__c' with 'Planet__c' report type made by Salesforce will be deleted.

UMS wants to change the field relationship between 'Sun__c' and 'Planet__c' to a lookup rather than a master-detail. What should the app builder consider about the effect on reporting before making this change?

Existing reports created under the 'Sun__c' with 'Planet__c' report type made by Salesforce will be unusable, but not deleted.

Existing roll-up summary fields will remain on the 'Sun__c' object and available for reporting, but it will not be updated any more.

Existing roll-up summary fields will be deleted from the 'Sun__c' object and from any reports where they were added.

Existing reports created under the 'Sun__c' with 'Planet__c' report type made by Salesforce will be deleted.

An app builder creates an Account validation rule on the Industry field that will throw an error if the length of the field is longer than six characters. Another app builder creates a workflow rule with a field update that sets the Industry field to Technology whenever the Billing City field is San Francisco. What will happen if a sales rep saves an Account with a Billing City of San Francisco?

The record will not save and the validation rule's error message will be displayed.

The record will save but the Industry field will not change to Technology.

The record will save and the Industry field will change to Technology.

The record will not save and no error message will be displayed.

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', ISCHANGED(Retail_Opt_In__c), ISPICKVAL(Retail_Opt_In__c, "Yes")

AND( $UserRole.Name = 'Marketing', Retail_Opt_In__c="Yes" )

AND( $UserRole.Name != 'Marketing', Retail_Opt_In__c="Yes" )

AND( $UserRole.Name = 'Marketing', ISPICKVAL(Retail_Opt_In__c, "Yes")

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. What formula should an app builder use to select the contact's preferred name for email communications?

IF(NOT(ISBLANK(Nickname__c)),Nickname__c,FirstName)

IF(NOT(BLANKVALUE(Nickname__c)),Nickname__c, FirstName)

IF(ISNULL(Nickname__c),Nickname__c,FirstName)

IF(TEXT(Nickname__c),Nickname__c,FirstName)

When a deal is closed-won, it has to be approved by the owner's manager prior to being added to the leader board for a quarterly sales competition. An opportunity is won on the last day of the quarter and the manager is on vacation. What is recommended to ensure all of the appropriate deals are reviewed and the leader board is up to date?

Use Process Builder to assign a delegated approver.

Have the manager log on and reassign the approval request.

Set up a delegated approver for the manager.

Forward the approval request to the manager's assistant.

Which statement is true regarding Approval Processes in Salesforce?

You can specify who can edit locked records that have been submitted for approval.

You cannot lock records that have been submitted for approval.

All users in your Salesforce organization can submit records for approval.

Approval requests sent to a group consisting of more than one user require that all users unanimously approve.

What should an app builder consider when choosing a template for a new Lightning record page?

Page structure will automatically adapt to the device being used to view the record page.

To view the record page, users need "View All Data" permissions for the object.

Select a new template for each type of device users use to view the record page.

The template can be changed at any time after the initial save by clicking Edit Page.

UMS has made a great app that leadership wants to share with the world for free via AppExchange. What should an app builder consider about the type of package when uploading to AppExchange?

Managed packages provide intellectual property protection on Apex code

Managed packages need a per-user charge on AppExchange

Unmanaged packages can be set up to prevent user customizations

Unmanaged packages allow for patches on programmatic changes but not Apex

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 custom tab set to Hidden

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

Use Data Loader to update leads using the CSV file.

Use Import Wizard to update leads using the CSV file.

Select Insert Null Values in Settings.

Select the correct record type.

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 is posting to a Community user or group

Message starts with a field reference

Message has a space at the beginning

UC has a custom 'Invoice__c' object and a custom 'Invoice_Line_Item__c' object. The 'Invoice_Line_Item__c' object has a lookup relationship to the 'Invoice__c'. UC would like to convert the lookup relationship to a master-detail relationship but is unable to do so. Which two reasons could be preventing this relationship conversion? Choose 2 answers

'Invoice_Line_Item__c' records exist without having the 'Invoice__c' lookup field populated.

There are already two master-detail relationships on the 'Invoice_Line_Item__c'.

There is a roll summary field on the 'Invoice__c' object.

Custom objects are unable to be on the detail side of a master-detail relationship.

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.

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'.

What are two reasons to create an unmanaged package? Choose 2 answers

Distributing open-source projects on the AppExchange.

Distributing upgradeable components to other Salesforce org.

Publishing an application for sale on AppExchange.

Deploying from a Developer Edition environment.

UC use Contracts for agreement with customers. A sales manager is required to provide approval for contracts and director approval for any contract over $10,000. Which two options should an app builder use to ensure all contracts route for the correct approval and also prevent the sales rep from making changes to the record while it is being approved? Choose 2 answers

Create an approval process on the Contract object and set the field for 'Next Automated Approver Determined By' as 'Manager'.

Create a validation rule on the Contract object that prevents updates to the contract record while it is being reviewed.

Create an approval process on the Contract object with one step for each sales manager that sets the approver as the director.

Create an approval process on the Contract object with criteria set on a second approval step set as 'Amount__c > 10,000' and set the approver as director.

DreamHouse Realty (DR) is expanding into subsidized housing by partnering with local government entities. DR uses Sales Cloud and enables field history tracking on the Opportunity object. Due to increased information requirements, the App Dev team is changing Text Area (Long) fields to Rich Text fields to allow for up to 1,000 characters and better descriptions. Which two considerations should be made by the team? Choose 2 answers

Data loss may occur when changing custom field types.

Field History Tracking records value changes of 255 characters or less.

Rich text field values of all lengths are displayed fully in reports.

Audit Trail is available through REST API extracts.

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.

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 restricts sharing for the user

If the list view contains a chart created by the user

If the list view selected is the recently viewed list view

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.

The component is tagged for record pages instead of home pages and is not showing up in the App Builder.

A custom tab must be created to add custom components to the page with the App Builder.

The component requires a developer permission to add it to the page with the App Builder.

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.

Which two solutions can be used to support and simplify this process using a list view? Choose 2 answers

Filter the list view by customer record type and enable inline editing functionality.

Make the list view dynamically so only 'My Contacts' are visible to the user.

Add a chart to the list view to show the percentage of contacts that have already been cleaned up.

Clone a master list view for each user on the team so they can view their customers.

Which two solutions should an app builder suggest to help meet these requirements? Choose 2 answers

Add a Path component with fields and instructions aligning to stages on the Opportunity.

Mark stage dependent fields as required on the Opportunity page layout.

Use two Tabs components to separate record information from activities.

Set up an approval process requiring manager consent at each stage of the Opportunity.

How could an app builder meet this requirement?

Add a rich text area to the Case Lighting page > Set the component visibility of the rich text area to show when the account support level is platinum.

Create a text-only Visualforce page > Clone the case page layout > Drag the Visualforce component into the page, and assign the layout to platinum cases.

Create a text-only Visualforce page > Drag the Visualforce component into the Case page layout > Set its visibility to show when the account support level is platinum.

Clone the Case Lightning page > Add a rich text area to the new page, and assign this page to platinum accounts.

What are two considerations an app builder should evaluate? Choose 2 answers

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.

An app builder is unable to change a lookup to a master-detail relationship.

A trigger on save or update can kick off calculations.

Salesforce App Builder Quiz

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67 questions

Show all answers

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

CK wants to have a visual representation to track delivery status. Which component should the app builder recommend?

Related record

Path

Related list

Details

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The services manager wants to make sure the team enters case priority consistently. What feature can an app builder use to accomplish this?

Path

Next Best Action

Flow

In-App Guidance

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

UC needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely. What formula should an app builder use to create this new field?

TEXT(Id)

ISNUMBER(Id)

CASESAFEID(Id)

VALUE(Id)

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

CK wants to efficiently increase the company's adoption of Salesforce while simultaneously moving away from their reliance on spreadsheets. An app builder is given a spreadsheet everyone is sharing that needs to be added to Salesforce. The object with fields needs to be created and the data inserted simultaneously. What tool should be used?

Schema Builder

Lightning Object Creator

Data Loader

Import Wizard

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Properly installing managed packages helps prevent conflicts with customizations made by customers and partners. What functionality should be used to set up packages?

Namespace

Help setting

Description

Allow sharing

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

DreamHouse Realty has a mentorship program that pairs experienced Realtors with new Realtors. Each experienced Realtor can mentor one or several new Realtors, and each new Realtor is required to work with a single experienced Realtor they report to for a probationary period. What type of relationship would an app builder set up to meet this specification?

Many-to-many

Lookup

Indirect lookup

Master-detail

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Salesforce App Builder Quiz

CK wants to have a visual representation to track delivery status. Which component should the app builder recommend?

The services manager wants to make sure the team enters case priority consistently. What feature can an app builder use to accomplish this?

UC needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely. What formula should an app builder use to create this new field?

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?

Properly installing managed packages helps prevent conflicts with customizations made by customers and partners. What functionality should be used to set up packages?

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?

UC has created a picklist field called Country on three separate custom objects. UC has a requirement to maintain a consistent list of values for this field on each object. Which feature should the app builder use?

UC 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?

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