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WorksheetsSalesforce App Builder Set 1
Total questions: 113
Worksheet time: 2hrs 53mins
Universal Containers would like to collaborate with its customers within salesforce, and has decided to enable the "Allow Customer Invitations" Chatter setting.
What permission is granted to Customers when invited to Chatter Group?
The ability to invite members to groups of which they are a member.
The ability to @mention accounts of which they are a contact.
The ability to request access to public groups.
The ability to interact with members of their group.
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 the sandbox.
Universal containers has purchased a Lightning Component on the AppExchange.
Where can that component be utilized. (Choose 2 Answer)
Visual Workflow
Salesforce1 Mobile App
Lightning Process Builder
Standalone Lightning App
Which Statement is true for embedding a Visualforce page in a Page Layout? (Choose 2 Answers)
Visualforce pages on page layout have attributes for width and height.
Visualforce pages can be placed anywhere in a page Layout.
Visualforce pages can only be placed in a Visualforce section in a page layout.
Visual force pages on a field set have attributes for width and height.
Can be placed in a detail section.
Universal Containers needs a field on the Account to track how many Opportunities are closing within next 30 days.
What can be used to accomplish this goal?
Process Builder
Apex Code
Roll Up summary field
Workflow Rule
Universal containers has two teams: Sales and Services. Both teams interat with the same records. Sales users use ten fields on the Account Record. Services users use three of the same fields as the Sales team, but also have five of their own, which the sales team does not use.
What is the minimum configuration necessary to meet this requirement?
One Profile, two record types, one page layout.
Two profiles, two record types, two page layouts.
One Profile, One record Type, One page Layout.
Two profiles, one record type, two page layouts.
The Director of the 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.
Which automation process could be used to accomplish this? (Choose 2 Answers)
Escalation Rules
Visual workflow
Lightning Process Builder
Scheduled Apex
Representatives at Universal Containers use Salesforce to record information for Leads. When new prospects are added, an outbound message is sent to SAP with Lead's information.
Which automation process will accomplish this without writing any code?
Create a process using Lightning Process Builder to send the outbound message.
Create a workflow rule with an outbound message as the action.
Use visual workflow to create a wizard that will send an outbound message.
Design an Approval Process that sends an outbound message upon arrival.
A customer service representative at a call center would like to be able to collect information from customers using a series of question prompts.
What could be used to accomplish this?
Workflow Rules
Visual Workflow
Lightning Connect
Lightning process builder.
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 create a record page with fields pre-populated.
Universal Containers would like to embed a chart of all related Opportunities, by stage, on the Account detail page.
Which type of report should the App Builder create to add to the Account page layout?
A summary report on the Opportunity object.
A summary report on the Account object.
A tabular report on the Account object.
A tabular report on the Opportunity object.
The VP of Sales at Universal Containers has requested Sales reps be given access to view all Account ins Salesforce. However, they've also requested that sales reps only be allowed to crate new Opportunities on Account they own.
How can this requirement be met?
Create an Opportunity Validation Rule that compares the Opportunity and Account Owners.
Create a new Opportunity Quick Action that validates Account Ownership.
Set the Organization-Wide Defaults sharing on Opportunities to Private and recalculate sharing.
Set the Organization-Wide Defaults sharing on Opportunities to Controlled by Parent.
At Universal Containers, multiple departmenrs utilize the Case Object for the different purposes. Some users submit cases for IT and HR request. Other users provide customer support with case records.
How can an App Builder enable different users to see different fields, based on the case type?
Create different case record types for IT, HR and Customer Support. Assign different page layouts to each record type by profile.
Create different case field sets for IT, HR and Customer Support. Assign different field sets by profile.
Create different case record types for IT, HR and Customer Support. Assign different page layouts to each record type by role.
Create different case fields set for IT, HR, and Customer Support. Assign different fields sets by role.
Universal Containers has a requirement that an Opportunity should have a field howing the value of its associated account's billing state. This value should not change after the Opportunity has been created.
What is the recommended solution to configure this automation behavior?
Formula field
Workflow
Roll-up Summary field
Apex
What is a true statement in regards to creating custom report types?
When the primary object is a custom object and is deleted, then the report type and any reports created from it must be deleted manually.
The detail object in a Master-Detail relationship cannot be added as a secondary object on a custom report type.
Once a report type is saved with a standard or custom primary object, the primary object cannot be changed for that report type.
Any object can be chosen unless the object is no visible to the person creating the report type through security settings.
An App builder has been asked to provide users a way to identify a contact's "Preferred contact Method" directly on the contact record. Users need to be able to identify whether a phone number or an email, is the contact's preferred communication method.
Which field type will allow the app builder to accomplish this with the fewest fields possible?
Formula
Checkboxes
Picklist
Universal Container manages internal projects by department using a custom object called project. Only employees in the project's respective department should have view access to all of the department's project records. If an employee changes job roles and moves to another department, the employee should no longer have acces to the projects within their former department.
How can these requirements be met, assuming the organization-wide default for projects is set to private?
(Choose 2 Answers)
Create a criteria based sharing rule using the projects department that grants access to users by permission set.
Create a criteria based sharing rule using the projects department that grants access to users by roles.
Create a criteria based sharing rule using the projects department that grants access to users by public groups.
Create a criteria based sharing rule using the projects department that grants access to users by profiles.
In Order to delete opportunities, universal containers would like sales reps to submit request for approval from their sales manager.
What can be used to meet these requirements?
Two step approval process
Approval process with Apex trigger
Approval process with time dependent workflow action.
Process builder with submit for approval action.
A custom object has a public reads only sharing setting that does not grant access using hierarchies. A dynaic sharing rule provides write access to the object to the global marketing public group if the record is marked a global. A user creates a new record and marks it as a global.
Who will have write access to the record?
The global marketing public group and anyone above the owner in the role hierarchy.
The record owner and the global marketing public group.
The global marketing public group, the record owner, and anyone above the owner in the role hierarchy.
The record owner and anyone above the owner in the role hierarchy.
To synchronize account, orders, and shipments in real time, a developer has built a custom interface between an external and salesforce. Prior to deployment, the developer needs to confirm that interface can sustain the synching of thousands of records at a time.
Which sandbox environment is recommended to complete performance and load testing?
Partial Sandbox
Full Sandbox
Developer Sandbox
Developer pro Sandbox
A new custom object is being created with a private sharing setting. The business wants to share individual records with specific people or group of people on a case by case basis.
What options does the business user have to manually share individual records? (Choose 3 Answers)
Public Groups
Permission Sets
Roles
Profiles
Users
What is a true statement regarding master - detail relationship? (Choose 3 Answers)
A master-detail relationship cannot be created if the custom object on the detail side already contains data.
A master-detail relationship cannot be converted to a look-up relationship.
Deleting a master record in a master detail relationship deletes all related detail records.
Standard objects can be on the detail side of the custom object in a master-detail relationship.
Master-detail relationship can convert to a look-up relationship if no roll-up summary field exist on the master object.
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.
The director of marketing has asked the app builder to create a formula field that tracks how many days have elapsed since a contact was sent a marketing communication. The director is only interested in whole units.
Which function should be used to calculate the difference?
Datevalue ()
Now()
Date ()
Today()
Universal containers is importing 1000 records into Salesforce. They want to avoid any duplicate records from being created during the import.
How can these requirements be met?
Include a column in the import file that has either record names, Salesforce IDs, or external IDs that can be used to match records.
When importing the file, select the "Prevent Duplicates" option on the last step of the Import Wizard and import the file.
After importing all of the custom objects, run a duplicate check report, export the record to a CSV file, and run a mass delete to purge any duplicates.
After importing all of the custom objects, review all records created and manually merge or delete and duplicate record.
Which type of relationship can be defined with external objects? (Choose 2 Answers)
Cross organizational look-up
External look-up
External Master-detail
Indirect loop-up
Universal Containers wants to streamline its data capture process by linking fields together. They wish to do this so that the available value on dependents fields are driven by value selected on controlling fields.
Which consideration supports the stated requirements? (Choose 3 Answers)
The import wizard only allows value to be imported into a dependent picklist if they match the appropriate controlling field.
Custom picklist field can be either controlling or dependent field.
Multi select picklist can be dependent picklist but not controlling fields.
Standard and custom picklist fields can be dependent fields.
Checkbox fields can be controlling fields but not dependent fields.
The App builder needs to change the data types of new custom fields. The app builder is not able to deleted and recreate any of the fields, nor modify any apex code.
Which data type change will require the app builder to perform the additional steps in order to retain existing functionalities?
Changing the data type of a field used in an apex class from number to text.
Changing the data type of a field used in a report from a text to an encrypted field.
Changing the data type of a field used as an externa id from number to text.
Changing the data type of a field used in lead conversion from number to text.
The VP of account management at Universal containers has requested that all contacts mailing postal codes match the associated accounts shipping postal code.
How can this be enforced using validation rules?
Create a validation rule using the distance() function.
Create a validation rule using a compare operator
Create a validation rule using the geolocation() function.
Create a validation rule using a not equal operator.
Universal containers sales reps can modify fields on an opportunity until it is closed. Only the sales operation team can modify the post closed follow-up dates and post closed follow-up comments fields.
How can these requirements be met?
Use record types with field sets and restrict editing fields using field-level security.
Use field-level security on page layouts to restrict editing fields.
Use multiple record types, page layouts and profiles.
Use field level security to mark fields as read only on the sales profile.
Universal container needs to update a field on an account when an opportunity stage is changed to closed lost.
What can be used to accomplish this requirement? (Choose 2 Answers)
Lightning process builder
Approval process
Assignment Rule
Workflow Rule
The organization-wide default for a custom object is set to private. The superior profile grants view accessto the same object. A user with the superior profile is also listed as the manager on the user detail record for a subordinate. However, the superior still cannot view records owned by the subordinate.
What is preventing the superior from viewing records owned by the subordinate? (Choose 2 Answers)
Organization-wide settings for the custom object grant access to other user with the same role.
The superior requires permission set in order to view the subordinate's records.
The superior's role is not above the subordinate's role in the hierarchy.
Organization-wide settings for the custom object doe not grant access using hierarchy.
A custom field contains a feedback score which is on the scale of one to five. End users would like a visual indicator of one to five stars based on the number found in the feedback score custom field.
How can this visual indicator be displayed?
Use a custom formula field.
Use a custom image field.
Use a custom number field.
Use a custom text field.
What is the key consideration when using unmanaged packages? (Choose 2 Answers)
A namespace is not required to create an unmanaged package.
The person who created the unmanaged package can change or update installed components.
The person who created the unmanaged package has no control over the installed components.
A namespace is required to create an unmanaged package.
A sales manager would like to look at an account record and view charts of all of the related open opportunities. Closed/Won opportunities, and open cases.
How many report charts can be added to the account page layout to meet this requirement?
3
1
4
2
Universal Containers has deployed custom tabs through change sets, without including the profiles, to production (enterprise edition).
Which statement is true in regards to the visibility of custom tabs?
Custom tabs are exposed for all uses.
Custom tabs are hidden for all users.
Custom tabs are default off for all users.
Custom tabs are default on for all users.
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.
Administrators may choose whether to enforce validation rules & Triggers.
The system automatically maps standard lead fields to standard account, contact, and Opportunity Fields.
Which statement is true about an external id field? (Choose 2 Answers)
The field must be unique since duplicates are not allowed within salesforce.
The field can be unique based on the case-sensitive or case-insensitive values.
The field must contain at least one number and at least one letter.
The field contains unique records identifiers from a system outside of salesforce.
Which objects can be members of a campaign? (Choose 2 answers)
Contact
Account
Opportunity
Lead
Universal containers needs to flag leads with one or more business areas. They need to add a field to capture these to the leads records. There is no need to report on this field.
What is the appropriate field type?
Radio Buttons (Multi select)
Picklist
Text Area
Picklist (multi-select)
Universal Containers is setting up salesforce for the first time. Management wants the sales and marketing teams to have different navigation names in the salesforce1 mobile app.
Which option is available to an app builder to satisfy the requirement?
Create sales and marketing profiles to ensure read access to different objects.
Create roles for sales and marketing and assign a custom homepage layout for each role.
Create mobile navigation menus for both the sales and marketing profiles.
Create public groups for sales and marketing and create mobile navigation menus for each group
An app builder wants to show groups as the last navigation menu item in the Salesforce1 mobile app. However, the app builder is not able to select groups as one of the items on the drop-down menu.
What could cause this?
Groups is showing up in the recent section and not in the navigation menu.
Groups is not included in the selected list for the navigation menu.
Groups is included in the smart search items but not on the navigation menu.
Groups cannot be the last item in the navigation menu.
What is the true statement in regards to 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.
When an opportunity close date is delayed by more than 60 days, the manager and the VP sales must approve the change.
How can this requirement be met? (Choose 2 Answers)
Build an approval process that requires unanimous approval from the manager and VP of sales.
Create a workflow rule that checks for close date less that 60 days and add an email alert.
Create a lightning process builder flow that submits the record for an approval process.
Build a validation rule that does not allow a user to save the opportunity record.
What is recommended to refresh a full sandbox?
After UAT sign-off.
Whenever a new production used is added
After a major production release.
Within 3 hours of when it is needed.
At Universal containers, the Account object has a Master-Detail relationship with an Invoice custom object. The App Builder would like to change to a lookup field, but is not able to do so.
What could be causing this?
The invoice must have at least one Master-Detail field for reporting.
The Account record includes Invoice roll-up summary fields.
The Invoice records have existing values in the Account.
The Account is included in the workflow on the Invoice object.
Universal containers would like to automatically assign a specific permission set to new users.
How can this requirement be met? (Choose 2 Answers)
Create an approval process on the User object to assign a permission set.
Create a flow on the user object to assign a permission set.
Create a lightning process on the user object to launch a flow.
Create a workflow rule on the User object to assign a permission set.
Which statement is true about field updates actions from workflow rules and approval processes? (Choose 2 answers.)
Field update with "Re-evaluate workflow rules" selected can cause a recursive loop if the updated field is included in a workflow.
Field updates are not available on currency field if the Organization uses multi-currency.
Field updates to records based on the workflow rules and approval processes do not trigger validation rules.
Field updates are tracked in the history related list of a record regardless of whether or not History tracking is set for those fields.
The VP of marketing wants to broadcast an email to 10, 000 contacts in Salesforce on a regular basis, but realizes salesforce's mass email functionality has a limitation on the number of emails that can be sent each day.
Develop Apex code and Visualforce pages to send the emails.
Download all contacts to a CSV file and use an email client to send the mails.
Research and evaluate products available on AppExchange to send mass emails.
Request Salesforce increase the number of maximum daily mails
The customer service team at Universal containers uses a custom Project object to track their projects. An App builder needs to create a relationship between the project object and the related client Account record. A private sharing model is in place for both Accounts and projects.
Which statement is true when creating an Account lookup field on the Project object? (Choose 2 answers.)
The account lookup field on the project record can be made optional.
Cross-object field updates between the Project and Account records are not supported.
Users can only delete Accounts if they have access to related projects records.
The account record can include roll-up summary field with data from the project records.
Sales representatives want to capture custom Feedback record details related to each Account. The sales reps want to accomplish this with minimal clicks on the Salesforce1 mobile application.
What is the recommended solution to meet this requirement? (Choose 2 Answers)
Create predefined values for most of the fields.
Create global action on Account
Create a feedback object as a parent of Account.
Create an object-specific action on Account.
Which statement is true when defining a Create custom action for the Contact object? (Choose 2 Answers)
The create action will ignore field requirements.
The create action can pre-define Contact field values.
The create action allows a user to select a record Type.
The create action will respect validation rules.
What may occur if workflow rules are re-evaluated after a field change by a field update? (Choose 2 Answers)
A recursive loop potentially results in exceeding organizational limits.
Cross-object workflow rules result in re-evaluation after field change.
Workflow rules trigger validation rules on the field updates.
Workflow rules trigger more workflow rules to be re-evaluated.
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.
Universal containers would like to use a chatter group for their mergers and acquisition team to collaborate on potential new projects. This group should not be visible for non-members to see or join, and can be accessed by invite only.
Which chatter Group type should the App Builder recommend?
Member Group.
Unlisted Group
Public Group
Private Group
Which capability allows an app builder to grant object-level access? (Choose 2 answers)
Assigning a user a Profile that allows Read access to an object.
Assigning a user a Public Group that allows for Read and Edit access to an object.
Assigning a user a Permission Set that allows Read and Edit access to an object.
Assigning a user a Role that allows Read access to an object.
When configuring a record type, an App Builder can configure the available value of a picklist field 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
Universal Containers has created the custom objects Candidate and Interview in Salesforce to track candidates and interviews respectively. The company wants to track the total number of interviewes a candidate has gone through on the candidate record without writing any code.
How can app builder accomplish this requirements? (choose 2 answers)
Use a roll-up summary field on the candidate record to show the total number of interviews.
Use a master-detail relationship between the Candidate and the Interview objects.
Use a lookup relationship between the candidate and Interview objects.
Use a formula field on the candidate record to show the total number of interview.
What type of field can be referenced by a Roll-up summary field using SUM? (Choose 3 answers)
Formula
Currency
Number
Percent
Date
Universal Containers provides access to salesforce for their sales, service and marketing teams. Management wants to ensure that when users log in, their homes tab provides access to links and documentation that are specifically relevant to their job function.
How can this requirement be met?
Create separate home page custom components and layouts; assign to users by role.
Create separate home page custom components and layouts; assign to users by profile.
Expose specific elements within a home page custom component determined by role.
Expose specific elements within a home page custom components determined by profile
Which two rules can be Configured for the Opportunity Object? (Choose 2 answers)
Escalation Rules
Workflow Rule
Validation Rule
Assignment Rule
Universal Containers would like to optimize routes for its travelling service personnel.
What is the recommended solution to meet this requirement?
Use Geolocation fields with the DISTAND and GEOLOCAITON formulas
Use an AppExchange partner Product
Configure Territory Hierarchy and rules for routes based on Territory.
Configure routing options in a custom object.
Universal Containers Needs to send an outbound message to an external system when a record has been updated.
What is the recommended feature to meet this requirement.
Workflow
Process Builder
Visual Workflow
Lightning Connect
Which feature can an App Builder use to automatically assign cases that have been open longer than 3 days to the next support tier?
Case Auto Response Rules
Case Assignment Rules
Case Escalation Rules
Case Business Rules
A New custom object called Invoices needs to have an Invoice date for the date and time it was invoiced.
What field type should be selected for this?
Date/Time
Time
Date
Date/Timestamp
Universal Containers stores Invoces in SAP. Users want to view Invoice data on the related Account Records in Salesforce.
Which two actions will satisfy this requirement? (Choose 2 answers)
Connect to an Odata Publisher Service for SAP Database.
Create a custom Invoice object and connect to SAP using Data Loader.
Use SAP data export functions to load data directly into Salesforce.
Create an external object connected to an Invoice table in SAP.
A Manager wants to calculate the number of days since an account was last contacted through email.
Which field type should be used to accomplish this?
Roll-Up summary
Formula
Date
Number
Which three statements are true about Master-Detail relationships? (Choose 3 answers)
Master-Detail relationships can convert to a lookup relationship if no roll-up summary fields exist on the master object.
Master-Detail relationships cannot be converted to a look-up relationship.
Standard objects can be on the detail side of a custom object in a master-Detail relationship.
A master-Detail relationship cannot be created if the custom object on the detail side already contains data.
Deleting a master record in a master-Detail relationship deletes all related details records.
The marketing team at Universal Containers has a list of 400 leads they would like to upload to Salesforce. They need to avoid creating duplicate records.
Which two actions should be taken to meet this requirement? (Choose 2 answers.)
Use Data Loader's update function to import leads and match to existing records based on email-address.
Enable Duplicate Matching in the Data Management section in setup and activate the Lead-to-Lead scenario.
Upload the lead list using the Import wizard and select a matching type to prevent duplicate lead creation.
Create a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
Which two are capabilities of Schema builder (Choose 2 answers)
Showing selected objects on a page.
Viewing page layouts in a new window.
Creating a new record type
Editing custom settings.
The CRM Manager at Universal Containers has requested that a custom text field be converted to a picklist in order to promote better data hygiene.
Which two actions should be considered before changing the field type? (Choose 2 answers.)
All data should be backed up before converting a text field
Existing list views that reference the field may be deleted.
Changing a field type will remove existing field history.
Field references will be removed in Visualforce pages.
The training team at universal containers uses a custom Training object to track their customer trainings. An App Builder needs to create a relationship between the Training object and the related Student's record. A private sharing model is in place for both Students and Training.
Which two statements are true when creating a Student lookup field on the Training object? (Choose 2 answers.)
On Training record, the Student Lookup field can be made optional.
On Student record, users can set up Roll-up summary field on Training records.
On Training record, users can only delete Students, if they have access to it.
Cross-object field updates between Training and Student records are not supported.
Which two are considerations for importing data into Salesforce? (Choose 2 answers.)
The data must contain at lease one number and at least one letter.
Text fields marked as External Id may be used as foreign keys if Salesforce IDs are not known.
The existing values in Salesforce cannot be overwritten.
The ID field must be unique as duplicates are not allowed.
What should be done to provide managers access to records of which they are not the owner in a private sharing Model?
Define a Role Hierarchy and use the Grant Access using Hierarchies option.
Set the manager field for each user record on the Manager's team.
Create a manager profile and select the "View My Teams Data" option.
Create a Manager permission set and select the "View All Data" option.
Universal Containers wants their field sales team to only see the Accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The Inside Sales Team needs to see all accounts in Salesforce.
How can this be accomplished?
Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team profile with the "View All" setting for accounts.
Set the Organization-Wide Default to Public for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team Permission set with the "View All" setting for accounts.
Set the Organization-Wide Default to Public for accounts. Create profiles for each Marketing Team, and create an Inside Sales Team Role that is at the top of the Role Hierarchy.
Set the Organization-Wide Default to Private for accounts. Create permission sets for each Marketing Team, and create an Inside Sales Team Profile with the "View All" setting for accounts.
A custom field on an Account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances.
What is the recommended solution to grant the customer service agent access to the field?
Create a permission set that allows read-only access to the field via Field Level security and assign it to the agent.
Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security.
Update the custom field's field Level Security in setup to allow the agent read-only access to the field.
Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent.
Universal Containers uses a custom object called candidates to track information about people who are being recruited for jobs within the company. When an employee refers a recruiting candidate, that employee should have access to the Candidate record; however, only HR users should be able to view, edit, and report on the Salary field.
Which action should be recommended for controlling who can view the salary field?
Restrict access to the "Salary" field for general employee users using custom sharing settings.
Create and assign separate Candidate page layouts for general employee users and HR users.
Restrict access to the "Salary" field for general employee users using field-level security.
Create and assign separate Candidate record types for general employee users and HR users.
Universal Containers uses a private Account sharing model. They have a Process Improvement team with representatives from multiple departments that needs to view all accounts that have been flagged as problem accounts.
How should this team be granted access to the records?
Use a record owner sharing rule that is shared with the Process Improvement role.
Use a criteria-based sharing rule where the accounts are shared with the Process Improvement public group.
Use a record owner sharing rule that is shared with the Process Improvement public group.
Write a trigger to use Apex managed Sharing to grant access with the Process Improvement team.
Universal Containers uses a private Sharing model for Opportunities. This model cannot be changed due to a regional structure. A new sales operations team has been created. This team needs to perform analysis on Opportunity data, and should have read and write access to all Opportunities.
Which two are recommended solutions for the App builder to give users appropriate access?
(Choose 2 answers.)
Create a criteria-based sharing rule to share all opportunities with the sales operations public group.
Add a manual share for all opportunities with each user on the sales operations team.
Create a criteria-based sharing rule to share all opportunities with the sales operations private group.
Add a permission set with "View All" and "Modify All" opportunity permissions enabled.
What is a use case for validation rules?
Prevent non-managers from joining a private Chatter Group.
Restrict partner Lead visibility to the channel sales team.
Prevent deals with less than a 10% discount from entering an approval process.
Ensure Zip/Postal codes are entered in the correct format.
Which two statements are true regarding roll-up summary fields? (Choose 2 answers)
Roll-up summary fields can only be created on the master side of a master-detail relationship.
The roll-up summary fields inherits the field-level security of the child object.
Changes to the value of a roll-up summary field can trigger assignment rules to run.
Multi-select picklist fields can be used in the field column of roll-up summary filters.
Universal Containers would like to show different picklist values to different groups of users in a custom picklist field.
What should be configured?
Permission sets
Field-level security
Page Layouts
Record Types
Universal Containers VP of Account Management would like to automatically schedule follow-up tasks at 30-, 60- and 90-day intervals from when an opportunity is Closed Won,
Which two will help accomplish this task using Salesforce automation? (Choose 2 answers.)
Create an opportunity Quick Action that automatically runs when the Opportunity stage is set to Closed Won that creates task records.
Create a flow trigger that runs when the Opportunity stage is set to Closed Won that has record create elements that create task records.
Create processes that are triggered when the Opportunity stage is set to Closed Won that have actions that create task records.
Create a workflow rule that runs when the Opportunity stage is set to Closed Won that has time-dependent actions that create task records.
Universal Containers CFO has asked that all deals with moer than 40% discount get automatically sent to the VP of Finance. He will review these deals without the sales rep needeing to take action.
Which two ways can this be accomplished without building code? (Choose 2 answers)
Create a new process with a submit for approval action to automatically submit deals for approval.
Launch a new approval process that has automatic submission enabled as an initial submission action.
Launch a flow that uses the submit for approval action to submit deals for approval.
Create a new approval process that has automatic submission enabled in the entry criteria.
Universal Containers wants to automate a business process using workflow. They are aware that workflow rules may cause recursive behavior, and as a result certain actions will only cause workflow rules that didn't fire previously to be retriggered
Which workflow action might cause this behavior?
Workflow Emails containing hard-coded links with Salesforce IDs referencing specific workflow rules.
Workflow Outbound Messages with the "Protected Component" field selected.
Workflow Tasks where the "Due Date" field is set to "Rule Trigger Date" minus X Days.
Workflow Field updates with the "Re-evaluate Workflow Rules After Field Change" field selected.
The VP of Sales at Universal Containers wants to have a set of screens to guide the inside sales team through collecting and updating data for leads.
How can this App Builder accomplish this?
Salesforce Connect
Visual workflow
Process builder
Workflow
Universal Containers needs to update a field on an Account when an Opportunity stage is changed to Closed Lost.
Which two should be used to accomplish this requirement? (Choose 2 answers)
Assignment Rule
Process Builder
Workflow Rule
Approval Process
Which three Salesforce functionalities are ignored when processing field updates in workflow rules and approval processes? (Choose 3 answers)
Decimal places and Character limits
Field-level security
Record type picklist value assignments
Multiple currencies
Validation rules
An App builder has been asked to integrate Salesforce with an External Web service. The web service must be notified every time an opportunity is won.
Which two can satisfy this requirement? (Choose 2 answers.)
Use a process and Apex code.
Use a flow and an outbound message.
Use a workflow rule and an outbound message.
Use a process and an outbound message.
An App builder would like to streamline the user experience by reflecting summarized calculations of specific fields on various objects.
Which three field types could be used in roll-up summary fields to accomplish this? (Choose 3 answers.)
Currency
Date
Time
Checkbox
Percent
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 6 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 set to San Francisco.
What will happen the next time a sales person saves an Account with a Billing city of San Francisco?
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.
The record will not save and the validation rule's error message will be displayed.
Universal Containers has two types of customer support processes: Platinum and Diamond. The App builder created separate record types for each process on the case object. The customer support team should not be able to create new cases with the Diamond record type.
How can this requirement be met?
Make the record type hidden to all users and then use sharing rules to share it.
Update the Organization-wide defaults to private.
Remove the ability for the support team to crate new case records.
Update the profile to remove the Diamond record type from the support team.
The VP of Sales has requested that Account Site Information should be visible on all Opportunity records.
What is the recommended solution to meet this requirement?
Roll-up summary field.
Cross-object formula field.
Process builder
Workflow rule
Universal Containers uses a custom object to track expense reports. They would like to automatically post updates on a record's feed whenever an expense report has been approved.
Which social feature can be used to accomplish this?
Feed tracking
Feed Quick Action
Auto-response rule
Approval process
Universal Containers sells to three different types of organizations: Partner, Enterprise, and Small Business. Some of the information collected about each organization overlaps; however, there are also unique attributes to each type of organization that need to be tracked, some of which are required.
What solution meets these requirements?
Three custom objects for the three organization types, each with custom fields that pertain to that type of Organization.
A partner Community for partner organization records, and two lead record types for Enterprise and Small Business organizations.
Three Account record types, each with its own page layout to display the relevant fields for that type of organization.
Three different sections on an Account page layout, with each section displaying the relevant fields for that organization.
An App Builder at Universal Containers would like to prevent users from creating new records on an Account related list by overriding standard buttons.
Which two should the App Builder consider before overriding standard buttons?
(Choose 2 answers)
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 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.
Which two are a capability of record types? (Choose 2 answers)
Displaying different field labels
Filtering picklist values.
Having multiple record types on one record.
Displaying different page layouts.
In Salesforce classic, which two statements are true for embedding a Visualforce page in a page layout?
(Choose 2 answers)
Visualforce pages can only be placed in the Visualforce section in a page layout.
Visualforce pages can be placed in the details section of a page layout.
Visualforce pages on a field set have attributes for width and height.
Visualforce pages on a page layout have attributes for width and height.
Which three standard component types are available in the Lightning App Builder? (Choose 3 answers)
Plain text
Filter list
Report details
Rich text
Recent Items
A business user wants a quick way to edit a record's status and enter a custom due date field from the record's feed in Salesforce1 mobile.
What could be used to accomplish this?
Custom quick access link
Custom URL formula field
Custom button
Custom Action
In Salesforce classic, universal Containers provides access to salesforce for their Customer Support and Sales Operations teams. Management wants to ensure that when users log in, their home tab provides access to links and documentation that are specifically relevant to their team's function.
How can this requirement be met?
Create three home page custom components and three layouts; assign users by profile.
Create three home page custom components and three layouts; assign users by team.
Create two home page custom components and three layouts; assign users by profile.
Create two home page custom components and three layouts; assign users by team.
At Universal Containers, multiple departments utilize the case object for different purposes. Some users submit cases while other users provide customer support with case records.
What is the minimum required configuration for an App Builder to enable different users to see different fields, based on the case type?
Record Types, Page Layouts, Permission Sets and Profiles.
Record Types, Page Layouts, Case Teams and Profiles.
Record Types, Page Layouts, Support Process and Profiles.
Record Types, Page Layouts, Field sets and Profiles
Which two statements are true when Managing access to reports and dashboards (Choose 2 answers)
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 Repots" permission can organize reports by creating custom report folders and sending invitations to users to access to them.
What is a true statement when deleting a dashboard?
Deleting a dashboard also deletes the components within it as well as the custom reports used by the Component.
Deleting a dashboard also deletes the components within it. It does not delete the custom reports used by the components.
Deleting a dashboard does not move the dashboard to the recycle bin and therefore the dashboard cannot be recovered.
Deleting a dashboard requires a users to first edit the components to remove the underlying reports.
Which two report formats can be used as a source report to configure a reporting snapshot?
(Choose 2 answers.)
Tabular format.
Joined format
Summary format
Matrix format
Which two statements are true regarding compact layouts in Salesforce1 mobile applications?
(Choose 2 answers)
The compact layout assignment is based on the user profile.
The compact layout is configured from the page layout.
The compact layout appears in the object's record highlights areas.
The compact layout assignment is based on the record type.
Which two are key differences between the Salesforce1 mobile app's compact layout and the web app's compact layout? (Choose 2 answers)
The compact layout in the web app determines fields on the record highlights area in Salesforce1.
Fields hidden for profiles show up on Salesforce1 compact layout for the record highlight section.
The Compact layout in the web app determines what fields show up on the Chatter feed item.
Only the first four fields of the Salesforce1 compact layout show up on the record highlight section.
Which two options are available to an App builder when defining an object-specific Create Record custom action?
(Choose 2 answers)
Specifying the fields and layouts of the action.
Redirecting the end user to the detail page of the target object.
Allowing the end user to choose the record type.
Pre-defining field values on the target object.
What sandbox type allows for the use of a sandbox template?
Partial Sandbox
Developer Sandbox
Developer Pro Sandbox
Config Sandbox
Which two should be considered when creating unmanaged packages?
(Choose 2 answers)
Migrating of Components from sandbox to production.
Publishing an Application for sale on the AppExchange.
Distributing open-source projects on the AppExchange.
Deploying from a Developer Edition environment.
Which two metadata changes can be made directly in the production environment without deploying from a sandbox? (Choose 2 answers.)
Apex triggers.
Visualforce pages
Validation rules
Apex classes
Universal Containers wants to test code against a subset of production data that is under 5 GB. Additionally, Universal Containers would like to refresh this sandbox every weekend.
What type of sandbox should be used to accomplish this?
Partial Copy
Developer pro
Full
Developer
Universal Containers has deployed custom tabs to Production via change sets, without including the profiles settings.
Which statement is true about the visibility of custom tabs in Enterprise Edition?
Custom tabs are default off for all users.
Custom tabs are default on for all users.
Custom tabs are not deployed.
Custom tabs are hidden for all users.
