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WorksheetsSalesforce App Builder - Part 2
Total questions: 134
Worksheet time: 1hrs 17mins
Which two objects can be members of a Campaign? (Choose two.)
Opportunity
Account
Lead
Contact
At Universal Containers, the VP of Service has requested a visual indicator flag on each case, based on the case priority. High-priority case should be flagged red, medium-priority should be flagged yellow, and low-priority cases should be flagged green.
Which two formulas will accomplish this requirement? (Choose two.)
IMAGE( CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif, "High", "img/samples/flag_red.gif", "/s.gif"), "Priority Flag")
IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif , IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL(Priority, "High"), "/img/samples/flag_red.gif, "/s.gif") ) )
CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif", "High", "/img/samples/flag_red.gif", "/s.gif")
IMAGE( IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif", IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL (Priority, "High"), "/img/samples/flag_red.gif", "/s.gif) ) ), "Priority Flag")
The Director of Customer Services 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 two automation processes should be used to accomplish this? (Choose two.)
Flow Builder
Process Builder
Escalation rules
Scheduled Apex
Which three statements are true about converting a Lead? (Choose three.)
The system automatically maps standard lead fields to standard account, contact, and opportunity fields.
Administrators may choose whether to enforce validation rules and triggers.
Multi-select picklist values on Lead records overwrite values on Contact’s corresponding field.
Users can convert leads that are associated with an active approval process.
The Lead’s most recent campaign record is automatically applied to the "Primary Campaign Source" field on the opportunity.
The organization-wide default for a custom object is set to private. The Supervisor profile grants view access to the same object. A user with the Supervisor profile is also listed as the Manager on the user detail records for a subordinate. However, the Supervisor still cannot view records owned by the subordinate.
Which two issues are preventing the Supervisor from viewing records owned by the subordinate? (Choose two.)
Organization-wide settings for the custom object grant access to other users with the same role.
The Supervisor requires a permission set in order to view the subordinate’s records.
The Supervisor’s role is not above the subordinate’s role in the hierarchy.
Organization-wide settings for the custom object do not grant access using hierarchy.
A custom object named Assignment has private sharing setting that grants access using hierarchies. The organization has a role hierarchy where each Territory
Manager reports to an Area Manager, who reports to a VP of Sales. The VP of Sales is at the top of the role hierarchy. A user who is in the Area Manager role creates a new Assignment record.
Who can see this record?
The record owner only.
The record owner and the VP of Sales.
The record owner and all of the other Area Managers.
The record owner and all of the Territory Managers in their hierarchy.
The app builder at Universal Containers has been asked to ensure that when an Opportunity record exceeding $20k is being saved, details have been captured in the Comments field.
What can be used to meet this requirement?
Process Builder
Validation Rule
Approval Process
Workflow
The VP of Marketing wants to broadcast an e-mail to 10,000 contacts in Salesforce on a regular basis, but realizes Salesforces mass e-mail functionality has a limitation on the number of e-mails that can be sent each day.
What action should the app builder take?
Request Salesforce increase the number of maximum daily e-mails.
Download all Contacts to a CSV file and use an e-mail client to send the e-mails.
Develop Apex code and Visualforce pages to send the e-mails.
Research and evaluate products available on AppExchange to send mass e-mails.
An app builder is loading data into Salesforce. To link new records back to the legacy system, a field will be used to track the legacy ID on the Account object. For future data loads this ID will be used when upserting records.
Which two fields attributes should be selected? (Choose two.)
External ID
Text (encrypted)
Required
Unique
Which two are features of Schema Builder? (Choose two.)
To create new relationships on standard and custom objects.
To create a Geolocation custom field on custom objects.
To view and edit custom field level permissions.
To modify properties on standard and custom objects.
Launch a troubleshooting wizard from a button, at the end of which a knowledge article is created if it’d be helpful to other users.
Which tool would you use for the following use case?
Process builder
Flow
Workflow
Approvals
When an opportunity has a discount of more than 40%, notify the CEO via e-mail and request sign-off. Provide a way for the CEO to leave comments.
Which tool would you use for the following use case?
Process builder
Flow
Workflow
Approvals
When an opportunity closes, close all activities related to that opportunity automatically and create a renewal opportunity.
Which tool would you use for the following use case?
Process builder
Flow
Workflow
Approvals
As an account’s expiration approaches, send recurring e-mail notifications to the owner (2 weeks before, 1 week before, 3 days before, and 1 day before).
Which tool would you use for the following use case?
Process builder
Flow
Workflow
Approvals
You can configure access to data at all of the following levels, except __________.
Organization
Objects
Page layouts
Records
You can secure data at the organization level, using all of these methods, except __________.
Limit Login IP addresses
Limit Login Hours
Set password policies
Use hardware token
Which of these is not a method for controlling record-level access?
Organization-Wide Defaults
Role Hierarchy
Profiles
Sharing Rules
How can you control object level access? (Choose two.)
Profiles
Permission Sets
Roles
Groups
OWD
Where can a Standard Lightning Component be placed in the Lightning app builder tool?
Canvas
Console Layout
Mini Page Layout
Mobile Card
Universal Container’s app builder needs to display an accounts rating on all contacts related to that account.
Which formula is valid in a text formula field on the contact to display the appropriate value? (Choose two.)
CASE(Account.Rating, Hot, Hot, Warm, Warm, Cold, Cold, Not Rated)
CASE(Account.Rating, "Hot", "Hot", "Warm", "Warm", "Cold", "Cold", "Not Rated")
Account.Rating
Text(Account.Rating)
Universal Containers has limited in-house development resources, but would like to support online payment processing for its products.
What is the recommended solution to meet this requirement?
Configure price books, products, and payment schedules to enable this capability.
Work with developers to develop custom code for payment processing.
Work with developers to develop custom code for payment processing.
Install an AppExchange product to provide Payment Gateway processing.
Universal Containers needs to create a roll-up summary field on a custom object that counts the number of related records on another custom object.
What type of field must exist before the roll-up summary can be created, and where should it be located?
A lookup relationship field on the parent object.
A lookup relationship field on the child object.
A master-detail relationship field on the parent object.
A master-detail relationship field on the child object.
Universal Containers needs to set the record type for a converted leads Account, Contact, and Opportunity based on the user who is converting the lead.
How can this be accomplished?
Set the default record types for each Profile for Account, Contact, and Opportunity to the desired record type for converted records.
Set the default record types for each Role for Account, Contact, and Opportunity to the desired record type for converted records.
Set the master record types for each Profile for Account, Contact, and Opportunity to the desired record type for converted records.
Set the master record types for each Role for Account, Contact, and Opportunity to the desired record type for converted records.
Which of these statements is true for Lightning Connect?
No external data is imported into your Salesforce org.
External data is read in real time when you request it.
It can be used with any data source that supports OData 2.0.
All of the above.
Which of these is NOT an appropriate use case for Lightning Connect?
You want to integrate external data without writing custom code.
The external data is changing frequently.
You need to setup workflows and triggers for the external data.
You only need real-time access to a small fraction of the external data.
In which of these scenarios is ETL a better choice than Lightning Connect?
You need to create or update the external data in addition to reading it.
You need the external data to follow the sharing rules defined for your organization.
You want to generate reports and charts from the external data.
All of the above.
Which of these is NOT true about external objects?
They integrate with Salesforce APIs, Apex, Visualforce, and Chatter.
They can be related to other objects.
You can use them in formula fields.
They are automatically viewable in the Salesforce Mobile App.
Users can get Salesforce in all of the following ways except __________.
As a mobile browser app that runs in supported browsers.
As a downloadable app from Google Play.
As a downloadable app from www.salesforce.com
As a downloadable app from the Apple App Store.
The Salesforce user interface includes all of these key elements except __________.
Feed
Action Bar
Navigation Menu
Widgets page
Record view
What is true about dashboard filters? (Choose three.)
Filters can be added to dashboards that contain Visualforce components.
It’s not possible to filter on bucket fields.
Filters aren't applied when you schedule or e-mail a dashboard.
You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports.
A manager wants to embed charts into his accounts object in one-page layout.
How many charts can you embed for him?
1
2
3
4
What are the two types of packages? (Choose two.)
Unmanaged
Named
Managed
Upgraded
What should you do when a user requests a report?
Ask follow-up questions, to get all the requirements.
Document the users requirements.
Map the users requirements to report criteria.
All of the above.
You can control access to report folders based on __________.
Permissions, roles, and public groups.
Public groups, organization-wide defaults, and IP restrictions.
Password settings, permissions, and user settings.
All of the above.
When you specify a single running user of a dashboard, that user __________.
Is the only one who can post a snapshot of the dashboard to Chatter.
Determines which data is displayed on the dashboard, due to the users security settings.
Must be the same person who created the report.
Must have the "View All Data" permission.
All of the following are advantages of the Schema Builder except __________.
All object and field relationship details are available from one screen.
You can view fields and relationships for custom, but not standard objects.
Schema Builder shows details like field values, required fields, and how objects are related.
Its easy to build objects and fields directly from the Schema Builder, allowing you to visualize and change relationships with ease.
To leverage flows you need to __________.
Have Run Flows permission enabled.
Have access to the Visualforce page the flow uses.
The flow must be active.
All of the above.
Which three statements are true about Master-Detail relationships? (Choose three.)
You can’t convert it if there is a roll-up summary field.
Converting a look-up to master detail changes the OWD to Controlled by Parent.
A look-up can be converted to a master detail if there are existing records with null values.
SF displays a waiting page after you request to change a master detail to a look-up or vice versa.
What happens when you convert a picklist to a multi-select picklist? (Choose two.)
Values are retained.
Values not in the picklist are deleted from existing records when the data type changes.
Data is lost.
You can’t convert to a multi-select picklist.
If data is lost, any list view based on the custom field will be deleted, and assignment and escalation rules may be affected.
True
False
You can convert a Text Area(Long) to E-mail, Phone, Text, Text Area or URL without data loss.
True
False
You cannot change auto number to text and vice versa and not lose your data.
True
False
You can have multiple records with the same external ID.
True
False
What is true about a master detail relationship? (Choose three.)
To create multilevel master-detail relationships, you need the "Customize Application" user permission.
Standard objects can’t be on the detail side of a custom object in a master-detail relationship.
You can create a master-detail relationship if the custom object already contains data.
You can create a relationship as a lookup and then convert it to master-detail if the lookup field in all records contains a value.
By default, records can be reparented master-detail relationships.
What is true about Junction objects?
Junction object records are deleted when either associated master record is deleted and placed in the Recycle Bin.
If both associated master records are deleted, the junction object record is deleted permanently and can’t be restored.
The first master-detail relationship you create on your junction object becomes the primary relationship.
All of the above.
What type of relationships can you create on External Objects? (Choose 3.)
Lookup
External lookup
Indirect lookup
Direct lookup
All of the above
Indirect lookup relationship fields can be created on external objects only.
True
False
What is true about external lookup relationship fields? (Choose all that apply.)
Lookup filters are available for external lookup relationship fields.
Cascade-delete isn't available for external object relationships.
Only objects that have a custom field with the External ID and Unique attributes are available as parent objects in indirect lookup relationships.
All of the above.
Each workflow rule applies to a single object.
True
False
What is true for all custom and some standard objects?
You can create workflow and approval 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.
Cross-object field updates work for a few standard-to-standard master-detail relationships.
All of the above.
Workflow rules on custom objects are NOT automatically deleted if the custom object is deleted.
True
False
What order does SF process rules?
Validation rules, assignment rules, workflow rules, auto-response rules, escalation rules.
Validation rules, assignment rules, auto-response rules, workflow rules, escalation rules.
Escalation rules, Validation rules, assignment rules, auto-response rules, workflow rules.
Auto-response rules, Validation rules, assignment rules, workflow rules, escalation rules.
What is true about Workflow rules? (Choose 3)
Saving or creating records can trigger more than one rule.
Workflow rules only trigger on converted leads if validation and triggers for lead convert are enabled in your organization.
Workflow rules trigger automatically and are visible to the user.
Workflow rules can’t be triggered by campaign statistic fields, including individual campaign statistics and campaign hierarchy statistics.
What are the limitations of workflow rules?
You can’t create e-mail alerts for workflow rules on activities.
You can’t package workflow rules with time triggers.
You can’t create outbound messages for workflow rules on junction objects.
All of the above.
What is true about validation rules? (Choose 3)
When one validation rule fails, Salesforce continues to check any additional validation rules on that field or any other field on the page and displays all appropriate error messages at once.
Campaign hierarchies follow validation rules.
Validation rules are only enforced during lead conversion if "validation and triggers for lead conversion" are enabled in your organization.
Salesforce runs validation rules before creating records submitted via Web-to-Lead and Web-to-Case, and only creates records that have valid values.
You should use a lookup filter if __________. (Choose two.)
You want to improve user efficiency by limiting the number of available options in a lookup search dialog.
You are close to the maximum number of lookup filters allowed.
You want to improve user efficiency by automating filters on lookup search dialogs that your users manually set.
You must implement a complex business rule that requires you to use a formula. Formulas can reference fields that basic filter criteria cant reference, such as fields on the parent of the source object. Formulas can also use functions. For example, use ISNEW if the rule should only apply on record creation, or ISCHANGED if the rule should apply when a field changes.
You should use a Validation rule if __________. (Choose two.)
You want to improve user efficiency by limiting the number of available options in a lookup search dialog.
You are close to the maximum number of lookup filters allowed.
You want to improve user efficiency by automating filters on lookup search dialogs that your users manually set.
You must implement a complex business rule that requires you to use a formula. Formulas can reference fields that basic filter criteria canג€™t reference, such as fields on the parent of the source object. Formulas can also use functions. For example, use ISNEW if the rule should only apply on record creation, or ISCHANGED if the rule should apply when a field changes.
What type of sandbox should you use for full performance and load testing?
Developer
Partial Copy
Full Sandbox
Developer Pro
What sandbox should you use for data load and integration testing?
Developer
Partial Copy
Full Sandbox
Developer Pro
What sandbox is used for virtually any development, testing, or training purpose?
Developer
Partial Copy
Full Sandbox
Developer Pro
The sandbox copy engine creates an organization as part of each creation and refresh request. So, the organization ID of your sandbox changes each time your sandbox is refreshed.
True
False
What happens to user information when a sandbox is created? (Choose two.)
The sandbox name is appended to the username.
If the resulting username is not unique, a second modification is performed in which some characters and digits are prepended to the modified username.
User e-mail addresses are NOT modified in your sandbox so that production users don’t receive automatically generated e-mail messages from the sandbox.
All of the above.
New and refreshed sandboxes have the default e-mail deliverability setting System e-mail only.
What are the other options? (Choose three.)
No access
System e-mail only
All access
All e-mail
What is true about unmanaged packages?
Once the components are installed from an unmanaged package, the components can be edited in the organization they are installed in.
The developer who created and uploaded the unmanaged package has no control over the installed components, and can’t change or upgrade them.
Unmanaged packages should not be used to migrate components from a sandbox to production organization. Instead, use Change Sets.
All of the above.
What is true about change sets? (Choose two.)
Change sets can only contain modifications you can make through the Setup menu.
They contain data such as records.
Change sets can only be sent between organizations that are affiliated with a production organization.
All of the above.
What are the steps for creating a dynamic approval process?
Create (user) lookup fields on the object being approved, Create a custom object as an approval matrix, Populate the approval matrix record, Create Apex code to populate the user fields from the approval matrix record, Create or update an approval process to utilize the new lookup fields.
Create standard object as an approval matrix.
Create an approval process.
All of the above.
For an external object relationship, you can create a lookup relationship.
What type of object(s) can be the parent?
External
Standard or Custom
Standard or External
Custom
For an external object relationship, you can create an indirect lookup relationship.
What type of object(s) can be the parent?
External
Standard or Custom
Standard or External
Custom
A Lightning component is a compact, configurable, and reusable element that you can drag and drop onto a Lightning Page in the Lightning app builder.
True
False
Actions on a Lightning Page allow you to __________.
Send e-mail, create a task, and create or update records.
Send e-mail and delete or clone records.
Clone records, add users, and assign permissions.
Send e-mail, send outbound messages, and launch a flow.
Universal container has included its orders as an external data object into Salesforce. You want to create a relationship between Accounts and the Orders object
(one-to-many relationship) leveraging a key field for account which is on both external object and Account.
Which relationship do you create?
Lookup Relationship
Hierarchical Relationship
Master Detail Relationship
Indirect Lookup Relationship
External Lookup Relationship
Universal Containers are doing a deep analysis on their monthly sales data, and would like the sales revenue split as products sold per country.
What would be the ideal report to address this need?
Tabular
Summary
Matrix
Joined
You are building a project mgmt app. According to the design given to you, a project must store info regarding the various functional modules under it. Each functional module must store info regarding responsibility assigned to each developer. Info about the responsibility must have info about the due date and status.
What could be the most optimal model to achieve this?
Create a Project object then Modules as a child object. Add Tasks to Modules.
Create a Project then add Tasks to it. Define Modules as a field on Task.
Create Project, Module, Responsibility as parent, child and grandchild objects.
Create Project and Module objects then Responsibility as a junction object.
Universal Containers is using SF to manage travel requests. They would like to enable managers to approve travel requests via e-mail.
What is true regarding e-mail approval responses?
Approvers must the "API Enabled" system permission.
Approval Comments cannot be added in the e-mail response.
Approvers must click a link in the approval e-mail.
If the request is rejected, the approver must add the rejection comments directly in SF.
You need to ensure that the value in a custom field "Source Country" is validated against the standard list of ISO countries that are valid for the particular type of order, when the order is saved.
What is the best way to achieve this requirement?
Create a validation rule using a CASE statement.
Create a validation rule using the VLOOKUP function.
Create a before trigger and validate the value using APEX code.
Create an after trigger and validate the value using APEX code.
You need to provide a way to invoke a custom report from the account detail page. The report should render values that are specific to the account in context.
What are the best options? (Choose two.)
Detail Page Button
List Button
Detail Page Links
Visualforce
For an external object relationship, you can create an external lookup relationship.
What type of object(s) can be the parent?
External
Standard or Custom
Standard or External
Custom
Which of the following sequences of milestones would represent a typical application lifecycle?
Development, Integration Testing, User Acceptance Testing, Staging, Product Migration.
Development, User Acceptance Testing, Production Migration
Development, Training, User Acceptance Testing, Staging, Production Migration.
Development, Integration Testing, User Acceptance Testing, Regression Testing, Production Migration.
You have a requirement to ensure that if the discount field on an opp is greater than 30%, the record should be automatically submitted for Approval.
Which of the following would help you meet this requirement? (Choose two.)
Approval Process
Workflow
Process Builder
Visual Workflow
Contracts must be approved before the status is set to Finalized.
How can this requirement be met?
Add a final approval action in the approval process to update a field on the contract and use a validation rule to check this field when the contract status is changed to Finalized.
Use a trigger on the contract object to check the contract has been approved when the status is changed.
Use Process Builder to check the contract is approved when the contract is edited and the status is set to Finalized.
Add a validation action in the approval process to ensure the status is not set to "Finalized" before the contract is approve.
Universal Containers provides access to Salesforce for their sales, service and marketing 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 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.
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 statement is true when defining a Create custom action for the Contact object? (Choose two.)
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.
Universal Containers allows users to create standard reports on demand.
What are two considerations users should be aware of when creating a new report? (Choose two.)
Users can require that child objects exist for parent records using a cross filter
Records will be available in the report regardless of security permissions
Reports created from standard report types are available to all users
The report type determines the types of records and fields that will be available
An app builder wants to prevent users from creating new records on an account related list by overriding standard buttons.
Which two aspects should be considered before overriding standard buttons? (Choose two.)
Standard buttons that are NOT available for overrides can still be hidden on page layouts.
Standard buttons can be changed on lookup dialogs, list views, and search result layouts.
Standard buttons can be overridden, relocated on the detail page, and relabeled.
Standard button can be overridden with a VF page.
Universal Containers uses a custom object to track expense reports. They would like to automatically post updates on a records feed whenever an expense report has been approved.
What social feature can be used to accomplish this?
Approval process
Feed Quick Action
Auto-response rule
Feed tracking
A 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 two.)
Changing a field type will remove existing field history.
Field reference will be removed in Visualforce pages.
Existing list views that reference the field may be deleted.
All data should be backed up before converting a text field.
What of the following are general types of actions available in Salesforce? (Choose four.)
Update - Update Records
Create - create a record
Log a Call - log a call and it is recorded as a task
Custom - requires visual force page
Remove - Remove a record
Your company has a Custom Object called Projects with a Lookup relationship to Opportunities. Once an Opportunity is closed won a project needs to be created automatically and assigned to a queue.
How would you best accomplish this requirement?
Apex Trigger on Opportunities
Visual Flow
Lightning Process Builder
Apex Trigger on Projects
An organization wants to create a field to store manager data on the user object. The manager field is a reference to another user record.
What type of relationship should be used?
Master-Detail
Lookup
Many-to-many
Hierarchical
ABC Company has a workflow on opportunity that will change the status field to "In Progress" when the Stage field is changed "Negotiation." In addition, there is a validation rule on Status that will prevent the status being set to "In Progress" if the amount of the opportunity is less than $10,000. A user named Frank does not have FLS to see status.
When Frank changes opportunities to a stage of "Negotiation" the status is still being changed to "In Progress", why is this occurring?
Updates to records based on workflow rules don’t trigger validation rules, workflow rules can invalidate previously valid field.
Workflow rules occur after validation rules and thus override validation rules.
Field Level Security prevents the validation rule from running.
ABC Company has a custom object "Service" which has a lookup relationship to Account. ABC Company wants to enhance Salesforce1 with an action that allows account managers to enter a new service to an Account while looking at the account.
What should be done?
Enter an object specific action to Service and put it in the Account Layout.
Enter an object specific action to Service and put it in the Service Layout
Enter an object specific action to Account and put it in the Service Layout
Enter an object specific action to Account and put it in the Account Layout
A user has requested a field that counts the number of child records associated with a custom object. These custom objects have a lookup relationship between each other.
Which feature would best accomplish this requirement?
Apex Trigger
Roll-Up Summary Field
Lightning Process Builder
Visual Flow
You want to use an External Data Object Table from Heroku carrying Product Category information. The data need to be included in Salesforce and searchable.
What do you have to do before you can use the connection? (Choose three.)
Choose "Include as index field".
Choose "Include in Salesforce searches" option.
URL/choose the URL.
Press "Validate and sync".
Universal Containers wants to understand return on investment for the latest advertising buy. They currently use a private security model for all objects.
What should an app builder recommend?
Utilize Account Hierarchies and Roll-Up Summary fields
Configure Campaign Hierarchies and Campaign statistics
Run an opportunities pipeline report
Change to a public security model
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?
Include the Process Builder calling the Flow in the deployment
Verify there is a static resource that provides test coverage for the Flow
Verify there is an Apex test that provides test coverage for the Flow
Include the profiles that access the flow in the deployment
At Universal Containers, all US Sales Reps should be able to view the US Team Dashboard. However, only the US Sales Directors should be able to see the data in the component and view its source report.
How can an 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
Make the US Sales Director the running user and share the dashboard folder with the role US Sales Rep
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 dashboard dynamic and give US Sales Reps the View My Teamג€™s Dashboard permission
At Universal Containers, each admin and developer use a separate developer pro sandbox. Configuration and code are then migrated to a partial data sandbox for combination and initial testing. Once approved the configuration and code are then migrated to a full sandbox for final load and regression testing before going to production.
When should the full sandbox be refreshed?
After each major release to production
After each push from the partial data sandbox
After a new user is added to production
After user acceptance testing is complete
Universal Containers uses a custom object called Projects. When managers assign projects they set a custom field on the Project record called Estimated Hours.
Once set, users should be able to decrease but not increase the value.
How can an app builder meet this requirement?
Create a validation rule that uses the PRIORVALUE function
Create a process builder to update the record type
Create a formula field that uses the PREVGROUPVAL function
Create a formula default value for the custom field
Universal Containers allows all employees to submit reviews for leadership using a custom object. These reviews should only be visible to the HR department and the employee who submitted the review.
Which three steps should an app builder take to properly control access to review records? (Choose three.)
Remove review read permission from non-HR Department user Profiles
Add a Master-Detail(User) field on the Review object
Set Org Wide Default to Private
Disable Grant Access Using Hierarchies
Create a criteria-based Sharing Rule for the HR Department
Universal Containers require 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
Create a Process Builder to prompt the User for field information
Add the Path component to the Lightning record page
The case handling process at Universal Containers includes multiple steps including approvals, notifications, and fields updates. To manage and evaluate all of these changes in a single save operation, an app builder wants to use Process Builder and the Advanced option to let the process evaluate a record multiple times has been selected.
What option should the App Builder avoid to prevent recursion?
The ISCHANGED function
Invocable processes
IF statements
Setting a criteria node to No criteria-just execute the procedure
Sales Managers want to be automatically notified any time there is a change to an Opportunity Close Date and want these changes to be tracked on the
Opportunity.
Which two configurations should an app builder recommend? (Choose two.)
Activate Historical Trending for Opportunities
Use Process Builder on Opportunities and a Chatter post action
Create an Opportunity outbound message
Enable Feed Tracking on Opportunities
Universal Containers has two types of applicants, hourly and salary. There are separate record types for each. While all members of the human resource department need to be able to view all applicant records, only the hiring manager and VP of HR should be able to create salary applicant records.
What should the app builder recommend to meet this requirement?
Configure the hourly record type as the default and instruct non-management users to accept the default record type.
Create a permission set containing the salary record type and assign it to the appropriate users.
Remove - create permission for the salary applicant object for everyone except the manager and VP.
Update the org-wide default to private and create a sharing rule for the role of recruiting manager.
Universal Containers (UC) wants to deliver purchased containers to remote construction sites. These locations are missing a traditional street address. In these cases the customer will supply UC with the coordinates to the location.
What type of field should the app builder use to capture this information?
Geolocation
Number
Text
External Lookup
Universal Containers wants to display the real-time stock price for each Account on the Account record page.
How should an app builder implement this request?
Add a Dynamic Report to the page layout
Install a solution from the AppExchange
Build a Visual Flow that uses API calls
Create a Lightning Web Component
Universal Containers (UC) wants to build a Recruiting app that allows for multiple Positions to appear on custom objects Websites and Postings. UC requires a report that shows the related custom objects of Postings.
Which two items should an app builder configure to implement this? (Choose two.)
Create two new Custom Report Types
Configure a Postings object with Lookup field to both Positions and Websites
Configure a Postings object with Master-Detail field to both Positions and Websites
Utilize the Standard Report Types
A new field has been added to the Applicant object. A recruiter ran the Position with or without Applicants report and noticed that the new field was missing as an option to add as a column.
How should an app builder troubleshoot this issue?
Check - Allow Reports for the position and applicant objects
Adjust the field level security to include in the report type
Add the field to the custom report type field layout
Update the profile with the Manage Public Reports permission
When an opportunity is closed date is pushed more than 30 days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process.
How can an app builder ensure that these opportunities are submitted into the approval process?
Use a validation rule and an email alert to the manager requesting approval
Change the entry criteria on the approval process to criteria are met and lock the record on initial submission
Give the manager the API Enabled permission to permit approval responses by email
Submit the record for approval from an automated process
Universal Containers generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is also information that is unique to each type of lead.
What should an app builder configure to meet these requirements?
Create three sections on the lead layout and instruct users to collapse the non-relevant fields
Create a partner community and a record type for web and trade show leads
Create custom page layouts for each type of lead only containing the relevant fields
Create three lead record types each with its own page layout containing the relevant fields
Universal Containers 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 lookup relationship on Component to 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 roll-up on Product. Add the Component related list to the Product page layout
Universal Containers wants to track installation information once a container has been purchased on a custom object. Sales reps should have visibility of all the installations associated with their opportunities.
What kind of relationship should this new object have to the Opportunity?
Master-Detail
Many to Many
Lookup
Hierarchical
Universal Containers wants to ensure that they are accepting clean data from their users and verify that important fields are entered.
What should an app builder recommend to meet this requirement?
Make a formula field to check the format of the important fields
Update the important fields to be required on the page layout
Create a workflow rule to check the fields are formatted correctly
Configure a validation to require a field for a specific record type
Universal Containers 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 three.)
User A is in a Public Group that has access via a Sharing Rule
User A and User B have different profiles
User A is on the same Account Team as User C
User C has manually shared the record with User A
User A was granted an additional permission set
Universal Containers 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 a page layout with the field for HR users and another page layout without the field for all other users
Create an Apex sharing rule to share the field with users that have HR in their role
Create a sharing rule to share the field with the VP of HR with Role and Subordinates
Create a page layout with the field and use field-level security to hide the field from all other users
Accounts at Universal Containers 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 two.)
Implement a sharing rule
Change Organization-wide Defaults
Set up an Account Team
Configure a permission set
An app builder has been asked to display an Overdue Date that is two months after a Tasks Due Date.
Which approach should the app builder take?
Create a formula field using the ADDMONTHS() function
Use Process Builder and set Overdue Date equal to DueDate + 60
Create a formula field using DueDate + 60
Use Process Builder and set Overdue Date equal to DueDate + ((365/12) * 2)
Universal Containers implemented an application process that uses custom objects Internships and Applications. The organization-wide default for Internships has been set to private and is the master in the master-detail relationship with Applications. The VP of HR wants to allow edit access to Applications to recruiters.
How should an app builder configure the proper access?
Create a sharing rule that grants the users Read/Write access to the Application records
Create a queue for the web applications and assign access to the users who will be editing the records
Add a sharing rule that grants the users Read/Write access to the Internship records
Set the organization-wide default on the Applications object to Read/Write
Managers at Universal Containers want a quick way to create additional accounts to form a hierarchy from a parent account record. They want to auto-populate five fields based on the parent to make it easier for users to create the child accounts quickly.
What should the app builder recommend?
Custom Global Quick Action
Custom Button on Account
Custom Action on Account
Custom Link on Account
A customer service representative at Cloud Kicks wants to be able to collect information from customers using a series of question prompts. Once the questions are completed, an email should be sent to the customer with a feedback form.
What should be used to accomplish this?
Lightning Flow
Process Builder
Apex Trigger
Einstein Next Best Action
The Service Manager would like to highlight case age. When a case is new, they would like to see a green flag on the case record. The flag should be yellow if the case is still open after one day. The flag should be red when cases are open after three days.
Which two options should an app builder use to implement this requirement? (Choose two.)
Formula Field
IMAGE
VLOOKUP
Quick Action
Sales reps at Universal Containers use Salesforce on their mobile devices. They want a way to add new contacts quickly and then follow up later to complete the additional information necessary.
What mobile solution should an app builder recommend?
Use Path and set pre-defined values.
Add a compact layout to Contacts.
Build a global action to create Contacts.
Customize the mobile menu to move Contacts to the top.
Which two standard Lightning page components are available in the Lightning App Builder? (Choose two.)
Highlights Panel
Accordion
Quick Text
Path
Universal Containers has created two custom objects called Seminars and Attendees. Organization-wide defaults for these objects have been set to Private.
Universal Containers 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 two.)
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.
Create an owner-based sharing rule that gives Read access to the junction object.
Set lookup filters on both junction object relationship fields.
Users at Cloud Kicks provided feedback that the time card custom page layout has too many fields on it, and some fields are only needed if other fields are entered.
What should an app builder configure to help with this issue?
Separate page layouts
Dependent picklists
Dynamic forms
Lightning web components
Universal Containers (UC) has 20 different workflows on the Opportunity object. To ensure that updates are processing properly for all field updates; UC has the
Re-evaluate Workflow Rules After Field Change checkbox checked. Recently after adding a new workflow, users have reported receiving errors about workflow limits.
What should an app builder look at to address this issue?
Number of workflows per object limits
Talk to a developer about Apex code issues
Workflows that cause each other to fire back and forth recursively
Workflows on other objects that are being re-triggered
Universal Containers (UC) has several large customers that sell their products through dealers. Each customer and dealer has an individual rep who works directly with UC and each is billed separately.
How should an app builder implement these requirements?
Create both customer and dealer as accounts, create account teams on each account and associate the dealer records with the parent account.
Create a single parent record, add each rep as a contact to the parent account and add each dealer as a child record.
Create both customer and dealer as accounts, add each rep as a contact on the corresponding account and create g account hierarchy.
Create a single account record, add each rep as a contact and create a custom dealer object.
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 salesperson saves an Account with a billing city of San Francisco?
The record will NOT save and the validation rules 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 the error message will NOT be displayed.
Universal Containers (UC) requires that all users specify a contract is sent on each Opportunity prior to marking it as Closed Won. UC wants to be able to report on how many Opportunities have sent Contracts compared to how many have a missing contract when the Opportunities closed.
What type of field should an app builder configure to fulfill this requirement?
Text Area
Picklist
Checkbox
Text
The VP of Sales at Cloud Kicks wants to have a set of screens to guide the inside sales team through collecting and updating data for leads. Once the leads are updated, the leads should be entered into a marketing journey activated by the sales rep checking the marketing checkbox.
How should the app builder accomplish this?
Lighting Flow
Path
Process Builder
Workflow
The convert button on Leads should NOT appear until the Lead Status picklist is set to Qualified.
What should an app builder suggest to meet these requirements?
Picklist dependency, page layouts, record types
Process Builder field update, quick action, record type
Page layouts, record types, Process Builder field update
Custom button, validation rule, record types
Duplicate management for Leads has been implemented at Universal Containers but it seems duplicate leads are still being created.
The Org Wide Default (OWD) is set to Private for Leads.
Which two actions help prevent duplicate Leads from being created? (Choose two.)
Change the Lead Matching Rule to Block on Create.
Change the Lead Duplicate Rule details to Bypass Sharing Rules.
Change OWD for Leads to Public Read
Change OWD for Leads to Public Edit
Universal Containers wants to ensure that they are accepting clean data from their users and verify that important fields are entered.
What should an app builder recommend to meet this requirement?
Configure a validation to require a field for a specific record type.
Make a formula field to check the format of the important fields.
Update the important fields to be required on the page layout
Create a workflow rule to check the fields are formatted correctly
Universal Containers is migrating its sales operations from a legacy system that was used in Europe. Opportunities need to be imported with the proper country currency.
Which two steps should an app builder configure to meet these requirements? (Choose two.)
Include the Currency ISO code in all currency fields in the import file.
Use Data Loader to import the records.
Include the Currency ISO Code Column in the import file.
Use Import Wizard to import the records.
