Builder

DreamHouse Realty has a policy that requires the phone number on Contact to be deleted when the DoNotCall checkbox is checked. Which automation tool should the app builder recommend?. If-then rule. Validation rule. Quick action. Flow.

A production org includes custom objects containing confidential information. A sandbox is needed that includes data records, excludes all of the confidential objects, and can be refreshed weekly. Which steps should an app builder take to meet these requirements?. Create a Developer Pro Sandbox and schedule Data Loader to download selected object data weekly. Create a Full Copy Sandbox and use a sandbox template. Create a Partial Copy Sandbox and use a sandbox template. Create a Developer Sandbox and schedule Data Loader to download selected object data weekly.

Universal Containers wants sales reps to get permission from their managers before deleting Opportunities. What can be used to meet these requirements?. Two-step approval process. Approval process and flow with a scheduled path. Schedule-triggered flow with Submit for Approval action. Approval process with a record-triggered flow.

Sales reps at Universal Containers create multiple quotes per opportunity. Which automation tool should an app builder recommend to delete rejected quotes?. Approval process. Einstein Next Best Action. Flow. Validation rule.

Universal Containers wants sales reps to get permission from their managers before deleting Opportunities. 62***** What can be used to meet these requirements?. Two-step approval process. Approval process and flow with a scheduled path. Schedule-triggered flow with Submit for Approval action. Approval process with a record-triggered flow.

An app builder wants to create a custom Sync button on Account that will call a Lightning Web Component that connects with an external system. This action should only be available if the custom Status field is set to Ready to Sync. What should an app builder use to add this functionality to an Account record page?. Custom link. Formula field. Dynamic action. AppExchange product.

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 ISCHANGED function. Create a formula default value for the custom field. Create a validation rule that uses the PRIORVALUE function. Create a formula field that uses the PREVGROUPVAL function.

What should an app builder consider when choosing a template for a new Lightning record page?. Page structure will automatically adapt to the device being used to view the record page. (selected). To view the record page, users need "View All Data" permissions for the object. The template is unable to be changed after the initial save. Select a new template for each type of device users use to view the record page.

DreamHouse Realty (DR) has many properties for sale and wants to identify the highest value of all Offer__c records on each Property __c record. Which solution should the app builder use to meet DR's needs provided that there is a master-detail relationship between the objects?. Roll-up Summary. Text Area (Long). Multi-select Picklist (selected). Rich Text Area.

An app builder needs to deploy a new account detail page layout from sandbox to production. Which three components should an app builder include in the Change Set to ensure it deploys successfully and visually as expected? (Choose 3 answers). Detail page layout. Custom actions. System administrator profile. Custom fields. Lightning App Builder.

Which three options are available when activating a Lightning page from the Lightning App Builder? (Choose 3 answers). Assign the page to a combination of apps and permission sets. Assign the page to a combination of apps and profiles. Make the page the default homepage for specific apps. Make the page the default homepage for specific roles. Make the page the org default.

To increase adoption, Universal Containers is proposing changes to its Salesforce data model to allow easier visibility for sales reps into key metrics. The proposal has three custom objects related to the Account object, one with a master-detail, and two that are not. Each of these objects has 15 fields they would like to summarize on the Account object. What are two considerations for this proposal? (Choose 2 answers). Roll-up summaries are limited to master-detail relationships. Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG. An object can have 25 roll-up summaries. An object can have 20 object references.

Universal Containers has a requirement that an opportunity should have a field showing the value of its associated account's billing state. This value should be static after the opportunity has been created. What is the recommended solution to configure this automation behavior?. Flow. Apex. Roll-up summary field. Formula field.

Universal Containers has several new fields they've requested for the Opportunity Product object. What should an app builder be able to configure using a formula field?. A hyperlink to the parent Account of the parent Opportunity. A Rich Text area field that uses HTML to bold certain characters. (selected). A combination of the Opportunity's Text and a Description fields. A mix of functions and concatenation of 10 Account fields and 10 Opportunity fields.

DreamHouse Realty (DHR) recently acquired Cloud Kicks (CK), a company that is still on Salesforce Classic. DHR is keeping the CK Salesforce org; however, it will migrate this org to Lightning Experience. Where should the app builder find prebuilt resources to help with this project and overall adoption?. AppExchange. Flow Builder. Lightning Object Creator. Import Wizard.

Universal Containers uses a custom picklist field Account Region on the account record. They want this region to be reflected on all related contact records and stay in sync if the value of this field changes on the Account. How should an app builder meet this requirement?. Create a picklist field called "Account Region" on Contact object > Create a Lookup Relationship to Account > Write a trigger to update this field if the Account Region field on the Account is changed. Create a formula field on the Contact object > Set the value of the formula to TEXT(Account__r.Account_Region__c). Create a text field called "Account Region" on Contact object > Create a Lookup Relationship to Account > update this field if the Account Region field on the Account is changed. Create a formula field on the Contact object > Set the value of the formula to TEXT(Account.Account_Region__c). (selected).

DreamHouse Realty wants to track how many lifts are being installed into customer garages. The To Be Installed custom checkbox field on the custom Lift object should be checked and an external system should be notified via an outbound message the next day when a lift is sold. Which automation tool should be used to complete this task?. Approval process. Validation rule. Flow. Assignment rule.

Cloud Kicks asked the app builder to insert a list of 25,000 records using deduplication for the Delivery custom object. Which tool should be used?. Import Wizard. Data Loader. Lightning Object Creator. Schema Builder.

Northern Trail Outfitters has two custom objects that are part of a master-detail relationship. What determines the ownership and sharing access of the detail record?. The owner is set independently on the detail object's settings. The default owner is set in the parent object's settings. The Owner field on the Detail record. The Owner field on the Master record.

An app builder is tasked with adding key performance indicators on client pages. They want to see a summary of the number of open Opportunities and the number of won Opportunities for each Account. Where should the app builder go to build these new rollups?. Account Object. Lightning Object Creator. Opportunity Object. Lightning App Builder.

Shipments at Cloud Kicks (CK) are created and updated by warehouse staff in a shipping application. The information needs to be pushed into Salesforce on a regular basis. CK's app builder creates a custom object called Delivery__c to track the information. How can the app builder prevent creating duplicate delivery records and update the correct existing records when migrating data from the shipping application?. Use the Import Wizard and match on the tracking number. Create a unique External ID field and use DataLoader. Use the Import Wizard and match on the Salesforce ID. Create a duplicate/match rule and use DataLoader.

DreamHouse Realty requires that field value changes for certain fields such as Asking_Price__c and Real_Estate_Agent__c on their House__c custom object show up prominently on Chatter. Which Chatter feature should the app builder use?. Topics. Feed Tracking. Pin Field. Publisher Actions.

Northern Trail Outfitters uses a custom object to track travel requests. Rangers want to have automatic posts on a record whenever a travel request has been approved. Which feature should be used to accomplish this?. Auto-response rule. Feed tracking. Approval process. Feed quick action.

Universal Containers uses a custom object called Reviews to capture information generated by interviewers during the candidate process. 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 and use field-level security to hide the field from all other users. (selected). Create a sharing rule to share the field with the VP of HR with Role and Subordinates. Create a page layout with the field for HR users and another page layout without the field for all other users. Create an Apex sharing rule to share the field with users that have "HR" in their role.

Service agents at Ursa Major Solar want a more condensed case view. Service agents also want to be able to modify the associated contact and account records from the case page layout on the Lightning record page. Which two components should an app builder use to meet these requirements? (Choose 2 answers). Rich text. Path. Related record. Tabs.

Sales reps want the ability to see who can view their account records and how the people have access. Sharing Hierarchy. New Task. Sharing. Edit.

Cloud Kicks wants to start tracking how many shoe subscriptions have been sold for each shoe catalog. A master-detail relationship exists between the Subscription__c and the Shoe__c objects. Roll-up summary field (selected). Lookup field. Master-detail field. Sum field.

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 additional information necessary. Which mobile solution should an app builder recommend to create the new contact?. Build a global action to create Contacts. Use Path and set pre-defined values. Customize the mobile menu to move Contacts to the top. Add a compact layout to Contacts.

rsa Major Solar (UMS) is planning to hire some new employees. UMS wants to allow a job candidate (Job_Candidate__c) to apply for multiple open positions (Open_Position__c) and then be able to view the applications (Application__c) on the job candidate's record. UMS also wants to view all the applications for a specific open position. (Choose 2). Create a master-detail relationship field on Application__c to Open_Position__c. Create a master-detail relationship field on Application__c to Job_Candidate__c. Create a master-detail relationship on Open_Position__c to Application__c. Create a master-detail relationship on Job_Candidate__c to Application__c.

Universal Containers (UC) needs a picklist field called Status on three separate custom objects. UC has a requirement to share the list of values for this field across each object. Which feature should an app builder use?. Shared Custom Field. Global Picklist Value Set. Dependent Picklist. Related Picklist.

When a sales rep submits an account for approval, Universal Containers wants the user to answer additional questions via a popup window to populate additional record fields. What should an app builder use to achieve the desired result?. Custom object. Visualforce page. Custom button and Flow. Custom Lightning component.

The finance manager at Universal Containers wants to receive a new business notification email each time a new client is won. The sales manager wants to receive a task letting them know to onboard the new client unless it is a top-tier client. Which automation tool should an app builder use to best address all these requests?. Approval process. Record-triggered flow (selected). Apex. Screen flow.

Universal Containers wants to dynamically display a component on a Lightning record page for an account based on criteria about the related contact. Which solution should an app builder use to fulfill this requirement?. Add a related record component to the page layout. Hide the component behind a tab on the page layout. Set the filter type on the component visibility to display based on user permissions, using custom Permission to define the dynamic criteria. Set the component visibility to display based on an advanced filter type, using the contact field(s) to define the dynamic criteria.

Universal Containers wants to embed a chart of all related Opportunities, by stage, on the Account detail page. Which type of report should an app builder create to add to the Account page layout?. A tabular report on the Opportunity object. A tabular report on the Account object. A summary report on the Opportunity object. A summary report on the Account object.

An app builder has created a new report type but users are unable to select it from the Report Type list when making a new report for records they own. What could be causing this issue?. The report type is in a status of In Development. Access to the necessary object is unavailable. The report type is in a status of Deployed. Access to Create and Customize Reports is disabled.

The appraisal team at DreamHouse Realty wants to leverage the Salesforce mobile app. What are three things an app builder should do to optimize mobile experience? (Choose 3 answers). Avoid using default field values so that the user is required to fill in all fields on the screen. Minimize the amount of formula fields and lookup fields to reduce page load time. Put the most important fields in the compact layout so they are easy to find. Create individual customized layouts for different phone operating systems. Use Global Actions to make it easy to perform vital functionality on mobile.

Universal Containers wants to create a custom checkbox formula field on the Opportunity object. This formula should evaluate to true if the following conditions are met: * Stage is set to Negotiation/Review * Close Date is less than 1 week away Which formula meets these requirements?. AND(ISPICKVAL(StageName, "Negotiation/Review"), CloseDate - TODAY() > 7). AND(ISPICKVAL(StageName, "Negotiation/Review"), CloseDate - TODAY() = 7). AND(ISPICKVAL(StageName, "Negotiation/Review"), CloseDate - TODAY() < 7). AND(ISPICKVAL(StageName, "Negotiation/Review"), CloseDate = TODAY()).

An app builder has downloaded a component from the AppExchange successfully; however, they are unable to add it to the Lightning home page. Which two reasons can be preventing the app builder from being able to add the custom component? (Choose 2 answers) **** 32. A custom tab must be created to add custom components to the page with the App Builder. The component requires a developer permission to add it to the page with the App Builder.

An app builder has downloaded a component from the AppExchange successfully; however, they are unable to add it to the Lightning home page. Which two reasons can be preventing the app builder from being able to add the custom component? (Choose 2 answers). A custom tab must be created to add custom components to the page with the App Builder. The component requires a developer permission to add it to the page with the App Builder. My Domain must be deployed to add custom components to the page with the App Builder. (selected). The component is tagged for record pages instead of home pages and is not showing up in the App Builder. (selected).

Universal Containers utilizes opportunities and a custom object called Detailed_Sales__c. The company would like to roll sales metrics up to an opportunity for only Detailed_Sales__c records that have their picklist status set to Active. What is the recommended method for the app builder to achieve this request?. Utilize an AppEx code or third‑party application that can roll up the sales dollars with the appropriate filter. Utilize Apex code to roll up the desired amounts. Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field. Create a lookup relationship between the parent and child object with a roll-up summary field that filters on the status field.

At Cloud Kicks when an opportunity close date is delayed by more than 60 days, the manager and the VP of Sales want to review the change. Which two solutions will meet the requirement? (Choose 2 answers). Build an approval process that requires unanimous approval from the manager and VP of Sales. (selected). Build a validation rule that does not allow a user to save the opportunity record. Create a formula field that calculates if the close date is less than 60 days and then send an email alert. Create a flow that submits the record for an approval process. (selected).

Universal Containers (UC) delivers purchased containers to remote construction sites. Customers supply UC with crossroads or location markers. Which field type should the app builder use to capture this information?. Number. Geolocation. Reference. External lookup.

The CFO of Cloud Kicks needs a way for new vendors to accept terms on agreements for any new major retail store lease before the opportunity can be closed. Which feature should be used to handle this requirement?. Email Alert. Dynamic Action. Approval Process. Validation Rule.

An app builder is preparing to deploy a new app from the sandbox to production using change sets. Which two considerations should an app builder keep in mind during this process? (Choose 2 answers). Transactions will revert if the deployment errors. Users should be logged out of production when receiving inbound change sets. Salesforce Connect automatically establishes a link between environments. Change sets do not include all components and may have to perform some changes manually.

At Ursa Major Solar there is a requirement for a new field called Planet Details on the Planet object where users can write detailed descriptions that can include pictures and links. Which field type should the app builder utilize to fulfill this requirement?. Rich text area. Lightning web component. URL. Long text area.

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. Which kind of relationship should this new object have to Opportunity?. Master-Detail. Hierarchical. Many to Many. Lookup.