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Dream House Realty (DR) asks for some improvements in case management. They want to enforce process compliance so that cases are unable to be reverted to an earlier case status, and to ensure that certain fields are required when specific case criteria are met. Which solution should an app builder implement to meet these requirements?. Configure validation rules with help text. Create dependent picklist fields and set them as required. Make the fields required on the page layout. Use an approval process to check field criteria are met.

Ursa Major Solar wants to provide sales console users with an incredible experience, with the most-used components easily accessible at all times. Which solution can enable reps to see and access these components from anywhere within the app without leaving the page where the team is working?. Utility bar. Home page. Global actions. Favorites.

DreamHouse Realty (DR) is expanding into subsidized housing by partnering with local government entities. DR uses Sales Cloud and has enabled field history tracking on the Opportunity object. Due to increased information requirements, the App Dev team is changing Text Area (Long) fields to Rich Text fields to allow for up to 1,000 characters and better descriptions. Which two considerations should be made by the team? (Choose 2). Field History Tracking records value changes of 255 characters or less. Rich text field values of all lengths are displayed fully in reports. Data loss may occur when changing custom field types. Audit Trail is available through REST API extracts.

Ursa Major Solar is ramping up the sales team to meet increased demand. As part of the short ramp up for these new reps, the manager wants to provide a help guide to enable reps to easily get help where needed during the different sales processes. Which solution should an app builder recommend?. Chatter Publisher. Path. Journey Builder. Flow.

An app builder has a custom component they want to make available on the utility bar, but the component is unavailable. How should the component be tagged?. For use on the utility bar. For use on record pages. For use in Lightning App Builder. For use in App Manager.

Cloud Kicks wants to set up a new opportunity approval process and execute various action items based on the initial submission. Which three action types should an app builder use in the approval process?. Email Alert. Task. Invocable Flow. Decision Element. Outbound Message.

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?. Enable Feed Tracking on Opportunities. Create an Opportunity outbound message. Use a record-triggered flow on Opportunity and a Chatter post action. Activate Historical Trending for Opportunities.

An app builder is creating a custom object called Testimonial__c and wants to connect Testimonial__c records with both the submitter's Contact record and Account record. If the Account is deleted, the Testimonial records should also be deleted. If the Contact is deleted, but the Account remains, the Testimonial records should remain. How should this be accomplished?. Create a master-detail relationship from Testimonial__c to Account and a lookup relationship from Testimonial to Contact. Make both the Contact and Account fields required on the Testimonial__c object and create lookup relationships from Testimonial__c to Contact and to Account. Create a lookup relationship from Testimonial__c to Account and a master-detail relationship from Testimonial to Contact. Make Testimonial__c a junction object between Account and Contact using master-detail relationships.

Northern Trail Outfitters (NTO) has created the custom objects Trail and Park in Salesforce to track trails and parks respectively. NTO wants to track the total number of trails a park has on the park record without writing any code. Which two actions should an app builder take to accomplish this requirement?. Use a master-detail relationship between the Park and Trail objects. Use a lookup relationship between the Park and Trail objects. Use a roll-up summary field on the Park record to show the total number of Trails. Use a formula field on the Park record to show the total number of trails.

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. Create a Flow to clean any data that is formatted wrong. Make a formula field to check the format of the important fields. Update the important fields to be required on the page layout.

A new field is being created on a custom object. However, the app builder does not want the field to show up on pre-existing custom report types. What should the app builder do on the custom field setup to fulfill this requirement?. Deselect auto add to custom report type. Remove the new field from all page layouts. Remove visibility to all report profiles. Grant read-only access to all report profiles.

Universal Containers has deployed custom tabs to production via change sets, without including the profile settings or permission sets. What is the setting for the visibility of custom tabs?. Custom tabs are default on for all users. .Custom tabs are hidden for all users. Custom tabs are NOT deployed. Custom tabs are default off for all users.

Universal Containers wants users to have access to the pricing guidelines document when viewing a Contract related to an Account. Which feature should an app builder use to create easy access to the document?. A custom detail page link on the Contract object. Quick Action on the Contracts object. A custom detail page link on the Account object. Quick Action on the Account object.

What are the limitations of Schema Builder when creating a custom object?. "Save" should be clicked each time a new object, field, or relationship is created. Relationships can be made to any custom objects, but any relationships to standard objects should be built in Lightning Object Manager. Fields and relationships can be created, but they will be unable to add the fields to the page layout from the canvas. Custom fields can be added to any custom objects, excluding formula field types.

Cloud Kicks (CK) wants to quickly insert a list of over 1 million net new Accounts. The template based on CK's data model was used to populate the list. Which tool should be used?. Import Wizard. Data Loader. Schema Builder. Lightning Object Creator.

Cloud Kicks wants to display 12 key fields at once in a separate section at the top of opportunity records on the desktop. Which component should an app builder add to the record page to enable this functionality?. Highlights Panel. Path. Custom Lightning Web Component. Accordion.

The marketing director is concerned that too many car parts were given away for free last year. They want to track discounts, samples, and giveaways by Sales Rep. The manager's sign-off on free parts also needs to be processed. Which functionality should an app builder use to meet these requirements?. Quotes. Check box. High Velocity Sales. Approval process.

A Cloud Kicks employee submitted an opportunity for approval by their manager. What will happen if the employee attempts to edit the description field after submission?. User will see the record is now owned by their manager. User will be presented with a 'Record Lock' notification. User will be able to edit the name, but unable to edit the description. User will be able to edit the description field only.

Universal Containers has a single Contact Lightning record page. A component takes up a lot of room on the page and is NOT needed by users with a Marketing profile. What should the app builder use to solve this issue?. Detail page layouts. Field-level security. Component visibility filter. AppExchange.

Which three common items can an app builder move when using a change set?. Apex class. Web-to-lead. Standard fields. Custom field. Custom object.

Cloud Kicks is redefining its entire business process to convert the Manager Notes field from a long text area field. The goal is to encourage managers to be more concise in their comments and stay at 255 characters or less. There is preexisting information in the Manager Notes field that often is well beyond the character limit. What would happen to any existing information if the app builder tries to convert a preexisting long text area field to text area?. Preexisting information in the field will be completely lost. Preexisting information will cause an error message to pop up. Preexisting information will remain even if it was over 255 characters. Preexisting information will truncate to the first 255 characters.

An app builder needs a custom solution and is considering using either AppExchange or their local developer community. The app builder wants to minimize the need for manual maintenance. What should the app builder consider?. A managed package from AppExchange. An open-source custom development. An unmanaged package from AppExchange. An open-source unmanaged package.

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 held for special circumstances. What is the recommended solution to grant the customer service agent access to the field?. 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. 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.

Cloud Kicks wants to make sure that users without the Marketing role are unable to update the Contact Retail Opt In picklist field to Yes. Which validation rule should an app builder use to prevent other users from making this update?. AND ($UserRole.Name = "Marketing", Retail_Opt_In__c = "Yes"). AND ($UserRole.Name != 'Marketing', Retail_Opt_In__c = "Yes"). AND ($UserRole.Name != "Marketing", ISPICKVAL(Retail_Opt_In__c, "Yes")). AND ($UserRole.Name != "Marketing", ISCHANGED(Retail_Opt_In__c), ISPICKVAL(Retail_Opt_In__c, "Yes")).

The executive team wants to see the number of open cases for the account and parent account. What should an app builder use to display the number of open cases on the account page?. Flow. Custom object. Roll-up summary. Approval Process.

Ursa Major Solar wants to automate a welcome email to new clients and include a customized survey about their buying experience. An app builder is tasked with this project and has very little time to build the solution from scratch, but still needs to be able to fully customize the solution. What should the app builder do to meet the deadline and custom requirements?. Choose an unmanaged package from AppExchange that closely meets the requirements of the project and allows programmatic development. Choose a managed package from AppExchange that closely meets the requirements of the project, restricts programmatic development, but allows declarative development. Work with a developer to create custom Apex code and a Lightning web component survey to meet the criteria. Use Salesforce flow to build the survey declaratively to meet the criteria and send it to the customer as an email.

Cloud Kicks has a sales rep who is stating that their Contact is unavailable for other users to see within Salesforce. In which three ways can an app builder troubleshoot this issue?. Verify the users with the issue have access to the Contact object. Review the Contact record and ensure it is linked to an Account. Create a new Contact and have the users try again. Create an Account Sharing Rule to give the users access to all records. Confirm whether Default Organization-Wide Sharing Settings provide access to the Account.

Universal Containers has the Account object's Organization-Wide Default set to Private. The marketing team owns Accounts; however, they also need to be able to see the sales team's Accounts. Both the sales and marketing teams are in completely different branches of the role hierarchy. Which feature should be used to enable marketing to see sales-owned accounts?. Assignment rules. Sharing rules. Public groups. Aliases.

The app builder will use an external ID field to house the property ID from the external system. Which two details should the app builder know when using external ID fields?. An external ID field can be an auto-number field. Each org can have up to 25 custom external ID fields. Each object can have up to 25 custom external ID fields. An external ID field can be a URL field.

The VP of Sales at Universal Containers has asked the app builder to let sales reps create opportunity records directly from the account, with a number of fields pre-populated. Which feature should the app builder use to allow users to create the opportunity?. Custom link. Default action. Custom button. Quick action.

Reviews should only be visible to the HR department and the employee who submitted the record. Which three steps should an app builder take to properly control access to Reviews?. Remove Review Read permission from non-HR Department user Profiles. Disable Grant Access Using Hierarchies. Add a Master-Detail(User) field on the Review object. Set organization wide default to Private. Create a criteria-based Sharing Rule for the HR Department.

CK wants to automatically submit opportunities into the Secure Commitment Stage to eliminate manual submission. Which feature meets the business requirements?. Record-Triggered flow optimized for Fast Field Updates. Custom button and screen flow. Platform Event-Triggered flow. Record-Triggered flow optimized for Actions and Related Records.

Ursa Major Solar (UMS) has a custom object where they track Galactic Vendors. The object has four custom flelds for the Galactic Vendors's location: - Street (Street_c) - City (City_c) - Planet (Planet__c) - Galaxy (Galaxy_c) The UMS's leadership wants these fields to be combined into a single formula field on two lines. Which formula fulfills this requirement?. Street_c & BR() & City_c & ", " & Planet_c & " " & Galaxy_c. Street__c City_c, Planet _c Galaxy_c. Street_c, City_c & Planet_c & Galaxy_c.

Cloud Kicks wants to display the number of Opportunity records associated with each Account. Which solution should be used?. Formula field. Roll-up summary field. AppExchange offering. Lookup field.

Universal Containers wants to delete data in several fields for 5,000 Lead records. UC exported the selected Record IDs and fields that need to have data deleted in a CSV file. Which two steps should an app builder suggest to meet these requirements?. Select Insert Null Values in Settings. Use Import Wizard to update leads using the CSV file. Select the correct record type. Use Data Loader to update leads using the CSV file.

A user is unable to use inline editing on a list view. A quixk check verifies the user should be able to perform inline editing as they have been assigned the appropiate permissions. Which condition should the app builder review?. If the list view restricts sharing for the user. If the list view contains a chart created by the user. If the list view selected is locked by another user. If the list view contains more than one record type.

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?. Customize a Global Quick Action. Create a custom action. Add a custom link on Account. Add Path on Account hierarchy.

Cloud Kicks (CK) wants to track orders against inventory, ensuring its ability to fulfill order requests. CK created a junction object called Request Inventory to enable many-to-many relationships with the Inventory and Order objects. What does the app builder need to provide to ensure users can view Request Inventory records?. Sharing rules on Request Inventory object. Read access to the first master object. Apex-based sharing on the first master object. Read access to both master objects.

When an opportunity has a closed date that 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?. Give the manager the "API Enabled" permission. Use a validation rule and an email alert. Submit the record for approval from an automated process. Change the entry criteria on the approval process.

Service Agents are required to confirma user's identity before providing support information over the phone. Which feature can an app builder use to help agents meet this requirement?. Include Surveys as a Case related list. Case Validation Rules. Guided Action Flows on the record page. Add Path to the top of the Case layout.

After utilizing the Lightning Object Creator to create a new object, its fields, and to insert all of the data, an app builder now needs to set up the Lightning Record Page. Which component should the app builder have on their Lightning Record Page to see all of the fields from the page layout?. Path. Recommendations. Highlights Panel. Record Detail.

Universal Containers needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely. Which formula should an app builder use to create this new field?. TEXT(Id). VALUE(Id). ISNUMBER(Id). CASESAFEID(Id).

Universal Containers (UC) has large data volumes and is nearing data storage limits. The planned solution is to archive historical data to reduce data storage in Salesforce; however, UC would still like to use reports, queries, and lookups on the archived information. Which two options could meet this requirement?. Big objects. External objects. Related objects. Custom objects.

Ursa Major Solar's service department gets requests for several types of services, such as installation, repair, and maintenance. Service managers need to be able to tell when maintenance was last done on an asset to help determine if they are meeting contract agreements, but the last maintenance date can be difficult to determine when there are many work orders related to the asset. They think it would be helpful to have a field auto-populated on the Asset record whena maintenance work order gets closed. Which tool should an app builder recommend to help meet this requirement?. Apex Trigger. Flow. Roll-up Summary. Einstein Next Best Action.

An app builder installed a custom Lightning component from AppExchange. What should be done next in order to configure the component for use in a record page?. Edit a record page using the Page Layout editor. Edit a record page using App Manager. Edit a record page using Lightning App Builder. Edit a record page using the Page Layout editor > Drag Visualforce.

Cloud Kicks wants to know the total value of all won Opportunities for Accounts and display it on the record. Which type of summary should the app builder use in the roll-up summary fleld?. Sum. Aggregate. Total. Count.

An app builder at Northern Trail Outfitters createda sandbox template for Accounts, Projects, and Project Milestones to reconfigure some flows for the project management app. Which type of testing ervironment should the app builder create?. Developer Pro. Partial Copy. Developer. Scratch Org.

The Director of Customer Service wants to receive a notification when a case stays in the new status for more than four business hours. Which two automation processes should be used to accomplish this?. Validation Rule. Escalation rules. Scheduled Apex. Flow Builder.

DreamHouse Realty is rethinking its sandbox utilization strategy after acquiring Cloud Kicks. The Salesforce COE already utilizes a partial and a full sandbox, which it refreshes on their own regular schedules. Teams are expanding and have to begin each of their small projects in a sandbox before committing to the larger pool for collaborative testing while still keeping costs down. Which sandbox type should be considered first?. Developer pro sandbox. Full sandbox. Partial sandbox. Developer sandbox.

The app builder at Ursa Major Solar createda master-detail relationship betweena parent object Galaxy__c and child object Star__c. What is the effect of creating this type of relationship if users want to report on Galaxy__c with Star__c?. A Galaxy__c with Star__c report type will be automatically created. A Star__c report type with Galaxy as a field will be automatically created. A new custom report type will need to be created for Star__c with lookup fields from Galaxy__c. A new custom report type will need to be created for Galaxy__c with Star__c.

Universal Containers wants to createa 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()). AND (StageName = 'Negotiation/Review', CloseDate - 7 < TODAY()). AND(StageName = "Negotiation/Review", CloseDate - 7 < TODAY()). AND (ISPICKVAL (StageName, 'Negotiation/Review'), CloseDate - TODAY() < 7).

Universal Containers is setting up Salesforce for the first time. Management wants the sales and marketing teams to have different navigation menus in the Salesforce Mobile App. Which option is available to an app builder to satisfy this requirement?. Create roles and assign custom homepage layouts. Create mobile navigation menus for both profiles. Create sales and marketing apps and assign the respective profiles to each app. Create public groups and mobile navigation menus.

At Ursa Major Solar, there is a single Lightning record page for the Celestial Bodies custom object; however, there is a Lightning component the app builder wants to restrict to mobile app users. Which feature in the Lightning app builder should be utilized?. Highlights panel. Form factor checkboxes. Related list quick links. Component visibility filter.

Which two report formats can be used as a source report to configure a reporting snapshot?. Tabular format. Matrix format. Summary format. Joined format.

Cloud Kicks conducts an evaluation of sales reps with a custom object that houses a scorecard. The company wants to ensure that only the sales reps, their managers, and their manager's executives can view the rep's scorecard, but also prevent the reps from being able to view the executive comment fields on their review. How should these requirements be met?. 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 settings; manage field access with page layouts and fleld-level security. Use a private sharing model granting record access using custom settings; manage field access with record types and page layouts. Use a private sharing model granting record access using hierarchy; manage field access with record types and field-level security.

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

Cloud Kicks (CK) switched to Lightning Experience and started using Chatter across its global workforce to support its fast-paced sales cycle. CK loves Chatter but struggle with gathering feedback from core team members, including understanding who is available to respond. Which two ways could CK use Chatter to solve this problem?. Topics. Streams. Polls. Out of Office.

DreamHouse Realty (DR) employees started using company-owned airplanes for work travel after Ursa Major Solar was acquired. DR executives want to automate the submission travel request forms to enforce the internal policy. How should an app builder automate travel requests based on these criteria?. Validation rule. Assignment rule. Approval process. Apex.

Universal Containers wants to collaborate with its customers within Salesforce and has decided to enable the Allow Customer Invitations in the Chatter settings. Which permission is granted to customers when invited to aChatter group?. The ability to invite members. The ability to interact with members of their groups. The ability to @mention accounts. The ability to request access to public groups.

Universal Containers created a custom object called Component to capture details about products sold. Which approach should an app builder take to show Component as a related list on Product?. Create a master-detail relationship on Product to Component. Create a lookup relationship on Component to Product. Add the Component related list to the Product page layout. Create a roll-up on Product. Create a junction object to relate Component and Product.

Universal Containers (UC) wants to test code against a subset of production data that is under 5 GB. Additionally, UC wants to refresh this sandbox every weekend. Which type of sandbox should be used to accomplish this?. Partial Copy. Full Copy. Developer. Developer Pro.

AW Computing has a custom object for service plans. A service plan needs to be associated to one and only one contact. The support manager noticed if the wrong contact is associated, the reps are unable to change the contact. The app builder already confirmed the user has correct access to the field and there are no validations associated with the service plans. What could be causing the issue?. The Allow reparenting checkbox, Child records can be reparented to other parent records after they are created, is unchecked. The Read/Write radio button, Allows users with at least Read/Write access to the Master record to create, edit, or delete related Detail records, is selected. The Allow reparenting checkbox, Child records can be reparented to other parent records after they are created, is checked. The Read Only radio button, Allows users with at least Read access to the Master record to create, edit, or delete related Detail records, is selected.

Universal Containers (UC) tracks Account locations in Zip Code, a custom text fleld with a validation rule to enforce proper formatting of the US ZIP+4 code for UC's orders. Which formula should the app builder create on Order to display only the first five digits of Zip Code from the parent Account?. TEXT (Account.Zip_Code__c, 5). BEGINS (Account.Zip_Code__r, 5). LPAD (Account.Zip_Code__r, 5). LEFT (Account.Zip_Code__c, 5).

The app builder at AW Computing has been asked to track the number of times a case has been reopened. Which solution should the app builder utilize to help with this request?. Apex Trigger. Record-triggered flow. Scheduled Triggered flow. Screen Flow.

A new field has been added to the Applicant object that is part of an unmanaged package. 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?. Adjust the field level security. Check Allow Reports for both objects. Update the profile with Manage Public Reports permission. Add the field to the custom report type field layout.