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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-populate Which feature should the app builder use to allow users to create the opportunity?. Default action. Quick action. Custom button. Custom link.

Universal Containers wants to ensure that they are accepting clean data from their users and verify that important fields are entere What should an app builder recommend to meet this requirement?. Update the important fields to be required on the page layout. Create a Flow to clean any data that is formatted wrong. Configure a validation to require a field for a specific record type. Make a formula field to check the format of the important fields.

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?. VALUE (14). CASE SAFEID (Id). TEXT (Id). ISNUMBER (Id).

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?. Sharing rules. Public groups. Aliases. Assignment rules.

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 fiel However, the business wants to allow one customer service agent, who is assigned the Customer Service profile, read-only access to this field for special Circumstances. What is the recommended solution to grant the customer service agent access to the field?. Create a 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 custom field’s field level security in setup to allow the agent read-only access to the fiel. Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via field level security.

Universal Containers allows all employees to submit reviews for leadership using a custom object called Review. These Reviews should only be Visible to the HR department and the employee who submitted the recor Which three steps should an app builder take to properly control access to Reviews? Choose 3 answers. Add a Master-Detail(User) field on the Review object. Set organization-wide default to Private. Remove Review Read permission from non-HR Department user Profiles. Disable Grant Access Using Hierarchies. Create a criteria-based Sharing Rule for the HR Department.

Which two report formats can be used as a source report to configure a reporting snapshot? Choose 2 answers. Tabular format. Summary format. Joined format. Matrix format.

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. Partial sandbox. Developer sandbox. Full sandbox.

Universal Containers (UC) tracks Account locations in Zip Code, a custom text field 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?. BEGINS (Account.Zip Code_, 5). LPAD (Account.Zip Code_x, 5). LEFT (Account.Zip Code_c, 5). TEXT (Account.Zip Code_c, 5).

Cloud Kicks conducts an evaluation of sales reps with a custom object that houses a scorecar 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 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 field-level security. Use a private sharing model granting record access using custom settings; manage field access with page layouts and field-level security. Use a private sharing model granting record access using hierarchy; manage field access with record types and field-level security.

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 Read Only radio button, Allows users with at least Read access to the Master record to create, edit, or delete related Detail records, is selecte. The Allow reparenting checkbox, Child records can be reparented to other parent records after they are created, is unchecke. 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 selecte. The Allow reparenting checkbox, Child records can be reparented to other parent records after they are created, is checke.

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? Choose 3 answers. Task. Email Alert. Invocable Flow. Outbound Message. Decision Element.

Due to the complexity of the Universal Containers sandbox release schedule and requirements, it is advised that change sets are used as often As possible to migrate from one environment to another. Which three common items can an app builder move when using a change set? Choose 3 answers. Web-to-lead. Standard fields. Custom object. Apex class. Custom field.

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 > Drag the Visualforce component onto the page. Edit a record page using Lightning App Builder > Drag the component onto the page. Edit a record page using App Manager > Drag the component onto the page. Edit a record page using the Page Layout editor > Drag the component onto the page.

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 in App Manager. For use in Lightning App Builder. For use on record pages. For use on the utility bar.

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 processe Which functionality should an app builder use to meet these requirements?. High Velocity Sales. Quotes. Approval process. Check box.

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 hidden for all users. Custom tabs are default off for all users. Custom tabs are default on for all users. Custom tabs are NOT deploye.

Universal Containers expects impacts to operations due to increased deman The executive team will reach out to current customers and 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?. Approval Process. Flow. Custom object. Roll-up summary.

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 answers. Data loss may occur when changing custom field types. Audit Trail is available through REST API extracts. Rich text field values of all lengths are displayed fully in reports. Field History Tracking records value changes of 255 characters or less.

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

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 Account object. Quick Action on the Account object. A custom detail page link on the Contract object. Quick Action on the Contracts object.

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 a Chatter group?. The ability to invite members to groups of which they are a member. The ability to interact with members of their groups. The ability to mention accounts of which they are a contact. The ability to request access to public groups.

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

Managers at Universal Containers want a quick way to create additional accounts to form a hierarchy from a Parent Account recor 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. Add Path on Account hierarchy. Add a custom link on Account. Create a custom action.

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?. Component visibility filter. AppExchange. Detail page layouts. Field-level security.

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?. Apex-based sharing on the first master object. Read access to both master objects. Sharing rules on Request Inventory object. Read access to the first master object.

Cloud Kicks is redefining its entire business process to convert the Manager Notes field from a long text area fiel 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 will truncate to the first 255 characters. Preexisting information will cause an error message to pop up. Preexisting information will remain even if it was over 255 characters. Preexisting information in the field will be completely lost.

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

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?. An open-source unmanaged package. An unmanaged package from AppExchange. An open-source custom development. A managed package from AppExchange.

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

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?. Custom Lightning Web Component. Highlights Panel. Path. Accordion.

Sales reps at Cloud Kicks (CK) forget to submit for approval when CK needs orders reviewed before close won. 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.

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_e=”Yes”). AND UserRole.Name Marketing”, Retail Opt_In_e=”Yes”). AND UserRole.Name = “Marketing’, ISCHANGED (Retail Opt_In_c), ISPICKVAL (Retail Opt_In_c, “Yes”)). AND UserRole.Name Marketing’, ISPICKVAL (Retail Opt_In_e, “Yes”)).

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 recor If the Account is deleted, the Testimonial_c records should also be delete If the Contact is deleted, but the Account remains, the Testimonial_c records should remain. How should this be accomplished?. Create a lookup relationship from Testimonial_to Account and a master-detail relationship from Testimonial to Contact. Make Testimonial ca junction object between Account and Contact using master-detail relationships. Create a master-detail relationship from Testimonial_to Account and a lookup relationship from Testimonial To Contact. Make both the Contact and Account fields required on the Testimonial object and create lookup relationships from Testimonial_cto Contact and to Account.

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

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?. Data Loader. Import Wizard. Schema Builder. Lightning Object Creator.

DreamHouse 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 require. Use an approval process to check field criteria are met. Make the fields required on the page layout.

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

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 be able to edit the description field only. 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 see the record is now owned by their manager.

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?. 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. Choose a managed package from AppExchange that closely meets the requirements of the project, restricts programmatic development, but allows declarative development. Choose an unmanaged package from AppExchange that closely meets the requirements of the project and allows programmatic development.

When an opportunity has a closed date that is pushed more than 30 days, manager approval is require 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?. Change the entry criteria on the approval process to criteria are met and lock the record on initial submission. Use a validation rule and an email alert to the manager requesting approval. Submit the record for approval from an automated process. Give the manager the “API Enabled” permission to permit approval responses by email.

What are the limitations of Schema Builder when creating a custom object?. 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. Relationships can be made to any custom objects, but any relationships to standard objects should be built in Lightning Object Manager. “Save” should be clicked each time a new object, field, or relationship is create.

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 public groups for sales and marketing and create mobile navigation menus for each group. Create sales and marketing apps and assign the respective profiles to each app. Create roles for sales and marketing and assign a custom homepage layout for each role. Create mobile navigation menus for both the sales and marketing profiles.

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. Favorites. Global actions.

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

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?. Add the field to the custom report type field layout. Adjust the field level security to include in the report type. Check Allow Reports for the position and applicant objects. Update the profile with the Manage Public Reports permission.

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? Choose 2 answers. Related objects. Custom objects. External objects. Big objects.

DreamHouse Realty (DR) employees started using company-owned airplanes for work travel after Ursa Major Solar was acquire 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?. Assignment rule. Validation rule. Apex. Approval process.

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? Choose 2 answers. Validation Rule. Flow Builder. Scheduled Apex. Escalation rules.

The app builder at Ursa Major Solar created a master-detail relationship between a parent object Galaxy_c and child object star_ What is the effect of creating this type of relationship if users want to report on Galaxy_c with star_c?. A Star_c report type with Galaxy_cas a field will be automatically create. A new custom report type will need to be created for Galaxy_c with Star_. A Galaxy_c with Star_c report type will be automatically create. A new custom report type will need to be created for Staz_c with lookup fields from Galaxy.

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?. Highlights Panel. Recommendations. Record Detail. Path.

Cloud Kicks (CK) switched to Lightning Experience and started using Chatter across its globalworkforce to support its fast-paced sales cycle. CK Loves Chatter but struggle with gathering feed from core team members, including understanding who is available to respon Which two ways could CK use Chatter to solve this problem? Choose 2 answers. Streams. Topics. Polls. Out of Office.

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

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? Choose 3 answers. Review the Contact record and ensure it is linked to an Account. Create a new Contact and have the users try again. Verify the users with the issue have access to the Contact object. 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.

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 when a maintenance work order gets close Which tool should an app builder recommend to help meet this requirement?. Flow. Einstein Next Best Action. Roll-up Summary. Apex Trigger.

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?. Form factor checkboxes. Highlights panel. Related list quick links. Component visibility filter.

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 field?. Count. Total. Aggregate. Sum.

DreamHouse Realty wants to make sure an Opportunity has a field, `Expected_Close_Data_c`, populated before it is allowed to enter the qualified stage. How should an app builder solution this request?. Record Type. Active History. Open Layout. Validation Rule.

An app builder wants to create a formula field on an Account to include data from related Contacts but is unable to find the relationship in the formula editor. What is a limitation of formulas that could be causing the issue?. Control and Account objects: 0.00 or 1 have a Master-Detail Relationship. Store Data: 3000 characters in the formula. Formula field that reached on the Account object. unable to reference the child records.

An app builder is loading data into Salesforce. To link the 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 upsetting records. Which two field attributes should be selected? Choose 2 answers. Text (encrypted). External ID. Unique. Request.

Ursa Major Solar has a lookup relationship between a custom `delay_` object and a custom `Size_` object. An app builder wants to create a roll-up summary field that counts the total number of `Size_` records related to each `delay_` record. How would the current configuration impact the ability to achieve the desired result?. The roll-up summary can be achieved by creating a formula field on the `delay_` object. This lookup relationship will need to be converted to a master-detail relationship before a roll-up summary field can be created. A roll-up summary field will need to be created on the `delay_` object with a field filter that selects all related `Size_` records. The roll-up summary can be achieved by creating a formula field on the `Size_` object.

Cloud Kicks has a custom object with a private sharing setting. The business wants to share individual records with specific people or departments on a case-by-case basis. Which three options does the business user have to manually share individual records? Choose 3 answers. Permission Set Groups. Roles and Subscriptions. Public Groups. ID Users. Private Groups.

Universal Containers (UC) has several large customers that sell their products through dealers. UC identifies and works with a single individual at each customer and at each dealer. Separate bills are sent to each customer and each dealer. These details need to be stored in a format that clearly displays the business entities and their appropriate representatives. How should an app builder implement these requirements?. Create a single parent record, add each rep as a contact to the parent account and add each dealer as a child/group. Create both customer and dealer as accounts, add each rep as a contact to the corresponding account and create an account hierarchy. Create a single account record, add each rep as a contact and create a custom dealer object. Create both customer and dealer as accounts, create account teams on each account and associate the dealer records with the parent account.

Ursa Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object. Contacts can potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contracts associated with it. How should an app builder configure the data model?. One Lookup relationship on Contact and our Lookup relationship on Solar Project. The Lookup relationship on a new custom object. Two master-detail relationship on a new custom object. Our Master-About relationship on Contact and our Master-About relationship on Solar Project.

Ursa Major Solar (UNS) uses a public sharing model for accounts. UNS would like to move to a more restrictive sharing model but wants the Sales team to continue to have access to all account records with the sales record type. Which two actions should an app builder complete to implement this change? Choose 2 answers. Create a custom-based sharing rule. Update the organization-wide defaults. Update the Sales profile. Create an owner-based sharing rule.