Logic & Automation Flashcards
Which of the following functions are available when defining a roll-up summary field? Choose 3
A.) COUNT
B.) SUM
C.) AVG
D.) MIN
E.) MOD
A.) COUNT
B.) SUM
D.) MIN
The functions available when defining roll-up summary fields are: COUNT, SUM, MIN and MAX
**TODO: Entender bien **
Steadfast Insurance has a custom object named Claim for tracking insurance claim requests. Each claim record is linked to an insurance contract, which contains a field called Claim Limit for storing the maximum amount that can be claimed. An insurance manager needs to check this limit as one of the considerations for approving or rejecting the claim request. What method should be used to provide this information? Choose 1
A.) Use a workflow field update to copy the limit amount to the claim record
B.) Use Flow Builder to copy the limit amount to the claim record
C.) Use a cross-object formula to display the claim limit on the claim record
D.) Use Process Builder to store the claim limit on the claim record
C.) Use a cross-object formula to display the claim limit on the claim record
Although the other options can be used to eventually display the required information on the claim record, using the formula is the most straightforward configuration for meeting the requirement
What can be done to allow a user to recall an approval request submitted by him? Choose 1
A.) Ask a developer to write Apex code that recalls approval requests
B.) Select the “Recall” checkbox on the record for which the approval request should be recalled
C.) Select the “Allow recall” checkbox in the “Recall Settings”
D.) Select the “Allow submitters to recall approval requests” in “Submission Settings”
D.) Select the “Allow submitters to recall approval requests” in “Submission Settings”
The “Allow submitters to recall approval requests” checkbox in the “Submission Settings” of a standard approval process setup wizard can be used to control this behavior
What is true about assigning approval requests to queues? Choose 2
A.) Any queue members can approve or reject an approval request
B.) Approval request emails are sent to the queue email address
C.) A queue can be used as a delegated approver
D.) Approval requests can be assigned to a queue for any object
A.) Any queue members can approve or reject an approval request
B.) Approval request emails are sent to the queue email address
Approval requests can be assigned to objects that support queues. A group or queue cannot be assigned as a delegated approver.
EDG Electronics created two different record types and sales processes for their service and consumer products. Which of the following should the admin configure to define and designate the sales processes for different users? Choose 3
A.) Workflow Rules
B.) Validation Rules
C.) Picklist Values
D.) Profiles
E.) Page Layouts
C.) Picklist Values
D.) Profiles
E.) Page Layouts
Validation rules and workflow rules are not configured while defining business processes for different users using record types.
A business process van be assigned to a record type.
Company will use SFDC to collect lead information from different sources. The information collected about a lead will vary greatly depending on if the lead is interested in life insurance or business insurance. Which of the following SFDC features can be configured for this requirement? Choose 1
A.) Record Types
B.) Tab Settings
C.) Visualforce Pages
D.) Custom Objects
A.) Record Types
Company would like to see a red/yellow/green traffic light representation on the Opp detail page based o the value in the “Opp probability” field. What would you use to achieve this? Choose 1
A.) Formula field
B.) Master-Detail Relationship
C.) Image Field
D.) Text Area (Rich) Field
A.) Formula field
An image (stored in documents) can be displayed conditionally using a formula field that users the IMAGE() function.
Which of the following statements are true about defining a roll-up summary field on a master object based on a Date/Time field on the detail object? Choose 1
A.) The field can be defined only if the roll-up type is COUNT
B.) The field can be defined only if the roll-up type is MAX or MIN
C.) Roll-up summary fields cannot be based on a Date/Time field
B.) The field can be defined only if the roll-up type is MAX or MIN
Date/Time fields are available only when MIN or MAX is selected as the roll-up type
Which of these actions cannot be executed within an approval process after a record has received all the necessary approvals? Choose 1
A.) Email Alert
B.) Task
C.) Create a Record
C.) Create a Record
An approval process does not allow creating a record automatically. Each step can have up to 40 actions, 10 of each of the following types: email alert, field update, task, and outbound message.
What is true about delegated approvers? Choose 2
A.) A delegated approver is specified while defining an approval process
B.) A delegated approver is an appointed user with approver permissions
C.) Delegated approvers can reject an approval request
D.) Delegated approvers can reassign approval requests
B.) A delegated approver is an appointed user with approver permissions
C.) Delegated approvers can reject an approval request
An admin has received a requirement to display the total value of opps associated with an account for the current year. How can the requirement be fulfilled declaratively? Choose 1
A.) Use a roll-up summary field and enter the current year in filter criteria
B.) use a roll-up summary field and the CURRENTYEAR() function in filter criteria
C.) Use a roll-up summary field and the THISYEAR() function in filter criteria
D.) use a trigger to calculate the total value
A.) Use a roll-up summary field and enter the current year in filter criteria
Date functions cannot be used in the filter criteria of roll-up summary fields. Since the requirement should e made declaratively, an Apex trigger cannot be used
An object has a URL custom field named LINK, which is automatically populated by an external third-party platform integrated in the org. The URL populated in the field uses “http” and a developer would like to convert it to “https” and preserve the rest of the URL information. Which function can be used in a formula field to achieve this? Choose 1
A.) CHANGE
B.) HYPERLINK
C.) SUBSTITUTE
D.) REPLACE
C.) SUBSTITUTE
the SUBSTITUTE function can be used to replace “http” with “https” in the field URL.
The CHANGE and REPLACE functions do not exist. The HYPERLINK function is used to display a ink by specifying a URL, a link text, and a target attribute.
Matt is an SFDC user who has noticed that he can edit the XYZ Opportunity record even though its submitted for approval. What could be the possible reasons for this? Choose 2
A.) Matt submitted the approval request
B.) Matt is the owner of the opportunity
C.) Matt is the current approver
D.) Matt is a System Admin
C.) Matt is the current approver
D.) Matt is a System Admin
How can an approval request be triggered? Choose 3
A.) Apex code users an approval process
B.) A process that includes a “Submit for Approval” action is executed
C.) A user clicks a button or link
D.) A workflow rule is executed
E.) An escalation action
A.) Apex code users an approval process
B.) A process that includes a “Submit for Approval” action is executed
C.) A user clicks a button or link
Opportunity approval requests need to routed to approvers based on the requestor’s region and the opportunity’s account type. How can this be done? Choose 1
A.) Serial Approval Process
B.) Dynamic Approval Process
C.) Matrix Approval Process
D.) Parallel Approval Process
B.) Dynamic Approval Process
Approval processes allow routing to a user specified in any user lookup field on the submitted record. A dynamic approval process is one that uses Apex to populate the value of a user lookup field on the submitted record by referencing a matrix of values recorded in a custom object.
In parallel approval processes, an approval request is sent to multiple users simultaneously. It is configured to require approval from either only one of the approvers, or all of them, before the record is moved to the next step. In serial approval processes, an approval from only a single user is needed.
Company needs to see an Account custom field named “Account Priority” on the Opportunity detail page. What is the best way to achieve this? Choose 1
A.) Create a formula field on the Opportunity object and add to Opportunity Page Layout
B.) Create a formula field on the Account object and add to Opportunity Page Layout
C.) Add the Account field “Account Priority” to Opportunity Page Layout
A.) Create a formula field on the Opportunity object and add to Opportunity Page Layout
This can be achieved by creating a cross-object formula field on the Opportunity object, which would contain “Account.AccountPriority__c”. This is based on the relationship between Account and Opportunity. This field is then added to the Opportunity page layout.
Admin has noticed a large number of Opportunity approval requests being created in the company’s SFDC org. After deeper analysis, he has realized that most of those requests are unnecessary since an opportunity only needs to go through an approval process if the expected revenue is greater than $1 million. What can be done to address this? Choose 1
A.) Create a Workflow Rule with an Email Alert action to notify approvers
B.) use the Big Deal Alert functionality
C.) use a custom approval process created in Apex
D.) Define the entry criteria on the Approval Process
D.) Define the entry criteria on the Approval Process
The entry criteria of an Approval Process can be used to ensure that only certain records enter the approval process, and the “Expected Revenue” field of the Opportunity object could be used in the entry criteria to ensure that the opportunity only goes through the approval process if it is greater than $1 million.
Sam reports to two managers, one in the US and the other in UK. When he submits a request for leave, both managers must approve the request. What features of approval processes can be configured to meet this requirement? Choose 2
A.) Unanimous Approval
B.) Multiple Approvers
C.) Dynamic Approval Routing
A.) Unanimous Approval
B.) Multiple Approvers
The renewals department would like a list of all contracts that were activated more than 365 days ago. A custom Date field named “Contract_Activation_Date__c” has been created to record the contract activation date. How would you create a formula field for the list view filter criteria? Choose 1
A.) Create a formula field with the formula: (TODAY() - Contract_Activation_Date__c) > 365
B.) Create a formula field with the formula: (NOW() - Contract_Activation_Date__c) > 365
C.) Create a formula field with the formula: (Contract_Activation_Date__c - NOW()) > 365
D.) Create a formula field with the formula: (Contract_Activation_Date__c - TODAY()) > 365
A.) Create a formula field with the formula: (TODAY() - Contract_Activation_Date__c) > 365
To calculate a difference in days between two date fields the TODAY() function can be used.
Company wants to capture some additional information while selling to accounts that belong to government authorities. Which of these steps represent the best solution? Choose 2
A.) Create a custom object called “Government Accounts”
B.) Create validation rules for the account fields specific to government accounts
C.) Define a separate account page layout for government accounts
D.) Create a record type to identify government accounts
C.) Define a separate account page layout for government accounts
D.) Create a record type to identify government accounts
Record types allow offering different business processes, picklist values, and page layouts to different users
What is true regarding the capabilities of approval processes in Salesforce? Choose 1
A.) If an approver has selected a delegate, the delegated approver can always reassign any approval requests
B.) Records submitted for approval cannot be edited
C.) There can be no more than five approvers for an approval process
D.) Records can be automatically approved
D.) Records can be automatically approved
Records submitted for approval are locked, but the admin, and optionally, the approver, can edit the record. Delegated approvers cannot reassign requests; they can only approve or reject requests. More than five approvers can be defined per step. Records can be automatically approved based on criteria.
To fulfill a business requirement, a formula field of a child object has been used in a roll-up summary field of a master object. Will the roll-up summary field function correctly? Choose 2
A.) Yes, but only if the value of a formula field does not result in “#Error!”
B.) Yes, if the formula field is not referring to another field in a different object
C.) No, if the formula field references fields derived from leads or contacts
D.) No, if the formula field contains a DATEVALUE, NOW or TODAY function
B.) Yes, if the formula field is not referring to another field in a different object
D.) No, if the formula field contains a DATEVALUE, NOW or TODAY function
Formula fields can be used in roll-up summary fields if they do not contain dynamic functions such as DATEVALUE, TODAY and NOW. They also cannot be used if they contain cross-object field references
Which of the following can be used by an approver to receive an approval request? Choose 3
A.) Salesforce Mobile App Notification
B.) Emails
C.) Twitter
D.) SalesforceA Mobile Notification
E.) Chatter Posts
A.) Salesforce Mobile App Notification
B.) Emails
E.) Chatter Posts
Approvers can receive approval requests through Emails, Chatter Posts, or Salesforce Mobile App Notifications
A custom object called “Feedback” has been created to store the feedback received from each customer. There is a requirement to display the average feedback score of each customer on their account record. Which of the following combinations of Salesforce features can be used to meet this requirement? Choose 1
A.) Master-detail relationship, roll-up summary fields, and a formula field
B.) Lookup relationship, roll-up summary fields, and a formula field
C.) Cross-object formula field
D.) Hierarchical relationship and Process Builder
A.) Master-detail relationship, roll-up summary fields, and a formula field
A developer has created a formula field on the Opportunity Product object to display the discounted amount associated with a product. There is a requirement to display the total discounted amount of the related products on every opportunity. Which of the following statements are true regarding the use of a roll-up summary field for this requirement? Choose 2
A.) A roll-up summary field can be used if the formula only refers to field on the Opportunity Product object
B.) A roll-up summary field can be used if the formula does not contain any functions
C.) A roll-up summary field can be used if the formula does not contain the DATEVALUE, NOW or TODAY functions
D.) It is not possible to use a roll-up summary field
A.) A roll-up summary field can be used if the formula only refers to field on the Opportunity Product object
C.) A roll-up summary field can be used if the formula does not contain the DATEVALUE, NOW or TODAY functions
A roll-up summary field can work with a formula field unless the formula refers to a field on another related object. For ex: if the formula refers to a field on the related Product object, it will not work. The formula field cannot use any dynamic formulas such as DATEVALUE, NOW or TODAY
Which of the following combinations of objects is NOT valid for creating roll-up summary fields? Choose 1
A.) Account & opportunity
B.) Account & Contacts
C.) Campaign & Campaign Member
D.) Opportunity & Opportunity Product
B.) Account & Contacts
The contact object is related to the Account object through a standard lookup relationship field.
Which data type cannot be used as a return type for formula fields? Choose 1
A.) Date
B.) Checkbox
C.) Currency
D.) Text Area (Long)
D.) Text Area (Long)
Admin received a requirement to display the number of “Project” records associated with an account on each account record. “Project” is a child object of Account in a master-detail relationship. The admin has decided to create a roll-up summary field. Which roll-up type should be used for the requirement? Choose 1
A.) COUNT
B.) MAX
C.) MIN
D.) SUM
A.) COUNT
SUM is used to aggregate the values of a certain field on the child object. COUNT is used found counting how many child records are associated with the aster record. MIN displays the lowest value from the aggregated field. Lastly, MAX displays the highest value from the aggregated field
Only users in the Sales department are permitted to submit contracts for approval. How should the approval process be configured to ensure this? Choose 1
A.) Add all Sales users to the list of allowed initial submitters by selecting the “user” submitter type
B.) Add the Sales group to the list of allowed initial submitters by selecting the “Public Groups” submitter type
C.) Add the contract owner to the list of allowed initial submitters by selecting the “Owner” submitter type
D.) Add the Sales department role to the list of allowed inital submitters by selecting the “Roles and Subordinates” submitter type
D.) Add the Sales department role to the list of allowed initial submitters by selecting the “Roles and Subordinates” submitter type
Although specifying all Sales users or the Sales group as initial submitters would work, the preferable option to limit the submitters to users in a sales role would be to use the role hierarchy. Also, if a user joins the Sales department in the future and a sales role assigned, this will make sure that he or she is permitted to submit contracts for approval automatically
Which of the following statements about master picklists are true? Choose 2
A.) Values added to the master picklist must be manually added to selected record types
B.) The master picklist contains possible values for all record types
C.) The master picklist is the list of picklist value for the master record type
D.) Values added to the master picklist are automatically added to each record type
A.) Values added to the master picklist must be manually added to selected record types
B.) The master picklist contains possible values for all record types
“Stock Symbol” is a custom field on the Account object. What is the best way to make this field appear on the Contact page layout? Choose 1
A.) lookup relationship field
B.) Roll-up summary field
C.) Formula Field
D.) Parent field
C.) Formula Field
A formula field that uses a cross-object formula allows the insertion of a reference to a merge field from the parent object. In this case, the formula would contain Account.Stock_Symbol__c
Company is using SFDC it manage travel requests. The company would like to allow managers to approve travel requests via email. What is true regarding email approval responses? Choose 1
A.) If the request is rejected, the approver must add the rejection comments directly in SFDC
B.) Approvers must have the “API Enabled” system permission
C.) Approval comments cannot be added within the email response
D.) Approvers must click a link in the approval email to respond to the request
B.) Approvers must have the “API Enabled” system permission
In order to allow approvers to respond to approval requests via email, the “API Enabled” user permission should be granted to them.
If a user does not have a certain record type assigned in their profile, which of the following is true? Choose 1
A.) The user will not be able to select the record type when creating records
B.) The user will not be able to access records of the record type
C.) The user will not be able to delete records of the record type
D.) The user will not be able to edit records of the record type
A.) The user will not be able to select the record type when creating records
The user will be prompted with an option to select the record type when creating a record. The default record type will be automatically used for the new record.
users can view records of any record type even if the record type is not associated with their profile. The ability to edit and delete records is controlled by object-level permissions.
TODO: Entender bien
You have a requirement to display the total cost of products on the opportunity record when they are added to an opportunity. “Products Cost” is a custom field on the Product object and is added as a formula field to the Opportunity Product object. How would yo meet this requirement? Choose 1
A.) Create a roll-up summary field on the Opportunity based on the formula field
B.) Create a workflow rule that copies the “Product Cost”to a currency field, and create a roll-up summary field based on the currency field
C.) Ask a developer to create a trigger that calculated the sum of the values of the formula field
D.) Create a process using Process Builder to update a currency field on the Opportunity object based on the “Product Cost” field on the “Opportunity Product” object
B.) Create a workflow rule that copies the “Product Cost”to a currency field, and create a roll-up summary field based on the currency field
Formula fields cannot be used in roll-up summaries if the reference fields on a related object. A workflow rue could copy the value of the product cost formula field, and the roll-up summary can be based on the currency field
If step criteria are defined on an approval process, which of the following actions are possible for records that do not meet the criteria? Choose 3
A.) Send an email alert
B.) Approve the record
C.) Reject the record
D.) Go to the last step
E.) Go to the next step
B.) Approve the record
C.) Reject the record
E.) Go to the next step
Three actions are possible if a record does not meet step criteria: “approve record”, “reject record” and “go to next step”. Go to next step applies only when there is a later step. The next step will only show if the next step has already been created.
Which of the following field types can e used in a formula field? Choose 1
A.) Text Area (Long)
B.) Text Field
C.) Description Field
D.) Text (Encrypted) Field
B.) Text Field
A workflow has been created to update the Stage field on the Opportunity object. what may be affected in the field update? Choose 3
A.) The Forecast Category value mapped to the Stage field
B.) The Close Date field on the Opportunity object
C.) The Type field on the Opportunity object
D.) The Type value mapped to the Stage field
E.) The Quantity field on the Opportunity object
A.) The Forecast Category value mapped to the Stage field
B.) The Close Date field on the Opportunity object
D.) The Type value mapped to the Stage field
Each picklist value of the Stage field is mapped to Type, Probability, and Forecast Category values that are configured individually. Depending on the stage a record is updated to and how it is configured, these associated values on the opportunity record may change.
These mappings on the Stage field are used in forecasting. ex: when a certain stage is mapped to a forecast category, the amounts of all opportunities belonging to that stage will be included in that forecast category amount.
Which considerations should a developer keep in mind when creating a workflow rule? Choose 2
A.) Workflow rules on custom objects can cause errors if the custom object is deleted
B.) Each workflow rule applies to a single object
C.) Field update actions are always executed first
D.) The order in which individual actions and types of actions are executed is guaranteed
B.) Each workflow rule applies to a single object
C.) Field update actions are always executed first
Workflow rules on custom objects are automatically deleted if the custom object is deleted. The order in which individual actions and types of actions are executed is not guaranteed. However, field update actions are executed first, followed by other actions.
Company has “Account Priority” and “Contact Priority” fields on the Account and Contact objects respectively. Any change made to the “Account Priority” field should get pushed to the “Contact Priority” field of all associated Contact records. What is the best way to fulfill this requirement? Choose 1
A.) Workflow
B.) Apex Trigger
C.) Validation Rule
D.) Process Builder
D.) Process Builder
Process Builder can be used to update child records when the parent record is modified
COmpany has a field named “Sequence Number” on the Account object. A developer is unable to use this field for a workflow field update. What could be the reason? Choose 1
A.) Field is a Text (Encrypted) field
B.) Field is a Formula field
C.) Field is an External ID
B.) Field is a Formula field
Read-only fields like formula or auto-number fields are not available for field updates. Other field types sch as Text (Encrypted) and those marked as “External ID” can be used for field updates
Which of the following functions can be used in a validation rule to check that a field has been entered in the Social Security Number format of 999-99-9999 where 9 represents a single digit? Choose 1
A.) FORMAT()
B.) REGEX()
C.) NUMERIC()
D.) SSN()
B.) REGEX()
The Regex function allows a custom field to be compared against a regular expression.
Company has a requirement that when a quote is accepted by a customer, other quotes related to the opportunity are deleted, and a draft agreement and follow-up task should be created automatically. What is the best way to achieve this in Salesforce. Choose 1
A.) Create a workflow rule that is triggered by a field update on the quote status with an action that deletes other quotes and created an agreement record and task
B.) Have a developer write an Apex trigger that creates an agreement record and follow-up task automatically based on the quote status and deletes other quotes
C.) Use Process Builder to define a process with an action that invokes a flow to create an agreement record and follow-up task, and delete the necessary quotes
D.) Use Flow Builder to define a record-triggered flow that deletes other quotes related to the opportunity and creates an agreement record and follow up task
D.) Use Flow Builder to define a record-triggered flow that deletes other quotes related to the opportunity and creates an agreement record and follow up task
Which of the following are used while designing a flow in the Flow Builder? Choose 3
A.) Elements
B.) Resources
C.) Connectors
D.) Events
A.) Elements
B.) Resources
C.) Connectors
Flow building blocks include elements, connectors, and resources. An element represents an action that can be executed, a connector represents a path, and a resource represents a value that can be referenced throughout the flow
Which of the following workflow actions cannot be automated by using Lightning Process Builder? Choose 1
A.) Tasks
B.) Email Alert
C.) Field Update
D.) Outbound message
D.) Outbound message
Process Builder can be utilized to automate all workflow actions except outbound messages
The Sales Manager of a company would like to receive a notification email whenever a salesperson creates a new opportunity. What should the admin do to ensure this? Choose 1
A.) Create a Workflow Rule with an “Email Alert” action
B.) Send an email using an Apex Trigger
C.) Create a Workflow Rule with an “Outbound Message” action
D.) Create an Approval Process
A.) Create a Workflow Rule with an “Email Alert” action
What is the impact of a currently active flow when a new flow version is being activated? Choose 1
A.) The currently active version will be automatically deleted
B.) The currently active version will be automatically deactivated
C.) The currently active version will run together with the new flow
D.) The currently active version will prevent the new flow from activating
B.) The currently active version will be automatically deactivated
It is allowed to have several different versions of a single flow in Salesforce. However, only one version of a flow can be active at a time. When a new version of a flow is being activated, the current active version will be automatically deactivated.
The admin has found an erroneous flow that is active in the company’s SFDC org. She proceeds to delete the flow by first deactivating it. But she’s unable to delete it after deactivation. What could be the reason? Choose 1
A.) Flows cannot be deleted; they can only be deactivated
B.) The flow has multiple versions
C.) There is a paused or waiting interview of the flow
D.) The flow was created by another user
C.) There is a paused or waiting interview of the flow
To delete an active flow version, it needs to be deactivated first. However, if a flow have any paused or waiting interviews, it cannot be deleted until those interviews are finished or deleted. If a flow was created by another user, it should still be possible for the admin to delete it. having multiple versions does not affect whether a flow can be deleted.
When using the Process Builder to create a process that starts due to a record change, what must be done after defining the “Process Name” and “API Name”. Choose 1
A.) Choose the object, and specify when to start the process
B.) Choose the output type for the process flow
C.) Choose the object, and specify the fields that need to be updated
D.) Specify the execution order
A.) Choose the object, and specify when to start the process
The service department users work orders to manage service jobs. When a job is scheduled and resourced, the status is changed to “Pending Approval” and must be approved by the Service Manager. Which of the following are suitable solutions for meeting this requirement while ensuring consistency? Choose 2
A.) Use Flow Builder to create a flow that submits the work order for approval automatically based on the work order status
B.) Use Process Builder to create a process with an action that submits the work order for approval automatically based on the work order status
C.) Define an entry criteria on the approval process to start it automatically based on the work order status
D.) Define an entry criteria on the work order that checks whether the work order status is “Pending Approval” and request the scheduler to use the “Submit for Approval” button
A.) Use Flow Builder to create a flow that submits the work order for approval automatically based on the work order status
B.) Use Process Builder to create a process with an action that submits the work order for approval automatically based on the work order status
An action can be defined in a process or flow to submit a record for approval automatically. A flow can be triggered automatically when a record is created or updated. It can invoke the “Send for Approval” Action. Similarly, a process created using Process Builder can also submit a record for approval automatically when a record changes via the “Submit for Approval” action.
In what order does Salesforce process the following rules? Choose 1
- ) Assignment rules
- ) Auto-response rules
- ) Escalation rules
- ) Validation rules
- ) Workflow rules
A.) 1, 2, 3, 4, 5
B.) 1, 2, 3, 5, 4
C.) 2, 1, 4, 5, 3
D.) 4, 1, 2, 5, 3
D.) 4, 1, 2, 5, 3
Salesforce processes the rules in the following order:
1. System Validation Rules
2. Apex Before Triggers
3. Custom Validation Rules (4)
4. Duplicate Rules
5. ApexAfter Triggers
6. Assignment Rules (1)
7. Auto-Response Rules (2)
8. Workfiow Rules (5)
9. Escalation Rules (3)
10. Flow Automations (Processes, Flows)
11. Roll-Up Summary Fields
The admin has defined custom objects for projects and work items. A custom field has been created on the Work Item object for storing the number of work hours spent. A custom field has also been created on the Project object to store the total number of work hours spent on all related work items. A lookup relationship field has been defined on the Work Item object to the Project object. When a project is updated, the field that stores that total number of work hours needs to be updated automatically. What should the admin do in order to meet the requirement? Choose 1
A.) Use Process Builder
B.) Use Flow Builder
C.) use an Apex trigger
D.) use a Roll-up Summary field
B.) Use Flow Builder
An autolaunched flow can be created and configured in Flow Builder to run before a project is saved to the database. Auto-launched flow can use a “record-triggered flow” template. The “Get Records”, “Loop” and “Assignment” elements can be used to query and iterate through related work items, add the work hours, and update the field on the project that stores the total number of work hours.
Which of the following can be addressed using a flow created using Flow Builder? Choose 3
A.) Creating and deleting records from two unrelated objects
B.) Submitting a record for approval
C.) Getting input from the end user
D.) Invoke a process created using Process Builder
E.) Sending an outbound message without code
A.) Creating and deleting records from two unrelated objects
B.) Submitting a record for approval
C.) Getting input from the end user
A flow can address all of these requirements, except sending an outbound message without code or invoking a process.
The Sales Director at Cosmic Solutions would like to see the sum of the quantities of all associated Opportunity Products of a particular type displayed on the Opportunity detail page. Which Salesforce feature should be utilized for this requirement?
Choose 1 answer.
A. Formula Field
B. Flow Builder
C. Number Field
D. Roll-up Summary Field
D. Roll-up Summary Field
Since Opportunity and Opportunity Product have a master-detail relationship, a roll-up summaryfield can be created to calculate the sum of the values of
the ‘Quantity’ field on Opportunity Product records associated with each Opportunity. The roll-up type of SUM would need to be used for this
requirement. Filter criteria can be used to only include records meeting certain criteria.
A formula field cannot be used to display a value based on data from child records. Flow Builder is capable of meeting this requirement but is not
necessary since a simple roll-up summary field can be used. A number field allows users to enter any number, but it does not have the capability to
calculate values from other fields.
When Cosmic Solutions interviews candidates for a position, they usually have severa’ levels of approval before they send an offer letter to the candidate. A 3-step decision making process is followed by multiple management levels. Which declarative feature of Salesforce is best suitable for this scenario?
Choose 1 answer.
A. Schema Builder
B. Flow Builder
C. Process Visualizer
D. Approval Process
D. Approval Process
The approval process is the most suitable declarative feature to use for straightforward approval stages.
Schema Builder is used for data modeling requirements.
Flow Builder is used to automate standard business processes like assigning tasks, sending emails, and updating and deleting records. A flow can be used
for more complex approval process requirements, like automating the submission of records for approval.
Process Visualizer is a tool for creating a graphical representation of an approval process, but it has since been retired.
A travel agency uses flow screens to capture different types of data, such as customer details, booking information, travel itineraries, and more. The agency
would like to minimize the height of the screens that their agents scroll through by using multiple columns and collapsible sections in the flow screen. How
should this requirement be achieved?
Choose 1 answer.
A. Use the ‘Section’ component in the flow screen to specify columns and header labels.
B. Add multiple ‘Column’ screen components to the ‘Accordion’ screen component.
C. Define the ‘Columns’ property that is available in the ‘Screen Properties’ panel.
D. Build a Lightning web component as a custom screen component for the flow screen.
A. Use the ‘Section’ component in the flow screen to specify columns and header labels.
The ‘Section’ screen component can be used to create multi-column collapsible sections in a flow screen. A section can contain up to 4 columns, which are
responsive and stack vertically when viewed on smaller devices such as mobile phones. To easily identify grouped components, a header label can be
specified in each section. Aso, conditional visibility can be configured on a section to avoid the need to configure the conditional visibility of individual
screen components when necessary.
‘Column’ and ‘Accordion’ screen components do not exist Building a custom screen component is not required as a declarative option can be used. The
‘Screen Properties’ panel of a flow screen does not have a ‘Columns’ property.
Global Containers needs to display the sum of the Amount of related Opportunities on the Account object How should the Administrator implement this?
Choose 1 answer.
A. Create a process
B. Create a roll-up summary field
C. Create a formula field
D. Create a currency field
B. Create a roll-up summary field
An account can be related to multiple opportunity records. In order to calculate the total Amount value of all opportunities associated with each account,
a roll-up summary field can be used.
lt is not possible for a formula field on an object to access field values from child records. A process or currency field cannot be used for this requirement.
A process is a too’ for automating business processes and cannot display data on a record. On the other hand, a currency field is used to represent
currency values and is not applicable in this scenario.
Global Sales Corporation wants to use Salesforce to track expenses using a custom object and need the records to go through an approval process. It is required that only the owner of an expense should be able to submit the record for approval. How can this requirement be achieved?
Choose 1 answer.
A. Add the Expense Owner to the Allowed Submitters list when configuring the approval process
B. Create a validation rule that verifies the approval request submission based on the Ownerfield
C. Update user profiles to allow approval requests of own records only for the Expense custom object
D. Control the visibility of the Submit for Approval button on the page layout based on the current user
A. Add the Expense Owner to the Allowed Submitters list when configuring the approval process
When configuring an approval process using the standard setup wizard, a step is provided to specify the initial submitters for an approval request. I n this
step, the Expense Owner of the record can be added to the list of allowed submitters.
A validation rule cannot be used to validate an approval request nor prevent it from being submitted. Approval request settings are not available in user
profile settings. Page layouts do not have the capability to conditionally hide or show certain buttons.
Global Systems uses Salesforce to manage expense reports and an external payment system to facilitate reimbursement processes. If an expense request is approved, the payment system needs to be updated so that reimbursement can be done. What is the best way of achieving this?
Choose 1 answer.
A. Use Process Builder to send an API message to the payment system
B. Create a Visualforce page with a button to send an API message to the payment system
C. Use an Apex trigger to send an API message when the approval request is approved
D. Create an outbound message action that is sent to the payment system
D. Create an outbound message action that is sent to the payment system
An outbound message sends information in the form ofXML to a specific endpoint, such as an external service in the form of XML (Extensible Markup
Language). When the endpoint URL gets the message, it can take the information (Salesforce field values) from the message and process it. An outbound
message can be sent to another system or service when an approval request is approved. Outbound message actions can be associated with flows,
workfiow rules, approval processes, or entitlement processes.
An Apex trigger or a Visualforce page is not necessary since a declarative too’ can be used. Process Builder, by itself, cannot perform callouts and Will need
to invoke an Apex method.
The Salesforce Administrator of Speedy Deliveries I nc. has created custom objects to track deliveries and delivery items. A master-detail relationship has been created between the two objects such that each delivery can have multiple delivery items. On the delivery record, the total number of delivery items as well as the number offragile items must be indicated. How can the administrator meet this requirement?
Choose 1 answer.
A. Use a formula field to update the fields on the delivery object when delivery items are updated
B. Create a trigger on the delivery item object to update fields on the delivery object
C. Create roll-up summary fields on the delivery object
D. Use flow to update the fields on the delivery object when delivery items are updated
C. Create roll-up summary fields on the delivery object
Roll-up summary fields can be created on the object that is on the master side of a master-detail relationship. A roll-up summary field can include criteria
to count only records meeting those criteria. A custom checkbox field that indicates the fragility of delivery items could be a criterion for the roll-up
summary field that calculates the number of fragile items.
A flow or a trigger can also satisfy the requirements, but these options are more complex compared to using a roll-up summary field. A formula field
currently does not support an aggregate function that can query field values from all child records and display the result in the master record.
A Salesforce Administrator has created a record-triggered flow that will be used to set a ‘Status’ field of an account to ‘Premium’ if the record meets certain
conditions. Which of the options below represents a valid step for creating automated flow tests in Flow Builder to verify the flow’s expected behavior?
Choose 1 answer.
A. Use the ‘View Tests’ button to create, save, and run flow tests
B. Create and run automated flow tests using the Action element
C. Minimize assertions to create more efficient and reliable flow tests
D. Use the ‘Debug’ button to build unit tests and verify flow behavior
A. Use the ‘View Tests’ button to create, save, and run flow tests
Salesforce allows creating tests in Flow Builder specifically for record-triggered flows. To manage fiowtests, the ‘View Tests’ button is used. To build a
test, the test details, trigger, and path are first specified. Paths that run immediately, as well as scheduled paths, can be tested. Then, record values are set.
Lastly, assertions are defined to validate flow behavior and determine whether the operation produced the expected results. So, creating more assertions
to cover additional scenarios and use cases leads to more efficient and reliable tests. Once a test has been created, it can be run using the ‘ Run Test and
View Details’ option on each test in the ‘Tests’ table. Note, however, that flow tests cannot be created for record-triggered fiows that are configured to
run when a record is deleted.
The value of a ‘Product Cost’ custom field on the Product object is displayed on the related ‘Opportunity Product’ object using a formula field. The total value of the product costs should be displayed on the Opportunity record accordinglywhen opportunity products are added. Which of the following represents the most suitable option to meet the requirement?
Choose 1 answer.
A. Create a roll-up summaryfield on the Opportunity based on the formula field to compute the total cost
B. Build a flow that copies the ‘Product Cost’ to a custom currency field and use a roll-up summary field
C. Appoint a developer to build an Apex trigger that calculates the total cost from the formula field values
D. Use Process Builder to compute the total cost and populate a currencyfield on the Opportunity object
B. Build a flow that copies the ‘Product Cost’ to a custom currency field and use a roll-up summary field
Formula fields cannot be used in roll-up summaries if they reference fields on a related object (cross-object formula fields). As a solution, a record-
triggered flow can be used to copy the value of the Product Cost formula field to a currencyfield on the Opportunity Product object when it is added to
the opportunity. Then, a roll-up summary field can be created on the Opportunity object that summarizes the values on the currency field.
Programmatic customization is not required as the requirement can be met using declarative customization. A process cannot be used to summarize field
values on related child records.
A user would like to see a red flag appear on the case record detail page if the case is older than 10 days. Which ofthe following should be used to add this red flag image to the case detail page?
Choose 1 answer.
A. Formula Field
B. Rich Text Field
C. Bitmap Field
D. Image Field
A. Formula Field
Formula fields can be used to display images that are stored as static resources in Salesforce.
Users may insert formatted text, images, and links into a rich text field. Unlike the formula field type, this field type does not have the capability to display
an image based on given criteria
There are no ‘ Image’ and ‘Bitmap’ field types available in Salesforce.
A collection variable in a flow contains a list of names of supported shipping countries. A list of accounts needs to be generated where their Shipping Country does not exist in the supported countries. How should this requirement be implemented in the now?
Choose 1 answer.
A. Use the ‘Get Records’ element and query the accounts using the ‘Not In’ operator
B. Build an Apex invocable action that can be used by the flow to query the accounts
C. Use the ‘Get Records’ element and query the accounts using the ‘Not Contains’ operator
D. Build a Loop that iterates the collection and queries the accounts during each loop
A. Use the ‘Get Records’ element and query the accounts using the ‘Not In’ operator
The list of records can be generated using the ‘Get Records’ element and the ‘Not In’ operator, which can access a collection of primitive values. The ‘Not
In’ as well as the ‘ In’ operators, which are supported by the ‘Get Records’, ‘Update Records’, or ‘Delete Records’ elements, can be used to access a
collection resource that contains Text, Number, Date, Date/Time, Currency, or Boolean values.
Using Apex is not necessary as the operation is supported in now. A ‘Not Contains’ operator is not supported in these flow elements. The ‘Contains’
operator, however, is used to determine whether a string value exists or is contained in another string value. Performing a loop in a query is not a
recommended practice and is also not necessary in this scenario.
A Salesforce administrator has received a requirement to display the total value of opportunities associated with an account for the current year. How can the requirement be fulfilled declaratively?
Choose 2 answers.
A. Use an app from the AppExchange
B. Use a roll-up summary field and enter the current year in filter criteria
C. Use a roll-up summaryfield and the TH ISYEAR() function in filter criteria
D. Use a trigger to calculate the total value
A. Use an app from the AppExchange
B. Use a roll-up summary field and enter the current year in filter criteria
Date functions cannot be used in the filter criteria of roll-up summary fields. A date range should be defined as filter criteria instead. For example:
Close Date less or equal 12/31/2022 AND
Close Date greater or equal 01/01/2022
There are AppExchange apps that extend the functionality of roll-up summary fields. Since the requirement should be met using a declarative approach,
an Apex trigger cannot be used.
A Salesforce Administrator needs to create a roll-up summary field on a master object to summarize the value of a formula field in its detail object. However, the field is not appearing as an option in the list of fields to aggregate. What are the possible reasons?
Choose 2 answers.
A. The formula field is returning an error in one or more ofthe detail records
B. The formula field is referencing a field that belongs to a different object.
C. The formula field is not added as a column in the related list in the page layout.
D. The formula field contains date functions such as DATEVALUE, NOW, or TODAY.
B. The formula field is referencing a field that belongs to a different object.
D. The formula field contains date functions such as DATEVALUE, NOW, or TODAY.
If a formula field contains dynamic functions such as DATEVALUE, TODAY, and NOW, they cannot be used in roll-up summary fields. Formula fields that
reference fields in another object, or cross-object formula fields, are also not allowed.
A formula field may still be used in a roll-up summary field even if it returns the “#Error! “ in one or more of its records. Adding the field as a related list
column in the page layout of the master object is not required in roll-up summaryfields.
How can an approval request be triggered?
Choose 3 answers.
A. By submitting the request using Apex
B. By submitting the request using a process
C. By having a user click on a button or link
D. By triggering an escalation rule
E. By triggering an assignment rule
A. By submitting the request using Apex
B. By submitting the request using a process
C. By having a user click on a button or link
Approval requests can be submitted using a button, process (‘Submit for Approval’ action), flow (‘Submit for Approval’ flow core action), or programmatically using Apex.
Escalation actions can only reassign cases or send notification emails. Assignment rules are used for assigning owners to cases or leads.
When an opportunity status is set to ‘Approval’, approval is required from the Sales Director, Operations Director, and Finance Director. What should be done to set up the approval process in order to meet this requirement?
Choose 1 answer.
A. Use the ‘Approve or reject based on the first response’ option
B. Use the ‘Automatically assign to queue’ option
C. Use the ‘Require unanimous approval from all selected approvers’ option
D. Create three approval steps and assign each one to a different approver
C. Use the ‘Require unanimous approval from all selected approvers’ option
In this case, the approval process should be set up with multiple approvers and require unanimous approval from all the selected approvers. Although it
could be set up with three different steps, it is not necessary for this requirement as there are no further criteria to evaluate at each step.
Which of these actions cannot be executed within an approval process after a record has received all the necessary approvals?
Choose 1 answer.
A. Field Update
B. Email Alert
C. Create Record
D. Task
C. Create Record
An approval process does not allow creating a record automatically. Each step can have up to 40 actions, 10 of each of the following types: email alert,
field update, task, and outbound message.
