Platform App Builder Flashcards
1
Q
AW Computing wants to connect Job Applications to Candidates. Only the recruiter and interviewer should have access to the Job Applications, but all employees of AW Computing should see Candidates. What type of relationship should be created between Job Applications and Candidates?
A
Lookup
2
Q
Recruiters at AW Computing need to track both the status and stage for job applications. How can an App Builder ensure that the status selected determines the values available for the stage?
A
Create the status field as a controlling picklist and the stage field as a dependent picklist.
3
Q
Cloudy Computing purchases lists of Leads from 3 different companies. These Leads are given the ‘Lead Source’ of ‘Purchased List’. Cloudy Computing needs to work out which company provides the highest quality Leads and need to identify which company a Lead was purchased from. To do this, you have been asked to create a new field ‘Lead Seller’. This field should only be available when the ‘Lead Source’ is ‘Purchased List’. As the Administrator, what do you need to do to set this up?
A
Create a Dependent Picklist with ‘Purchased List’ as the controlling field and ‘Lead Seller’ as the dependent field
4
Q
What function can be used to ensure a Text field matches a specified format before being able to be saved?
A
REGEX
5
Q
Cloudy Computing would like to know the number of Applications associated with a Job in Salesforce. Job is the master in a Master-Detail Relationship with Applications. Which Roll-Up Summary type should be used to get this number?
A
Cloudy Computing should use “COUNT” as this produces the total number of related records – in our example, the total number of related Application records.
https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5
6
Q
What is a Roll-Up Summary field?
A
A Roll-Up Summary field is a field that aggregates child record information into the parent record
7
Q
What is the character limit for a Formula field?
A
3900
8
Q
What is the correct syntax to display the first name from global variable User in a Formula field?
A
The correct syntax for User First Name is:
“$User.FirstName”
9
Q
Cloudy Computing stores order information in an external system. They would like to be able to view order information in Salesforce with the external objects as the parent. What type of relationship would support this?
A
External Lookup Relationship
10
Q
Which 3 field types support External IDs?
A
Field types that support External IDs are Text, Email and Number. An External ID contains record IDs from a system other than Salesforce.
11
Q
An object can have how many Master-Detail Relationships?
A
2
12
Q
Cloudy Computing would like to minimize duplicates when importing Person Accounts from a recent event. They would like to update existing Person Accounts, as well as adding new ones. Which tool can you use that will help with this?
A
The “Data Import Wizard” offers us additional functionality to minimize duplicates when importing data. When using the Data Import Wizard, a Person Account can be matched by Name, Email and Salesforce ID to identify and prevent duplicates.
13
Q
Cloudy Computing would like to report on historical Opportunity data, comparing current metrics with metrics at a specific point in time in previous quarters or years. What feature of Salesforce could support this?
A
Reporting Snapshots.
Reporting Snapshots allow you to take a picture of a set of Salesforce records and freeze the data on them for future reference. The most common use case is Opportunity Pipeline Change over time.
14
Q
Name 2 facts about Chatter security.
A
1.) Files attached to a post will have the same visibility of the post itself.
2.) If you attach a file to a post on the Home tab, Chatter tab, or your profile, it is visible to all employees.
15
Q
Your manager has asked you to create an object with radio buttons that track a rating of 1-5, how could you achieve this?
A
Create a Visualforce page with Radio Buttons.
16
Q
The VP of Sales, Charlotte, originally set up the report folder structure for Cloudy Computing’s sales reports. Charlotte created a report folder called ‘US Sales Team Reports’ and has ‘Manage’ access to it. Her subordinate, Steve, now heads up US sales. Steve has created a new subfolder called ‘Midwest Sales Team Reports’. What is TRUE about folder access and Charlotte’s access to this new subfolder?
A
1.) Subfolders inherit the ‘root’ (parent) folder sharing access.
2.) Charlotte will have access to the new subfolder as she has ‘Manage’ access to the parent folder.
- Folders do not follow Organization-Wide Defaults or the Role Hierarchy for sharing access.
- In this example, Charlotte will have access to the new subfolder because she has access to the ‘root’ (parent) folder. Her access level will be the same as her access to the ‘root’ (parent) folder e.g. she will have ‘Manage’ access to both folders.
17
Q
Andy’s profile has Read and Edit access to the Job object. The Organization-Wide Default for Job is ‘Public Read Only’. What access will Andy have to Job records?
A
1.) Andy will be able to view but not edit all Job records not owned by himself.
2.) Andy will be able to view and edit Job records owned by himself.
Andy’s Profile gives him the ability to View and Edit his own Job records.
In addition, the Organization-Wide Default for Job is ‘Public Read Only’ which means that Andy will be able to View other user’s Job records, but NOT edit them.
18
Q
Name 3 considerations of inline editing for reports.
A
1.) Fields marked with a pencil can be edited.
2.) Multiple fields and records can be edited at once.
3.) Supported fields include Currency, Picklist and Number.
19
Q
What is a Bucket Column in Salesforce reporting?
A
A Bucket Column is an easy way to categorize report records without creating a formula or a custom field.
When you create a Bucket Column, you determine categories (buckets) used to group report values. For example, you might bucket ‘France’, ‘Germany’ and ‘Spain’ into a ‘Europe’ bucket or categorize opportunity likelihood of winning based on ‘Probability %’ as ‘Low’, ‘Medium’ or ‘High’. You can sort, filter, and group by Bucket Columns.
20
Q
The Recruitment Team uses their own App in Salesforce. Your supervisor has asked you to ensure that the Sales Team cannot see the App, or any of the recruitment specific objects such as Job Application or Interview. How can this be achieved?
A
1.) Edit the Sales Team profile and remove access to the Recruitment App
2.) Edit the Sales Team profile and ensure it does not have access to recruitment objects including Job Application and Interview
21
Q
Name 3 industry-specific collections on the AppExchange.
A
1.) Education
2.) Financial Services
3.) Retail
22
Q
Name 2 chart types that would be appropriate to compare values, for example, average deal size per Account?
A
Bar Chart and Column Chart.
23
Q
The VP of Marketing at Cloudy Computing would like to get a report of Accounts without Contacts, she does not need any data from Contact records. As the Salesforce Administrator, what should you use to support this requirement?
A
A “Cross Filter” can be used when you need ‘With’ OR ‘’Without’ reporting but do not require data from the child object.
24
Q
Name 2 facts about global actions.
A
1.) They can be used to “create” (not update) a record.
2.) They must be added to the Global Publisher layout.
25
The VP of International Recruitment should have read/write access to Jobs owned by the VP of North American Recruitment and their subordinates. The VP of North American Recruitment does not report to the VP of International Recruitment in the hierarchy. The OWD for Jobs is currently set to Private. How could you achieve this requirement?
Create a sharing rule based on Roles and Subordinates.
The best solution is to create a sharing rule based on Roles – we can easily create a rule that will share Job records owned by the VP of North American Recruitment and their subordinates, with the VP of International Recruitment.
26
Kim, the VP of Marketing, has full CRED (Create, Read, Edit, Delete) permission for the custom Hotel Bookings object, As the Salesforce Administrator, you have created a new custom field ‘Hotel Rating’ on the Hotel Bookings object. The field level security for ‘Hotel Rating’ is read only for all profiles. What will Kim’s access be to this custom field?
1.) Kim will have edit access to ‘Hotel Rating’ if she has the ‘Edit Read Only Fields’ profile permission.
2.) Kim will have read only access to ‘Hotel Rating’.
27
Name 3 facts about Restriction Rules.
1.) Restriction Rules are available for Custom Objects.
2.) Restriction Rules are applied to Search.
3.) Restriction Rules are applied to List Views.
If you have a Custom Object as the child in a master-detail relationship, its access defaults to ‘Controlled by Parent’. This means if a user can see the parent record, they can see the child record. Restriction Rules will enable you to selectively share these child records.
Restriction Rules are not available for all objects; They are available for External Objects, Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.
These rules are only applied to certain features such as List Views, Lookups, Related Lists, Reports and Search.
28
Currently, Accounts are set to ‘Private’ at Cloudy Computing. The Sales Support Team should have Read/Write access to any Accounts owned by the Sales Team. In addition, they should also have Read Only access to related Opportunities and Cases. The Sales Support Team and Sales Team have their own Roles and Profiles. How should this be achieved?
Create "one" ("1") Role-based Sharing Rule.
When creating sharing rules for Accounts, we can also set the default access for related Opportunities and Cases.
29
Cloudy Computing would like to visualize the health of their sales pipeline in a chart. The chart should help them visualize the progression of the sales pipeline, displaying the Opportunity Amount and Stage. What dashboard chart would you recommend?
Funnel Chart.
A Funnel chart is designed to visualize sequential data that can be broken into segments such as Opportunity Stages.
30
Name 2 facts about about Custom Summary Formulas in reports.
1.) Custom Summary Formulas can be used in a report built from a custom report type.
2.) Custom Summary Formulas can reference a Formula field within a report.
31
Name 2 facts about dynamic dashboards.
1.) A dynamic dashboard must always be manually refreshed.
2.) A dynamic dashboard will show data according to the user's security settings.
32
A user would like to be kept up to date with certain records in Salesforce that they do not own. What could the Administrator advise?
1.) Users can use the ‘Follow’ button to receive updates on records they do not own.
2.) Updates will be shown in the user’s feed.
User’s have the option to receive updates on records by clicking the ‘Follow’ button. Updates are displayed on the user’s Feed – not in a specific Chatter Group. Updates include field changes, posts, tasks, and comments.
33
The Business Development Team at Cloudy Computing would like a quick way to create Leads that come from employee referrals. They won’t have a lot of detail from these referrals, so minimal fields should be visible. This action should be available from the Chatter tab on the mobile and desktop. What solution would you recommend?
Create a "Global Action".
For this use-case we should create a Global Action. A Global Action can have its layout determined to ensure that we only display minimal, relevant fields, and we can improve efficiency by setting default values where possible.
Since we want the action to be available in the Chatter tab on the mobile and desktop, we need to create a Global Action as these can be placed anywhere that actions are supported. If we created an Object-Specific Action, we can only display this on the relevant object page layouts.
34
If you plan to create a Sharing Rule that will share records with a group of users that do not share the same Role, what do you need to set up before your Sharing Rule?
Public Group.
35
TRUE or FALSE, a user with the ‘Modify All Data’ and ‘View All Data’ permissions will be able to edit a field that is read only in field-level security?
False.
Field level security settings override the ‘Modify All Data’ and ‘View All Data’ permissions. If a field is read only in field-level security, users with ‘Modify All Data’ and ‘View All Data’ permissions will not be able to edit the field. The only way a user can edit a read-only field is when they have ‘Edit Read Only Fields’ permission enabled via their Profile or a Permission Set.
36
Trevor used to be the record owner of United Oil & Gas Corp. He manually shared the record with multiple users. Ownership of United Oil & Gas Corp has now been transferred to Freddie. What will be the status of any manual shares made by Trevor?
Manual shares made by Trevor will be deleted.
When a user transfers ownership of a record, Salesforce deletes any manual shares created by the original owner. There is no option to retain manual shares in the event of record ownership changes.
37
Which 2 features control object access?
Profiles and Permission Sets.
Profiles and Permission Sets control what a user can do in Salesforce. Roles and Organization-Wide Defaults control what a user can see e.g. records.
38
As Cloudy Computing adopts Chatter in earnest, they are concerned that they may end up with many Chatter Groups that are inactive. As the Administrator, what could you advise?
1.) ‘Allow Group Archiving’ is enabled by default for new orgs.
2.) When ‘Allow Group Archiving’ is enabled, Chatter Groups will be archived if there is no activity for 90 days.
39
As the Salesforce Administrator you created a custom field on the Account object called 'Annual Target'. The field was made read only in the field level security for all
profiles. Subsequently, you edited the field and made it ("universally"?) required. What is now TRUE about the field 'Annual Target'? (Choose 3)
1.) The field will appear on all page layouts and cannot be removed.
2.) The field level security cannot be read only.
3.) The field will be required for all Account record types.
When a field is made universally required it will appear on all page layouts and
cannot be removed. Youwill no longer have the option to make the field read only in the field level security settings or on the page layout. The field will be required tor all record types.
40
The VP of Sales at Cloudy Computing has requested to display the Account ‘Rating’ field on all Opportunities. As the Salesforce Administrator, how would you fulfill this requirement?
Create a Formula field on the Opportunity object that references the ‘Rating’ field on the Account object.
As ‘Rating’ is a Picklist field, we can use the TEXT function to enable us to use it in our Formula field.
41
Name 3 facts about Formula fields.
1.) You can’t delete fields referenced in a formula.
2.) Formula fields are not included in Search.
3.) Formulas have a character limit of 3900.
Long Text Area, Encrypted and Description fields may not be used in a formula.
You cannot delete fields if they are referenced in a formula. If you need to delete a field, you must first remove its reference from the formula.
42
Which 2 values are returned by Validation Rules?
TRUE or FALSE.
A Validation Rule verifies record data meets the criteria you specify before a user can save a record. Validation Rules return a value or TRUE or FALSE. E.g. This record meets the criteria specified and can be saved = TRUE, or this record fails to meet the criteria specified and cannot be saved = FALSE.
43
Study the Validation formula that makes sure the ‘Phone’ or ‘Email’ fields are completed when converting a Lead.
IsConverted = TRUE && OR(ISBLANK(Phone), ISBLANK(Email))
We are trying to see if a Lead has been converted, therefore the first criteria must be IsConverted = TRUE.
We stitch the first part of the query together with the next part using &&. We can use an OR statement to ensure that ‘Phone’ or ‘Email’ are complete. The OR will capture if either ‘Phone’ or ‘Email’ are blank – if we used an AND statement, both fields would need to be empty to match our criteria.
44
How many Roll-Up Summary fields can you have per object?
25
45
You have created an Approval Process on the Opportunity object. As the Administrator, what could you do to ensure the fields needed to assess the Opportunity are displayed on the approval page?
Select Fields to Display on Approval Page Layout
46
Which 2 tools could be used to automatically add a record into an Approval Process?
Flow and Process Builder can both be used to automatically submit a record into an Approval Process. This means that a user does not need to manually press the ‘Submit for Approval’ button.
Since Salesforce is retiring Process Builder, the recommended tool would be Flow.
47
Which 2 automation tools can you use to send a custom notification?
Flow and Process Builder
48
Name 2 facts about Lookup Relationships.
1.) A Lookup Relationship can be self-relational.
2.) A Lookup field can be made required.
A Lookup Relationship links two records together without many of the restrictions of a Master-Detail Relationship. A Lookup Relationship can be self-relational. When creating a Lookup Relationship you can choose to "optionally" delete child records if the parent is deleted. A lookup field can be made required.
49
Cloudy Computing would like to create a field on the User record to display the user’s assistant. Both users will be Salesforce license holders. What type of relationship in Salesforce is needed for this?
Hierarchical Relationship.
A Hierarchical Relationship is a special Lookup Relationship only available for the User object. It allows you to associate one user to another, for example, a line manager or assistant.
50
Expense and Expense Line Item have a Master-Detail Relationship, with Expense as the master. A user has deleted an Expense Line Item. What will happen? (Choose 2)
* The Expense Line Item record will be deleted
* The record will be moved to the Recycle Bin
Expense Line Item is the child in this Master-Detail Relationship. Therefore, the deletion of the child record (Expense Line Item) will not delete the master record, Expense. When records are deleted, they are moved to the recycle bin.
If the scenario was the other way round, and the Expense record was deleted, both the Expense record and any associated Expense Line Item records would be deleted because of their Master-Detail Relationship.
51
Cloudy Computing has identified over 1000 duplicate Leads that should be hard deleted at the same time. What tool should you use?
Data Loader.
Although the Mass Delete functionality in Salesforce does offer us the option to hard delete, we can only delete 250 records at once. Therefore, the best tool to accomplish this task is Data Loader as it also has the option to hard delete records. Hard deleting means the records do not go into your recycle bin and are permanently deleted immediately.
52
Cloudy Computing have acquired a new company and are migrating them on to Salesforce. As part of this process, you have been asked to import over 100,000 records into Salesforce from their legacy CRM platform. Which tool should you use?
Data Loader.
The Data Import Wizard can only import 50,000, whereas the Data Loader can import up to 5,000,000 and is therefore suitable for this task.
53
What feature of Salesforce would allow you to ensure that only picklist values you define can be entered into a Picklist field, even if the field is being updated through the API?
‘Restrict Picklist to the values defined in the value set’ field setting.
54
Cloudy Computing would like to reference their ERP system ID on Account records in Salesforce. The ERP should be searchable in Salesforce. What feature could support this?
External ID field setting.
55
Cloudy Computing is migrating from their old recruitment system to Salesforce. As part of the migration, they plan to import records. There are 3 objects: Jobs, Candidates and Applications. Applications is a junction object between Jobs and Candidates. In what order should the object records be imported to preserve any relationships? (Choose 2)
Candidates -> Jobs -> Applications.
Jobs -> Candidates -> Applications.
Applications are in a Master-Detail Relationship with both Jobs and Candidates. Therefore, those records need to exist in the system first, as Applications must always have an associated Job and Candidate record. Once Jobs and Candidates are imported, we can use the new Salesforce ID, or an External ID (if we imported this with the records), to map the relationships between these records and their associated Application records.
Parent records must always be imported prior to child records!
56
What is the limit of External ID fields per object?
25
57
TRUE or FALSE dashboard filters are applied to refresh schedules and subscription emails?
False.
58
As Cloudy Computing adopts Chatter in earnest, they are concerned that they may end up with many Chatter Groups that are inactive. As the Administrator, what could you advise? (Choose 2)
1.) ‘Allow Group Archiving’ is enabled by default for new orgs.
2.) When ‘Allow Group Archiving’ is enabled, Chatter Groups will be archived if there is no activity for 90 days.
59
As the Admin, you've created a custom field on the Account object called ‘Annual Target’. The field was made read only in the field level security for all profiles. Subsequently, you edited the field and made it required. What is now TRUE about the field ‘Annual Target’? (Choose 3)
1.) The field will be required for all Account record types.
2.) The field level security cannot be read only.
3.) The field will appear on all page layouts and cannot be removed.
When a field is made "universally required" it will appear on all page layouts and cannot be removed. You will no longer have the option to make the field read only in the field level security settings or on the page layout. The field will be required for all record types.
https://help.salesforce.com/s/articleView?id=sf.fields_universally_required_field_considerations.htm&type=5
https://help.salesforce.com/s/articleView?id=000387091&type=1
https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_req_fields.htm&type=5
60
With Multi-Factor Authentication (MFA), users must provide two or more pieces of “evidence” when they log in. In addition to their Username + Password, what additional evidence could be required? (Choose 2)
1.) Authenticator App
2.) Universal Second Factor (U2F) security key
61
A user has entered their login password incorrect too many times, this has resulted in their account being blocked. As the Admin, how would you resolve this?
Click ‘Unlock’ on the user record.
The number of incorrect passwords allowed can be defined by an Admin in "Password Policies".
62
Steve has been granted ‘Edit’ access to a report folder. He would like to share the folder with other members of his team. What is TRUE in this scenario?
Steve requires ‘Manage’ access to share the folder with other users.
Only users with ‘Manage’ access can share a folder with other users.
63
What are some considerations about Salesforce org IDs in relation to Sandboxes? (Choose 2)
1.) The Organization ID will be different for your Production and Sandbox instances.
2.) The org ID of your Sandbox changes each time your Sandbox is refreshed.
Your Salesforce Organization ID is the unique identifier for your Salesforce instance. The Salesforce Organization ID can be found on the Company Information page. The ID for your Production instance will be different than your Sandboxes.
The org ID of a Sandbox changes each time you refresh the Sandbox. Any hard coded IDs will likely need to be updated when changes are moved from a Sandbox into Production, and therefore it is advisable to avoid hard coded IDs wherever possible.
64
Name 3 facts about change set deployment connections.
1.) Sandboxes created from a Production Org automatically have a deployment connection set up.
2.) Deployment settings can define whether inbound and/or outbound changes are allowed.
3.) You can only deploy Change Sets between Orgs that are connected by a deployment connection.
65
Cloudy Computing would like to see a visual representation of the Lead process when viewing Leads. As the Admin, what would you recommend?
Add a Path to the Lightning record page using the Lightning "App Builder".
A Path is a visual representation of a process. There are "2" tools to customize the page layout in Salesforce: the "page layout editor", which controls things like fields and buttons, and the "Lightning App Builder", which controls what components are visible such as Path.
66
Name 2 facts about using Roll-Up Summary fields in Validation Rules.
1.) Roll-Up Summary fields can be used in Validation Rules.
2.) Roll-Up Summary fields cannot be used as the error location for Validation Rules.
Roll-Up Summary fields can be referenced in Validation Rules. However, because Roll-Up Summary fields are not visible on the edit page, they cannot be used as the error location for your error message.
67
You would like to prevent users from leaving the ‘Amount’ field on Opportunities empty. In addition, the ‘Amount’ field should always be greater than 0. How could you enforce this with a Validation Rule?
OR( ISBLANK(Amount), Amount <=0 )
We must use an OR criteria to ensure that the Validation Rule will fire if the field is blank (empty) or equal to or less than 0. If we use AND, the record will never meet our criteria as the field cannot be empty and have a value in it – this is why AND( ISBLANK(Amount), Amount <= 0 ) will not work.
68
When an Account is created in Salesforce, an ‘Account Number’ is created. The ‘Account Number’ should not be able to be changed once a record is created. How can you meet this requirement?
Create a Validation Rule using the NOT(), ISNEW() and ISCHANGED() functions.
69
What type of field cannot be used in a Formula field?
Text Area (Long)
70
A customer with a ‘Platinum’ SLA is considered a VIP. Cloudy Computing would like to display a checkbox on the related Contact record(s) if the ‘SLA’ is set to ‘Platinum’ on the Account. How could this be achieved? (Choose 2)
1.) Select Data Type Formula
2.) ISPICKVAL(Account.SLA__c, "Platinum")
We can use a Cross-Object Formula on the Contact object. The Data Type is Formula with the Formula Return Type of Checkbox.
The correct formula is ISPICKVAL(Account.SLA__c, “Platinum”). Picklists are only supported in certain functions and need to be wrapped in ISPICKVAL in order to be used in this formula.
71
TRUE or FALSE, Roll-Up Summary fields can be tracked in Field History?
False.
72
Name 3 things that Roll-Up Summaries fields might trigger.
1.) Workflow Rules
2.) Field validations
3.) Assignment Rules
73
What function can be used to apply a Validation Rule only when a record is created?
ISNEW
74
Do Validation Rules run upon Lead conversion?
Only if 'Require validation for Converted Leads' is enabled.
75
Once an Opportunity is in the ‘Forecast Category’ of ‘Commit’, users should not be able to decrease the ‘Amount’. What function could be used to create a Validation Rule that would prevent this?
PRIORVALUE()
PRIORVALUE() returns the previous value of a field, allowing for comparisons.
76
Name 3 standard Relationships that support Roll-Up Summary fields.
1.) Campaign summarizing Campaign Member records
2.) Account summarizing Opportunity records
3.) Opportunity summarizing Opportunity Product Records
77
When creating a Schedule-Triggered Flow, what 3 frequencies can you specify?
1.) Once!
2.) Daily
3.) Weekly
78
Cloudy Computing would like to create a relationship between Salesforce and their external ERP system. The ERP system should be the child in the relationship. Which type of relationship would be suitable?
Indirect Lookup Relationship.
An Indirect Lookup Relationship allows a relationship to be formed between a parent Salesforce object and a child external object.
79
What's an example of a standard Junction object?
Campaign Member.
A Campaign Member is a perfect example of a Junction object. Campaign Members allows you to connect multiple Leads and Contacts to many different Campaigns.
80
Cloudy Computing has three custom objects as part of their Recruitment App. These objects are Job, Candidate and Application. Application is a Junction object and has a Master-Detail Relationship with Job and Candidate. If you remove ‘Read’ access to the Candidate object, what will happen to a User’s access to Application and Job records? (Choose 2)
1.) The User will have Read access to Job records
2.) The User will not have Read access to Application records
For users to be able to see Application records, they would need to be granted a minimum of Read access via their profile. When you select Read access against Applications, it will automatically select Read access on Job and Candidate because of the Master-Detail Relationships.
If you remove Read access from Job or Candidate, it will automatically remove Read access from Applications too. However, it will not remove Read access from the other master object. In our example, removing Read access from Candidate will remove our Read access from Application but not from Job.
81
Cloudy Computing is attending a trade show and would like to record the details of the people they meet at the event. They want to qualify these people before following up. They would also like to record that they met at a trade show and which specific trade show they met at. Which features of Salesforce could support this requirement? (Choose 2)
Leads and Campaigns
82
Cloudy Computing’s data model for recruitment has three custom objects: Job, Candidate and Application. They want to avoid duplicates and ensure they only have a single Candidate record for each candidate. As the Administrator, how could you support this?
Make the ‘Email’ field on Candidate unique
83
Name 3 relationships that are available for External objects.
1.) External Lookup Relationship
2.) Indirect Lookup Relationship
3.) Lookup Relationship
Lookup Relationships: allow a relationship to be formed between a parent standard or custom object and a child external object. Uses the Salesforce record ID.
Indirect Lookup Relationships: allow a relationship to be formed between a parent Salesforce object and a child external object.
External Lookup Relationships: allow a relationship to be formed between a child Salesforce object or external object to a parent external object.
84
The VP of Marketing at Cloudy Computing would like to get a report of Accounts without Contacts, she does not need any data from Contact records. As the Salesforce Administrator, what should you use to support this requirement?
Cross Filter.
A Cross Filter can be used when you need ‘With’ OR ‘’Without’ reporting but do not require data from the child object. A Cross Filter allows you to choose your primary object, select With/Without and then choose the child object.
Since the VP of Marketing does not need any data from Contacts, we do not need to create a custom report type.
85
The VP of International Recruitment should have read/write access to Jobs owned by the VP of North American Recruitment and their subordinates. The VP of North American Recruitment does not report to the VP of International Recruitment in the hierarchy. The OWD for Jobs is currently set to Private. How could you achieve this requirement?
Create a sharing rule based on Roles and Subordinates.
The best solution is to create a sharing rule based on Roles – we can easily create a rule that will share Job records owned by the VP of North American Recruitment and their subordinates, with the VP of International Recruitment.
86
What cannot be moved from a Sandbox to a Production environment using a Change Set?
Records.
Change Sets can only move metadata, not data, therefore records cannot be moved from a Sandbox to a Production environment using a Change Set.
87
You have been asked to customize what fields appear when a user hovers on the Account related to a Case. Where can you amend the visible fields?
Account Compact Layout
88
A customer with a ‘Platinum’ SLA is considered a VIP. Cloudy Computing would like to display a checkbox on the related Contact record/s if the ‘SLA’ is set to ‘Platinum’ on the Account. How could this be achieved? (Choose 2)
1.) Select Data Type Formula
2.) ISPICKVAL(Account.SLA__c, "Platinum")
We can use a Cross-Object Formula on the Contact object. The Data Type is Formula with the Formula Return Type of Checkbox.
The correct formula is ISPICKVAL(Account.SLA__c, “Platinum”). Picklists are only supported in certain functions and need to be wrapped in ISPICKVAL in order to be used in this formula.
89
What is the correct syntax to display the first name from global variable User in a Formula field?
$User.FirstName
90
Cloudy Computing would like to know the number of Applications associated with a Job in Salesforce. Job is the master in a Master-Detail Relationship with Applications. Which Roll-Up Summary type should be used to get this number?
COUNT
91
There are too many Area Codes to fit in the limit of a Validation Rule, so Area Codes have been stored in a custom object. Which Salesforce Validation Rule function could be used to check the Area Code in the phone number field against the Area Codes in our custom object?
VLOOKUP
92
Name 3 considerations when planning to allow users to respond to approval requests via email.
1.) Yes/Approve/Approved
2.) No/Reject/Rejected
3.) The Admin must enable ‘Enable email approval response’ in Process Automation Settings
93
Cloudy Computing is planning some data migration into Salesforce. They have multiple records to import into multiple different objects. Assuming the records have relationships to other objects, what would be the correct order of import?
Users-> Accounts-> Contacts-> Opportunities
Records will need an owner, therefore Users should be created first. Contacts are a child of Accounts and so Accounts must be created first. Contacts and Opportunities can both be related lo Accounts, Opportunities can also be related lo Contacts via Contact Roles, therefore both Account and Contacts should be created before Opportunities.
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Cloudy Computing has three custom objects as part of their Recruitment App. These objects are Job, Candidate and Application. Application is a Junction object and has a Master-Detail Relationship with Job and Candidate. If a User does not have 'Read' access to the Job object via their Profile, are they able to view Application records?
The User will not have Read access to Application records.
For users to be able to see Application records, they would need to be granted a
minimum of Read access via their profile. When you select Read access against
Applications, it will automatically select Read access on Job and Candidate because of the Master-Detail Relationships.
If you remove Read access from Job or Candidate, it will automatically remove Read access from Applications too!
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Cloudy Computing would like to be able to generate quotes from Salesforce. Quotes should contain the 'Account Name', 'Amount' and any 'Discount'. Quotes should be able to be emailed to customers from Salesforce. As the Salesforce
Administrator, what would you suggest?
Use the standard, native object Quotes.
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Cloudy Computing has three custom objects as part of their Recruitment App.
These objects are Job, Candidate and Application. Application is a Junction object and has a Master-Detail Relationship with Job and Candidate. If you remove 'Read'
access to the Candidate object, what will happen to a User's access to Application and Job records? (Choose 2)
1.) The User will not have Read access to Application records
2.) The User will have Read access to Job records
For users to be able to see Application records, they would need to be granted a
minimum of Read access via their profile. When you select Read access against Applications, it will automatically select Read access on Job and Candidate because of the Master-Detail Relationships.
If you remove Read access from Job or Candidate, it will automatically remove Read access from Applications too. However, it will not remove Read access from the other master object. In our example, removing Read access from Candidate will remove our Read access from Application but not from Job.
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Cloudy Computing is attending a trade show and would like to record the details of the people they meet at the event. They want to qualify these people before
following up. They would also like to record that they met at a trade show and which specific trade show they met at. Which features of Salesforce could
support this requirement? (Choose 2)
Leads and Campaigns
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Cloudy Computing's data model for recruitment has three custom objects: Job, Candidate and Application. They want to avoid duplicates and ensure they only have a single Candidate record for each candidate. As the Administrator, how could you support this?
Make the 'Email' field on Candidate unique.
We can make the 'Email' field on Candidate unique to prevent duplicates.
Making the field 'Required' or marking it as an 'External ID' will not prevent duplicates.
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TRUE or FALSE Accounts and Contacts have a Master-Detail Relationship?
False.
Accounts and Contacts have a Lookup Relationship! However, these standard objects do behave in a similar way to those with a Master-Detail Relationship since the record access for Contact can be set to 'Controlled by Parent'.
An Account may have multiple Contacts, and a Contact may be related lo multiple Accounts, if 'Contact to Multiple Accounts' is enabled.
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Cloudy Computing would like to minimize duplicates when importing Person Accounts from a recent event. They would like to update existing Person Accounts, as well as adding new ones. Which tool can you use that will help with this?
Data Import Wizard
100
Cloudy Computing wants to track sales in Salesforce. They need a way to record deals, send multiple versions of pricing in a PDF format, as well as a way to track when products are dispatched or returned. Which native objects in Salesforce can support this requirement?
Opportunities, Quotes, Orders
Opportunities:
An Opportunity record is used to track a sale. Opportunities allow you to capture information about a deal such as the customer (existing or new customer), when
you anticipate the deal closing and the sale value.
Quotes:
A quote is the proposed products and pricing a company provides to a potential customer. In Salesforce we can use the Quote object and Quote records to manage quotes.
You can then generate a PDF version of the Quote(s) and email it directly from Salesforce to the customer. The PDFs are stored against the Quote record, providing visibility of what Quotes have been sent.
Orders:
Once an Opportunity is won, an Order can be generated. An Order is an agreement between the seller (company) and the purchases (customer) to provide products or services with an agreed quantity, price and date.
You might be asking yourself why use Orders? Why not just stick with
Opportunities? Well, it's typically important to preserve what was originally sold on an Opportunity. Orders come with additional functionality, like the ability to
track returns. This means you can always refer back to the original Opportunity to see what was sold vs what happened alter the sale such as cancellations or returns via Orders.
Similar to Opportunities and Quotes, you can select a Price Book and add Products (Order Line Items).
Orders can be 'activated'. You might use this to demonstrate that an Order is ready to be dispatched or been shipped.
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Name 3 field types that support External IDs.
1.) Email
2.) Text
3.) Number
102
Cloudy Computing has identified over 1000 duplicate Leads that should be "hard deleted" at the same time. What tool should you use?
Data Loader.
Although the Mass Delete functionality in Salesforce does offer us the option to hard delete, we can only delete 250 records at once. Therefore, the best tool to accomplish this task is Data Loader as it also has the option to "hard delete" records. Hard deleting means the records do not go into your recycle bin and are permanently deleted immediately .
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Cloudy Computing would like to reference their ERP system ID on Account records in Salesforce. The ERP should be searchable in Salesforce. What feature could support this?
External ID field setting.
Number, Text and Email fields can utilize the 'External ID' field setting. The 'External ID' field can be used to reference an ID from another, external system, such as an ERP. Fields marked as 'External ID' are searchable within Salesforce.
104
Cloudy Computing is migrating from their old recruitment system to Salesforce. As part of the migration, they plan to Import records. There are 3 objects: Jobs,
Candidates and Applications. Applications is a junction object between Jobs and Candidates. In what order should the object records be imported to preserve any relationships? (Choose 2)
1.) Jobs-> Candidates ->Applications
2.) Candidates-> Jobs ->Applications
Applications are in a Master-Detail Relationship with both Jobs and Candidates. Therefore, those records need to exist in the system first, as Applications must
always have an associated Job and Candidate record. Dnce Jobs and Candidates are imported, we can use the new Salesforce ID, or an External ID {if we imported
this with the records), to map the relationships between these records and their associated Application records.
Parent records must always be imported prior lo child records!
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