Scenarios & Solutions DF2

Question 1

The highest opportunity amount needs to be displayed on the related account.

Answer 1

A roll-up summary field of type MAX can be created on the Account object for this use case

Question 2

The opportunity with the highest amount in the org at the time an opportunity is being created needs to be displayed on the new record.

Answer 2

An Apex trigger can be created on the Opportunity object to display the opportunity with the highest amount in a custom field

Question 3

A custom field on related Contact records needs to be updated whenever an account is updated

Answer 3

It is possible to update related records such as contacts using Flow Builder

Question 4

Hundreds of thousands of records of an unrelated object need to be updated when a Product record is updated in an org

Answer 4

Although flows can also update unrelated records, Apex is recommend for executing operations that require high performance.

Question 5

A new section with new custom fields needs to be displayed on the Opportunity detail page.

Answer 5

The page layout of an object can be easily customized to add a new section with custom fields.

Question 6

The existing Opportunity detail page needs to be replaced with a new highly customized page that uses a different format

Answer 6

An existing detail page can be overridden with a Visualforce page that can be customized according to requirements

Question 7

A user requires a report in tabular format, consisting of all the closed opportunities in the system

Answer 7

The report builder can be used to create a tabular report on a standard or custom object.

Question 8

A report with a custom format used by the business needs to be generated and rendered as a PDF file on a page.

Answer 8

Visualforce code can be used to generate a report that uses a custom format. It can be rendered as a PDF file as well.

Question 9

All emails received by a business on a particular email account need to be convert-ed into cases.

Answer 9

The standard Email-to-Case functionality can be utilized for this use case.

Question 10

A contact record needs to be created based on contact information in email messages received by a business.

Answer 10

Apex Email Service can be used for this use case, as it allows the use of custom logic to process the contents of inbound email.

Question 11

A reason should be entered when an opportunity is closed by a user.

Answer 11

A validation rule can be created to ensure that a user enters a reason when an opportunity is closed

Question 12

A user should only be able to update an account record if certain unrelated custom object records have been created.

Answer 12

An Apex trigger can be used for validation based on complex logic. An error can be added to the record if a certain condition is true.

Question 13

A community page needs to be customized so that it shows a report chart.

Answer 13

A Lightning Component called ‘Report Chart’ can be added directly to a community page using Experience Builder.

Question 14

A community page needs to display a highly interactive user interface that utilizes data from multiple objects in Salesforce

Answer 14

A custom Lightning Component can be developed and added to the community page

Question 15

In Lightning Experience, an area that allows users to enter text with custom font and size should be added to the Account record page

Answer 15

The ‘Rich Text’ Lightning Component can be added to the record page using Lightning App Builder.

Question 16

A custom UI is required for the Opportunity page in Lightning Experience. It should not have Salesforce Classic design elements

Answer 16

A custom Lightning component can be developed and added to the record page using Lightning App Builder.

Question 17

The Salesforce mobile app needs to have a page that displays the Chatter Feed

Answer 17

A custom Lightning page containing standard Lightning components can be created declaratively and added to the Salesforce app navigation menu

Question 18

A list of opportunities that were newly created within the last seven days by the current week’s top sales performer needs to be displayed in the Salesforce app.

Answer 18

A custom Lightning component can be developed to calculate and determine the current week’s top sales performer and retrieve newly created opportunities of the sales user based on the given time frame.

Question 19

An HTTP callout needs to be made to an external system whenever a specific field of an existing account is changed.

Answer 19

The HTTP Callout action in Flow Builder can be used to perform an HTTP callout when a specific field on a record is updated.

Question 20

An HTTP callout needs to be made when an order is created in an org with thousands of orders that are generated daily in bulk. In addition, responses from each HTTP callout need to be validated, formatted, and loaded into the org.

Answer 20

To achieve high-performance batch processing, the recommended tool to use is Apex. Furthermore, Apex is capable of handling complex custom validation and data formatting before loading records in the org

Question 21

A project manager often needs to communicate with the primary contact associated with each project (custom object). The mobile number and email address of this contact should be made available on the record details page of the project.

Answer 21

The following cross-object formulas can be created:
Phone Formula Field: Phone (Text)= Contact__r.Phone Email Address Formula Field: Email(Text)= Contact__r.Email

Question 22

Project managers would like to see the project ‘age’ by the time it completes. Also, they want to view the computation of the total project commission using the project revenue and percent commission fields.

Answer 22

The following formula fields can be created:
Project Age in Days (Number) = DATETIMEVALUE(Date_Completed__c)-DATETIMEVALUE(CreatedDate)Project Commission (Currency) = Project_Revenue__c * Percent_Commission__c

Question 23

The Project Urgency Level should be assigned based on the ‘Client Type’ field values:
❖Premium - Level 1
❖Gold - Level 2
❖Silver - Level 3
❖Standard - Level 4
❖Demo - Level 5

Answer 23

A custom formula field that returns a text or number and uses the ‘CASE’ function can be created. For example:
Urgency Level (Number) =CASE ( Client_Type__c ,”Premium”, 1,”Gold”, 2,”Silver”, 3,”Standard”, 4,”Demo”, 5,5)

Question 24

A sales manager needs the total number of all related property records to be displayed on the parent Account. On top of it, he should be alerted every time the total number increases.

Answer 24

❖A ‘COUNT’ type roll-up summary field can be created in the Account object to summarize related properties.
❖The roll-up summary field can then be used as criteria in a record-triggered flow that sends an email.

Question 25

A summary of related Opportunities needs to be displayed in the Account record, which includes the total Amount, the first Opportunity created date, and the latest Opportunity created date.

Answer 25

❖A ‘SUM’ type roll-up summary field can be created to aggregate Opportunity Amount field values. ❖A ‘MIN’ type roll-up summary field can be created to aggregate Opportunity Created Date to get the earliest value. ❖A ‘MAX’ type roll-up summary field can be created to aggregate Opportunity Created Date to get the latest value.

Question 26

A Sales Manager needs to view the minimum property amount in the parent Project record. If the minimum amount falls below $5000, the project status must be updated to Pause-Property Needs Review value.

Answer 26

❖A ‘MIN’ type roll-up summary field can be created to aggregate Property Amounts and get the least value. ❖The roll-up summary field can then be used as criteria in a record-triggered flow that performs a field update.