Set 1 Flashcards by ashwani mishra

DreamHouse Realty has a policy that requires the phone number on the Contact to be deleted when the DoNotCall checkbox is checked. Which automation tool should the app builder recommend?

Flow

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A production org includes custom objects containing confidential information. A sandbox is needed that includes data records, excludes all the confidential objects, and can be refreshed weekly. Which steps should an app builder take to meet these requirements?

Create a Partial Copy Sandbox and use a sandbox template.

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Universal Containers wants sales reps to get permission from their managers before deleting Opportunities. What is the recommended solution?

Approval process with a record-triggered flow

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Northern Trail Outfitters wants the field sales team to only see the accounts that they own. How can this be accomplished?

Set the Organization-Wide Default to Private for accounts. Create permission sets for each marketing team and create an Inside Sales team profile with the “View All” setting for accounts.

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Sales reps at Universal Containers create multiple quotes per opportunity. Which automation tool should an app builder recommend to delete rejected quotes?

Flow

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An app builder wants to create a custom Sync button on Account that will call a Lightning Web Component that connects with an external system. What should an app builder use to add this functionality to an Account record page?

Dynamic action

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Universal Containers uses a custom object called Projects. When managers assign projects, they set a custom field on the Project record called Estimated Hours. Once set, users should be able to decrease but not increase the value. What is the recommended solution?

Create a validation rule that uses the PRIORVALUE function.

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What should an app builder consider when choosing a template for a new Lightning record page?

Page structure will automatically adapt to the device being used to view the record page.

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DreamHouse Realty has many properties for sale and wants to identify the highest value of all Offers__c records on each Property__c record. What is the recommended solution?

Roll-up Summary

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An app builder needs to deploy a new account detail page layout from sandbox to production. Which three components should an app builder include in the Change Set?

Detail page layout, Custom actions, Custom fields

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Which three options are available when activating a Lightning page from the Lightning App Builder?

Assign the page to a combination of apps and profiles, Make the page the default homepage for specific apps, Make the page the org default.

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To increase adoption, Universal Containers is proposing to its Salesforce data model to allow easier visibility for sales reps into key metrics. What are two considerations for this proposal?

Roll-up summaries are limited to master-detail relationships, Roll-up summaries allow MAX, MIN, SUM, COUNT and AVG.

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Universal Containers has a requirement that an opportunity should have a field showing the value of its associated account’s billing state. What is the recommended solution?

Flow

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Universal Containers has several new fields they’ve requested for the Opportunity Product object. What should an app builder be able to configure using a formula field?

A hyperlink to the parent Account of the parent Opportunity.

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DreamHouse Realty recently acquired Cloud Kicks, a company that is still on Salesforce Classic. Where should the app builder find prebuilt resources to help with this project?

AppExchange

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Universal Containers uses a custom picklist field Account Region on the account record. How should an app builder meet the requirement to reflect this region on all related contact records?

Create a formula field on the Contact object > Set the value of the formula to TEXT(Account.Account_Region__c).

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DreamHouse Realty wants to track how many lifts are being installed into customer garages. Which automation tool should be used to complete this task?

Flow

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Cloud Kicks asked the app builder to insert a list of 25,000 records using deduplication for the Delivery custom object. Which tool should be used?

Data Loader

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Northern Trail Outfitters has two custom objects that are part of a master-detail relationship. What determines the ownership and sharing access of the detail record?

The Owner field on the Master record.

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Universal Containers has a custom object that holds over 100 fields. What is the most appropriate Lightning component to break up the fields into separate tabs?

Accordion

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Where should the app builder go to build new rollups for Opportunities on client pages?

Account Object

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How can the app builder prevent creating duplicate delivery records when migrating data from the shipping application?

Create a unique External ID field and use Dataloader.

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Which Chatter feature should the app builder use to show field value changes prominently on Chatter?

Feed Tracking

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Which feature should be used to automatically post on a record whenever a travel request has been approved?

Approval process

How should the app builder make the comment field on the Review private to anyone outside of the HR department?

Create a page layout with the field and use field-level security to hide the field from all other users.

Which two components should an app builder use to provide a condensed case view and allow modifications from the case page layout?

Related record ## Footnote Choose 2 answers.

Which button should the app builder add to the Account page layout to enable sales reps to see who can view their account records?

Sharing

What type of field should an app builder create to track how many show subscriptions have been sold for each shoe catalog?

Roll-up summary field

Which mobile solution should an app builder recommend to create a new contact quickly for sales reps using mobile devices?

Build a global action to create Contacts.

What should an app builder recommend to allow a job candidate to apply for multiple open positions and view applications on their record?

Create a master-detail relationship field on Application__c to Job_Candidate__c.

Which feature should an app builder use to share a picklist field called Status across three separate custom objects?

Global Picklist Value Set

What should an app builder use to prompt a user for additional questions via a popup window when submitting an account for approval?

Custom button and Flow

Which automation tool should an app builder use to send a notification email to the finance manager and a task to the sales manager when a new client is won?

Record-triggered Flow

Which solution should an app builder use to dynamically display a component on a Lightning record page based on criteria about the related contact?

Set the component visibility to display based on advanced filter type, using the contact field(s) to define the dynamic criteria.

What type of report should an app builder create to embed a chart of all related Opportunities by stage on the Account detail page?

A summary report on the Opportunity object

What could be causing users to be unable to select a newly created report type from the Report type list?

The report type is in a status of In Development.

What are three things an app builder should do to optimize the mobile experience for the appraisal team at DreamHouse Realty?

Put the most important fields in the compact layout, so they are easy to find. ## Footnote Choose 3 answers.

Which formula meets the requirements for a custom checkbox formula field on the Opportunity object?

AND(ISPICKVAL(StageName, ‘Negotiation/Review’), CloseDate < TODAY() + 7)

What two reasons can prevent an app builder from adding a downloaded component to the Lightning home page?

My Domain must be deployed to add custom components to the page with the App Builder. ## Footnote Choose 2 answers.

What is the recommended method for the app builder to roll sales metrics up to an opportunity for only Detailed_Sales__c records with a picklist status set to Active?

Create a master detail relationship between the parent and child object with a roll up summary field that filters on the status field.

What should be done when an opportunity close date is delayed by more than 60 days at Cloud Kicks?

Build an approval process that requires unanimous approval from the manager and VP of Sales or create a flow that submits the record for an approval process.

Which field type should be used to capture crossroads or location markers for Universal Containers?

Geolocation

What feature should the CFO of Cloud Kicks use for new vendors to accept terms on agreements?

Approval Process

What should an app builder consider when deploying a new app from sandbox to production using change sets?

Transactions will revert if the deployment errors or change sets do not include all components and may require manual changes.

Which field type should be utilized for the Planet details on the Planet object at Ursa Major Solar?

Rich text area

What kind of relationship should the new installation object have to Opportunity?

Master-Detail

What is the process to upgrade an unmanaged package in production?

Uninstall the current version and install the new version.

What actions can help prevent duplicate Leads from being created at Universal Containers?

Change the Lead Duplicate actions to Block on Create or change the Lead Duplicate Rule details to Bypass Sharing Rules.

What validation formula should be used to ensure the date of hire cannot be changed after job acceptance?

NOT(ISBLANK(Job_Accepted__c) && ISCHANGED(Hire_Date__c))

How can an app builder show a text notification on a case record page for platinum-level customers?

Add a rich text component to the Case Lightning page and set the component visibility based on account support level.

What tool should AW Computing use to allow Service Managers to view Service Agreement opportunities?

Criteria-based sharing rules

What should an app builder consider when deploying a change set from a sandbox upgraded to a new Salesforce version?

It will fail if there is a feature only available in the next version.

What limitations should an app builder be aware of when changing the data type of custom fields?

It is not possible to change the data type of a formula field to any data type or a field referenced by Apex code.

How should an app builder meet the requirement to display a weather map component on a Lightning record page?

Component visibility

What can the app builder do to alleviate performance issues caused by inactive picklist values?

Set up Global Values in Picklist Value Sets.

How should an app builder configure access to a contact’s Twitter profile for mobile app users?

Add a Twitter Quick Action to the mobile navigation.

What should the app builder create to allow business users to update Accounts directly from an Opportunity record?

An update record action with a related record component.

What automation solution meets the requirement for creating a new opportunity for renewal at Cloud Kicks?

Record-triggered flow

Which tool should be used to import leads into Salesforce while preventing duplicates?

Data Import Wizard

Which function should be used to track how many days have elapsed since a contact was sent a marketing communication?

TODAY()

Which functionality should the app builder use to view relationships between standard and custom objects?

Schema Builder

What functionality should be used to ensure all free parts receive the marketing director's sign-off?

Approval process

What can the app builder do to ensure code will successfully deploy to production while the developer is on vacation?

Validate the inbound change set.

Which validation rule should be configured to ensure campaign members have a sales owner?

AND(ISNEW(), ISBLANK(Lead.Owner:User.Id))

What is the impact to users without read access to the Interest Object when viewing Account and Account Interest records?

Users will be unable to view the Account Interest or the Interest records.

Set 1 Flashcards

(66 cards)